Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVT 2.53%
2 VNAM 1.96%
3 XSLV 0.75%
4 PSCF 0.37%
5 EMFM 0.36%
6 REZ 0.28%
7 ISMD 0.19%
8 FSGS 0.17%
9 RNSC 0.17%
10 ESIX 0.15%
11 ROOF 0.14%
12 VGSR 0.14%
13 FYC 0.13%
14 RWR 0.13%
15 SLYV 0.11%
16 FRI 0.11%
17 VIOV 0.11%
18 IJS 0.11%
19 USRT 0.11%
20 DFAR 0.10%

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 12.70M (14.68%) 331.35K
Increased by +2.61%
Dec 31, 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 (7.07%) 6.77K
Increased by +0.11%
Dec 31, 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%
Dec 31, 24
8 JPMorgan Chase & Co 4.21M (4.86%) 439.80K
Increased by +10.46%
Sep 30, 24
9 Wellington Management Company LLP 2.74M (3.17%) -3.07M
Decreased by -112.28%
Mar 31, 24
10 Bank of America Corp 2.51M (2.90%) 3.77K
Increased by +0.15%
Sep 30, 24
11 Rush Island Management, LP 2.17M (2.51%) 2.17M
Increased by +100.00%
Mar 31, 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 1.48M (1.72%) 12.78K
Increased by +0.86%
Dec 31, 24
16 Victory Capital Management Inc. 1.22M (1.41%) 17.18K
Increased by +1.41%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.12M (1.30%) -162.00
Decreased by -0.01%
Dec 31, 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 5.21M (6.02%) 15.63K
Increased by +0.30%
Jan 31, 25
2 Vanguard Real Estate Index Investor 3.22M (3.73%) -1.49K
Decreased by -0.05%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.44M (2.82%) 5.23K
Increased by +0.21%
Dec 31, 24
4 iShares Russell 2000 ETF 2.12M (2.46%) -16.15K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Small Cap Index 2.01M (2.32%) 30.15K
Increased by +1.50%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 1.33M (1.54%) 129.00
Increased by +0.01%
Dec 31, 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 1.24M (1.43%) 29.77K
Increased by +2.40%
Dec 31, 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 CREF Stock R1 914.01K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
12 PGIM Global Real Estate Z 871.70K (1.01%) -157.91K
Decreased by -18.12%
Dec 31, 24
13 Wellington CIF II SMID Cap Research S3 867.15K (1.00%) -216.00K
Decreased by -24.91%
Dec 31, 23
14 Fidelity Small Cap Index 808.57K (0.93%) -13.11K
Decreased by -1.62%
Nov 30, 24
15 AEW Global Diversified REIT (EPRA) 778.68K (0.90%) 461.04K
Increased by +59.21%
Dec 31, 23
16 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
17 iShares Russell 2000 Value ETF 750.65K (0.87%) 23.47K
Increased by +3.13%
Jan 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 738.96K (0.85%) 268.00
Increased by +0.04%
Jan 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 664.42K (0.77%) 28.48K
Increased by +4.29%
Dec 31, 24