Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDOG 2.21%
2 PXMG 2.06%
3 GRI_old 1.88%
4 RIET 1.41%
5 GYLD 1.22%
6 RFV 1.15%
7 HDLB 1.04%
8 SURE 0.95%
9 SRS 0.90%
10 REK 0.90%
11 PSCF 0.76%
12 CVY 0.74%
13 MLTI 0.70%
14 CRED 0.65%
15 AREA 0.64%
16 RZV 0.63%
17 MIDZ 0.62%
18 RFDA 0.61%
19 LVHD 0.56%
20 REZ 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 88.84M (17.95%) -2.03M
Decreased by -2.28%
Mar 31, 25
2 Vanguard Group Inc 76.95M (15.55%) -7.03M
Decreased by -9.14%
Mar 31, 25
3 State Street Corporation 33.34M (6.74%) -624.42K
Decreased by -1.87%
Mar 31, 24
4 State Street Corp 32.03M (6.47%) -760.33K
Decreased by -2.37%
Mar 31, 25
5 Cohen & Steers Inc 23.23M (4.69%) -19.11M
Decreased by -82.30%
Dec 31, 23
6 Geode Capital Management, LLC 11.13M (2.25%) 383.92K
Increased by +3.45%
Mar 31, 25
7 CenterSquare Investment Management LLC 10.17M (2.06%) -73.83K
Decreased by -0.73%
Mar 31, 24
8 Charles Schwab Investment Management Inc 10.02M (2.02%) 1.18M
Increased by +11.80%
Mar 31, 25
9 UBS Group AG 9.48M (1.92%) 8.23M
Increased by +86.80%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 8.63M (1.74%) 1.65M
Increased by +19.09%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 7.74M (1.56%) -172.00K
Decreased by -2.22%
Mar 31, 25
12 Allianz Asset Management AG 7.13M (1.44%) 2.15M
Increased by +30.17%
Mar 31, 25
13 Millennium Management LLC 6.68M (1.35%) 2.34M
Increased by +35.06%
Dec 31, 23
14 Northern Trust Corp 6.40M (1.29%) 95.53K
Increased by +1.49%
Mar 31, 25
15 Bank of New York Mellon Corp 6.36M (1.29%) -1.11M
Decreased by -17.39%
Mar 31, 25
16 Deutsche Bank AG 6.12M (1.24%) -1.46M
Decreased by -23.89%
Mar 31, 25
17 Silver Point Capital LP 6.00M (1.21%) 3.65M
Increased by +60.83%
Sep 30, 24
18 Cardinal Capital Management Llc 5.86M (1.18%) -309.37K
Decreased by -5.28%
Sep 30, 23
19 NORGES BANK 5.23M (1.06%) 2.12M
Increased by +40.54%
Dec 31, 23
20 Macquarie Group Ltd 4.90M (0.99%) 4.61M
Increased by +94.19%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 36.08M (7.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 20.28M (4.10%) -275.75K
Decreased by -1.36%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 18.92M (3.82%) 15.87K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 18.19M (3.68%) -9.84K
Decreased by -0.05%
Jan 31, 24
5 Vanguard Total Stock Mkt Idx Inv 14.38M (2.91%) 49.54K
Increased by +0.34%
Apr 30, 25
6 Vanguard Small Cap Index 11.30M (2.28%) 79.78K
Increased by +0.71%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 9.28M (1.87%) 62.59K
Increased by +0.67%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 7.31M (1.48%) 22.94K
Increased by +0.31%
Apr 30, 25
9 Daiwa US-REIT Open Mother Fund 6.11M (1.23%) 6.11M
Increased by +100.00%
Sep 19, 23
10 iShares S&P Small-Cap 600 Value ETF 5.88M (1.19%) 0.00
Increased by 0.00%
May 31, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 5.31M (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
12 DWS Core Equity S 5.29M (1.07%) -300.17K
Decreased by -5.67%
Apr 30, 25
13 DWS Risk Managed Alpha Lg Cap Core Comp 5.29M (1.07%) -300.17K
Decreased by -5.67%
Apr 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 5.11M (1.03%) 0.00
Increased by 0.00%
May 30, 25
15 PIMCO RAE US Small 4.99M (1.01%) 1.54M
Increased by +30.79%
Mar 31, 25
16 PIMCO RAE US Small Instl 4.99M (1.01%) 1.54M
Increased by +30.79%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 4.77M (0.96%) -89.82K
Decreased by -1.88%
Jan 31, 24
18 Cohen & Steers Real Estate Opportunities 4.16M (0.84%) -3.83M
Decreased by -91.94%
Dec 31, 23
19 Cohen & Steers Real Estate Securities A 4.16M (0.84%) -3.83M
Decreased by -91.94%
Dec 31, 23
20 Vanguard Tax-Managed Small Cap Adm 4.09M (0.83%) 0.00
Increased by 0.00%
Apr 30, 25