Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.06%
2 LBAY 3.13%
3 PSR 2.12%
4 CUT 1.79%
5 SMAP 1.43%
6 IWIN 1.38%
7 SPRE 1.16%
8 XMLV 1.03%
9 PYZ 0.91%
10 AREA 0.82%
11 HOMZ 0.78%
12 CLMA 0.60%
13 GQRE 0.51%
14 CRED 0.42%
15 USVM 0.41%
16 PAMC 0.37%
17 PSC 0.34%
18 JPSE 0.28%
19 CCNR 0.28%
20 JMEE 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.00M (15.24%) -316.00K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 10.89M (15.09%) -513.23K
Decreased by -4.71%
Mar 31, 25
3 NORGES BANK 5.53M (7.67%) 90.86K
Increased by +1.64%
Dec 31, 24
4 State Street Corporation 2.84M (3.93%) 30.36K
Increased by +1.07%
Mar 31, 24
5 Inclusive Capital Partners LP 2.83M (3.92%) -318.60K
Decreased by -11.27%
Sep 30, 23
6 State Street Corp 2.76M (3.82%) -15.95K
Decreased by -0.58%
Mar 31, 25
7 Pictet Asset Manangement SA 2.56M (3.55%) 111.72K
Increased by +4.36%
Mar 31, 25
8 Legal & General Group PLC 2.48M (3.43%) -23.44K
Decreased by -0.95%
Mar 31, 25
9 DePrince Race & Zollo Inc 2.33M (3.23%) -28.88K
Decreased by -1.24%
Mar 31, 25
10 Westwood Holdings Group Inc 2.33M (3.23%) -73.34K
Decreased by -3.15%
Mar 31, 25
11 Geode Capital Management, LLC 2.10M (2.91%) 42.52K
Increased by +2.03%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 1.91M (2.65%) 498.52K
Increased by +26.08%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.56M (2.16%) 17.35K
Increased by +1.11%
Mar 31, 25
14 Schroder Investment Management Group 1.30M (1.80%) -29.39K
Decreased by -2.27%
Sep 30, 24
15 Northern Trust Corp 1.23M (1.71%) 98.91K
Increased by +8.02%
Dec 31, 24
16 JPMorgan Chase & Co 1.19M (1.64%) 41.72K
Increased by +3.51%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 1.15M (1.59%) -539.03K
Decreased by -46.96%
Mar 31, 24
18 Adelante Capital Management LLC 1.15M (1.59%) 1.12M
Increased by +97.21%
Sep 30, 24
19 Amvescap Plc. 1.11M (1.54%) -644.04K
Decreased by -57.86%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.10M (1.53%) 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 2.96M (4.10%) -49.30K
Decreased by -1.67%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.52M (3.49%) 1.95K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.39M (3.31%) 43.38K
Increased by +1.81%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 2.32M (3.22%) -7.49K
Decreased by -0.32%
Apr 30, 25
5 iShares Russell 2000 ETF 1.95M (2.71%) 330.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.88M (2.60%) 9.91K
Increased by +0.53%
Apr 30, 25
7 Pictet-Global Megatrend Sel I USD 1.14M (1.58%) 29.41K
Increased by +2.58%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.52%) 8.41K
Increased by +0.76%
Apr 30, 25
9 American Beacon Small Cp Val R5 1.00M (1.39%) 102.51K
Increased by +10.25%
Mar 31, 25
10 Longleaf Partners Small-Cap 987.73K (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
11 American Funds SMALLCAP World A 826.97K (1.15%) -1.05M
Decreased by -126.97%
Mar 31, 24
12 Fidelity Small Cap Index 793.44K (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
13 Pictet-Timber I USD 793.32K (1.10%) -37.97K
Decreased by -4.79%
Apr 30, 25
14 Fidelity® Small Cap Index 768.17K (1.06%) 21.24K
Increased by +2.76%
Oct 31, 23
15 iShares Russell 2000 Value ETF 741.65K (1.03%) -2.52K
Decreased by -0.34%
Apr 30, 25
16 AMOne Shinko US-REIT Open 640.27K (0.89%) -100.03K
Decreased by -15.62%
Sep 5, 24
17 T. Rowe Price Small-Cap Value 631.05K (0.87%) -358.00K
Decreased by -56.73%
Mar 31, 24
18 Janus Henderson Small Cap Value L 626.01K (0.87%) 0.00
Increased by 0.00%
May 31, 24
19 Vanguard Small Cap Value Index Inv 607.37K (0.84%) 1.90K
Increased by +0.31%
Apr 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 566.16K (0.78%) -6.30K
Decreased by -1.11%
Apr 30, 25