Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.55%
2 REAI 1.77%
3 RORE 1.31%
4 NURE 1.27%
5 XSLV 0.72%
6 RZG 0.68%
7 XSVM 0.64%
8 PSCF 0.40%
9 USVM 0.39%
10 FYT 0.38%
11 FSCC 0.37%
12 ETHO 0.35%
13 AREA 0.35%
14 RUSC 0.29%
15 SDD 0.29%
16 SBB 0.29%
17 GQRE 0.27%
18 ROGS 0.23%
19 JPSE 0.21%
20 CSML 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.48M (19.51%) -306.52K
Decreased by -1.66%
Mar 31, 25
2 Vanguard Group Inc 16.57M (17.49%) -270.78K
Decreased by -1.63%
Mar 31, 25
3 Wellington Management Company LLP 8.85M (9.34%) -599.66K
Decreased by -6.78%
Mar 31, 25
4 State Street Corporation 6.29M (6.64%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 6.08M (6.42%) -192.76K
Decreased by -3.17%
Mar 31, 25
6 Geode Capital Management, LLC 2.64M (2.79%) 17.95K
Increased by +0.68%
Mar 31, 25
7 Charles Schwab Investment Management Inc 2.27M (2.40%) -89.86K
Decreased by -3.95%
Mar 31, 25
8 Millennium Management LLC 2.13M (2.24%) 321.34K
Increased by +15.11%
Mar 31, 25
9 JPMorgan Chase & Co 1.92M (2.03%) 131.55K
Increased by +6.85%
Mar 31, 25
10 Citadel Advisors Llc 1.87M (1.97%) 1.46M
Increased by +78.15%
Mar 31, 25
11 Woodline Partners LP 1.65M (1.74%) 959.64K
Increased by +58.14%
Mar 31, 25
12 Northern Trust Corp 1.65M (1.74%) -23.40K
Decreased by -1.42%
Mar 31, 25
13 Alyeska Investment Group, L.P. 1.63M (1.72%) -25.00K
Decreased by -1.53%
Mar 31, 25
14 Ameriprise Financial Inc 1.58M (1.66%) 894.83K
Increased by +56.79%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 1.44M (1.52%) -12.45K
Decreased by -0.86%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 1.26M (1.33%) -49.99K
Decreased by -3.96%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.17M (1.24%) -84.83K
Decreased by -7.24%
Mar 31, 25
18 Balyasny Asset Management LLC 1.17M (1.23%) 265.81K
Increased by +22.79%
Dec 31, 24
19 Land & Buildings Investment Mgmt, LLC 1.08M (1.14%) 52.50K
Increased by +4.87%
Dec 31, 24
20 Mesirow Institutional Investment Management, Inc. 1.08M (1.14%) 1.08M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.89M (6.21%) 6.78K
Increased by +0.12%
Jun 30, 25
2 Vanguard Real Estate Index Investor 3.76M (3.97%) -63.25K
Decreased by -1.68%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.27M (3.45%) 3.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.25M (3.43%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Explorer Inv 3.16M (3.34%) -194.73K
Decreased by -6.16%
Mar 31, 25
6 iShares Russell 2000 ETF 2.58M (2.73%) 17.96K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 2.55M (2.70%) 9.40K
Increased by +0.37%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.67%) 10.42K
Increased by +0.66%
May 31, 25
9 MM Access II High Yield USD F-acc 1.11M (1.17%) 1.11M
Increased by +100.00%
Nov 30, 24
10 Fidelity® Small Cap Index 1.07M (1.13%) 28.18K
Increased by +2.63%
Oct 31, 23
11 Fidelity Small Cap Index 1.04M (1.10%) 14.25K
Increased by +1.37%
Apr 30, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 931.26K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
13 iShares S&P Small-Cap 600 Growth ETF 869.20K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 837.61K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 821.67K (0.87%) -1.47K
Decreased by -0.18%
May 31, 25
16 Vanguard Strategic Equity Inv 802.82K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Russell 2000 Value ETF 777.80K (0.82%) 11.37K
Increased by +1.46%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 707.51K (0.75%) -931.00
Decreased by -0.13%
May 31, 25
19 Schwab Fundamental US Small Company ETF 667.74K (0.70%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Tax-Managed Small Cap Adm 658.51K (0.70%) 0.00
Increased by 0.00%
May 31, 25