Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 2.32%
2 REAI 1.62%
3 RORE 1.33%
4 PFI 1.33%
5 RFDA 1.14%
6 VRAI 1.10%
7 PSCF 0.97%
8 XSLV 0.87%
9 JPSV 0.79%
10 EHLS 0.73%
11 PPTY 0.64%
12 XSMO 0.61%
13 DWAS 0.57%
14 ESIX 0.49%
15 USVM 0.47%
16 GQRE 0.45%
17 CVY 0.39%
18 VIOG 0.39%
19 FSCC 0.36%
20 SLYG 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.40M (19.41%) 345.29K
Increased by +1.61%
Dec 31, 24
2 Vanguard Group Inc 17.32M (15.70%) 20.42K
Increased by +0.12%
Dec 31, 24
3 FMR Inc 9.40M (8.52%) 1.87M
Increased by +19.94%
Dec 31, 24
4 State Street Corp 6.55M (5.94%) 199.81K
Increased by +3.05%
Dec 31, 24
5 State Street Corporation 6.25M (5.67%) -383.67K
Decreased by -6.14%
Mar 31, 24
6 Wellington Management Company LLP 2.75M (2.49%) 697.29K
Increased by +25.37%
Dec 31, 24
7 Geode Capital Management, LLC 2.70M (2.44%) 1.54K
Increased by +0.06%
Dec 31, 24
8 Charles Schwab Investment Management Inc 2.00M (1.81%) 31.75K
Increased by +1.59%
Dec 31, 24
9 Northern Trust Corp 1.82M (1.65%) 655.24K
Increased by +36.06%
Dec 31, 24
10 Millennium Management LLC 1.75M (1.59%) 8.59K
Increased by +0.49%
Dec 31, 24
11 Goldman Sachs Group Inc 1.73M (1.57%) 967.20K
Increased by +55.81%
Dec 31, 24
12 Nuveen Asset Management, LLC 1.71M (1.55%) 754.43K
Increased by +44.00%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.67M (1.51%) -430.04K
Decreased by -25.77%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.55M (1.41%) -19.51K
Decreased by -1.26%
Dec 31, 24
15 Waterfront Capital Partners, LLC 1.09M (0.99%) -592.50K
Decreased by -54.45%
Jun 30, 24
16 Ameriprise Financial Inc 1.02M (0.93%) -79.61K
Decreased by -7.80%
Dec 31, 24
17 Land & Buildings Investment Mgmt, LLC 974.17K (0.88%) -76.89K
Decreased by -7.89%
Dec 31, 24
18 Bank of New York Mellon Corp 945.29K (0.86%) -2.36K
Decreased by -0.25%
Dec 31, 24
19 Macquarie Group Ltd 938.57K (0.85%) 828.98K
Increased by +88.32%
Dec 31, 24
20 LSV Asset Management 918.00K (0.83%) -471.79K
Decreased by -51.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.71M (6.09%) -5.90K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 4.22M (3.83%) -6.84K
Decreased by -0.16%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.30%) 164.16K
Increased by +4.52%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 3.49M (3.16%) 2.94K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.82M (2.55%) -10.28K
Decreased by -0.36%
Mar 31, 25
6 iShares Russell 2000 ETF 2.69M (2.44%) -21.79K
Decreased by -0.81%
Apr 29, 25
7 Vanguard Small Cap Value Index Inv 1.82M (1.65%) -37.55K
Decreased by -2.06%
Mar 31, 25
8 Fidelity US REIT Mother Fund 1.79M (1.62%) 509.10K
Increased by +28.48%
Sep 17, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.55%) 40.37K
Increased by +2.35%
Mar 31, 25
10 Fidelity Small Cap Index 1.06M (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity® Small Cap Index 992.40K (0.90%) 26.16K
Increased by +2.64%
Oct 31, 23
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 960.09K (0.87%) 0.00
Increased by 0.00%
Apr 29, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Strategic Real Return 909.60K (0.82%) 15.00K
Increased by +1.65%
Jan 31, 25
15 Fidelity Advisor Strategic Div & Inc I 888.00K (0.81%) -21.60K
Decreased by -2.43%
Feb 28, 25
16 Fidelity Advisor Strategic Real Ret I 888.00K (0.81%) -21.60K
Decreased by -2.43%
Feb 28, 25
17 Strategic Advisers Fidelity US TtlStk 853.76K (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 790.29K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Mid-Cap Stock 777.79K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
20 FIAM Small Cap Core Composite 773.50K (0.70%) 31.40K
Increased by +4.06%
Dec 31, 24