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 0.44%
12 SMLF 0.42%
13 USRT 0.37%
14 IWN 0.36%
15 ERET 0.35%
16 IJR 0.33%
17 REET 0.27%
18 IJS 0.20%
19 JKL 0.19%
20 ISCV 0.19%

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 Alyeska Investment Group, L.P. 1.44M (2.03%) -52.88K
Decreased by -3.67%
Mar 31, 25
12 Northern Trust Corp 1.43M (2.02%) 634.79K
Increased by +44.40%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.24M (1.75%) -296.96K
Decreased by -23.94%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.07M (1.50%) 38.36K
Increased by +3.60%
Mar 31, 25
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 795.19K (1.12%) -12.62K
Decreased by -1.59%
Mar 31, 25
19 JPMorgan Chase & Co 776.56K (1.09%) -27.18K
Decreased by -3.50%
Mar 31, 25
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 2.69M (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 1.78M (2.52%) 301.00
Increased by +0.02%
Apr 30, 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%
Mar 31, 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 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 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%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Real Estate II Index 463.82K (0.65%) 0.00
Increased by 0.00%
Apr 30, 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