Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.87%
2 DESK 2.50%
3 GRI_old 1.96%
4 RORE 1.80%
5 REAI 1.69%
6 RIET 1.36%
7 BLDG 1.18%
8 SMHB 0.99%
9 GYLD 0.70%
10 FYT 0.53%
11 CVAR 0.51%
12 ROGS 0.41%
13 WREI 0.35%
14 GBLD 0.34%
15 RFDA 0.32%
16 AFSM 0.31%
17 GRNR 0.30%
18 GQRE 0.25%
19 JPSE 0.25%
20 SEIS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.25M (15.65%) -59.61K
Decreased by -0.31%
Mar 31, 25
2 BlackRock Inc 15.95M (12.96%) 338.20K
Increased by +2.12%
Mar 31, 25
3 State Street Corporation 5.57M (4.52%) -690.07K
Decreased by -12.40%
Mar 31, 24
4 State Street Corp 5.45M (4.43%) -94.93K
Decreased by -1.74%
Mar 31, 25
5 LSV Asset Management 4.11M (3.34%) -1.30K
Decreased by -0.03%
Mar 31, 25
6 Private Management Group Inc 4.07M (3.31%) 160.45K
Increased by +3.94%
Mar 31, 25
7 Wilsey Asset Management 4.01M (3.26%) 58.09K
Increased by +1.45%
Mar 31, 25
8 Geode Capital Management, LLC 3.37M (2.74%) 186.68K
Increased by +5.54%
Mar 31, 25
9 Vision Capital Corp 3.28M (2.66%) -250.00K
Decreased by -7.63%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 2.81M (2.28%) -24.51K
Decreased by -0.87%
Sep 30, 24
11 Prudential Financial Inc 2.67M (2.17%) -46.23K
Decreased by -1.73%
Mar 31, 25
12 Charles Schwab Investment Management Inc 2.31M (1.87%) -86.03K
Decreased by -3.73%
Mar 31, 25
13 Hudson Bay Capital Management LP 2.23M (1.82%) -48.10K
Decreased by -2.15%
Mar 31, 25
14 Wellington Management Company LLP 2.13M (1.74%) 28.09K
Increased by +1.32%
Mar 31, 25
15 Man Group PLC 1.90M (1.55%) 17.17K
Increased by +0.90%
Mar 31, 24
16 JPMorgan Chase & Co 1.89M (1.53%) 105.46K
Increased by +5.59%
Mar 31, 25
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 1.68M (1.37%) -35.43K
Decreased by -2.11%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.64M (1.33%) -27.82K
Decreased by -1.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.66M (3.79%) -71.46K
Decreased by -1.53%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.96M (3.22%) 33.01K
Increased by +0.83%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.93M (3.20%) 8.06K
Increased by +0.20%
Sep 30, 24
4 iShares Russell 2000 ETF 3.15M (2.56%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.13M (2.54%) 27.30K
Increased by +0.87%
Apr 30, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) -1.31M
Decreased by -49.42%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 2.66M (2.16%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
9 FullerThaler Behavioral Small-Cap Equity 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 2.02M (1.64%) 5.41K
Increased by +0.27%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.55%) 3.95K
Increased by +0.21%
Apr 30, 25
12 Schwab Fundamental US Small Company ETF 1.62M (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
13 Glenmede Small Cap Equity 1.52M (1.24%) -42.15K
Decreased by -2.77%
Mar 31, 25
14 Glenmede Small Cap Equity Adv 1.52M (1.24%) -42.15K
Decreased by -2.77%
Mar 31, 25
15 Fidelity Small Cap Index 1.25M (1.02%) 18.61K
Increased by +1.49%
Mar 31, 25
16 Fidelity® Small Cap Index 1.23M (1.00%) 33.95K
Increased by +2.76%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.14M (0.92%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Strategic Equity Inv 889.11K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
19 Nuveen Quant Small Cap Equity R6 876.47K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
20 Schwab Fundamental U.S. Small CompanyETF 862.78K (0.70%) -139.00
Decreased by -0.02%
Nov 30, 24