Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLDG 1.82%
2 HDLB 0.07%
3 IWC 0.04%
4 USRT 0.01%
5 IWN 0.01%
6 IWM 0.00%
7 ITOT 0.00%
8 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.48M (11.09%) 22.01K
Increased by +0.40%
Mar 31, 25
2 Private Management Group Inc 5.20M (10.53%) 939.13K
Increased by +18.06%
Mar 31, 25
3 BlackRock Inc 4.80M (9.72%) -284.41K
Decreased by -5.93%
Mar 31, 25
4 Madison Avenue Partners, LP 2.62M (5.30%) -371.04K
Decreased by -14.17%
Mar 31, 24
5 Kawa Capital Management Inc. 2.53M (5.12%) 2.53M
Increased by +100.00%
Mar 31, 25
6 Geode Capital Management, LLC 1.68M (3.41%) 119.35K
Increased by +7.09%
Mar 31, 25
7 Renaissance Technologies Corp 1.60M (3.23%) -120.94K
Decreased by -7.57%
Mar 31, 25
8 State Street Corporation 1.54M (3.12%) -112.10K
Decreased by -7.29%
Mar 31, 24
9 State Street Corp 1.34M (2.70%) -1.19K
Decreased by -0.09%
Mar 31, 25
10 Mangrove Partners 1.16M (2.35%) 0.00
Increased by 0.00%
Sep 30, 23
11 Solas Capital Management LLC 815.31K (1.65%) -19.46K
Decreased by -2.39%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 759.16K (1.54%) -362.21K
Decreased by -47.71%
Mar 31, 25
13 Bank of America Corp 710.93K (1.44%) -450.17K
Decreased by -63.32%
Jun 30, 24
14 Arrowstreet Capital Limited Partnership 684.36K (1.39%) 174.91K
Increased by +25.56%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 683.85K (1.38%) -14.03K
Decreased by -2.05%
Mar 31, 25
16 Segall Bryant & Hamill 609.48K (1.23%) 609.48K
Increased by +100.00%
Mar 31, 25
17 NORGES BANK 567.18K (1.15%) -530.23K
Decreased by -93.49%
Dec 31, 23
18 AQR Capital Management LLC 559.73K (1.13%) -423.45K
Decreased by -75.65%
Mar 31, 25
19 Millennium Management LLC 476.08K (0.96%) -41.56K
Decreased by -8.73%
Sep 30, 24
20 Newtyn Management LLC 474.72K (0.96%) -1.82M
Decreased by -382.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.92M (3.89%) 57.91K
Increased by +3.02%
Sep 30, 24
2 Vanguard Real Estate Index Investor 1.90M (3.85%) -5.56K
Decreased by -0.29%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.71%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Russell 2000 ETF 1.36M (2.75%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 719.31K (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity Small Cap Index 636.07K (1.29%) -10.52K
Decreased by -1.65%
May 31, 25
7 Fidelity® Small Cap Index 576.80K (1.17%) 17.14K
Increased by +2.97%
Oct 31, 23
8 iShares Russell 2000 Value ETF 524.51K (1.06%) 0.00
Increased by 0.00%
May 31, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 354.01K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 354.01K (0.72%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small-Mid Multifactor ETF 347.79K (0.70%) 904.00
Increased by +0.26%
Jul 31, 25
12 Vanguard Real Estate II Index 340.18K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Extended Market Index 337.72K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Extended Market Index 292.67K (0.59%) -764.00
Decreased by -0.26%
Jun 30, 25
15 Hoya Capital High Dividend Yield ETF 291.74K (0.59%) 0.00
Increased by 0.00%
May 30, 25
16 Vanguard Russell 2000 ETF 280.46K (0.57%) 2.51K
Increased by +0.90%
May 31, 25
17 Cambria Global Real Estate ETF 275.34K (0.56%) 0.00
Increased by 0.00%
Jul 31, 25
18 Invesco FTSE RAFI US 1500 Small-Mid ETF 249.95K (0.51%) 0.00
Increased by 0.00%
Nov 27, 24
19 Schwab US Small-Cap ETF™ 245.38K (0.50%) -126.00
Decreased by -0.05%
Jul 31, 25
20 DFA Global Real Estate Securities Port 243.17K (0.49%) 0.00
Increased by 0.00%
Jun 30, 25