Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HSMV 2.20%
2 HAPS 2.02%
3 SMLL 1.76%
4 BLDG 1.34%
5 XSLV 1.27%
6 PSCF 1.23%
7 SIXS 1.16%
8 PSR 1.09%
9 DBSC 1.05%
10 PPTY 0.92%
11 SMCP 0.88%
12 FPRO 0.86%
13 SMLV 0.64%
14 FESM 0.63%
15 VFMV 0.59%
16 GQRE 0.56%
17 ESIX 0.50%
18 VGSR 0.50%
19 RWR 0.49%
20 CRED 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.05M (17.61%) 117.01K
Increased by +0.53%
Mar 31, 26
2 Vanguard Group Inc 20.22M (16.15%) -129.22K
Decreased by -0.64%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 13.89M (11.09%) 13.89M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 7.13M (5.69%) -81.77K
Decreased by -1.15%
Mar 31, 26
5 State Street Corporation 7.11M (5.68%) 446.72K
Increased by +6.28%
Mar 31, 24
6 Vanguard Capital Management, LLC 5.70M (4.55%) 5.70M
Increased by +100.00%
Mar 31, 26
7 Wellington Management Company LLP 5.21M (4.16%) -1.10M
Decreased by -21.03%
Mar 31, 26
8 FMR Inc 4.13M (3.30%) -39.81K
Decreased by -0.96%
Mar 31, 26
9 Geode Capital Management, LLC 3.55M (2.83%) 102.87K
Increased by +2.90%
Mar 31, 26
10 Canada Pension Plan Investment Board 3.30M (2.63%) 2.29M
Increased by +69.32%
Mar 31, 26
11 Charles Schwab Investment Management Inc 2.36M (1.89%) 40.63K
Increased by +1.72%
Mar 31, 26
12 NORGES BANK 1.99M (1.59%) 410.05K
Increased by +20.59%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 1.90M (1.52%) 74.27K
Increased by +3.91%
Mar 31, 26
14 Duff & Phelps Inv Mgmt Co (IL) 1.80M (1.44%) 13.09K
Increased by +0.73%
Mar 31, 26
15 JPMorgan Chase & Co 1.79M (1.43%) 741.47K
Increased by +41.38%
Mar 31, 26
16 Engineers Gate Manager LP 1.75M (1.40%) -427.27K
Decreased by -24.35%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.70M (1.36%) 963.00K
Increased by +56.54%
Mar 31, 26
18 Balyasny Asset Management LLC 1.53M (1.22%) -338.85K
Decreased by -22.14%
Dec 31, 25
19 Northern Trust Corp 1.49M (1.19%) -34.65K
Decreased by -2.32%
Mar 31, 26
20 Macquarie Group Ltd 1.31M (1.05%) -114.06K
Decreased by -8.68%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.63M (6.10%) 2.69K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 4.67M (3.73%) -15.23K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.02M (3.21%) 11.61K
Increased by +0.29%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.91M (3.12%) 2.78K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 3.04M (2.43%) 28.08K
Increased by +0.92%
May 29, 26
6 Vanguard Explorer Inv 2.98M (2.38%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Index 2.90M (2.32%) -5.86K
Decreased by -0.20%
Apr 30, 26
8 Fidelity US REIT Mother Fund 1.72M (1.37%) 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 1.42M (1.13%) 16.21K
Increased by +1.14%
Apr 30, 26
11 Delaware US Small Cap Core Equity (SMA) 1.26M (1.00%) -14.71K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.26M (1.00%) -14.71K
Decreased by -1.17%
Mar 31, 24
13 Fidelity Small Cap Index 1.24M (0.99%) 2.63K
Increased by +0.21%
Mar 31, 26
14 Delaware Small Cap Core I 1.22M (0.97%) 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 State Street SPDR Port S&P 600 Sm CpETF 1.16M (0.92%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity® Small Cap Index 1.15M (0.92%) 30.21K
Increased by +2.63%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.11M (0.89%) 13.33K
Increased by +1.20%
Aug 29, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.86%) 1.10K
Increased by +0.10%
Mar 28, 24
20 Macquarie Small Cap Core I 1.01M (0.81%) -76.15K
Decreased by -7.51%
Jul 31, 25