Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.96%
2 HIPS 2.44%
3 RDOG 2.23%
4 GRI_old 2.17%
5 AREA 1.54%
6 PSR 1.48%
7 RIET 1.16%
8 JPRE 1.10%
9 EZA 0.96%
10 NIXT 0.74%
11 PSCF 0.68%
12 DES 0.65%
13 FSCC 0.57%
14 CRED 0.55%
15 FYC 0.49%
16 CVY 0.44%
17 FESM 0.41%
18 VIOG 0.36%
19 SLYG 0.36%
20 IJT 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 25.00M (17.22%) 25.00M
Increased by +100.00%
Mar 31, 25
2 BlackRock Inc 22.99M (15.84%) 22.99M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 21.51M (14.82%) 21.51M
Increased by +100.00%
Mar 31, 25
4 Providence Equity Partners L.L.C. 17.39M (11.98%) 0.00
Increased by 0.00%
Sep 30, 24
5 Cohen & Steers Inc 10.94M (7.54%) 10.94M
Increased by +100.00%
Mar 31, 25
6 Amvescap Plc. 7.38M (5.08%) -1.42M
Decreased by -19.23%
Sep 30, 24
7 State Street Corporation 5.71M (3.93%) 76.59K
Increased by +1.34%
Mar 31, 24
8 State Street Corp 5.53M (3.81%) 5.53M
Increased by +100.00%
Mar 31, 25
9 Goldman Sachs Group Inc 4.98M (3.43%) 4.98M
Increased by +100.00%
Mar 31, 25
10 Macquarie Group Ltd 4.84M (3.33%) -126.66K
Decreased by -2.62%
Sep 30, 23
11 Wellington Management Company LLP 3.94M (2.71%) 3.94M
Increased by +100.00%
Mar 31, 25
12 Geode Capital Management, LLC 3.60M (2.48%) 3.60M
Increased by +100.00%
Mar 31, 25
13 GRS Advisors, LLC 3.55M (2.44%) 3.55M
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.43M (2.36%) 3.43M
Increased by +100.00%
Mar 31, 25
15 LaSalle Investment Management Securities LLC 3.17M (2.18%) 95.32K
Increased by +3.01%
Mar 31, 25
16 Charles Schwab Investment Management Inc 2.95M (2.03%) 2.95M
Increased by +100.00%
Mar 31, 25
17 Qube Research & Technologies 2.61M (1.80%) 2.61M
Increased by +100.00%
Mar 31, 25
18 Hawk Ridge Management LLC 2.37M (1.63%) -1.13M
Decreased by -47.91%
Sep 30, 23
19 Balyasny Asset Management LLC 2.25M (1.55%) 1.42M
Increased by +63.27%
Jun 30, 24
20 Sumitomo Mitsui Trust Group Inc 2.25M (1.55%) 2.25M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.37M (5.77%) -7.72K
Decreased by -0.09%
Apr 30, 25
2 Cohen & Steers Real Estate Opportunities 6.21M (4.28%) 1.95M
Increased by +31.47%
Mar 31, 25
3 Cohen & Steers Real Estate Securities A 6.21M (4.28%) 1.95M
Increased by +31.47%
Mar 31, 25
4 Vanguard Real Estate Index Investor 5.17M (3.56%) -93.32K
Decreased by -1.81%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.50M (3.10%) 3.70K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.46M (3.07%) 11.68K
Increased by +0.26%
Apr 30, 25
7 Fidelity® Value 3.90M (2.69%) 161.20K
Increased by +4.13%
Nov 30, 23
8 iShares Russell 2000 ETF 3.64M (2.51%) 615.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Index 3.46M (2.38%) 24.18K
Increased by +0.70%
Apr 30, 25
10 Strategic Advisers Fidelity US TtlStk 2.88M (1.99%) 492.12K
Increased by +17.07%
Mar 31, 25
11 Fidelity Small Cap Value Fund 2.47M (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 2.23M (1.54%) 7.01K
Increased by +0.31%
Apr 30, 25
13 Fidelity Value 2.16M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.47%) 1.96K
Increased by +0.09%
Apr 30, 25
15 Fidelity Low-Priced Stock 1.88M (1.30%) 1.82M
Increased by +96.75%
Feb 28, 25
16 Nikko World REIT Mother 1.86M (1.28%) -131.44K
Decreased by -7.06%
Aug 21, 24
17 Davenport Small Cap Focus 1.61M (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Invesco Main Street Small Cap R6 1.52M (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
19 Invesco Small Cap Core 1.52M (1.05%) 56.55K
Increased by +3.73%
Mar 31, 25
20 Fidelity Small Cap Index 1.47M (1.01%) 0.00
Increased by 0.00%
Feb 28, 25