Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 7.74%
2 SMHB 4.87%
3 GRI_old 2.17%
4 TTFS 1.95%
5 EHLS 1.70%
6 WREI 1.03%
7 ALTL_old 0.84%
8 PMOM 0.68%
9 SRS 0.58%
10 REK 0.58%
11 IJT 0.42%
12 SMLF 0.40%
13 USRT 0.35%
14 IWN 0.34%
15 ERET 0.33%
16 IJR 0.31%
17 REET 0.25%
18 IJS 0.19%
19 SLY 0.19%
20 JKL 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.30M (18.74%) 1.16M
Increased by +8.74%
Dec 31, 24
2 Vanguard Group Inc 10.83M (15.27%) 564.82K
Increased by +5.22%
Dec 31, 24
3 State Street Corp 4.27M (6.02%) 327.80K
Increased by +7.68%
Dec 31, 24
4 State Street Corporation 4.11M (5.79%) -309.12K
Decreased by -7.52%
Mar 31, 24
5 Wellington Management Company LLP 2.89M (4.08%) -19.59K
Decreased by -0.68%
Dec 31, 24
6 Deutsche Bank AG 2.28M (3.22%) -67.07K
Decreased by -2.94%
Dec 31, 24
7 Geode Capital Management, LLC 1.75M (2.47%) 110.59K
Increased by +6.31%
Dec 31, 24
8 Nuveen Asset Management, LLC 1.64M (2.31%) 46.99K
Increased by +2.87%
Dec 31, 24
9 Goldman Sachs Group Inc 1.57M (2.21%) 522.74K
Increased by +33.39%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.54M (2.17%) 67.95K
Increased by +4.42%
Dec 31, 24
11 Alyeska Investment Group, L.P. 1.49M (2.10%) 347.61K
Increased by +23.28%
Dec 31, 24
12 Northern Trust Corp 1.43M (2.02%) 634.79K
Increased by +44.40%
Dec 31, 24
13 Charles Schwab Investment Management Inc 1.43M (2.01%) 159.87K
Increased by +11.20%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.03M (1.45%) 43.24K
Increased by +4.20%
Dec 31, 24
15 Amvescap Plc. 1.01M (1.42%) 80.47K
Increased by +7.98%
Dec 31, 24
16 Moore Capital Management, LP 834.41K (1.18%) -150.39K
Decreased by -18.02%
Mar 31, 24
17 Ameriprise Financial Inc 828.15K (1.17%) 330.70K
Increased by +39.93%
Sep 30, 23
18 Prudential Financial Inc 807.81K (1.14%) 101.69K
Increased by +12.59%
Dec 31, 24
19 JPMorgan Chase & Co 803.74K (1.13%) -1.46M
Decreased by -181.88%
Dec 31, 24
20 Acadian Asset Management LLC 720.01K (1.02%) -67.50K
Decreased by -9.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.25M (5.99%) -3.71K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 2.74M (3.86%) -1.82K
Decreased by -0.07%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.24M (3.16%) 7.88K
Increased by +0.35%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 2.05M (2.88%) -68.61K
Decreased by -3.35%
Sep 30, 24
5 iShares Russell 2000 ETF 1.78M (2.52%) -14.45K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Index 1.77M (2.50%) -31.97K
Decreased by -1.80%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 1.15M (1.62%) -40.20K
Decreased by -3.50%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.52%) 11.44K
Increased by +1.06%
Mar 31, 25
9 Nuveen Real Estate Sec Sel R6 850.00K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares S&P Small-Cap 600 Value ETF 714.76K (1.01%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity Small Cap Index 701.10K (0.99%) 3.25K
Increased by +0.46%
Feb 28, 25
12 iShares Russell 2000 Value ETF 677.34K (0.95%) -2.30K
Decreased by -0.34%
Apr 30, 25
13 Fidelity® Small Cap Index 627.41K (0.88%) 17.12K
Increased by +2.73%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 607.07K (0.86%) 0.00
Increased by 0.00%
Apr 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 574.55K (0.81%) -819.00
Decreased by -0.14%
May 30, 24
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 513.97K (0.72%) -101.85K
Decreased by -19.82%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 463.99K (0.65%) -27.84K
Decreased by -6.00%
Mar 31, 25
18 Vanguard Real Estate II Index 463.82K (0.65%) 3.65K
Increased by +0.79%
Mar 31, 25
19 DWS RREEF Real Assets Inst 456.15K (0.64%) 11.16K
Increased by +2.45%
Jan 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 437.88K (0.62%) 0.00
Increased by 0.00%
Apr 30, 25