Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VNAM 2.84%
2 PRVT 2.53%
3 XSLV 0.87%
4 PSCF 0.41%
5 EMFM 0.36%
6 REZ 0.28%
7 ISMD 0.21%
8 FSGS 0.17%
9 RNSC 0.17%
10 ESIX 0.15%
11 CRED 0.15%
12 ROOF 0.14%
13 VGSR 0.14%
14 RWR 0.14%
15 FYC 0.13%
16 VIOV 0.12%
17 SLYV 0.11%
18 FRI 0.11%
19 VTWV 0.11%
20 VIOO 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.94M (17.23%) 189.84K
Increased by +1.27%
Dec 31, 24
2 Vanguard Group Inc 12.70M (14.65%) 331.35K
Increased by +2.61%
Dec 31, 24
3 Madison International Realty Holdings, LLC 6.11M (7.05%) 0.00
Increased by 0.00%
Mar 31, 25
4 Prudential Financial Inc 4.75M (5.48%) -1.43M
Decreased by -30.05%
Dec 31, 24
5 State Street Corp 4.72M (5.45%) 150.04K
Increased by +3.18%
Dec 31, 24
6 State Street Corporation 4.72M (5.45%) -388.56K
Decreased by -8.23%
Mar 31, 24
7 H/2 Credit Manager LP 4.30M (4.96%) 0.00
Increased by 0.00%
Dec 31, 24
8 Wellington Management Company LLP 2.74M (3.16%) -3.07M
Decreased by -112.28%
Mar 31, 24
9 Bank of America Corp 2.51M (2.89%) 2.22K
Increased by +0.09%
Dec 31, 24
10 Rush Island Management, LP 2.17M (2.50%) 2.17M
Increased by +100.00%
Mar 31, 24
11 Nuveen Asset Management, LLC 2.15M (2.48%) 53.56K
Increased by +2.49%
Dec 31, 24
12 JPMorgan Chase & Co 2.12M (2.45%) -2.08M
Decreased by -97.96%
Dec 31, 24
13 Millennium Management LLC 2.02M (2.34%) 192.12K
Increased by +9.49%
Dec 31, 24
14 Geode Capital Management, LLC 1.98M (2.29%) -15.98K
Decreased by -0.80%
Dec 31, 24
15 Northern Trust Corp 1.52M (1.76%) 501.87K
Increased by +32.91%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.48M (1.71%) 12.78K
Increased by +0.86%
Dec 31, 24
17 Victory Capital Management Inc. 1.19M (1.37%) -26.61K
Decreased by -2.23%
Mar 31, 25
18 Argosy-Lionbridge Management, LLC 1.14M (1.32%) 1.14M
Increased by +100.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.12M (1.29%) -162.00
Decreased by -0.01%
Dec 31, 24
20 Balyasny Asset Management LLC 1.04M (1.20%) -759.64K
Decreased by -73.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.89M (5.64%) -4.87K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Real Estate Index Investor 3.19M (3.68%) -23.27K
Decreased by -0.73%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.51M (2.89%) 18.45K
Increased by +0.74%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 2.49M (2.87%) 3.31K
Increased by +0.13%
Sep 30, 24
5 Vanguard Small Cap Index 1.97M (2.27%) -46.42K
Decreased by -2.36%
Mar 31, 25
6 iShares Russell 2000 ETF 1.93M (2.23%) 327.00
Increased by +0.02%
Apr 30, 25
7 Xtrackers MSCI World Swap ETF 1C 1.29M (1.49%) 239.69K
Increased by +18.59%
May 31, 24
8 Vanguard Small Cap Value Index Inv 1.28M (1.47%) -47.42K
Decreased by -3.71%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.40%) -25.38K
Decreased by -2.09%
Mar 31, 25
10 Wellington SMID Cap Research Equity 1.08M (1.25%) 420.25K
Increased by +38.80%
Sep 30, 23
11 CREF Stock R1 951.98K (1.10%) -19.60K
Decreased by -2.06%
Feb 28, 25
12 CREF Stock R3 951.98K (1.10%) -19.60K
Decreased by -2.06%
Feb 28, 25
13 PGIM Global Real Estate Z 872.19K (1.01%) -27.96K
Decreased by -3.21%
Mar 31, 25
14 Wellington CIF II SMID Cap Research S3 867.15K (1.00%) -216.00K
Decreased by -24.91%
Dec 31, 23
15 Fidelity Small Cap Index 785.38K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
16 AEW Global Diversified REIT (EPRA) 778.68K (0.90%) 461.04K
Increased by +59.21%
Dec 31, 23
17 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
18 iShares Russell 2000 Value ETF 741.92K (0.86%) -2.52K
Decreased by -0.34%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 696.50K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25