Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.87%
2 DESK 2.61%
3 GRI_old 1.96%
4 RORE 1.80%
5 RIET 1.36%
6 REAI 1.29%
7 SMHB 0.99%
8 GYLD 0.70%
9 ROGS 0.41%
10 GBLD 0.37%
11 WREI 0.35%
12 RFDA 0.34%
13 AFSM 0.31%
14 GRNR 0.30%
15 GQRE 0.25%
16 JPSE 0.25%
17 SEIS 0.24%
18 REK 0.23%
19 SRS 0.23%
20 CRED 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.31M (15.69%) -71.89K
Decreased by -0.37%
Dec 31, 24
2 BlackRock Inc 15.61M (12.69%) -242.97K
Decreased by -1.56%
Dec 31, 24
3 State Street Corporation 5.57M (4.52%) -690.07K
Decreased by -12.40%
Mar 31, 24
4 State Street Corp 5.54M (4.51%) 68.21K
Increased by +1.23%
Dec 31, 24
5 LSV Asset Management 4.11M (3.34%) -150.47K
Decreased by -3.66%
Dec 31, 24
6 Wilsey Asset Management 3.95M (3.21%) 77.22K
Increased by +1.95%
Dec 31, 24
7 Private Management Group Inc 3.91M (3.18%) -257.54K
Decreased by -6.58%
Dec 31, 24
8 Vision Capital Corp 3.53M (2.87%) 1.39M
Increased by +39.40%
Dec 31, 24
9 Geode Capital Management, LLC 3.19M (2.59%) -32.06K
Decreased by -1.01%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 2.81M (2.28%) -24.51K
Decreased by -0.87%
Sep 30, 24
11 Prudential Financial Inc 2.72M (2.21%) 699.34K
Increased by +25.72%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.39M (1.94%) -456.05K
Decreased by -19.07%
Dec 31, 24
13 Hudson Bay Capital Management LP 2.28M (1.85%) 845.10K
Increased by +37.04%
Dec 31, 24
14 Wellington Management Company LLP 2.11M (1.71%) 546.24K
Increased by +25.93%
Dec 31, 24
15 Man Group PLC 1.90M (1.55%) 17.17K
Increased by +0.90%
Mar 31, 24
16 JPMorgan Chase & Co 1.78M (1.45%) -1.29M
Decreased by -72.42%
Dec 31, 24
17 Nuveen Asset Management, LLC 1.77M (1.44%) -5.02K
Decreased by -0.28%
Sep 30, 24
18 Glenmede Trust Co NA 1.73M (1.41%) -14.08K
Decreased by -0.81%
Dec 31, 24
19 Northern Trust Corp 1.72M (1.39%) 218.37K
Increased by +12.73%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.67M (1.36%) -42.38K
Decreased by -2.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.77M (3.88%) -30.68K
Decreased by -0.64%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.89M (3.16%) 6.81K
Increased by +0.18%
Feb 28, 25
3 iShares Russell 2000 ETF 3.29M (2.68%) -38.69K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Small Cap Index 3.17M (2.57%) 2.58K
Increased by +0.08%
Feb 28, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) -1.31M
Decreased by -49.42%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 2.66M (2.16%) 0.00
Increased by 0.00%
Nov 30, 23
7 FullerThaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Equity 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 2.09M (1.70%) -5.55K
Decreased by -0.27%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.50%) 3.27K
Increased by +0.18%
Feb 28, 25
11 Schwab Fundamental US Small Company ETF 1.62M (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
12 Glenmede Small Cap Equity 1.56M (1.27%) -38.58K
Decreased by -2.47%
Dec 31, 24
13 Glenmede Small Cap Equity Adv 1.56M (1.27%) -38.58K
Decreased by -2.47%
Dec 31, 24
14 Fidelity Small Cap Index 1.26M (1.02%) -23.88K
Decreased by -1.90%
Dec 31, 24
15 Fidelity® Small Cap Index 1.23M (1.00%) 33.95K
Increased by +2.76%
Oct 31, 23
16 iShares Russell 2000 Value ETF 1.16M (0.94%) -8.80K
Decreased by -0.76%
Feb 28, 25
17 Vanguard Strategic Equity Inv 889.11K (0.72%) 90.31K
Increased by +10.16%
Dec 31, 24
18 Nuveen Quant Small Cap Equity R6 876.47K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 868.28K (0.71%) 0.00
Increased by 0.00%
Jan 31, 25
20 Schwab Fundamental U.S. Small CompanyETF 862.78K (0.70%) -139.00
Decreased by -0.02%
Nov 30, 24