Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VABS 4.48%
2 SMLL 2.47%
3 GRI_old 2.33%
4 BEDZ 2.20%
5 PSR 0.95%
6 WCEO 0.66%
7 FYT 0.64%
8 CRUZ 0.46%
9 WREI 0.45%
10 USVM 0.43%
11 JPSV 0.37%
12 FYX 0.32%
13 CVY 0.26%
14 SRS 0.23%
15 REK 0.23%
16 GQRE 0.23%
17 JPSE 0.22%
18 PFF 0.20%
19 ISMD 0.20%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.24M (16.94%) 420.43K
Increased by +1.67%
Mar 31, 24
2 BlackRock Inc 21.63M (14.53%) -791.71K
Decreased by -3.66%
Mar 31, 24
3 Goldman Sachs Group Inc 8.10M (5.44%) -5.44M
Decreased by -67.22%
Mar 31, 24
4 State Street Corporation 7.14M (4.80%) -849.12K
Decreased by -11.89%
Mar 31, 24
5 H/2 Credit Manager LP 6.30M (4.23%) 0.00
Increased by 0.00%
Mar 31, 24
6 JPMorgan Chase & Co 5.05M (3.39%) -44.24K
Decreased by -0.88%
Mar 31, 24
7 Arrowstreet Capital Limited Partnership 4.35M (2.92%) 304.21K
Increased by +6.99%
Mar 31, 24
8 Geode Capital Management, LLC 3.78M (2.53%) 76.75K
Increased by +2.03%
Mar 31, 24
9 Charles Schwab Investment Management Inc 3.38M (2.27%) 12.84K
Increased by +0.38%
Mar 31, 24
10 HG Vora Capital Management LLC 3.25M (2.18%) 3.25M
Increased by +100.00%
Sep 30, 23
11 Allianz Asset Management AG 3.15M (2.11%) -35.62K
Decreased by -1.13%
Mar 31, 24
12 Fisher Asset Management, LLC 3.05M (2.05%) -4.30K
Decreased by -0.14%
Mar 31, 24
13 Ameriprise Financial Inc 2.82M (1.89%) -104.45K
Decreased by -3.71%
Mar 31, 24
14 Palisade Capital Management LLc 2.66M (1.79%) 41.42K
Increased by +1.56%
Mar 31, 24
15 Millennium Management LLC 2.58M (1.73%) 1.51M
Increased by +58.42%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.28M (1.53%) 68.53K
Increased by +3.01%
Mar 31, 24
17 Citadel Advisors Llc 2.22M (1.49%) 2.08M
Increased by +93.67%
Sep 30, 23
18 Nuveen Asset Management, LLC 2.21M (1.48%) -168.81K
Decreased by -7.64%
Mar 31, 24
19 GRS Advisors, LLC 2.14M (1.44%) 2.14M
Increased by +100.00%
Mar 31, 24
20 FMR Inc 1.97M (1.32%) -500.90K
Decreased by -25.43%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.26M (4.20%) 11.79K
Increased by +0.19%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.61M (3.10%) -1.95K
Decreased by -0.04%
Jun 30, 24
3 iShares Russell 2000 ETF 3.81M (2.56%) 183.74K
Increased by +4.83%
Jun 28, 24
4 Vanguard Small Cap Index 3.72M (2.50%) -51.71K
Decreased by -1.39%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 2.39M (1.61%) 54.26K
Increased by +2.27%
Jun 30, 24
6 Vanguard Strategic Equity Inv 2.27M (1.53%) 445.17K
Increased by +19.57%
Mar 31, 24
7 Vanguard Small Cap Growth Index Inv 2.10M (1.41%) -52.63K
Decreased by -2.51%
Jun 30, 24
8 FIAM Small Cap Core CIT Cl B 2.05M (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
9 BlackRock Advantage Small Cap Core Instl 1.81M (1.21%) 73.57K
Increased by +4.07%
Jun 30, 24
10 Xtrackers S&P 500 Swap ETF 1C 1.74M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
11 Palisade Small Cap Core Equity 1.55M (1.04%) -13.00K
Decreased by -0.84%
Mar 31, 24
12 Fidelity Small Cap Index 1.55M (1.04%) -15.63K
Decreased by -1.01%
Apr 30, 24
13 Fidelity® Small Cap Index 1.52M (1.02%) 39.84K
Increased by +2.62%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.45M (0.97%) 68.24K
Increased by +4.70%
Jun 28, 24
15 Donald Smith & Co. All Eq Accounts Comp 1.42M (0.95%) 269.80K
Increased by +18.98%
Mar 31, 24
16 BNP Paribas US Small Cap Classic R 1.31M (0.88%) 30.38K
Increased by +2.32%
May 31, 24
17 Glenmede Small Cap Equity 1.11M (0.74%) 8.28K
Increased by +0.75%
Jun 30, 24
18 Glenmede Small Cap Equity Adv 1.11M (0.74%) 8.28K
Increased by +0.75%
Jun 30, 24
19 Schwab Fundamental U.S. Small CompanyETF 1.11M (0.74%) -1.11K
Decreased by -0.10%
Jun 29, 24
20 Schwab Fundamental US Small Company ETF 1.07M (0.72%) 0.00
Increased by 0.00%
Mar 29, 24