Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REZ 0.45%
2 USRT 0.18%
3 REET 0.12%
4 ERET 0.09%
5 ISCV 0.07%
6 JKL 0.07%
7 ESML 0.04%
8 ISCB 0.04%
9 JKJ 0.04%
10 SMMD 0.03%
11 WSML 0.02%
12 IWS 0.02%
13 IWR 0.02%
14 ITDE 0.01%
15 ITDD 0.01%
16 ITDF 0.01%
17 IYLD 0.01%
18 IWD 0.01%
19 ITDC 0.01%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 75.30M (15.35%) -519.36K
Decreased by -0.69%
Mar 31, 26
2 Vanguard Group Inc 67.59M (13.78%) -339.81K
Decreased by -0.50%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 43.08M (8.78%) 43.08M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 25.56M (5.21%) -685.61K
Decreased by -2.68%
Mar 31, 26
5 Vanguard Capital Management, LLC 20.84M (4.25%) 20.84M
Increased by +100.00%
Mar 31, 26
6 Charles Schwab Investment Management Inc 11.98M (2.44%) -62.72K
Decreased by -0.52%
Mar 31, 26
7 AQR Capital Management LLC 11.06M (2.25%) -2.36M
Decreased by -21.33%
Mar 31, 26
8 Geode Capital Management, LLC 9.98M (2.03%) 268.36K
Increased by +2.69%
Mar 31, 26
9 Two Sigma Investments LLC 8.40M (1.71%) 4.54M
Increased by +53.98%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 7.44M (1.52%) 88.72K
Increased by +1.19%
Mar 31, 26
11 Wilsey Asset Management 7.35M (1.50%) 1.49M
Increased by +20.33%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 6.73M (1.37%) -5.22M
Decreased by -77.52%
Mar 31, 26
13 Jupiter Asset Management Limited 6.69M (1.36%) 6.69M
Increased by +100.00%
Mar 31, 26
14 Allianz Asset Management AG 6.49M (1.32%) -367.33K
Decreased by -5.66%
Mar 31, 26
15 Advisors Capital Management, LLC 6.38M (1.30%) 6.38M
Increased by +100.00%
Mar 31, 26
16 Bank of New York Mellon Corp 6.31M (1.29%) -274.23K
Decreased by -4.34%
Mar 31, 26
17 Deutsche Bank AG 5.61M (1.14%) -113.56K
Decreased by -2.02%
Mar 31, 26
18 Northern Trust Corp 5.22M (1.06%) 149.16K
Increased by +2.86%
Mar 31, 26
19 Coatue Management LLC 4.53M (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
20 Two Sigma Advisers, LLC 4.43M (0.90%) 1.64M
Increased by +36.93%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 29.90M (6.09%) 11.11K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 15.16M (3.09%) -64.06K
Decreased by -0.42%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 14.57M (2.97%) 59.11K
Increased by +0.41%
Apr 30, 26
4 Vanguard Small Cap Index 10.33M (2.10%) 923.00
Increased by +0.01%
Apr 30, 26
5 Vanguard Small Cap Value Index Inv 6.60M (1.34%) 10.12K
Increased by +0.15%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 5.56M (1.13%) 53.75K
Increased by +0.97%
Apr 30, 26
7 DWS Core Equity S 5.13M (1.05%) 0.00
Increased by 0.00%
Apr 30, 26
8 DWS Risk Managed Alpha Lg Cap Core Comp 5.13M (1.05%) 0.00
Increased by 0.00%
Apr 30, 26
9 PIMCO RAE US Small 4.82M (0.98%) -264.85K
Decreased by -5.49%
Dec 31, 25
10 iShares S&P Small-Cap 600 Value ETF 4.73M (0.96%) 0.00
Increased by 0.00%
May 29, 26
11 State Street SPDR Port S&P 600 Sm CpETF 4.52M (0.92%) 0.00
Increased by 0.00%
May 29, 26
12 PIMCO RAE US Small Instl 4.20M (0.86%) -623.60K
Decreased by -14.85%
Mar 31, 26
13 Vanguard Tax-Managed Small Cap Adm 3.93M (0.80%) 0.00
Increased by 0.00%
Apr 30, 26
14 Schwab US REIT ETF™ 3.49M (0.71%) 1.64K
Increased by +0.05%
May 30, 26
15 Advisors Capital Income w/Growth 3.46M (0.70%) 3.46M
Increased by +100.00%
Mar 31, 26
16 Schwab Fundamental U.S. Small CompanyETF 3.44M (0.70%) -1.39K
Decreased by -0.04%
May 30, 26
17 Vanguard Real Estate II Index 3.37M (0.69%) 6.00K
Increased by +0.18%
Apr 30, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 3.06M (0.62%) 8.00K
Increased by +0.26%
May 31, 26
19 State Street® SPDR® S&P 600™ Sm CpValETF 2.70M (0.55%) 0.00
Increased by 0.00%
May 31, 26
20 DFA Real Estate Securities I 2.59M (0.53%) -103.52K
Decreased by -4.00%
Apr 30, 26