Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VABS 4.48%
2 SMLL 3.82%
3 BEDZ 3.47%
4 KBWY 2.59%
5 GRI_old 2.33%
6 RDOG 1.97%
7 PSR 1.46%
8 RIET 0.99%
9 WCEO 0.71%
10 JPSV 0.66%
11 FYT 0.61%
12 WREI 0.45%
13 CRUZ 0.42%
14 USVM 0.40%
15 FYX 0.29%
16 CVY 0.26%
17 GQRE 0.26%
18 JPSE 0.24%
19 SRS 0.23%
20 REK 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.73M (16.40%) 18.66K
Increased by +0.08%
Mar 31, 25
2 BlackRock Inc 21.83M (15.08%) -33.37K
Decreased by -0.15%
Mar 31, 25
3 State Street Corp 7.63M (5.27%) -48.83K
Decreased by -0.64%
Mar 31, 25
4 State Street Corporation 7.14M (4.94%) -849.12K
Decreased by -11.89%
Mar 31, 24
5 H/2 Credit Manager LP 6.30M (4.36%) 0.00
Increased by 0.00%
Mar 31, 25
6 Donald Smith & Co Inc 5.79M (4.00%) 28.88K
Increased by +0.50%
Mar 31, 25
7 JPMorgan Chase & Co 4.84M (3.34%) 1.02M
Increased by +21.17%
Mar 31, 25
8 Geode Capital Management, LLC 3.94M (2.72%) 77.66K
Increased by +1.97%
Mar 31, 25
9 Goldman Sachs Group Inc 3.75M (2.59%) -2.60M
Decreased by -69.27%
Mar 31, 25
10 Charles Schwab Investment Management Inc 3.68M (2.55%) -7.15K
Decreased by -0.19%
Mar 31, 25
11 Fisher Asset Management, LLC 3.31M (2.29%) -18.88K
Decreased by -0.57%
Mar 31, 25
12 HG Vora Capital Management LLC 3.25M (2.25%) 3.25M
Increased by +100.00%
Sep 30, 23
13 BNP Paribas Investment Partners SA 3.15M (2.18%) 331.24K
Increased by +10.51%
Mar 31, 25
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 Woodline Partners LP 2.78M (1.92%) 1.83M
Increased by +65.80%
Mar 31, 25
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%) -3.66K
Decreased by -0.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.76M (3.98%) -88.30K
Decreased by -1.53%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 3.82M (2.64%) 646.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 3.62M (2.50%) 23.20K
Increased by +0.64%
Apr 30, 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%) 2.49K
Increased by +0.11%
Apr 30, 25
11 Xtrackers S&P 500 Swap ETF 1C 2.17M (1.50%) 2.17M
Increased by +100.00%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 2.09M (1.44%) -10.88K
Decreased by -0.52%
Feb 28, 25
13 FIAM Small Cap Core CIT Cl B 2.05M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Strategic Equity Inv 2.03M (1.40%) 97.05K
Increased by +4.77%
Mar 31, 25
15 Palisade Small Cap Core Equity 1.80M (1.25%) -19.29K
Decreased by -1.07%
Mar 31, 25
16 BlackRock Advantage Small Cap Core Instl 1.54M (1.07%) -278.75K
Decreased by -18.05%
Apr 30, 25
17 Fidelity Small Cap Index 1.54M (1.06%) 9.28K
Increased by +0.60%
Feb 28, 25
18 Fidelity® Small Cap Index 1.52M (1.05%) 39.84K
Increased by +2.62%
Oct 31, 23
19 iShares Russell 2000 Value ETF 1.42M (0.98%) -4.82K
Decreased by -0.34%
Apr 30, 25
20 Glenmede Small Cap Equity 1.33M (0.92%) -20.00K
Decreased by -1.50%
Mar 31, 25