Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 2.59%
2 REAI 1.69%
3 RORE 1.31%
4 RZG 0.80%
5 XSLV 0.74%
6 XSVM 0.66%
7 PSCF 0.43%
8 FSCC 0.38%
9 FYT 0.38%
10 ETHO 0.35%
11 SDD 0.29%
12 SBB 0.29%
13 GQRE 0.29%
14 AREA 0.24%
15 ROGS 0.23%
16 CRED 0.22%
17 IJT 0.21%
18 JPSE 0.21%
19 CSML 0.19%
20 ISMD 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.77M (18.63%) -94.25K
Decreased by -0.50%
Sep 30, 24
2 Vanguard Group Inc 17.09M (16.96%) 229.84K
Increased by +1.34%
Sep 30, 24
3 Wellington Management Company LLP 9.71M (9.63%) 465.14K
Increased by +4.79%
Sep 30, 24
4 State Street Corporation 6.29M (6.24%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 6.15M (6.10%) 108.80K
Increased by +1.77%
Sep 30, 24
6 Geode Capital Management, LLC 2.65M (2.63%) 60.32K
Increased by +2.28%
Sep 30, 24
7 Charles Schwab Investment Management Inc 2.33M (2.31%) 59.21K
Increased by +2.54%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 1.87M (1.86%) 816.75K
Increased by +43.65%
Sep 30, 24
9 Millennium Management LLC 1.75M (1.74%) 1.15M
Increased by +65.60%
Sep 30, 24
10 JPMorgan Chase & Co 1.66M (1.65%) 40.81K
Increased by +2.45%
Sep 30, 24
11 Ameriprise Financial Inc 1.58M (1.56%) 894.83K
Increased by +56.79%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 1.45M (1.44%) -33.85K
Decreased by -2.34%
Sep 30, 24
13 Cramer Rosenthal McGlynn LLC 1.38M (1.37%) 1.16M
Increased by +83.75%
Jun 30, 24
14 683 Capital Management LLC 1.32M (1.31%) -5.00K
Decreased by -0.38%
Sep 30, 24
15 Jacobs Levy Equity Management, Inc. 1.30M (1.29%) -25.84K
Decreased by -1.98%
Sep 30, 24
16 Northern Trust Corp 1.22M (1.21%) -40.66K
Decreased by -3.35%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.10M (1.09%) -1.01M
Decreased by -91.58%
Sep 30, 24
18 Land & Buildings Investment Mgmt, LLC 1.03M (1.02%) 1.03M
Increased by +100.00%
Sep 30, 24
19 Macquarie Group Ltd 1.02M (1.01%) -10.01K
Decreased by -0.98%
Dec 31, 23
20 Kennedy Capital Management Inc 1.02M (1.01%) -180.05K
Decreased by -17.67%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.58M (6.52%) 3.37K
Increased by +0.05%
Dec 31, 24
2 Vanguard Real Estate Index Investor 3.93M (3.90%) 2.82K
Increased by +0.07%
Dec 31, 24
3 Vanguard Explorer Inv 3.27M (3.24%) -216.00K
Decreased by -6.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.21M (3.19%) 5.11K
Increased by +0.16%
Dec 31, 24
5 iShares Russell 2000 ETF 2.80M (2.78%) -10.78K
Decreased by -0.38%
Dec 31, 24
6 Vanguard Small Cap Index 2.59M (2.57%) 16.73K
Increased by +0.65%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.51%) -16.49K
Decreased by -1.08%
Dec 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 1.06M (1.06%) -763.00
Decreased by -0.07%
Oct 31, 24
10 iShares Russell 2000 Value ETF 978.09K (0.97%) -27.38K
Decreased by -2.80%
Dec 31, 24
11 iShares S&P Small-Cap 600 Growth ETF 950.96K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 931.26K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 930.73K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Strategic Equity Inv 865.71K (0.86%) 64.11K
Increased by +7.41%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 860.64K (0.85%) -7.41K
Decreased by -0.86%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 732.68K (0.73%) 23.99K
Increased by +3.27%
Dec 31, 24
17 Vanguard Tax-Managed Small Cap Adm 722.15K (0.72%) -34.71K
Decreased by -4.81%
Dec 31, 24
18 Schwab Fundamental U.S. Small CompanyETF 688.27K (0.68%) 3.38K
Increased by +0.49%
Dec 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 656.78K (0.65%) 6.08K
Increased by +0.93%
Dec 31, 24