Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.56%
2 REIT 1.50%
3 XSLV 0.81%
4 NIXT 0.78%
5 XSVM 0.76%
6 HAPS 0.71%
7 WREI 0.65%
8 RZV 0.48%
9 USVM 0.47%
10 GBLD 0.46%
11 GRNR 0.45%
12 PSCF 0.37%
13 REK 0.37%
14 SRS 0.37%
15 DRW 0.37%
16 SMLV 0.32%
17 WTRE 0.31%
18 ISMD 0.22%
19 IJS 0.21%
20 VIOV 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.52M (23.84%) 267.86K
Increased by +1.73%
Dec 31, 24
2 Vanguard Group Inc 13.16M (20.21%) -282.34K
Decreased by -2.15%
Dec 31, 24
3 Long Pond Capital, LP 6.34M (9.73%) -73.84K
Decreased by -1.17%
Dec 31, 24
4 NORGES BANK 6.03M (9.26%) -3.48M
Decreased by -57.78%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 5.61M (8.62%) -49.17K
Decreased by -0.88%
Dec 31, 24
6 State Street Corporation 5.60M (8.61%) -718.97K
Decreased by -12.83%
Mar 31, 24
7 State Street Corp 5.14M (7.89%) 59.50K
Increased by +1.16%
Dec 31, 24
8 Citigroup Inc 3.14M (4.82%) 212.36K
Increased by +6.77%
Dec 31, 24
9 UBS Group AG 3.08M (4.73%) 1.02M
Increased by +33.02%
Dec 31, 24
10 Thompson, Siegel & Walmsley LLC 2.30M (3.53%) 167.19K
Increased by +7.27%
Dec 31, 24
11 Charles Schwab Investment Management Inc 2.22M (3.41%) 45.51K
Increased by +2.05%
Dec 31, 24
12 Geode Capital Management, LLC 2.10M (3.23%) -60.10K
Decreased by -2.86%
Dec 31, 24
13 Private Management Group Inc 1.72M (2.64%) -182.46K
Decreased by -10.60%
Dec 31, 24
14 Northern Trust Corp 1.63M (2.51%) 703.54K
Increased by +43.12%
Dec 31, 24
15 Goldman Sachs Group Inc 1.45M (2.23%) 326.59K
Increased by +22.52%
Dec 31, 24
16 Solel Partners LP 1.34M (2.06%) 37.91K
Increased by +2.83%
Sep 30, 23
17 Wellington Management Company LLP 1.29M (1.98%) 153.55K
Increased by +11.93%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 1.20M (1.84%) -45.16K
Decreased by -3.77%
Dec 31, 24
19 Deutsche Bank AG 1.15M (1.76%) 1.06M
Increased by +92.36%
Jun 30, 24
20 Natixis SA 1.01M (1.55%) 8.84K
Increased by +0.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.11M (7.86%) -5.14K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Real Estate Index Investor 3.06M (4.70%) -3.13K
Decreased by -0.10%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.68M (4.12%) 22.16K
Increased by +0.83%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 2.65M (4.07%) -266.89K
Decreased by -10.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.06M (3.16%) -101.61K
Decreased by -4.94%
Mar 31, 25
6 iShares Russell 2000 ETF 2.00M (3.08%) -16.27K
Decreased by -0.81%
Apr 29, 25
7 Vanguard Small Cap Value Index Inv 1.33M (2.05%) -88.14K
Decreased by -6.61%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (2.02%) 36.72K
Increased by +2.79%
Mar 31, 25
9 Fidelity® Small Cap Index 1.06M (1.63%) 27.92K
Increased by +2.63%
Oct 31, 23
10 iShares S&P Small-Cap 600 Value ETF 830.95K (1.28%) 767.00
Increased by +0.09%
Apr 30, 25
11 Fidelity Small Cap Index 815.45K (1.25%) 5.21K
Increased by +0.64%
Feb 28, 25
12 Schwab Fundamental U.S. Small CompanyETF 795.87K (1.22%) 0.00
Increased by 0.00%
Apr 29, 25
13 Xtrackers S&P 500 Swap ETF 1C 787.20K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 770.60K (1.18%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 769.06K (1.18%) -2.61K
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 728.38K (1.12%) 0.00
Increased by 0.00%
Apr 29, 25
17 Transamerica Mid Cap Value Opps I3 712.13K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 684.90K (1.05%) 63.77K
Increased by +9.31%
Mar 31, 25
19 Schwab Fundamental US Small Company ETF 644.35K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
20 Nuveen Quant Small Cap Equity R6 538.21K (0.83%) 71.60K
Increased by +13.30%
Mar 31, 24