Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 2.01%
2 REAI 1.34%
3 RORE 1.31%
4 XSLV 0.72%
5 RZG 0.64%
6 XSVM 0.64%
7 PSCF 0.40%
8 FYT 0.38%
9 USVM 0.38%
10 FSCC 0.37%
11 ETHO 0.35%
12 SDD 0.29%
13 SBB 0.29%
14 GQRE 0.27%
15 AREA 0.27%
16 ROGS 0.23%
17 JPSE 0.21%
18 CSML 0.19%
19 ISMD 0.19%
20 VIOG 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.79M (19.24%) 15.83K
Increased by +0.08%
Dec 31, 24
2 Vanguard Group Inc 16.84M (17.25%) -251.25K
Decreased by -1.49%
Dec 31, 24
3 Wellington Management Company LLP 9.45M (9.67%) -258.03K
Decreased by -2.73%
Dec 31, 24
4 State Street Corporation 6.29M (6.44%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 6.27M (6.43%) 122.94K
Increased by +1.96%
Dec 31, 24
6 Geode Capital Management, LLC 2.62M (2.69%) -25.48K
Decreased by -0.97%
Dec 31, 24
7 Charles Schwab Investment Management Inc 2.36M (2.42%) 30.19K
Increased by +1.28%
Dec 31, 24
8 Millennium Management LLC 1.80M (1.85%) 52.69K
Increased by +2.92%
Dec 31, 24
9 JPMorgan Chase & Co 1.79M (1.83%) -1.54M
Decreased by -85.89%
Dec 31, 24
10 Northern Trust Corp 1.67M (1.71%) 455.76K
Increased by +27.27%
Dec 31, 24
11 Alyeska Investment Group, L.P. 1.66M (1.69%) 1.19M
Increased by +72.13%
Dec 31, 24
12 Ameriprise Financial Inc 1.58M (1.61%) 894.83K
Increased by +56.79%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.45M (1.49%) 3.75K
Increased by +0.26%
Dec 31, 24
14 Jacobs Levy Equity Management, Inc. 1.31M (1.34%) 8.90K
Increased by +0.68%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 1.26M (1.29%) -614.14K
Decreased by -48.85%
Dec 31, 24
16 Balyasny Asset Management LLC 1.17M (1.19%) 265.81K
Increased by +22.79%
Dec 31, 24
17 Amvescap Plc. 1.13M (1.15%) 477.23K
Increased by +42.36%
Dec 31, 24
18 Land & Buildings Investment Mgmt, LLC 1.08M (1.10%) 52.50K
Increased by +4.87%
Dec 31, 24
19 Mesirow Institutional Investment Management, Inc. 1.08M (1.10%) 1.08M
Increased by +100.00%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.07M (1.10%) -26.97K
Decreased by -2.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.18M (6.33%) -6.34K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Real Estate Index Investor 3.88M (3.97%) 7.91K
Increased by +0.20%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.27M (3.35%) 3.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.24M (3.32%) 13.96K
Increased by +0.43%
Mar 31, 25
5 Vanguard Explorer Inv 3.16M (3.24%) -194.73K
Decreased by -6.16%
Mar 31, 25
6 iShares Russell 2000 ETF 2.60M (2.66%) -21.02K
Decreased by -0.81%
Apr 29, 25
7 Vanguard Small Cap Index 2.53M (2.59%) -73.35K
Decreased by -2.90%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.61%) 43.02K
Increased by +2.74%
Mar 31, 25
9 MM Access II High Yield USD F-acc 1.11M (1.14%) 1.11M
Increased by +100.00%
Nov 30, 24
10 Fidelity® Small Cap Index 1.07M (1.10%) 28.18K
Increased by +2.63%
Oct 31, 23
11 Fidelity Small Cap Index 1.02M (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
12 iShares Russell 2000 Value ETF 964.14K (0.99%) -3.27K
Decreased by -0.34%
Apr 30, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 931.26K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
14 iShares S&P Small-Cap 600 Growth ETF 909.38K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 877.78K (0.90%) 0.00
Increased by 0.00%
Apr 29, 25
16 Vanguard Small Cap Value Index Inv 819.82K (0.84%) -38.11K
Decreased by -4.65%
Mar 31, 25
17 Vanguard Strategic Equity Inv 802.82K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 707.24K (0.72%) -22.73K
Decreased by -3.21%
Mar 31, 25
19 Schwab Fundamental US Small Company ETF 667.74K (0.68%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Real Estate II Index 659.23K (0.68%) 6.22K
Increased by +0.94%
Mar 31, 25