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 0.45%
12 SMLF 0.42%
13 USRT 0.39%
14 ERET 0.37%
15 IWN 0.36%
16 XJR 0.36%
17 IJR 0.33%
18 SMAX 0.33%
19 REET 0.27%
20 IJS 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.84M (18.11%) -451.31K
Decreased by -3.51%
Mar 31, 25
2 Vanguard Group Inc 11.11M (15.67%) 283.01K
Increased by +2.55%
Mar 31, 25
3 State Street Corp 4.22M (5.94%) -52.51K
Decreased by -1.25%
Mar 31, 25
4 State Street Corporation 4.11M (5.79%) -309.12K
Decreased by -7.52%
Mar 31, 24
5 Deutsche Bank AG 2.28M (3.22%) -67.07K
Decreased by -2.94%
Dec 31, 24
6 Wellington Management Company LLP 1.97M (2.78%) -919.08K
Decreased by -46.55%
Mar 31, 25
7 Geode Capital Management, LLC 1.83M (2.58%) 75.28K
Increased by +4.12%
Mar 31, 25
8 Goldman Sachs Group Inc 1.70M (2.39%) 130.21K
Increased by +7.68%
Mar 31, 25
9 Nuveen Asset Management, LLC 1.64M (2.31%) 46.99K
Increased by +2.87%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.55M (2.19%) 126.97K
Increased by +8.17%
Mar 31, 25
11 Nuveen, LLC 1.52M (2.15%) 1.52M
Increased by +100.00%
Mar 31, 25
12 Northern Trust Corp 1.46M (2.06%) 29.34K
Increased by +2.01%
Mar 31, 25
13 Alyeska Investment Group, L.P. 1.44M (2.03%) -52.88K
Decreased by -3.67%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.24M (1.75%) -296.96K
Decreased by -23.94%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.07M (1.50%) 38.36K
Increased by +3.60%
Mar 31, 25
16 Amvescap Plc. 979.47K (1.38%) -28.66K
Decreased by -2.93%
Mar 31, 25
17 Moore Capital Management, LP 834.41K (1.18%) -150.39K
Decreased by -18.02%
Mar 31, 24
18 Ameriprise Financial Inc 828.15K (1.17%) 330.70K
Increased by +39.93%
Sep 30, 23
19 Prudential Financial Inc 795.19K (1.12%) -12.62K
Decreased by -1.59%
Mar 31, 25
20 JPMorgan Chase & Co 776.56K (1.09%) -27.18K
Decreased by -3.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.21M (5.93%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 2.69M (3.80%) -46.54K
Decreased by -1.73%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.27M (3.20%) 30.27K
Increased by +1.33%
Apr 30, 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 1.82M (2.57%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.78M (2.51%) 9.63K
Increased by +0.54%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.15M (1.62%) 3.62K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.52%) 1.21K
Increased by +0.11%
Apr 30, 25
9 Nuveen Real Estate Sec Sel R6 850.00K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Small Cap Index 718.56K (1.01%) 17.46K
Increased by +2.43%
Mar 31, 25
11 iShares S&P Small-Cap 600 Value ETF 714.76K (1.01%) 0.00
Increased by 0.00%
Nov 30, 24
12 iShares Russell 2000 Value ETF 653.42K (0.92%) 0.00
Increased by 0.00%
May 31, 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 595.89K (0.84%) 0.00
Increased by 0.00%
May 30, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 574.55K (0.81%) -819.00
Decreased by -0.14%
May 30, 24
16 Vanguard Tax-Managed Small Cap Adm 463.99K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Real Estate II Index 463.82K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
18 DWS RREEF Real Assets Inst 456.15K (0.64%) 11.16K
Increased by +2.45%
Jan 31, 25
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 438.61K (0.62%) -75.36K
Decreased by -17.18%
Apr 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 437.40K (0.62%) 0.00
Increased by 0.00%
May 31, 25