Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 1.97%
2 REIT 1.50%
3 XSVM 0.84%
4 XSLV 0.81%
5 NIXT 0.77%
6 HAPS 0.71%
7 WREI 0.65%
8 GBLD 0.53%
9 RZV 0.52%
10 USVM 0.50%
11 GRNR 0.45%
12 PSCF 0.42%
13 REK 0.37%
14 SRS 0.37%
15 DRW 0.37%
16 SMLV 0.35%
17 WTRE 0.31%
18 IJS 0.23%
19 ISMD 0.22%
20 VIOV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.58M (21.81%) 64.23K
Increased by +0.41%
Mar 31, 25
2 Vanguard Group Inc 13.00M (18.19%) -159.27K
Decreased by -1.23%
Mar 31, 25
3 NORGES BANK 6.03M (8.44%) -3.48M
Decreased by -57.78%
Dec 31, 23
4 State Street Corporation 5.60M (7.84%) -718.97K
Decreased by -12.83%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.57M (7.79%) -45.20K
Decreased by -0.81%
Mar 31, 25
6 State Street Corp 4.92M (6.89%) -214.99K
Decreased by -4.37%
Mar 31, 25
7 Long Pond Capital, LP 3.60M (5.04%) -2.73M
Decreased by -75.81%
Mar 31, 25
8 Citigroup Inc 3.17M (4.43%) 29.80K
Increased by +0.94%
Mar 31, 25
9 UBS Group AG 3.08M (4.31%) 1.02M
Increased by +33.02%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.30M (3.22%) 78.74K
Increased by +3.43%
Mar 31, 25
11 Thompson, Siegel & Walmsley LLC 2.25M (3.16%) -44.38K
Decreased by -1.97%
Mar 31, 25
12 Geode Capital Management, LLC 2.17M (3.03%) 63.58K
Increased by +2.94%
Mar 31, 25
13 Private Management Group Inc 1.73M (2.42%) 11.67K
Increased by +0.67%
Mar 31, 25
14 Northern Trust Corp 1.63M (2.28%) 703.54K
Increased by +43.12%
Dec 31, 24
15 Solel Partners LP 1.34M (1.88%) 37.91K
Increased by +2.83%
Sep 30, 23
16 Wellington Management Company LLP 1.29M (1.80%) 153.55K
Increased by +11.93%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.15M (1.61%) -48.33K
Decreased by -4.20%
Mar 31, 25
18 Deutsche Bank AG 1.15M (1.61%) 1.06M
Increased by +92.36%
Jun 30, 24
19 Natixis SA 1.01M (1.41%) 8.84K
Increased by +0.88%
Dec 31, 24
20 Goldman Sachs Group Inc 908.68K (1.27%) -541.64K
Decreased by -59.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.11M (7.16%) -5.14K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Real Estate Index Investor 3.01M (4.22%) -46.25K
Decreased by -1.53%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.70M (3.78%) 18.31K
Increased by +0.68%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.65M (3.70%) -266.89K
Decreased by -10.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.07M (2.90%) 14.11K
Increased by +0.68%
Apr 30, 25
6 iShares Russell 2000 ETF 2.00M (2.81%) 339.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.34M (1.87%) 4.59K
Increased by +0.34%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.85%) 2.24K
Increased by +0.17%
Apr 30, 25
9 Fidelity® Small Cap Index 1.06M (1.49%) 27.92K
Increased by +2.63%
Oct 31, 23
10 iShares S&P Small-Cap 600 Value ETF 830.95K (1.16%) 767.00
Increased by +0.09%
Apr 30, 25
11 Fidelity Small Cap Index 815.45K (1.14%) 5.21K
Increased by +0.64%
Feb 28, 25
12 Schwab Fundamental U.S. Small CompanyETF 795.87K (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
13 Xtrackers S&P 500 Swap ETF 1C 787.20K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 770.60K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 769.06K (1.08%) -2.61K
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 728.38K (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Tax-Managed Small Cap Adm 684.90K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
18 Transamerica Mid Cap Value Opps I3 672.83K (0.94%) -39.30K
Decreased by -5.84%
Apr 30, 25
19 Schwab Fundamental US Small Company ETF 644.35K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 Nuveen Quant Small Cap Equity R6 538.21K (0.75%) 71.60K
Increased by +13.30%
Mar 31, 24