Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 3.88%
2 REAI 1.84%
3 RORE 1.31%
4 NURE 1.19%
5 XSLV 0.72%
6 XSVM 0.64%
7 RZG 0.63%
8 AREA 0.41%
9 PSCF 0.40%
10 USVM 0.39%
11 FYT 0.38%
12 FSCC 0.37%
13 ETHO 0.35%
14 SDD 0.29%
15 SBB 0.29%
16 GQRE 0.27%
17 RUSC 0.26%
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 17.65M (18.63%) -834.33K
Decreased by -4.73%
Jun 30, 25
2 Vanguard Group Inc 16.71M (17.65%) 140.74K
Increased by +0.84%
Jun 30, 25
3 Wellington Management Company LLP 8.77M (9.26%) -77.82K
Decreased by -0.89%
Jun 30, 25
4 State Street Corporation 6.29M (6.64%) -618.31K
Decreased by -9.83%
Mar 31, 24
5 State Street Corp 6.01M (6.35%) -68.24K
Decreased by -1.13%
Jun 30, 25
6 Geode Capital Management, LLC 2.60M (2.75%) -41.10K
Decreased by -1.58%
Jun 30, 25
7 Woodline Partners LP 2.58M (2.72%) 928.55K
Increased by +36.00%
Jun 30, 25
8 Charles Schwab Investment Management Inc 2.24M (2.37%) -30.56K
Decreased by -1.36%
Jun 30, 25
9 JPMorgan Chase & Co 2.20M (2.32%) 276.52K
Increased by +12.59%
Jun 30, 25
10 Arrowstreet Capital Limited Partnership 2.07M (2.19%) 898.18K
Increased by +43.38%
Jun 30, 25
11 Ameriprise Financial Inc 1.58M (1.66%) 894.83K
Increased by +56.79%
Sep 30, 24
12 Alyeska Investment Group, L.P. 1.47M (1.56%) -156.16K
Decreased by -10.59%
Jun 30, 25
13 Northern Trust Corp 1.46M (1.54%) -189.88K
Decreased by -13.02%
Jun 30, 25
14 Millennium Management LLC 1.35M (1.42%) -777.71K
Decreased by -57.67%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.34M (1.42%) -97.63K
Decreased by -7.28%
Jun 30, 25
16 Jacobs Levy Equity Management, Inc. 1.22M (1.29%) -44.04K
Decreased by -3.61%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.21M (1.27%) 293.21K
Increased by +24.28%
Jun 30, 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 5.87M (6.20%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Real Estate Index Investor 3.77M (3.98%) 2.46K
Increased by +0.07%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.27M (3.46%) 3.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.12M (3.30%) -127.97K
Decreased by -4.10%
Jul 31, 25
5 Vanguard Explorer Inv 2.88M (3.04%) -283.59K
Decreased by -9.85%
Jun 30, 25
6 iShares Russell 2000 ETF 2.52M (2.66%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 2.40M (2.54%) -4.54K
Decreased by -0.19%
Jul 31, 25
8 MM Access II High Yield USD F-acc 1.11M (1.17%) 1.11M
Increased by +100.00%
Nov 30, 24
9 Fidelity® Small Cap Index 1.07M (1.13%) 28.18K
Increased by +2.63%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.12%) -461.70K
Decreased by -43.54%
Jul 31, 25
11 Fidelity Small Cap Index 1.03M (1.08%) -13.68K
Decreased by -1.33%
Jun 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 SPDR® Portfolio S&P 600™ Sm Cap ETF 871.10K (0.92%) 10.49K
Increased by +1.20%
Aug 29, 25
14 iShares S&P Small-Cap 600 Growth ETF 850.79K (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Strategic Equity Inv 802.82K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 771.36K (0.81%) 1.91K
Increased by +0.25%
Jul 31, 25
17 iShares Russell 2000 Value ETF 767.37K (0.81%) 0.00
Increased by 0.00%
Aug 31, 25
18 Vanguard Tax-Managed Small Cap Adm 694.77K (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Small Cap Growth Index Inv 670.86K (0.71%) -513.00
Decreased by -0.08%
Jul 31, 25
20 Schwab Fundamental US Small Company ETF 667.74K (0.71%) 0.00
Increased by 0.00%
Apr 30, 24