Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 2.03%
2 SMLL 1.98%
3 PSCF 1.25%
4 XSLV 1.11%
5 PSR 1.09%
6 HSMV 0.95%
7 SMCP 0.88%
8 FPRO 0.85%
9 PPTY 0.74%
10 SMLV 0.72%
11 FESM 0.59%
12 GQRE 0.56%
13 ESIX 0.47%
14 QDEF 0.47%
15 RWR 0.46%
16 CRED 0.45%
17 SMMV 0.45%
18 USVM 0.45%
19 QLV 0.44%
20 VGSR 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.45M (17.22%) -676.86K
Decreased by -3.15%
Mar 31, 25
2 Vanguard Group Inc 19.72M (15.82%) 397.86K
Increased by +2.02%
Mar 31, 25
3 State Street Corp 7.18M (5.76%) -95.27K
Decreased by -1.33%
Mar 31, 25
4 State Street Corporation 7.11M (5.71%) 446.72K
Increased by +6.28%
Mar 31, 24
5 Wellington Management Company LLP 7.05M (5.65%) -492.21K
Decreased by -6.99%
Mar 31, 25
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 2.17M (1.74%) 28.53K
Increased by +1.31%
Mar 31, 25
9 Alyeska Investment Group, L.P. 2.01M (1.62%) 596.12K
Increased by +29.61%
Mar 31, 25
10 Northern Trust Corp 1.69M (1.36%) 2.31K
Increased by +0.14%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.58M (1.27%) 179.77K
Increased by +11.40%
Mar 31, 25
12 JPMorgan Chase & Co 1.53M (1.23%) -208.04K
Decreased by -13.60%
Mar 31, 25
13 Duff & Phelps Inv Mgmt Co (IL) 1.51M (1.21%) 51.51K
Increased by +3.41%
Mar 31, 25
14 NORGES BANK 1.49M (1.20%) 13.78K
Increased by +0.92%
Dec 31, 24
15 Macquarie Group Ltd 1.39M (1.12%) 35.51K
Increased by +2.55%
Mar 31, 25
16 CenterSquare Investment Management LLC 1.14M (0.91%) 1.09M
Increased by +95.88%
Sep 30, 24
17 Goldman Sachs Group Inc 1.12M (0.90%) -261.18K
Decreased by -23.28%
Mar 31, 25
18 Massachusetts Financial Services Company 1.08M (0.86%) -26.12K
Decreased by -2.42%
Mar 31, 25
19 GRS Advisors, LLC 1.05M (0.84%) 331.68K
Increased by +31.72%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 1.01M (0.81%) -42.48K
Decreased by -4.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.52M (6.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 4.60M (3.69%) -73.87K
Decreased by -1.61%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.01M (3.21%) 116.19K
Increased by +2.90%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.91M (3.14%) 2.78K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 3.14M (2.52%) 18.26K
Increased by +0.58%
Apr 30, 25
6 iShares Russell 2000 ETF 3.10M (2.49%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Explorer Inv 2.74M (2.20%) 140.13K
Increased by +5.12%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.55%) 1.93K
Increased by +0.10%
Apr 30, 25
9 MFS Global Real Estate I 1.55M (1.24%) 78.87K
Increased by +5.10%
Nov 30, 23
10 Fidelity US REIT Mother Fund 1.51M (1.21%) -721.20K
Decreased by -47.64%
Sep 17, 24
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 1.24M (0.99%) 5.24K
Increased by +0.42%
Mar 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%) 15.13K
Increased by +1.39%
Apr 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.86%) 1.10K
Increased by +0.10%
Mar 28, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.06M (0.85%) 0.00
Increased by 0.00%
May 30, 25
20 Vanguard Small Cap Value Index Inv 1.02M (0.82%) 3.23K
Increased by +0.32%
Apr 30, 25