Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ASCE 2.02%
2 REAI 1.84%
3 NURE 1.53%
4 BEDZ 1.45%
5 VRAI 1.34%
6 RORE 1.31%
7 ACSV 0.80%
8 XSLV 0.72%
9 RZG 0.68%
10 XSVM 0.64%
11 FYT 0.60%
12 USVM 0.51%
13 AREA 0.49%
14 PSCF 0.40%
15 FSCC 0.37%
16 ETHO 0.35%
17 SBB 0.29%
18 SDD 0.29%
19 RUSC 0.26%
20 GQRE 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.31M (18.91%) 41.49K
Increased by +0.24%
Dec 31, 25
2 BlackRock Inc 17.08M (18.67%) -94.39K
Decreased by -0.55%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 12.42M (13.57%) 12.42M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 6.29M (6.88%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 5.46M (5.96%) -101.75K
Decreased by -1.86%
Mar 31, 26
6 Wellington Management Company LLP 5.24M (5.73%) -482.49K
Decreased by -9.20%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.22M (4.61%) 4.22M
Increased by +100.00%
Mar 31, 26
8 Arrowstreet Capital Limited Partnership 2.68M (2.92%) 121.05K
Increased by +4.52%
Mar 31, 26
9 Geode Capital Management, LLC 2.58M (2.82%) 83.25K
Increased by +3.23%
Mar 31, 26
10 Charles Schwab Investment Management Inc 2.56M (2.80%) 215.40K
Increased by +8.41%
Mar 31, 26
11 Alyeska Investment Group, L.P. 1.47M (1.61%) -156.16K
Decreased by -10.59%
Jun 30, 25
12 The Goldman Sachs Group Inc 1.37M (1.50%) -141.21K
Decreased by -10.31%
Mar 31, 26
13 Allspring Global Investments Holdings, LLC 1.36M (1.49%) 390.14K
Increased by +28.69%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.34M (1.46%) 8.86K
Increased by +0.66%
Mar 31, 26
15 Northern Trust Corp 1.32M (1.44%) 35.98K
Increased by +2.72%
Mar 31, 26
16 JPMorgan Chase & Co 1.28M (1.40%) -468.94K
Decreased by -36.63%
Mar 31, 26
17 LSV Asset Management 1.22M (1.33%) 154.87K
Increased by +12.69%
Mar 31, 26
18 Balyasny Asset Management LLC 1.17M (1.27%) 265.81K
Increased by +22.79%
Dec 31, 24
19 Citadel Advisors Llc 1.15M (1.26%) 1.02M
Increased by +88.94%
Dec 31, 25
20 Allianz Asset Management AG 1.14M (1.24%) 144.89K
Increased by +12.73%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.77M (6.31%) 2.25K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 3.52M (3.84%) -11.78K
Decreased by -0.33%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.27M (3.58%) 3.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.00M (3.28%) 0.00
Increased by 0.00%
Apr 30, 26
5 iShares Russell 2000 ETF 2.32M (2.53%) 21.42K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.12M (2.31%) -8.34K
Decreased by -0.39%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 1.36M (1.49%) 8.79K
Increased by +0.65%
Apr 30, 26
8 MM Access II High Yield USD F-acc 1.11M (1.21%) 1.11M
Increased by +100.00%
Nov 30, 24
9 Vanguard Strategic Equity Inv 1.07M (1.17%) 72.02K
Increased by +6.72%
Mar 31, 26
10 Fidelity® Small Cap Index 1.07M (1.17%) 28.18K
Increased by +2.63%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.17%) 11.66K
Increased by +1.09%
Apr 30, 26
12 Fidelity Small Cap Index 940.56K (1.03%) 3.67K
Increased by +0.39%
Mar 31, 26
13 SPDR® Portfolio S&P 600 Sm Cap ETF 931.26K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 871.10K (0.95%) 10.49K
Increased by +1.20%
Aug 29, 25
15 State Street SPDR Port S&P 600 Sm CpETF 870.15K (0.95%) 0.00
Increased by 0.00%
May 29, 26
16 iShares S&P Small-Cap 600 Growth ETF 850.79K (0.93%) 0.00
Increased by 0.00%
Aug 31, 25
17 Vanguard Strategic Small-Cap Equity Inv 817.24K (0.89%) 72.02K
Increased by +8.81%
Mar 31, 26
18 Vanguard Explorer Inv 756.14K (0.83%) 0.00
Increased by 0.00%
Mar 31, 26
19 PIMCO RAE US Small Instl 735.00K (0.80%) 56.30K
Increased by +7.66%
Mar 31, 26
20 iShares Russell 2000 Value ETF 706.88K (0.77%) 0.00
Increased by 0.00%
May 29, 26