Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.71%
2 REIT 1.50%
3 BLDG 1.39%
4 XSLV 0.96%
5 XSVM 0.85%
6 NIXT 0.84%
7 HAPS 0.71%
8 WREI 0.65%
9 GBLD 0.61%
10 RZV 0.57%
11 USVM 0.48%
12 SVAL 0.45%
13 GRNR 0.45%
14 PSCF 0.44%
15 SMLV 0.40%
16 REK 0.37%
17 SRS 0.37%
18 DRW 0.37%
19 WTRE 0.31%
20 BBRE 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.58M (26.92%) 64.23K
Increased by +0.41%
Mar 31, 25
2 Vanguard Group Inc 13.00M (22.45%) -159.27K
Decreased by -1.23%
Mar 31, 25
3 NORGES BANK 6.03M (10.41%) -3.48M
Decreased by -57.78%
Dec 31, 23
4 State Street Corporation 5.60M (9.68%) -718.97K
Decreased by -12.83%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.57M (9.61%) -45.20K
Decreased by -0.81%
Mar 31, 25
6 State Street Corp 4.92M (8.50%) -214.99K
Decreased by -4.37%
Mar 31, 25
7 UBS Group AG 4.32M (7.46%) 1.24M
Increased by +28.66%
Mar 31, 25
8 Long Pond Capital, LP 3.60M (6.23%) -2.73M
Decreased by -75.81%
Mar 31, 25
9 Citigroup Inc 3.17M (5.47%) 29.80K
Increased by +0.94%
Mar 31, 25
10 Charles Schwab Investment Management Inc 2.30M (3.97%) 78.74K
Increased by +3.43%
Mar 31, 25
11 Thompson, Siegel & Walmsley LLC 2.25M (3.90%) -44.38K
Decreased by -1.97%
Mar 31, 25
12 Geode Capital Management, LLC 2.17M (3.74%) 63.58K
Increased by +2.94%
Mar 31, 25
13 Private Management Group Inc 1.73M (2.99%) 11.67K
Increased by +0.67%
Mar 31, 25
14 Northern Trust Corp 1.66M (2.87%) 31.00K
Increased by +1.86%
Mar 31, 25
15 Solel Partners LP 1.34M (2.32%) 37.91K
Increased by +2.83%
Sep 30, 23
16 Wellington Management Company LLP 1.29M (2.22%) 153.55K
Increased by +11.93%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.15M (1.99%) -48.33K
Decreased by -4.20%
Mar 31, 25
18 Deutsche Bank AG 1.15M (1.98%) 1.06M
Increased by +92.36%
Jun 30, 24
19 Natixis SA 1.01M (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
20 Goldman Sachs Group Inc 908.68K (1.57%) -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 4.37M (7.54%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Real Estate Index Investor 3.05M (5.26%) 4.13K
Increased by +0.14%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.65M (4.57%) -266.89K
Decreased by -10.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.47M (4.26%) -240.16K
Decreased by -9.73%
Jun 30, 25
5 Vanguard Small Cap Index 1.78M (3.08%) -293.39K
Decreased by -16.45%
Jun 30, 25
6 iShares Russell 2000 ETF 1.78M (3.08%) -28.85K
Decreased by -1.62%
Jul 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.98%) -183.74K
Decreased by -16.02%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.14M (1.97%) -197.90K
Decreased by -17.37%
Jun 30, 25
9 Fidelity® Small Cap Index 1.06M (1.84%) 27.92K
Increased by +2.63%
Oct 31, 23
10 Fidelity Small Cap Index 832.01K (1.44%) -4.52K
Decreased by -0.54%
May 31, 25
11 Xtrackers S&P 500 Swap ETF 1C 787.20K (1.36%) 0.00
Increased by 0.00%
Jun 30, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 770.60K (1.33%) 0.00
Increased by 0.00%
Apr 30, 24
13 Schwab Fundamental U.S. Small CompanyETF 717.23K (1.24%) 0.00
Increased by 0.00%
Jul 30, 25
14 iShares S&P Small-Cap 600 Value ETF 691.72K (1.19%) 0.00
Increased by 0.00%
Jul 30, 25
15 iShares Russell 2000 Value ETF 655.15K (1.13%) 0.00
Increased by 0.00%
Jul 30, 25
16 Schwab Fundamental US Small Company ETF 644.35K (1.11%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 631.48K (1.09%) 351.00
Increased by +0.06%
Jul 31, 25
18 Vanguard Tax-Managed Small Cap Adm 602.00K (1.04%) -82.91K
Decreased by -13.77%
Jun 30, 25
19 Nuveen Quant Small Cap Equity R6 538.21K (0.93%) 71.60K
Increased by +13.30%
Mar 31, 24
20 Fidelity® Extended Market Index 532.20K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23