Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 2.30%
2 SMLL 2.05%
3 PSCF 1.32%
4 XSLV 1.10%
5 PSR 1.08%
6 HSMV 0.89%
7 SMCP 0.88%
8 PPTY 0.75%
9 FESM 0.62%
10 ESIX 0.62%
11 GQRE 0.56%
12 RWR 0.47%
13 CRED 0.47%
14 VGSR 0.47%
15 QDEF 0.47%
16 USVM 0.45%
17 QLV 0.44%
18 SIXL 0.42%
19 IJS 0.41%
20 SLYV 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.13M (17.77%) 619.08K
Increased by +2.80%
Dec 31, 24
2 Vanguard Group Inc 19.32M (15.52%) 82.91K
Increased by +0.43%
Dec 31, 24
3 Wellington Management Company LLP 7.54M (6.05%) 161.96K
Increased by +2.15%
Dec 31, 24
4 State Street Corp 7.28M (5.85%) 209.56K
Increased by +2.88%
Dec 31, 24
5 State Street Corporation 7.11M (5.71%) 446.72K
Increased by +6.28%
Mar 31, 24
6 Geode Capital Management, LLC 3.18M (2.56%) -8.93K
Decreased by -0.28%
Dec 31, 24
7 FMR Inc 3.03M (2.43%) 385.98K
Increased by +12.75%
Dec 31, 24
8 Charles Schwab Investment Management Inc 2.15M (1.72%) 51.19K
Increased by +2.39%
Dec 31, 24
9 JPMorgan Chase & Co 1.74M (1.40%) -525.31K
Decreased by -30.24%
Dec 31, 24
10 Northern Trust Corp 1.69M (1.36%) 356.37K
Increased by +21.08%
Dec 31, 24
11 NORGES BANK 1.49M (1.20%) 13.78K
Increased by +0.92%
Dec 31, 24
12 Duff & Phelps Inv Mgmt Co (IL) 1.46M (1.17%) -17.16K
Decreased by -1.18%
Dec 31, 24
13 Alyeska Investment Group, L.P. 1.42M (1.14%) -32.51K
Decreased by -2.29%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.40M (1.12%) 59.06K
Increased by +4.23%
Dec 31, 24
15 Goldman Sachs Group Inc 1.38M (1.11%) 541.47K
Increased by +39.15%
Dec 31, 24
16 Macquarie Group Ltd 1.36M (1.09%) -199.03K
Decreased by -14.66%
Dec 31, 24
17 CenterSquare Investment Management LLC 1.14M (0.91%) 1.09M
Increased by +95.88%
Sep 30, 24
18 Massachusetts Financial Services Company 1.10M (0.89%) -5.22K
Decreased by -0.47%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.05M (0.84%) -226.47K
Decreased by -21.62%
Dec 31, 24
20 GRS Advisors, LLC 1.05M (0.84%) 331.68K
Increased by +31.72%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.81M (6.28%) -1.70K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 4.69M (3.76%) -53.22K
Decreased by -1.14%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.88M (3.11%) 2.33K
Increased by +0.06%
Feb 28, 25
4 iShares Russell 2000 ETF 3.18M (2.56%) -37.45K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 3.13M (2.51%) 2.57K
Increased by +0.08%
Feb 28, 25
6 Vanguard Explorer Inv 2.60M (2.09%) 203.27K
Increased by +7.82%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.49%) 2.36K
Increased by +0.13%
Feb 28, 25
8 MFS Global Real Estate I 1.55M (1.24%) 78.87K
Increased by +5.10%
Nov 30, 23
9 Fidelity US REIT Mother Fund 1.51M (1.22%) -721.20K
Decreased by -47.64%
Sep 17, 24
10 Delaware US Small Cap Core Equity (SMA) 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
12 Fidelity Small Cap Index 1.25M (1.01%) -5.26K
Decreased by -0.42%
Dec 31, 24
13 Delaware Small Cap Core I 1.22M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity® Real Estate Investment Port 1.21M (0.97%) -115.40K
Decreased by -9.53%
Nov 30, 23
15 Fidelity® Small Cap Index 1.15M (0.92%) 30.21K
Increased by +2.63%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.09M (0.87%) -1.21K
Decreased by -0.11%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.86%) 1.10K
Increased by +0.10%
Mar 28, 24
18 Macquarie Small Cap Core I 1.04M (0.84%) -18.12K
Decreased by -1.74%
Jan 31, 25
19 Vanguard Small Cap Value Index Inv 1.03M (0.83%) -4.38K
Decreased by -0.43%
Feb 28, 25
20 iShares Russell 2000 Value ETF 973.97K (0.78%) -7.38K
Decreased by -0.76%
Feb 28, 25