Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.76%
2 VABS 4.48%
3 KBWY 2.72%
4 SMLL 2.66%
5 GRI_old 2.33%
6 RDOG 2.08%
7 PSR 1.46%
8 RIET 1.04%
9 WCEO 0.78%
10 JPSV 0.67%
11 FYT 0.63%
12 WREI 0.45%
13 CRUZ 0.42%
14 USVM 0.41%
15 FYX 0.30%
16 CVY 0.26%
17 GQRE 0.26%
18 JPSE 0.24%
19 REK 0.23%
20 SRS 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.71M (16.39%) -860.87K
Decreased by -3.63%
Dec 31, 24
2 BlackRock Inc 21.86M (15.11%) 217.38K
Increased by +0.99%
Dec 31, 24
3 State Street Corp 7.68M (5.30%) 278.48K
Increased by +3.63%
Dec 31, 24
4 State Street Corporation 7.14M (4.94%) -849.12K
Decreased by -11.89%
Mar 31, 24
5 Goldman Sachs Group Inc 6.35M (4.39%) 292.22K
Increased by +4.60%
Dec 31, 24
6 H/2 Credit Manager LP 6.30M (4.36%) 0.00
Increased by 0.00%
Dec 31, 24
7 Donald Smith & Co Inc 5.76M (3.98%) 901.11K
Increased by +15.65%
Dec 31, 24
8 Geode Capital Management, LLC 3.86M (2.67%) -67.16K
Decreased by -1.74%
Dec 31, 24
9 JPMorgan Chase & Co 3.82M (2.64%) -6.52M
Decreased by -170.79%
Dec 31, 24
10 Charles Schwab Investment Management Inc 3.69M (2.55%) 98.67K
Increased by +2.67%
Dec 31, 24
11 Fisher Asset Management, LLC 3.33M (2.30%) 232.39K
Increased by +6.97%
Dec 31, 24
12 Allianz Asset Management AG 3.26M (2.25%) 3.05K
Increased by +0.09%
Dec 31, 24
13 HG Vora Capital Management LLC 3.25M (2.25%) 3.25M
Increased by +100.00%
Sep 30, 23
14 Palisade Capital Management LLc 3.07M (2.12%) 11.23K
Increased by +0.37%
Mar 31, 25
15 GRS Advisors, LLC 3.00M (2.07%) -549.11K
Decreased by -18.32%
Sep 30, 24
16 BNP Paribas Investment Partners SA 2.82M (1.95%) 828.93K
Increased by +29.39%
Dec 31, 24
17 Millennium Management LLC 2.58M (1.78%) 1.51M
Increased by +58.42%
Dec 31, 23
18 UBS Group AG 2.48M (1.71%) 2.37M
Increased by +95.63%
Dec 31, 24
19 Ameriprise Financial Inc 2.40M (1.66%) 885.07K
Increased by +36.91%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 2.20M (1.52%) 52.95K
Increased by +2.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.85M (4.04%) -7.46K
Decreased by -0.13%
Mar 31, 25
2 Donald Smith & Co. All Eq Accounts Comp 5.73M (3.96%) 26.18K
Increased by +0.46%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.69M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.64M (3.20%) -340.00
Decreased by -0.01%
Mar 31, 25
5 iShares Russell 2000 ETF 3.82M (2.64%) -30.96K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Index 3.60M (2.49%) -119.92K
Decreased by -3.33%
Mar 31, 25
7 SMDS Donald Smith US Deep Value Eq MF 2.85M (1.97%) 2.85M
Increased by +100.00%
Sep 24, 24
8 BNP Paribas US Small Cap Classic R 2.81M (1.94%) 22.98K
Increased by +0.82%
Mar 31, 25
9 Xtrackers MSCI World Swap ETF 1C 2.67M (1.85%) -254.42K
Decreased by -9.53%
Nov 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.35M (1.62%) 77.74K
Increased by +3.31%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.09M (1.44%) -10.88K
Decreased by -0.52%
Feb 28, 25
12 FIAM Small Cap Core CIT Cl B 2.05M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Strategic Equity Inv 2.03M (1.40%) 97.05K
Increased by +4.77%
Mar 31, 25
14 BlackRock Advantage Small Cap Core Instl 1.82M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
15 Palisade Small Cap Core Equity 1.80M (1.25%) -19.29K
Decreased by -1.07%
Mar 31, 25
16 Fidelity Small Cap Index 1.54M (1.06%) 9.28K
Increased by +0.60%
Feb 28, 25
17 Fidelity® Small Cap Index 1.52M (1.05%) 39.84K
Increased by +2.62%
Oct 31, 23
18 iShares Russell 2000 Value ETF 1.42M (0.98%) -4.82K
Decreased by -0.34%
Apr 30, 25
19 Glenmede Small Cap Equity 1.33M (0.92%) -20.00K
Decreased by -1.50%
Mar 31, 25
20 Glenmede Small Cap Equity Adv 1.33M (0.92%) -20.00K
Decreased by -1.50%
Mar 31, 25