Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLB 0.07%
2 IWC 0.05%
3 USRT 0.02%
4 IWN 0.02%
5 IWM 0.01%
6 ITOT 0.00%
7 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.49M (10.15%) -511.44K
Decreased by -9.32%
Sep 30, 24
2 Private Management Group Inc 5.13M (9.49%) 11.83K
Increased by +0.23%
Sep 30, 24
3 BlackRock Inc 4.64M (8.58%) -77.88K
Decreased by -1.68%
Jun 30, 24
4 Madison Avenue Partners, LP 2.62M (4.84%) -371.04K
Decreased by -14.17%
Mar 31, 24
5 Renaissance Technologies Corp 1.85M (3.42%) -136.35K
Decreased by -7.36%
Sep 30, 24
6 State Street Corporation 1.54M (2.84%) -112.10K
Decreased by -7.29%
Mar 31, 24
7 Geode Capital Management, LLC 1.51M (2.80%) 7.73K
Increased by +0.51%
Sep 30, 24
8 AQR Capital Management LLC 1.42M (2.63%) -302.71K
Decreased by -21.31%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 1.30M (2.41%) -788.83K
Decreased by -60.56%
Sep 30, 24
10 State Street Corp 1.28M (2.37%) -312.86K
Decreased by -24.39%
Sep 30, 24
11 Mangrove Partners 1.16M (2.15%) 0.00
Increased by 0.00%
Sep 30, 23
12 Solas Capital Management LLC 815.31K (1.51%) -19.46K
Decreased by -2.39%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 712.39K (1.32%) -1.58K
Decreased by -0.22%
Sep 30, 24
14 Bank of America Corp 710.93K (1.31%) -450.17K
Decreased by -63.32%
Jun 30, 24
15 Charles Schwab Investment Management Inc 656.05K (1.21%) -58.25K
Decreased by -8.88%
Sep 30, 24
16 NORGES BANK 567.18K (1.05%) -530.23K
Decreased by -93.49%
Dec 31, 23
17 D. E. Shaw & Co LP 549.30K (1.02%) -109.45K
Decreased by -19.92%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 508.35K (0.94%) 372.39K
Increased by +73.26%
Sep 30, 24
19 Goldman Sachs Group Inc 505.43K (0.93%) 211.63K
Increased by +41.87%
Sep 30, 24
20 Millennium Management LLC 476.08K (0.88%) -41.56K
Decreased by -8.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.99M (3.68%) 945.00
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.86M (3.44%) 0.00
Increased by 0.00%
Oct 31, 24
3 iShares Russell 2000 ETF 1.52M (2.80%) -3.16K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 700.55K (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity Small Cap Index 607.98K (1.12%) -9.44K
Decreased by -1.55%
Sep 30, 24
6 Fidelity® Small Cap Index 576.80K (1.07%) 17.14K
Increased by +2.97%
Oct 31, 23
7 iShares Russell 2000 Value ETF 571.37K (1.06%) 738.00
Increased by +0.13%
Nov 27, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 372.01K (0.69%) -11.50K
Decreased by -3.09%
Oct 31, 24
9 Fidelity® Extended Market Index 337.72K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Real Estate II Index 321.85K (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Extended Market Index 312.71K (0.58%) -53.84K
Decreased by -17.22%
Sep 30, 24
12 Hoya Capital High Dividend Yield ETF 283.50K (0.52%) 0.00
Increased by 0.00%
Nov 27, 24
13 DFA Real Estate Securities I 263.82K (0.49%) -43.63K
Decreased by -16.54%
Sep 30, 24
14 Vanguard Russell 2000 ETF 255.90K (0.47%) -1.60K
Decreased by -0.62%
Oct 31, 24
15 DFA Global Real Estate Securities Port 254.72K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
16 Invesco FTSE RAFI US 1500 Small-Mid ETF 249.95K (0.46%) 0.00
Increased by 0.00%
Nov 27, 24
17 Schwab US Small-Cap ETF™ 244.31K (0.45%) 136.00
Increased by +0.06%
Nov 28, 24
18 Schwab Small-Cap Equity 230.99K (0.43%) 0.00
Increased by 0.00%
Sep 30, 24
19 State St Russell Sm Cap® Indx SL Cl I 214.31K (0.40%) 0.00
Increased by 0.00%
Oct 31, 24
20 SEI Tax-Managed Small/Mid Cap F (SIMT) 195.98K (0.36%) 0.00
Increased by 0.00%
Oct 31, 24