Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLB 0.07%
2 IWC 0.03%
3 USRT 0.01%
4 IWN 0.01%
5 IWM 0.00%
6 ITOT 0.00%
7 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.48M (10.01%) 22.01K
Increased by +0.40%
Mar 31, 25
2 Private Management Group Inc 5.20M (9.50%) 939.13K
Increased by +18.06%
Mar 31, 25
3 BlackRock Inc 4.80M (8.77%) -284.41K
Decreased by -5.93%
Mar 31, 25
4 Madison Avenue Partners, LP 2.62M (4.78%) -371.04K
Decreased by -14.17%
Mar 31, 24
5 Geode Capital Management, LLC 1.68M (3.08%) 119.35K
Increased by +7.09%
Mar 31, 25
6 Renaissance Technologies Corp 1.60M (2.92%) -120.94K
Decreased by -7.57%
Mar 31, 25
7 State Street Corporation 1.54M (2.81%) -112.10K
Decreased by -7.29%
Mar 31, 24
8 State Street Corp 1.34M (2.44%) -1.19K
Decreased by -0.09%
Mar 31, 25
9 Mangrove Partners 1.16M (2.12%) 0.00
Increased by 0.00%
Sep 30, 23
10 Solas Capital Management LLC 815.31K (1.49%) -19.46K
Decreased by -2.39%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 759.16K (1.39%) -362.21K
Decreased by -47.71%
Mar 31, 25
12 Bank of America Corp 710.93K (1.30%) -450.17K
Decreased by -63.32%
Jun 30, 24
13 Arrowstreet Capital Limited Partnership 684.36K (1.25%) 174.91K
Increased by +25.56%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 683.85K (1.25%) -14.03K
Decreased by -2.05%
Mar 31, 25
15 Segall Bryant & Hamill 609.48K (1.11%) 609.48K
Increased by +100.00%
Mar 31, 25
16 NORGES BANK 567.18K (1.04%) -530.23K
Decreased by -93.49%
Dec 31, 23
17 D. E. Shaw & Co LP 561.84K (1.03%) 12.54K
Increased by +2.23%
Dec 31, 24
18 AQR Capital Management LLC 559.73K (1.02%) -423.45K
Decreased by -75.65%
Mar 31, 25
19 Millennium Management LLC 476.08K (0.87%) -41.56K
Decreased by -8.73%
Sep 30, 24
20 Newtyn Management LLC 474.72K (0.87%) -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 (3.51%) 57.91K
Increased by +3.02%
Sep 30, 24
2 Vanguard Real Estate Index Investor 1.91M (3.49%) -29.03K
Decreased by -1.52%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.34%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 1.39M (2.53%) 678.00
Increased by +0.05%
May 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 700.55K (1.28%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity Small Cap Index 592.20K (1.08%) -7.35K
Decreased by -1.24%
Mar 31, 25
7 Fidelity® Small Cap Index 576.80K (1.05%) 17.14K
Increased by +2.97%
Oct 31, 23
8 iShares Russell 2000 Value ETF 525.61K (0.96%) 0.00
Increased by 0.00%
May 28, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 354.01K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 354.01K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Real Estate II Index 340.18K (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity® Extended Market Index 337.72K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Small-Mid Multifactor ETF 336.04K (0.61%) -3.61K
Decreased by -1.07%
May 29, 25
14 Fidelity Extended Market Index 294.65K (0.54%) 1.69K
Increased by +0.57%
Mar 31, 25
15 Hoya Capital High Dividend Yield ETF 291.74K (0.53%) 0.00
Increased by 0.00%
May 29, 25
16 Vanguard Russell 2000 ETF 277.95K (0.51%) 15.46K
Increased by +5.56%
Apr 30, 25
17 Invesco FTSE RAFI US 1500 Small-Mid ETF 249.95K (0.46%) 0.00
Increased by 0.00%
Nov 27, 24
18 Schwab US Small-Cap ETF™ 247.85K (0.45%) 0.00
Increased by 0.00%
May 30, 25
19 DFA Global Real Estate Securities Port 243.17K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA Real Estate Securities I 235.69K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25