Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 USRT 1000.00%
3 ERET 1000.00%
4 REET 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IWV 1000.00%
8 IWN 1000.00%
9 IWM 1000.00%
10 ITOT 1000.00%
11 ISCG 1000.00%
12 BEDZ 4.81%
13 RORE 1.31%
14 XSLV 0.79%
15 PSCF 0.41%
16 ETHO 0.32%
17 SBB 0.29%
18 SDD 0.29%
19 GQRE 0.26%
20 FYT 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.87M (18.69%) -605.37K
Decreased by -3.21%
Jun 30, 24
2 Vanguard Group Inc 16.86M (16.71%) -659.80K
Decreased by -3.91%
Jun 30, 24
3 Wellington Management Company LLP 9.24M (9.16%) -789.16K
Decreased by -8.54%
Jun 30, 24
4 State Street Corporation 6.29M (6.23%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 CenterSquare Investment Management LLC 4.01M (3.97%) -82.96K
Decreased by -2.07%
Mar 31, 24
6 Geode Capital Management, LLC 2.57M (2.55%) 27.16K
Increased by +1.06%
Mar 31, 24
7 Charles Schwab Investment Management Inc 2.27M (2.25%) -39.15K
Decreased by -1.72%
Jun 30, 24
8 JPMorgan Chase & Co 1.80M (1.78%) 548.68K
Increased by +30.52%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.48M (1.47%) 45.79K
Increased by +3.09%
Jun 30, 24
10 Cramer Rosenthal McGlynn LLC 1.38M (1.37%) 1.16M
Increased by +83.75%
Jun 30, 24
11 Jacobs Levy Equity Management, Inc. 1.33M (1.32%) 173.07K
Increased by +13.02%
Jun 30, 24
12 683 Capital Management LLC 1.32M (1.31%) -80.00K
Decreased by -6.04%
Jun 30, 24
13 Northern Trust Corp 1.26M (1.24%) 20.96K
Increased by +1.67%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.17M (1.16%) 197.61K
Increased by +16.85%
Mar 31, 24
15 Kennedy Capital Management Inc 1.16M (1.15%) -73.03K
Decreased by -6.29%
Mar 31, 24
16 Bank of New York Mellon Corp 1.06M (1.05%) -4.24K
Decreased by -0.40%
Jun 30, 24
17 Arrowstreet Capital Limited Partnership 1.05M (1.04%) -312.02K
Decreased by -29.59%
Jun 30, 24
18 Macquarie Group Ltd 1.02M (1.01%) -10.01K
Decreased by -0.98%
Dec 31, 23
19 Nuveen Asset Management, LLC 966.74K (0.96%) -727.46K
Decreased by -75.25%
Sep 30, 23
20 Goldman Sachs Group Inc 914.60K (0.91%) 263.19K
Increased by +28.78%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.74M (6.68%) 2.98K
Increased by +0.04%
Jul 31, 24
2 Vanguard Real Estate Index Investor 4.08M (4.05%) -5.57K
Decreased by -0.14%
Jul 31, 24
3 Vanguard Explorer Inv 3.48M (3.45%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.26M (3.23%) -10.51K
Decreased by -0.32%
Jul 31, 24
5 iShares Russell 2000 ETF 2.85M (2.83%) 33.62K
Increased by +1.18%
Jul 31, 24
6 Vanguard Small Cap Index 2.57M (2.55%) 6.97K
Increased by +0.27%
Jul 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.50%) 8.45K
Increased by +0.56%
Jul 31, 24
8 Fidelity® Small Cap Index 1.07M (1.06%) 28.18K
Increased by +2.63%
Oct 31, 23
9 Fidelity Small Cap Index 1.07M (1.06%) 5.67K
Increased by +0.53%
May 31, 24
10 iShares Russell 2000 Value ETF 977.44K (0.97%) 7.82K
Increased by +0.80%
Jul 31, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 931.26K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 893.66K (0.89%) -1.42K
Decreased by -0.16%
Jul 31, 24
13 Vanguard Small Cap Value Index Inv 864.65K (0.86%) -600.00
Decreased by -0.07%
Jul 31, 24
14 Vanguard Strategic Equity Inv 801.60K (0.79%) 11.80K
Increased by +1.47%
Jun 30, 24
15 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 781.20K (0.77%) 0.00
Increased by 0.00%
Jun 30, 24
16 Vanguard Tax-Managed Small Cap Adm 742.98K (0.74%) 0.00
Increased by 0.00%
Jul 31, 24
17 Vanguard Small Cap Growth Index Inv 719.25K (0.71%) -2.77K
Decreased by -0.39%
Jul 31, 24
18 Schwab Fundamental U.S. Small CompanyETF 668.90K (0.66%) 442.00
Increased by +0.07%
Jul 31, 24
19 Schwab Fundamental US Small Company ETF 667.74K (0.66%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Real Estate II Index 658.64K (0.65%) 3.01K
Increased by +0.46%
Jul 31, 24