Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.48%
2 NURE 3.90%
3 RNTY 2.66%
4 PPTY 1.61%
5 HOMZ 1.43%
6 PJFM 1.24%
7 XMLV 1.18%
8 SMCO 1.15%
9 REZ 0.91%
10 JPSV 0.90%
11 RFV 0.76%
12 PXSG 0.69%
13 OMFS 0.61%
14 IQRA 0.60%
15 PSC 0.60%
16 PAMC 0.58%
17 GQRE 0.52%
18 RITA 0.43%
19 ROOF 0.43%
20 BBRE 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.20M (14.42%) 165.03K
Increased by +0.48%
Jun 30, 25
2 Vanguard Group Inc 33.06M (13.94%) 256.67K
Increased by +0.78%
Jun 30, 25
3 T. Rowe Price Investment Management,Inc. 13.20M (5.56%) -1.01M
Decreased by -7.65%
Jun 30, 25
4 State Street Corp 12.79M (5.39%) -94.41K
Decreased by -0.74%
Jun 30, 25
5 State Street Corporation 12.67M (5.34%) -1.17M
Decreased by -9.23%
Mar 31, 24
6 Wellington Management Company LLP 12.32M (5.19%) -1.25M
Decreased by -10.15%
Jun 30, 25
7 AllianceBernstein L.P. 9.14M (3.85%) 30.70K
Increased by +0.34%
Jun 30, 25
8 Macquarie Group Ltd 8.16M (3.44%) -150.30K
Decreased by -1.84%
Jun 30, 25
9 Jennison Associates LLC 6.93M (2.92%) 789.51K
Increased by +11.40%
Jun 30, 25
10 Geode Capital Management, LLC 6.19M (2.61%) 138.82K
Increased by +2.24%
Jun 30, 25
11 Long Pond Capital, LP 5.50M (2.32%) 4.67M
Increased by +84.95%
Jun 30, 25
12 Massachusetts Financial Services Company 3.94M (1.66%) -165.65K
Decreased by -4.20%
Jun 30, 25
13 Thrivent Financial For Lutherans 3.92M (1.65%) 124.78K
Increased by +3.19%
Mar 31, 24
14 Charles Schwab Investment Management Inc 3.75M (1.58%) 130.10K
Increased by +3.47%
Jun 30, 25
15 Deutsche Bank AG 3.53M (1.49%) -1.34M
Decreased by -38.07%
Jun 30, 25
16 Frontier Capital Management CO Inc 3.48M (1.47%) 94.26K
Increased by +2.71%
Jun 30, 25
17 Northern Trust Corp 3.42M (1.44%) -72.22K
Decreased by -2.11%
Jun 30, 25
18 NORGES BANK 3.40M (1.43%) 1.14M
Increased by +33.38%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 3.24M (1.37%) -127.00K
Decreased by -3.92%
Jun 30, 25
20 UBS Group AG 3.11M (1.31%) 3.02M
Increased by +97.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.59M (3.62%) 11.33K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.60M (3.20%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.26M (3.06%) -154.25K
Decreased by -2.13%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 7.23M (3.05%) 5.26K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 5.68M (2.39%) -36.78K
Decreased by -0.65%
Jul 31, 25
6 iShares Russell 2000 ETF 5.66M (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
7 Delaware US Small Cap Core Equity (SMA) 4.07M (1.71%) -47.58K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 4.07M (1.71%) -47.58K
Decreased by -1.17%
Mar 31, 24
9 Delaware Small Cap Core I 3.59M (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
10 T. Rowe Price Small-Cap Value 3.45M (1.46%) -503.78K
Decreased by -14.58%
Jul 31, 25
11 Jennison SMid Cap Core Equity 3.24M (1.37%) 435.98K
Increased by +13.47%
Jun 30, 25
12 PGIM Jennison Small Company A 3.24M (1.37%) 9.27K
Increased by +0.29%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 3.20M (1.35%) -1.09K
Decreased by -0.03%
Jul 31, 25
14 Delaware Small Cap Value A 3.07M (1.30%) -126.60K
Decreased by -4.12%
Oct 31, 24
15 Macquarie Small Cap Core I 3.02M (1.27%) -227.08K
Decreased by -7.51%
Jul 31, 25
16 T. Rowe Price US Small-Cap Core Equity 2.68M (1.13%) -396.98K
Decreased by -14.80%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.06%) -1.08M
Decreased by -43.03%
Jul 31, 25
18 Macquarie Small Cap Value A 2.50M (1.05%) -307.46K
Decreased by -12.31%
Jul 31, 25
19 T. Rowe Price U.S. SC Value Eq Tr-D 2.46M (1.04%) 39.08K
Increased by +1.59%
Jun 30, 25
20 T. Rowe Price U.S. SC Value Eq Tr-Z 2.42M (1.02%) 64.08K
Increased by +2.65%
Mar 31, 25