Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.89%
2 LSAT 2.69%
3 SRHR 2.68%
4 RDOG 2.37%
5 GRI_old 2.23%
6 MBOX 1.89%
7 PSR 1.82%
8 IRET 1.74%
9 RIET 1.40%
10 HAPS 1.37%
11 INDS 1.30%
12 RORE 1.27%
13 TSME 1.19%
14 HAPY 1.16%
15 VRAI 1.11%
16 AIVL 0.83%
17 LSAF 0.80%
18 PXSG 0.76%
19 SRET 0.73%
20 CRED 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.76M (14.02%) 80.92K
Increased by +0.83%
Dec 31, 24
2 BlackRock Inc 8.35M (12.00%) 293.19K
Increased by +3.51%
Dec 31, 24
3 Wasatch Advisors LP 6.68M (9.60%) 506.40K
Increased by +7.58%
Dec 31, 24
4 Wasatch Advisors Inc. 5.04M (7.25%) 1.00M
Increased by +19.88%
Sep 30, 23
5 State Street Corporation 4.06M (5.84%) -504.86K
Decreased by -12.42%
Mar 31, 24
6 State Street Corp 3.77M (5.42%) 57.56K
Increased by +1.53%
Dec 31, 24
7 Thrivent Financial For Lutherans 2.55M (3.66%) 10.78K
Increased by +0.42%
Dec 31, 24
8 Long Pond Capital, LP 2.07M (2.97%) 1.67M
Increased by +80.97%
Sep 30, 24
9 Capital World Investors 1.94M (2.79%) 113.97K
Increased by +5.87%
Dec 31, 24
10 Geode Capital Management, LLC 1.35M (1.94%) 15.47K
Increased by +1.15%
Dec 31, 24
11 Balyasny Asset Management LLC 1.35M (1.94%) 1.35M
Increased by +100.00%
Dec 31, 24
12 Jennison Associates LLC 1.32M (1.90%) -84.21K
Decreased by -6.37%
Dec 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.70%) -154.91K
Decreased by -13.08%
Dec 31, 23
14 TimesSquare Capital Management, LLC 1.11M (1.60%) 315.47K
Increased by +28.40%
Dec 31, 24
15 Massachusetts Financial Services Company 1.09M (1.57%) -114.02K
Decreased by -10.44%
Dec 31, 24
16 Northern Trust Corp 1.08M (1.55%) 253.18K
Increased by +23.47%
Dec 31, 24
17 Wellington Management Company LLP 1.07M (1.53%) 4.96K
Increased by +0.47%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 1.03M (1.48%) -19.99K
Decreased by -1.94%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.01M (1.45%) 23.37K
Increased by +2.31%
Dec 31, 24
20 AllianceBernstein L.P. 965.69K (1.39%) -5.63K
Decreased by -0.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.77M (3.99%) -17.84K
Decreased by -0.64%
Feb 28, 25
2 Wasatch Core Growth 2.64M (3.80%) 218.19K
Increased by +8.26%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 2.29M (3.28%) 1.73K
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 2.15M (3.10%) 1.66K
Increased by +0.08%
Feb 28, 25
5 American Funds SMALLCAP World A 1.94M (2.79%) 113.97K
Increased by +5.87%
Dec 31, 24
6 Vanguard Small Cap Index 1.75M (2.52%) 1.43K
Increased by +0.08%
Feb 28, 25
7 Thrivent Small Cap Stock A 1.41M (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Small Cap Value 1.30M (1.87%) 0.00
Increased by 0.00%
Oct 31, 23
9 Wasatch Small Cap Value 1.12M (1.61%) 60.79K
Increased by +5.42%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.54%) 1.42K
Increased by +0.13%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 982.84K (1.41%) -7.34K
Decreased by -0.75%
Feb 28, 25
12 Fidelity Small Cap Value Fund 865.00K (1.24%) -315.00K
Decreased by -36.42%
Dec 31, 24
13 MFS New Discovery Value I 674.74K (0.97%) -31.45K
Decreased by -4.66%
Feb 28, 25
14 Jennison SMid Cap Core Equity 584.62K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
15 PGIM Jennison Small Company A 584.62K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 566.68K (0.81%) 5.39K
Increased by +0.95%
Feb 28, 25
17 Vanguard Real Estate II Index 463.98K (0.67%) -1.26K
Decreased by -0.27%
Feb 28, 25
18 Thrivent Small Cap Stock 463.07K (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
19 Jupiter Merian Glb Eq AbsRet I USD Acc 459.48K (0.66%) -564.30K
Decreased by -122.81%
Dec 31, 23
20 Fidelity® Extended Market Index 453.56K (0.65%) 10.19K
Increased by +2.25%
Nov 30, 23