Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVT 2.53%
2 VNAM 2.02%
3 XSLV 0.77%
4 PSCF 0.37%
5 EMFM 0.36%
6 REZ 0.30%
7 ISMD 0.19%
8 RNSC 0.17%
9 FSGS 0.17%
10 ESIX 0.15%
11 VGSR 0.15%
12 ROOF 0.14%
13 FYC 0.13%
14 RWR 0.13%
15 VIOV 0.12%
16 FRI 0.12%
17 SLYV 0.11%
18 IJS 0.11%
19 USRT 0.11%
20 DFAR 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.75M (17.05%) 154.50K
Increased by +1.05%
Sep 30, 24
2 Vanguard Group Inc 12.37M (14.30%) 190.64K
Increased by +1.54%
Sep 30, 24
3 Prudential Financial Inc 6.18M (7.15%) -386.35K
Decreased by -6.25%
Sep 30, 24
4 Madison International Realty Holdings, LLC 6.11M (7.06%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corporation 4.72M (5.46%) -388.56K
Decreased by -8.23%
Mar 31, 24
6 State Street Corp 4.57M (5.29%) -23.14K
Decreased by -0.51%
Sep 30, 24
7 H/2 Credit Manager LP 4.30M (4.97%) 0.00
Increased by 0.00%
Sep 30, 24
8 Wellington Management Company LLP 2.74M (3.17%) -3.07M
Decreased by -112.28%
Mar 31, 24
9 Bank of America Corp 2.51M (2.90%) 3.77K
Increased by +0.15%
Sep 30, 24
10 Rush Island Management, LP 2.17M (2.51%) 2.17M
Increased by +100.00%
Mar 31, 24
11 JPMorgan Chase & Co 2.10M (2.43%) 219.90K
Increased by +10.46%
Sep 30, 24
12 Nuveen Asset Management, LLC 2.10M (2.42%) 986.51K
Increased by +47.07%
Sep 30, 24
13 Geode Capital Management, LLC 2.00M (2.31%) 21.13K
Increased by +1.06%
Sep 30, 24
14 Millennium Management LLC 1.83M (2.12%) -403.11K
Decreased by -21.99%
Sep 30, 24
15 Charles Schwab Investment Management Inc 1.47M (1.70%) 49.38K
Increased by +3.36%
Sep 30, 24
16 Victory Capital Management Inc. 1.20M (1.39%) 6.42K
Increased by +0.53%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.12M (1.30%) -27.53K
Decreased by -2.46%
Sep 30, 24
18 Balyasny Asset Management LLC 1.04M (1.20%) -759.64K
Decreased by -73.02%
Sep 30, 24
19 Northern Trust Corp 1.02M (1.18%) -17.17K
Decreased by -1.68%
Sep 30, 24
20 AEW Capital Management LP 1.01M (1.17%) -543.27K
Decreased by -53.66%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.22M (6.04%) 2.67K
Increased by +0.05%
Dec 31, 24
2 Vanguard Real Estate Index Investor 3.22M (3.73%) 305.07K
Increased by +9.46%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.44M (2.82%) -20.12K
Decreased by -0.83%
Nov 30, 24
4 iShares Russell 2000 ETF 2.10M (2.43%) -8.07K
Decreased by -0.38%
Dec 31, 24
5 Vanguard Small Cap Index 1.98M (2.29%) 11.55K
Increased by +0.58%
Nov 30, 24
6 Vanguard Small Cap Value Index Inv 1.33M (1.54%) 6.55K
Increased by +0.49%
Nov 30, 24
7 Xtrackers MSCI World Swap ETF 1C 1.29M (1.49%) 239.69K
Increased by +18.59%
May 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.40%) 7.33K
Increased by +0.61%
Nov 30, 24
9 Xtrackers MSCI USA Swap ETF 1C 1.09M (1.26%) 0.00
Increased by 0.00%
Nov 30, 24
10 Wellington SMID Cap Research Equity 1.08M (1.25%) 420.25K
Increased by +38.80%
Sep 30, 23
11 PGIM Global Real Estate Z 1.03M (1.19%) -61.75K
Decreased by -6.00%
Nov 30, 24
12 Wellington CIF II SMID Cap Research S3 867.15K (1.00%) -216.00K
Decreased by -24.91%
Dec 31, 23
13 Fidelity Small Cap Index 821.67K (0.95%) 6.05K
Increased by +0.74%
Oct 31, 24
14 AEW Global Diversified REIT (EPRA) 778.68K (0.90%) 461.04K
Increased by +59.21%
Dec 31, 23
15 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 748.10K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
17 iShares Russell 2000 Value ETF 743.52K (0.86%) -20.79K
Decreased by -2.80%
Dec 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard Tax-Managed Small Cap Adm 697.96K (0.81%) 0.00
Increased by 0.00%
Nov 30, 24
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 635.95K (0.74%) 0.00
Increased by 0.00%
Nov 30, 24