Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 2.62%
2 REAI 1.73%
3 PFI 1.51%
4 RORE 1.33%
5 RFDA 1.29%
6 PSCF 1.08%
7 VRAI 1.02%
8 XSLV 0.95%
9 EHLS 0.80%
10 XSMO 0.71%
11 PPTY 0.70%
12 DWAS 0.65%
13 GQRE 0.52%
14 ESIX 0.51%
15 USVM 0.47%
16 CRED 0.40%
17 SLYG 0.39%
18 CVY 0.39%
19 IJT 0.39%
20 RWR 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.40M (19.43%) 345.29K
Increased by +1.61%
Dec 31, 24
2 Vanguard Group Inc 17.32M (15.73%) 20.42K
Increased by +0.12%
Dec 31, 24
3 FMR Inc 9.40M (8.53%) 1.87M
Increased by +19.94%
Dec 31, 24
4 State Street Corp 6.55M (5.95%) 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 (2.50%) 697.29K
Increased by +25.37%
Dec 31, 24
7 Geode Capital Management, LLC 2.70M (2.45%) 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 (1.56%) 754.43K
Increased by +44.00%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.67M (1.52%) -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 7.06M (6.41%) -1.55K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 4.23M (3.84%) 214.00
Increased by +0.01%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.47M (3.15%) 1.84K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 2.83M (2.57%) 2.34K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 2.75M (2.50%) -32.41K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 1.86M (1.69%) -5.66K
Decreased by -0.30%
Feb 28, 25
7 Fidelity US REIT Mother Fund 1.79M (1.62%) 509.10K
Increased by +28.48%
Sep 17, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.52%) 2.13K
Increased by +0.13%
Feb 28, 25
9 Fidelity Small Cap Index 1.08M (0.98%) -6.38K
Decreased by -0.59%
Dec 31, 24
10 Fidelity® Small Cap Index 992.40K (0.90%) 26.16K
Increased by +2.64%
Oct 31, 23
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 985.36K (0.89%) -1.10K
Decreased by -0.11%
Feb 28, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Advisor Strategic Div & Inc I 894.60K (0.81%) 14.50K
Increased by +1.62%
Dec 31, 24
14 Fidelity Advisor Strategic Real Ret I 894.60K (0.81%) 14.50K
Increased by +1.62%
Dec 31, 24
15 Strategic Advisers Fidelity US TtlStk 888.16K (0.81%) 13.00K
Increased by +1.46%
Jan 31, 25
16 Vanguard Tax-Managed Small Cap Adm 790.29K (0.72%) 0.00
Increased by 0.00%
Feb 28, 25
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 790.28K (0.72%) 16.46K
Increased by +2.08%
Jan 31, 25
18 FIAM Small Cap Core CIT Cl B 773.50K (0.70%) 25.20K
Increased by +3.26%
Dec 31, 24
19 FIAM Small Cap Core Composite 742.10K (0.67%) 742.10K
Increased by +100.00%
Sep 30, 24
20 Vanguard Real Estate II Index 709.99K (0.64%) 4.77K
Increased by +0.67%
Feb 28, 25