Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.80%
2 SRHR 2.70%
3 KBWY 2.51%
4 GRI_old 2.23%
5 RDOG 2.00%
6 MBOX 1.94%
7 INDS 1.86%
8 PSR 1.82%
9 IRET 1.55%
10 HAPS 1.48%
11 TSME 1.42%
12 RIET 1.41%
13 HAPY 1.30%
14 RORE 1.27%
15 AREA 1.18%
16 VRAI 0.98%
17 AIVL 0.87%
18 LSAF 0.83%
19 PXSG 0.76%
20 SRET 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.68M (13.96%) -218.60K
Decreased by -2.26%
Sep 30, 24
2 BlackRock Inc 8.18M (11.81%) -739.01K
Decreased by -9.03%
Jun 30, 24
3 Wasatch Advisors LP 6.17M (8.91%) -722.61K
Decreased by -11.71%
Sep 30, 24
4 Wasatch Advisors Inc. 5.04M (7.28%) 1.00M
Increased by +19.88%
Sep 30, 23
5 State Street Corporation 4.06M (5.86%) -504.86K
Decreased by -12.42%
Mar 31, 24
6 State Street Corp 3.71M (5.35%) -73.40K
Decreased by -1.98%
Sep 30, 24
7 Thrivent Financial For Lutherans 2.54M (3.66%) 22.45K
Increased by +0.88%
Sep 30, 24
8 Long Pond Capital, LP 2.07M (2.98%) 1.67M
Increased by +80.97%
Sep 30, 24
9 Capital World Investors 1.83M (2.64%) 1.83M
Increased by +100.00%
Sep 30, 24
10 FMR Inc 1.66M (2.40%) 358.45K
Increased by +21.54%
Sep 30, 24
11 Jennison Associates LLC 1.41M (2.03%) -137.70K
Decreased by -9.79%
Sep 30, 24
12 Geode Capital Management, LLC 1.33M (1.92%) 4.90K
Increased by +0.37%
Sep 30, 24
13 Massachusetts Financial Services Company 1.21M (1.74%) -33.96K
Decreased by -2.82%
Sep 30, 24
14 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.71%) -154.91K
Decreased by -13.08%
Dec 31, 23
15 Wellington Management Company LLP 1.07M (1.54%) 4.96K
Increased by +0.47%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 1.05M (1.51%) -18.32K
Decreased by -1.75%
Sep 30, 24
17 Charles Schwab Investment Management Inc 989.04K (1.43%) 43.07K
Increased by +4.36%
Sep 30, 24
18 Balyasny Asset Management LLC 988.34K (1.43%) 745.48K
Increased by +75.43%
Jun 30, 24
19 AllianceBernstein L.P. 965.69K (1.39%) -5.63K
Decreased by -0.58%
Sep 30, 24
20 Anchor Capital Advisors Inc 947.32K (1.37%) -32.77K
Decreased by -3.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.80M (4.04%) -198.00
Decreased by -0.01%
Oct 31, 24
2 Wasatch Core Growth 2.42M (3.50%) -513.68K
Decreased by -21.20%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.24M (3.24%) 4.42K
Increased by +0.20%
Nov 27, 24
4 Vanguard Total Stock Mkt Idx Inv 2.15M (3.11%) -10.96K
Decreased by -0.51%
Oct 31, 24
5 American Funds SMALLCAP World A 1.83M (2.64%) 1.83M
Increased by +100.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.71M (2.47%) 3.35K
Increased by +0.20%
Oct 31, 24
7 Fidelity Small Cap Value Fund 1.49M (2.14%) 75.00K
Increased by +5.05%
Aug 31, 24
8 Thrivent Small Cap Stock A 1.38M (1.99%) 7.04K
Increased by +0.51%
Aug 31, 24
9 Fidelity® Small Cap Value 1.30M (1.88%) 0.00
Increased by 0.00%
Oct 31, 23
10 Wasatch Small Cap Value 1.06M (1.53%) 121.03K
Increased by +11.42%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.51%) -3.67K
Decreased by -0.35%
Oct 31, 24
12 Vanguard Small Cap Growth Index Inv 941.94K (1.36%) -1.80K
Decreased by -0.19%
Oct 31, 24
13 MFS New Discovery Value I 909.43K (1.31%) -9.21K
Decreased by -1.01%
Oct 31, 24
14 Jennison SMid Cap Core Equity 584.62K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
15 PGIM Jennison Small Company A 584.62K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 549.56K (0.79%) -8.09K
Decreased by -1.47%
Oct 31, 24
17 Janus Henderson Small Cap Value L 531.26K (0.77%) 123.54K
Increased by +23.25%
Jun 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 484.76K (0.70%) -15.10K
Decreased by -3.11%
Oct 31, 24
19 Thrivent Small Cap Stock 466.44K (0.67%) 0.00
Increased by 0.00%
Aug 31, 24
20 Jupiter Merian Glb Eq AbsRet I USD Acc 459.48K (0.66%) -564.30K
Decreased by -122.81%
Dec 31, 23