Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 2.08%
2 HSMV 2.04%
3 SMLL 1.69%
4 BLDG 1.32%
5 XSLV 1.25%
6 PSCF 1.24%
7 SIXS 1.13%
8 PSR 1.09%
9 DBSC 1.05%
10 PPTY 0.94%
11 FPRO 0.91%
12 SMCP 0.88%
13 SMLV 0.70%
14 FESM 0.69%
15 SMMV 0.58%
16 GQRE 0.56%
17 ESIX 0.51%
18 RWR 0.50%
19 CRED 0.48%
20 VGSR 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.50M (17.20%) 108.03K
Increased by +0.50%
Sep 30, 25
2 Vanguard Group Inc 20.22M (16.17%) -129.22K
Decreased by -0.64%
Dec 31, 25
3 State Street Corp 7.29M (5.83%) -58.11K
Decreased by -0.80%
Sep 30, 25
4 State Street Corporation 7.11M (5.69%) 446.72K
Increased by +6.28%
Mar 31, 24
5 Wellington Management Company LLP 6.31M (5.05%) 325.21K
Increased by +5.16%
Dec 31, 25
6 FMR Inc 4.17M (3.34%) 65.34K
Increased by +1.57%
Dec 31, 25
7 Geode Capital Management, LLC 3.44M (2.75%) 1.75K
Increased by +0.05%
Dec 31, 25
8 Charles Schwab Investment Management Inc 2.32M (1.86%) 86.75K
Increased by +3.73%
Dec 31, 25
9 JPMorgan Chase & Co 2.20M (1.76%) 1.20M
Increased by +54.50%
Sep 30, 25
10 Engineers Gate Manager LP 2.18M (1.75%) -314.13K
Decreased by -14.40%
Dec 31, 25
11 Northern Trust Corp 2.16M (1.73%) 977.00
Increased by +0.05%
Sep 30, 25
12 NORGES BANK 1.99M (1.59%) 410.05K
Increased by +20.59%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 1.82M (1.46%) 65.71K
Increased by +3.60%
Dec 31, 25
14 Duff & Phelps Inv Mgmt Co (IL) 1.79M (1.43%) 90.82K
Increased by +5.08%
Dec 31, 25
15 Balyasny Asset Management LLC 1.53M (1.22%) -338.85K
Decreased by -22.14%
Dec 31, 25
16 Macquarie Group Ltd 1.31M (1.05%) -114.06K
Decreased by -8.68%
Sep 30, 25
17 UBS Asset Mgmt Americas Inc 1.16M (0.93%) 1.03M
Increased by +88.29%
Jun 30, 25
18 Alyeska Investment Group, L.P. 1.14M (0.91%) -877.20K
Decreased by -77.21%
Jun 30, 25
19 CenterSquare Investment Management LLC 1.14M (0.91%) 1.09M
Increased by +95.88%
Sep 30, 24
20 Goldman Sachs Group Inc 1.12M (0.90%) -261.18K
Decreased by -23.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.62M (6.10%) -538.68K
Decreased by -7.07%
Feb 28, 26
2 Vanguard Real Estate Index Investor 4.70M (3.76%) 15.20K
Increased by +0.32%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 3.98M (3.18%) 7.91K
Increased by +0.20%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.91M (3.13%) 2.78K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 3.10M (2.48%) 635.88K
Increased by +20.51%
Feb 28, 26
6 Vanguard Explorer Inv 2.98M (2.39%) 35.66K
Increased by +1.20%
Dec 31, 25
7 Vanguard Small Cap Index 2.86M (2.29%) 5.97K
Increased by +0.21%
Feb 28, 26
8 Fidelity US REIT Mother Fund 1.72M (1.38%) 206.10K
Increased by +11.98%
Mar 17, 25
9 MFS Global Real Estate I 1.55M (1.24%) 78.87K
Increased by +5.10%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.10%) 19.17K
Increased by +1.40%
Feb 28, 26
11 Delaware US Small Cap Core Equity (SMA) 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.26M (1.01%) -14.71K
Decreased by -1.17%
Mar 31, 24
13 Fidelity Small Cap Index 1.24M (0.99%) -37.97K
Decreased by -3.05%
Dec 31, 25
14 Delaware Small Cap Core I 1.22M (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity® Real Estate Investment Port 1.21M (0.97%) -115.40K
Decreased by -9.53%
Nov 30, 23
16 State Street SPDR Port S&P 600 Sm CpETF 1.17M (0.94%) 3.23K
Increased by +0.28%
Feb 27, 26
17 Fidelity® Small Cap Index 1.15M (0.92%) 30.21K
Increased by +2.63%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.11M (0.89%) 13.33K
Increased by +1.20%
Aug 29, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.86%) 1.10K
Increased by +0.10%
Mar 28, 24
20 Macquarie Small Cap Core I 1.01M (0.81%) -76.15K
Decreased by -7.51%
Jul 31, 25