Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.62%
2 LBAY 3.13%
3 PSR 2.12%
4 CUT 2.06%
5 SMAP 1.52%
6 IWIN 1.38%
7 SPRE 1.22%
8 XMLV 1.03%
9 PYZ 0.89%
10 AREA 0.83%
11 HOMZ 0.76%
12 CLMA 0.60%
13 GQRE 0.51%
14 IVRA 0.48%
15 CRED 0.42%
16 USVM 0.41%
17 RUSC 0.40%
18 PAMC 0.37%
19 PSC 0.34%
20 JPSE 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.00M (15.52%) -316.00K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 10.89M (15.37%) -513.23K
Decreased by -4.71%
Mar 31, 25
3 NORGES BANK 5.53M (7.81%) 90.86K
Increased by +1.64%
Dec 31, 24
4 State Street Corporation 2.84M (4.01%) 30.36K
Increased by +1.07%
Mar 31, 24
5 Inclusive Capital Partners LP 2.83M (3.99%) -318.60K
Decreased by -11.27%
Sep 30, 23
6 State Street Corp 2.76M (3.90%) -15.95K
Decreased by -0.58%
Mar 31, 25
7 Pictet Asset Manangement SA 2.56M (3.61%) 111.72K
Increased by +4.36%
Mar 31, 25
8 Legal & General Group PLC 2.48M (3.49%) -23.44K
Decreased by -0.95%
Mar 31, 25
9 DePrince Race & Zollo Inc 2.33M (3.29%) -28.88K
Decreased by -1.24%
Mar 31, 25
10 Westwood Holdings Group Inc 2.33M (3.29%) -73.34K
Decreased by -3.15%
Mar 31, 25
11 Geode Capital Management, LLC 2.10M (2.96%) 42.52K
Increased by +2.03%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 1.91M (2.70%) 498.52K
Increased by +26.08%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.56M (2.20%) 17.35K
Increased by +1.11%
Mar 31, 25
14 Schroder Investment Management Group 1.30M (1.83%) -29.39K
Decreased by -2.27%
Sep 30, 24
15 Northern Trust Corp 1.19M (1.68%) -39.68K
Decreased by -3.32%
Mar 31, 25
16 JPMorgan Chase & Co 1.19M (1.68%) 41.72K
Increased by +3.51%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 1.15M (1.62%) -539.03K
Decreased by -46.96%
Mar 31, 24
18 Adelante Capital Management LLC 1.15M (1.62%) 1.12M
Increased by +97.21%
Sep 30, 24
19 Amvescap Plc. 1.11M (1.57%) -644.04K
Decreased by -57.86%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.10M (1.56%) 118.16K
Increased by +10.70%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.78M (3.92%) -180.82K
Decreased by -6.52%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.52M (3.55%) 1.95K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.39M (3.38%) 2.13K
Increased by +0.09%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 2.33M (3.29%) 1.22K
Increased by +0.05%
Jun 30, 25
5 iShares Russell 2000 ETF 1.97M (2.78%) 13.65K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 1.89M (2.67%) 10.79K
Increased by +0.57%
May 31, 25
7 Pictet-Global Megatrend Sel I USD 1.16M (1.63%) 6.02K
Increased by +0.52%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.56%) 7.68K
Increased by +0.69%
May 31, 25
9 American Beacon Small Cp Val R5 983.72K (1.39%) 0.00
Increased by 0.00%
May 31, 25
10 American Funds SMALLCAP World A 826.97K (1.17%) -1.05M
Decreased by -126.97%
Mar 31, 24
11 Longleaf Partners Small-Cap 810.09K (1.14%) -177.63K
Decreased by -21.93%
Mar 31, 25
12 Fidelity Small Cap Index 799.86K (1.13%) 8.95K
Increased by +1.12%
Apr 30, 25
13 Pictet-Timber I USD 797.79K (1.13%) 1.21K
Increased by +0.15%
Jun 30, 25
14 Fidelity® Small Cap Index 768.17K (1.08%) 21.24K
Increased by +2.76%
Oct 31, 23
15 iShares Russell 2000 Value ETF 662.26K (0.93%) 5.17K
Increased by +0.78%
Jun 30, 25
16 AMOne Shinko US-REIT Open 640.27K (0.90%) -100.03K
Decreased by -15.62%
Sep 5, 24
17 T. Rowe Price Small-Cap Value 631.05K (0.89%) -358.00K
Decreased by -56.73%
Mar 31, 24
18 Janus Henderson Small Cap Value L 626.01K (0.88%) 0.00
Increased by 0.00%
May 31, 24
19 Vanguard Small Cap Value Index Inv 606.46K (0.86%) -901.00
Decreased by -0.15%
May 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 561.56K (0.79%) 7.99K
Increased by +1.42%
Jun 30, 25