Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVT 2.53%
2 VNAM 2.23%
3 XSLV 0.94%
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 RWR 0.14%
14 FYC 0.13%
15 IJS 0.12%
16 VIOV 0.12%
17 FRI 0.12%
18 SLYV 0.11%
19 IWN 0.11%
20 USRT 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.94M (17.31%) 189.84K
Increased by +1.27%
Dec 31, 24
2 Vanguard Group Inc 12.70M (14.72%) 331.35K
Increased by +2.61%
Dec 31, 24
3 Madison International Realty Holdings, LLC 6.11M (7.09%) 6.77K
Increased by +0.11%
Dec 31, 24
4 Prudential Financial Inc 4.75M (5.51%) -1.43M
Decreased by -30.05%
Dec 31, 24
5 State Street Corp 4.72M (5.48%) 150.04K
Increased by +3.18%
Dec 31, 24
6 State Street Corporation 4.72M (5.47%) -388.56K
Decreased by -8.23%
Mar 31, 24
7 H/2 Credit Manager LP 4.30M (4.98%) 0.00
Increased by 0.00%
Dec 31, 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 (2.91%) 2.22K
Increased by +0.09%
Dec 31, 24
10 Rush Island Management, LP 2.17M (2.51%) 2.17M
Increased by +100.00%
Mar 31, 24
11 Nuveen Asset Management, LLC 2.15M (2.49%) 53.56K
Increased by +2.49%
Dec 31, 24
12 JPMorgan Chase & Co 2.12M (2.46%) -2.08M
Decreased by -97.96%
Dec 31, 24
13 Millennium Management LLC 2.02M (2.35%) 192.12K
Increased by +9.49%
Dec 31, 24
14 Geode Capital Management, LLC 1.98M (2.30%) -15.98K
Decreased by -0.80%
Dec 31, 24
15 Northern Trust Corp 1.52M (1.77%) 501.87K
Increased by +32.91%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.48M (1.72%) 12.78K
Increased by +0.86%
Dec 31, 24
17 Victory Capital Management Inc. 1.22M (1.41%) 17.18K
Increased by +1.41%
Dec 31, 24
18 Argosy-Lionbridge Management, LLC 1.14M (1.33%) 1.14M
Increased by +100.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.12M (1.30%) -162.00
Decreased by -0.01%
Dec 31, 24
20 Balyasny Asset Management LLC 1.04M (1.21%) -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 5.15M (5.97%) -1.33K
Decreased by -0.03%
Feb 28, 25
2 Vanguard Real Estate Index Investor 3.21M (3.72%) -20.67K
Decreased by -0.64%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.49M (2.88%) 3.76K
Increased by +0.15%
Feb 28, 25
4 Vanguard Small Cap Index 2.02M (2.34%) 1.64K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 2.00M (2.32%) -23.58K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 1.33M (1.54%) -6.79K
Decreased by -0.51%
Feb 28, 25
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 1.24M (1.44%) 2.13K
Increased by +0.17%
Feb 28, 25
9 Wellington SMID Cap Research Equity 1.08M (1.26%) 420.25K
Increased by +38.80%
Sep 30, 23
10 CREF Stock R1 971.58K (1.13%) 57.57K
Increased by +5.93%
Jan 31, 25
11 PGIM Global Real Estate Z 900.15K (1.04%) 10.74K
Increased by +1.19%
Feb 28, 25
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 800.09K (0.93%) -8.47K
Decreased by -1.06%
Dec 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 (0.89%) 20.38K
Increased by +2.67%
Oct 31, 23
16 iShares Russell 2000 Value ETF 740.94K (0.86%) -5.62K
Decreased by -0.76%
Feb 28, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 720.50K (0.84%) -798.00
Decreased by -0.11%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 692.62K (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Tax-Managed Small Cap Adm 625.90K (0.73%) 0.00
Increased by 0.00%
Feb 28, 25