Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 2.00%
2 SMLL 1.80%
3 PSCF 1.12%
4 XSLV 1.09%
5 PSR 1.09%
6 HSMV 0.91%
7 SMCP 0.88%
8 FPRO 0.86%
9 PPTY 0.77%
10 SMLV 0.67%
11 GQRE 0.56%
12 FESM 0.52%
13 QDEF 0.47%
14 USVM 0.45%
15 VGSR 0.44%
16 RWR 0.44%
17 CRED 0.44%
18 QLV 0.44%
19 SMMV 0.44%
20 ESIX 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.45M (17.19%) -676.86K
Decreased by -3.15%
Mar 31, 25
2 Vanguard Group Inc 20.41M (16.36%) 694.13K
Increased by +3.40%
Jun 30, 25
3 Wellington Management Company LLP 7.48M (5.99%) 431.24K
Increased by +5.77%
Jun 30, 25
4 State Street Corp 7.18M (5.75%) -95.27K
Decreased by -1.33%
Mar 31, 25
5 State Street Corporation 7.11M (5.70%) 446.72K
Increased by +6.28%
Mar 31, 24
6 FMR Inc 3.64M (2.92%) 617.48K
Increased by +16.95%
Mar 31, 25
7 Geode Capital Management, LLC 3.33M (2.67%) 147.38K
Increased by +4.43%
Mar 31, 25
8 Charles Schwab Investment Management Inc 2.21M (1.77%) 35.11K
Increased by +1.59%
Jun 30, 25
9 Alyeska Investment Group, L.P. 2.01M (1.61%) 596.12K
Increased by +29.61%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.72M (1.38%) 139.70K
Increased by +8.14%
Jun 30, 25
11 Northern Trust Corp 1.69M (1.36%) 2.31K
Increased by +0.14%
Mar 31, 25
12 NORGES BANK 1.58M (1.27%) 87.47K
Increased by +5.53%
Jun 30, 25
13 JPMorgan Chase & Co 1.53M (1.23%) -208.04K
Decreased by -13.60%
Mar 31, 25
14 Duff & Phelps Inv Mgmt Co (IL) 1.52M (1.22%) 14.40K
Increased by +0.95%
Jun 30, 25
15 Macquarie Group Ltd 1.39M (1.12%) 35.51K
Increased by +2.55%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 1.16M (0.93%) 1.03M
Increased by +88.29%
Jun 30, 25
17 CenterSquare Investment Management LLC 1.14M (0.91%) 1.09M
Increased by +95.88%
Sep 30, 24
18 Goldman Sachs Group Inc 1.12M (0.90%) -261.18K
Decreased by -23.28%
Mar 31, 25
19 GRS Advisors, LLC 1.05M (0.84%) 331.68K
Increased by +31.72%
Mar 31, 24
20 Massachusetts Financial Services Company 1.03M (0.82%) -51.26K
Decreased by -5.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.49M (6.00%) 1.08K
Increased by +0.01%
Jul 31, 25
2 Vanguard Real Estate Index Investor 4.66M (3.73%) 6.45K
Increased by +0.14%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.94M (3.16%) -82.86K
Decreased by -2.10%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.91M (3.13%) 2.78K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 3.05M (2.44%) -19.66K
Decreased by -0.65%
Jul 31, 25
6 iShares Russell 2000 ETF 3.00M (2.40%) -57.02K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Explorer Inv 2.97M (2.38%) 236.02K
Increased by +7.94%
Jun 30, 25
8 Fidelity US REIT Mother Fund 1.72M (1.38%) 206.10K
Increased by +11.98%
Mar 17, 25
9 MFS Global Real Estate I 1.55M (1.24%) 78.87K
Increased by +5.10%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.08%) -585.33K
Decreased by -43.48%
Jul 31, 25
11 Delaware US Small Cap Core Equity (SMA) 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
13 Fidelity Small Cap Index 1.25M (1.00%) 6.81K
Increased by +0.54%
May 31, 25
14 Delaware Small Cap Core I 1.22M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity® Real Estate Investment Port 1.21M (0.97%) -115.40K
Decreased by -9.53%
Nov 30, 23
16 Fidelity® Small Cap Index 1.15M (0.92%) 30.21K
Increased by +2.63%
Oct 31, 23
17 Macquarie Small Cap Core I 1.09M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.09M (0.87%) 606.00
Increased by +0.06%
Jul 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.86%) 1.10K
Increased by +0.10%
Mar 28, 24
20 Vanguard Small Cap Value Index Inv 979.57K (0.78%) 2.02K
Increased by +0.21%
Jul 31, 25