Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.80%
2 GRI_old 2.35%
3 REAI 1.78%
4 RDOG 1.26%
5 KVLE 0.82%
6 RIET 0.54%
7 XSVM 0.43%
8 GYLD 0.41%
9 PXMV 0.35%
10 CRUZ 0.34%
11 REK 0.31%
12 SRS 0.31%
13 FYC 0.28%
14 NIXT 0.27%
15 GQRE 0.21%
16 CSML 0.19%
17 SLY 0.16%
18 RZV 0.13%
19 PSCF 0.12%
20 SDIV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.49M (10.47%) -3.46M
Decreased by -21.00%
Mar 31, 25
2 BlackRock Inc 15.73M (9.99%) -246.53K
Decreased by -1.57%
Mar 31, 25
3 State Street Corporation 9.32M (5.92%) -837.41K
Decreased by -8.99%
Mar 31, 24
4 Charles Schwab Investment Management Inc 8.13M (5.16%) 572.95K
Increased by +7.05%
Mar 31, 25
5 Nantahala Capital Management, LLC 8.06M (5.12%) -34.01K
Decreased by -0.42%
Mar 31, 25
6 Capital Management Corp 5.67M (3.60%) 1.54M
Increased by +27.26%
Mar 31, 25
7 Amvescap Plc. 5.58M (3.54%) 1.59M
Increased by +28.45%
Sep 30, 24
8 Geode Capital Management, LLC 4.51M (2.86%) -51.00K
Decreased by -1.13%
Mar 31, 25
9 State Street Corp 4.47M (2.84%) -666.72K
Decreased by -14.92%
Mar 31, 25
10 Goldman Sachs Group Inc 4.12M (2.62%) 2.20M
Increased by +53.44%
Mar 31, 25
11 LSV Asset Management 3.51M (2.23%) -45.50K
Decreased by -1.30%
Mar 31, 25
12 Balyasny Asset Management LLC 2.72M (1.72%) 2.72M
Increased by +100.00%
Dec 31, 24
13 Jane Street Group LLC 2.52M (1.60%) 2.42M
Increased by +96.13%
Dec 31, 24
14 Citadel Advisors Llc 2.42M (1.54%) 1.91M
Increased by +78.89%
Dec 31, 24
15 Allianz Asset Management AG 2.36M (1.50%) 580.75K
Increased by +24.60%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 2.27M (1.44%) 22.78K
Increased by +1.00%
Mar 31, 25
17 CastleKnight Management LP 2.15M (1.36%) 715.20K
Increased by +33.27%
Dec 31, 24
18 Whitebox Advisors, LLC 2.14M (1.36%) 1.50M
Increased by +70.13%
Dec 31, 24
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.06M (1.31%) 147.29K
Increased by +7.14%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 1.99M (1.27%) 68.91K
Increased by +3.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.76M (6.83%) 5.59K
Increased by +0.05%
Nov 27, 24
2 Vanguard Real Estate Index Investor 5.95M (3.77%) -91.22K
Decreased by -1.53%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.48M (3.48%) 53.77K
Increased by +0.98%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.22M (3.32%) 0.00
Increased by 0.00%
Apr 30, 25
5 Schwab Fundamental U.S. Small CompanyETF 4.63M (2.94%) 0.00
Increased by 0.00%
Apr 30, 25
6 Invesco KBW Premium Yield Eq REIT ETF 4.55M (2.89%) 16.86K
Increased by +0.37%
Nov 27, 24
7 iShares Russell 2000 ETF 4.12M (2.62%) 696.00
Increased by +0.02%
Apr 30, 25
8 CMC All-Cap Growth 3.24M (2.06%) 2.99M
Increased by +92.26%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.60M (1.65%) 6.23K
Increased by +0.24%
Apr 30, 25
10 Schwab Fundamental US Small Company ETF 2.53M (1.60%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Small Cap Index 2.02M (1.28%) 1.64K
Increased by +0.08%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 1.70M (1.08%) -6.75K
Decreased by -0.40%
Nov 27, 24
13 Global X SuperDividend™ ETF 1.70M (1.08%) 0.00
Increased by 0.00%
Nov 27, 24
14 Fidelity Small Cap Index 1.70M (1.08%) 9.00K
Increased by +0.53%
Feb 28, 25
15 CMC SMID 1.62M (1.03%) 510.32K
Increased by +31.52%
Mar 31, 25
16 Fidelity® Small Cap Index 1.61M (1.02%) 47.14K
Increased by +2.93%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.54M (0.98%) -5.24K
Decreased by -0.34%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.52M (0.96%) 1.12K
Increased by +0.07%
Nov 27, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.45M (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
20 CREF Stock R1 1.35M (0.86%) -177.46K
Decreased by -13.11%
Feb 28, 25