Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HSMV 2.17%
2 HAPS 2.02%
3 SMLL 1.74%
4 BLDG 1.33%
5 XSLV 1.25%
6 PSCF 1.24%
7 SIXS 1.16%
8 PSR 1.09%
9 DBSC 1.05%
10 PPTY 0.93%
11 FPRO 0.92%
12 SMCP 0.88%
13 SMLV 0.64%
14 FESM 0.61%
15 VFMV 0.59%
16 GQRE 0.56%
17 ESIX 0.50%
18 VGSR 0.49%
19 RWR 0.49%
20 CRED 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.93M (17.52%) 433.48K
Increased by +1.98%
Dec 31, 25
2 Vanguard Group Inc 20.22M (16.15%) -129.22K
Decreased by -0.64%
Dec 31, 25
3 State Street Corp 7.21M (5.76%) -79.58K
Decreased by -1.10%
Dec 31, 25
4 State Street Corporation 7.11M (5.68%) 446.72K
Increased by +6.28%
Mar 31, 24
5 Wellington Management Company LLP 6.31M (5.04%) 325.21K
Increased by +5.16%
Dec 31, 25
6 FMR Inc 4.17M (3.33%) 65.34K
Increased by +1.57%
Dec 31, 25
7 Geode Capital Management, LLC 3.44M (2.75%) 1.75K
Increased by +0.05%
Dec 31, 25
8 Charles Schwab Investment Management Inc 2.32M (1.86%) 86.75K
Increased by +3.73%
Dec 31, 25
9 Engineers Gate Manager LP 2.18M (1.74%) -314.13K
Decreased by -14.40%
Dec 31, 25
10 NORGES BANK 1.99M (1.59%) 410.05K
Increased by +20.59%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 1.90M (1.52%) 74.27K
Increased by +3.91%
Mar 31, 26
12 JPMorgan Chase & Co 1.79M (1.43%) 741.47K
Increased by +41.38%
Mar 31, 26
13 Duff & Phelps Inv Mgmt Co (IL) 1.79M (1.43%) 90.82K
Increased by +5.08%
Dec 31, 25
14 Balyasny Asset Management LLC 1.53M (1.22%) -338.85K
Decreased by -22.14%
Dec 31, 25
15 Northern Trust Corp 1.49M (1.19%) -34.65K
Decreased by -2.32%
Mar 31, 26
16 Macquarie Group Ltd 1.31M (1.05%) -114.06K
Decreased by -8.68%
Sep 30, 25
17 UBS Asset Mgmt Americas Inc 1.16M (0.93%) 1.03M
Increased by +88.29%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.15M (0.91%) 41.90K
Increased by +3.66%
Dec 31, 25
19 Alyeska Investment Group, L.P. 1.14M (0.91%) -877.20K
Decreased by -77.21%
Jun 30, 25
20 CenterSquare Investment Management LLC 1.14M (0.91%) 1.09M
Increased by +95.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.67M (6.12%) 1.63K
Increased by +0.02%
Apr 30, 26
2 Vanguard Real Estate Index Investor 4.68M (3.74%) -19.68K
Decreased by -0.42%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 4.00M (3.20%) 23.19K
Increased by +0.58%
Mar 31, 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 2.99M (2.39%) 25.19K
Increased by +0.84%
Apr 30, 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%) 47.89K
Increased by +1.65%
Mar 31, 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 1.40M (1.12%) 31.71K
Increased by +2.26%
Mar 31, 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%) 9.72K
Increased by +0.78%
Feb 28, 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 1.15M (0.92%) 400.00
Increased by +0.03%
Apr 30, 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