Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.46%
2 LBAY 3.13%
3 PSR 2.12%
4 CUT 1.98%
5 SMAP 1.53%
6 SPRE 1.45%
7 IWIN 1.38%
8 XMLV 1.03%
9 PYZ 0.89%
10 AREA 0.83%
11 HOMZ 0.74%
12 CLMA 0.60%
13 GQRE 0.51%
14 IVRA 0.47%
15 CRED 0.42%
16 USVM 0.41%
17 RUSC 0.38%
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 (15.55%) -316.00K
Decreased by -2.87%
Mar 31, 25
2 Vanguard Group Inc 10.66M (15.08%) -229.58K
Decreased by -2.15%
Jun 30, 25
3 NORGES BANK 5.67M (8.02%) 137.26K
Increased by +2.42%
Jun 30, 25
4 State Street Corporation 2.84M (4.01%) 30.36K
Increased by +1.07%
Mar 31, 24
5 Inclusive Capital Partners LP 2.83M (4.00%) -318.60K
Decreased by -11.27%
Sep 30, 23
6 Legal & General Group PLC 2.82M (3.99%) 344.55K
Increased by +12.22%
Jun 30, 25
7 State Street Corp 2.76M (3.90%) -15.95K
Decreased by -0.58%
Mar 31, 25
8 Pictet Asset Manangement SA 2.56M (3.62%) 111.72K
Increased by +4.36%
Mar 31, 25
9 DePrince Race & Zollo Inc 2.34M (3.30%) 4.19K
Increased by +0.18%
Jun 30, 25
10 Westwood Holdings Group Inc 2.33M (3.30%) -73.34K
Decreased by -3.15%
Mar 31, 25
11 Geode Capital Management, LLC 2.10M (2.97%) 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 1.55M (2.20%) -6.59K
Decreased by -0.42%
Jun 30, 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 (1.69%) -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 (3.93%) 771.00
Increased by +0.03%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.52M (3.56%) 1.95K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.40M (3.40%) 10.77K
Increased by +0.45%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 2.33M (3.30%) -4.18K
Decreased by -0.18%
Jul 31, 25
5 iShares Russell 2000 ETF 1.86M (2.63%) -35.38K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 1.82M (2.58%) -65.62K
Decreased by -3.60%
Jun 30, 25
7 Pictet-Global Megatrend Sel I USD 1.16M (1.64%) 5.58K
Increased by +0.48%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.56%) -3.43K
Decreased by -0.31%
Jun 30, 25
9 American Beacon Small Cp Val R5 1.02M (1.44%) -27.37K
Decreased by -2.69%
Jul 31, 25
10 Pictet-Timber I USD 861.36K (1.22%) 63.57K
Increased by +7.38%
Jul 31, 25
11 Longleaf Partners Small-Cap 836.28K (1.18%) 26.19K
Increased by +3.13%
Jun 30, 25
12 American Funds SMALLCAP World A 826.97K (1.17%) -1.05M
Decreased by -126.97%
Mar 31, 24
13 Fidelity Small Cap Index 802.74K (1.14%) 2.87K
Increased by +0.36%
May 31, 25
14 Fidelity® Small Cap Index 768.17K (1.09%) 21.24K
Increased by +2.76%
Oct 31, 23
15 iShares Russell 2000 Value ETF 647.75K (0.92%) 481.00
Increased by +0.07%
Jul 31, 25
16 AMOne Shinko US-REIT Open 640.27K (0.91%) -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 (0.89%) 0.00
Increased by 0.00%
May 31, 24
19 Vanguard Small Cap Value Index Inv 582.06K (0.82%) -24.40K
Decreased by -4.19%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 561.56K (0.79%) 7.99K
Increased by +1.42%
Jun 30, 25