Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 0.75%
2 RWR 0.05%
3 IWC 0.04%
4 IYR 0.03%
5 VNQ 0.02%
6 USRT 0.01%
7 IWN 0.01%
8 VTWO 0.01%
9 VTWV 0.01%
10 IWMW 0.01%
11 IWM 0.01%
12 IWS 0.00%
13 IWR 0.00%
14 SMMD 0.00%
15 REET 0.00%
16 IWD 0.00%
17 IYY 0.00%
18 IWB 0.00%
19 ITDE 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.65M (11.19%) 272.71K
Increased by +16.56%
Mar 31, 26
2 Vanguard Group Inc 1.61M (10.93%) 3.15K
Increased by +0.20%
Dec 31, 25
3 Vanguard Capital Management, LLC 879.51K (5.98%) 879.51K
Increased by +100.00%
Mar 31, 26
4 Thompson, Siegel & Walmsley LLC 541.39K (3.68%) 16.43K
Increased by +3.03%
Mar 31, 26
5 J. Goldman & Co LP 516.01K (3.51%) -85.13K
Decreased by -16.50%
Dec 31, 25
6 State Street Corp 419.40K (2.85%) 4.44K
Increased by +1.06%
Mar 31, 26
7 Geode Capital Management, LLC 365.73K (2.49%) -59.40K
Decreased by -16.24%
Mar 31, 26
8 Millennium Management LLC 302.93K (2.06%) 139.28K
Increased by +45.98%
Mar 31, 26
9 Two Sigma Investments LLC 284.52K (1.93%) 214.40K
Increased by +75.35%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 172.83K (1.17%) -21.93K
Decreased by -12.69%
Mar 31, 26
11 Man Group PLC 171.77K (1.17%) 113.86K
Increased by +66.28%
Mar 31, 26
12 K2 PRINCIPAL FUND LP 160.28K (1.09%) 5.79K
Increased by +3.61%
Mar 31, 26
13 VELA Investment Management, LLC 133.78K (0.91%) 39.45K
Increased by +29.49%
Mar 31, 26
14 Northern Trust Corp 112.30K (0.76%) 5.21K
Increased by +4.64%
Mar 31, 26
15 Lazard Asset Management LLC 108.27K (0.74%) 108.27K
Increased by +100.00%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 105.85K (0.72%) -669.00
Decreased by -0.63%
Mar 31, 26
17 LPL Financial Corp 93.36K (0.63%) 58.71K
Increased by +62.89%
Mar 31, 26
18 Vanguard Fiduciary Trust Co 92.63K (0.63%) 92.63K
Increased by +100.00%
Mar 31, 26
19 The Goldman Sachs Group Inc 89.82K (0.61%) 46.32K
Increased by +51.57%
Mar 31, 26
20 Arrowstreet Capital Limited Partnership 87.76K (0.60%) -13.98K
Decreased by -15.93%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AVI Global Trust Ord 736.29K (5.00%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 503.45K (3.42%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 387.67K (2.63%) 3.59K
Increased by +0.93%
May 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 179.99K (1.22%) 3.25K
Increased by +1.81%
Apr 30, 26
5 TSW SMID Cap Value 158.70K (1.08%) -41.60K
Decreased by -26.21%
Mar 31, 26
6 Fidelity Small Cap Index 143.51K (0.98%) -163.00
Decreased by -0.11%
Mar 31, 26
7 iShares Russell 2000 Value ETF 138.79K (0.94%) 0.00
Increased by 0.00%
May 29, 26
8 VELA Small Cap 119.12K (0.81%) 39.45K
Increased by +33.12%
Mar 31, 26
9 VELA Small Cap I 110.80K (0.75%) 0.00
Increased by 0.00%
May 31, 26
10 Lazard Baylight US Small Cap Equity 107.06K (0.73%) 107.06K
Increased by +100.00%
Mar 31, 26
11 Russell 2000 Equity Index Fund B 101.44K (0.69%) -47.00
Decreased by -0.05%
Dec 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 96.01K (0.65%) 0.00
Increased by 0.00%
May 31, 26
13 Fidelity Extended Market Index 86.25K (0.59%) -315.00
Decreased by -0.37%
Apr 30, 26
14 Vanguard Russell 2000 ETF 75.23K (0.51%) 1.60K
Increased by +2.13%
Apr 30, 26
15 DFA Real Estate Securities I 68.84K (0.47%) -5.20K
Decreased by -7.55%
Apr 30, 26
16 DFA Global Real Estate Securities Port 54.86K (0.37%) 0.00
Increased by 0.00%
Apr 30, 26
17 State St Russell Sm Cap® Idx SL Cl I 53.70K (0.36%) 0.00
Increased by 0.00%
May 31, 26
18 iShares Core US REIT ETF 53.03K (0.36%) 4.07K
Increased by +7.68%
May 29, 26
19 Diversified Equity Fund F 48.89K (0.33%) 48.89K
Increased by +100.00%
Mar 31, 26
20 BlackRock Diversified Equity Alpha Inst 46.87K (0.32%) 24.01K
Increased by +51.23%
Apr 30, 26