Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 2.66%
2 REAI 1.59%
3 RORE 1.31%
4 XSLV 0.70%
5 PSCF 0.39%
6 FSCC 0.37%
7 FYT 0.36%
8 ETHO 0.33%
9 SBB 0.29%
10 SDD 0.29%
11 GQRE 0.27%
12 AREA 0.26%
13 ROGS 0.23%
14 CRED 0.20%
15 ISMD 0.20%
16 CSML 0.19%
17 JPSE 0.19%
18 FYX 0.18%
19 SRS 0.18%
20 REK 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.87M (18.72%) -605.37K
Decreased by -3.21%
Jun 30, 24
2 Vanguard Group Inc 17.09M (16.96%) 229.84K
Increased by +1.34%
Sep 30, 24
3 Wellington Management Company LLP 9.24M (9.17%) -789.16K
Decreased by -8.54%
Jun 30, 24
4 State Street Corporation 6.29M (6.24%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 6.04M (6.00%) -249.67K
Decreased by -4.13%
Jun 30, 24
6 CenterSquare Investment Management LLC 2.62M (2.60%) -1.39M
Decreased by -53.04%
Jun 30, 24
7 Geode Capital Management, LLC 2.59M (2.57%) 16.42K
Increased by +0.63%
Jun 30, 24
8 Charles Schwab Investment Management Inc 2.33M (2.31%) 59.21K
Increased by +2.54%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 2.10M (2.09%) -242.12K
Decreased by -11.51%
Jun 30, 24
10 JPMorgan Chase & Co 1.62M (1.61%) -176.24K
Decreased by -10.87%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 1.45M (1.44%) -33.85K
Decreased by -2.34%
Sep 30, 24
12 Cramer Rosenthal McGlynn LLC 1.38M (1.37%) 1.16M
Increased by +83.75%
Jun 30, 24
13 Jacobs Levy Equity Management, Inc. 1.33M (1.32%) 173.07K
Increased by +13.02%
Jun 30, 24
14 683 Capital Management LLC 1.32M (1.31%) -80.00K
Decreased by -6.04%
Jun 30, 24
15 Northern Trust Corp 1.22M (1.21%) -40.66K
Decreased by -3.35%
Sep 30, 24
16 Kennedy Capital Management Inc 1.20M (1.19%) 38.34K
Increased by +3.20%
Jun 30, 24
17 Bank of New York Mellon Corp 1.06M (1.05%) -4.24K
Decreased by -0.40%
Jun 30, 24
18 Arrowstreet Capital Limited Partnership 1.05M (1.05%) -312.02K
Decreased by -29.59%
Jun 30, 24
19 Macquarie Group Ltd 1.02M (1.01%) -10.01K
Decreased by -0.98%
Dec 31, 23
20 Nuveen Asset Management, LLC 932.20K (0.92%) 378.66K
Increased by +40.62%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.55M (6.50%) 6.73K
Increased by +0.10%
Oct 31, 24
2 Vanguard Real Estate Index Investor 4.01M (3.98%) -11.78K
Decreased by -0.29%
Oct 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 3.25M (3.23%) -22.97K
Decreased by -0.71%
Oct 31, 24
5 iShares Russell 2000 ETF 2.68M (2.66%) -6.03K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Small Cap Index 2.56M (2.54%) 5.00K
Increased by +0.20%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.53%) 20.42K
Increased by +1.33%
Sep 30, 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%) -24.52K
Decreased by -2.29%
Aug 31, 24
10 iShares Russell 2000 Value ETF 981.35K (0.97%) 0.00
Increased by 0.00%
Oct 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 903.55K (0.90%) 6.80K
Increased by +0.75%
Oct 31, 24
13 Vanguard Strategic Equity Inv 865.71K (0.86%) 64.11K
Increased by +7.41%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 863.77K (0.86%) -297.00
Decreased by -0.03%
Oct 31, 24
15 Vanguard Tax-Managed Small Cap Adm 756.86K (0.75%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Small Cap Growth Index Inv 704.11K (0.70%) 393.00
Increased by +0.06%
Oct 31, 24
17 Schwab Fundamental U.S. Small CompanyETF 683.93K (0.68%) 0.00
Increased by 0.00%
Oct 31, 24
18 Schwab Fundamental US Small Company ETF 667.74K (0.66%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard Real Estate II Index 654.63K (0.65%) 0.00
Increased by 0.00%
Oct 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 641.30K (0.64%) -22.40K
Decreased by -3.49%
Oct 31, 24