Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 RIET 1.49%
6 GYLD 0.61%
7 PRFZ 0.04%
8 GSSC 0.03%
9 VABS 0.03%
10 USRT 0.02%
11 FRI 0.02%
12 VTWV 0.02%
13 VNQ 0.02%
14 DFAR 0.02%
15 VTWO 0.01%
16 RYLD 0.01%
17 UWM 0.01%
18 SCHA 0.01%
19 PKW 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.91M (11.07%) 40.43K
Increased by +1.03%
Sep 30, 23
2 Newtyn Management LLC 3.18M (9.00%) 120.28K
Increased by +3.78%
Sep 30, 23
3 BlackRock Inc 2.98M (8.44%) -285.17K
Decreased by -9.56%
Sep 30, 23
4 LSV Asset Management 1.85M (5.25%) -11.70K
Decreased by -0.63%
Sep 30, 23
5 Nomura Holdings Inc 1.70M (4.80%) 46.80K
Increased by +2.76%
Sep 30, 23
6 State Street Corporation 1.18M (3.34%) 46.20K
Increased by +3.91%
Sep 30, 23
7 Renaissance Technologies Corp 1.06M (3.00%) -42.10K
Decreased by -3.97%
Sep 30, 23
8 AQR Capital Management LLC 1.06M (3.00%) 447.48K
Increased by +42.26%
Sep 30, 23
9 Geode Capital Management, LLC 950.63K (2.69%) 38.08K
Increased by +4.01%
Sep 30, 23
10 Balyasny Asset Management LLC 761.16K (2.15%) 761.16K
Increased by +100.00%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 678.32K (1.92%) -51.41K
Decreased by -7.58%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 619.72K (1.75%) 41.92K
Increased by +6.76%
Sep 30, 23
13 Goldman Sachs Group Inc 485.81K (1.37%) 6.53K
Increased by +1.34%
Sep 30, 23
14 Northern Trust Corp 353.35K (1.00%) -72.26K
Decreased by -20.45%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 352.56K (1.00%) 67.47K
Increased by +19.14%
Sep 30, 23
16 Citadel Advisors Llc 325.37K (0.92%) -298.24K
Decreased by -91.66%
Sep 30, 23
17 Charles Schwab Investment Management Inc 319.43K (0.90%) -22.45K
Decreased by -7.03%
Sep 30, 23
18 Federated Hermes Inc 297.77K (0.84%) -169.27K
Decreased by -56.85%
Sep 30, 23
19 Franklin Resources Inc 255.78K (0.72%) -12.62K
Decreased by -4.93%
Sep 30, 23
20 GlobeFlex Capital, L.P. 244.05K (0.69%) -6.65K
Decreased by -2.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.64M (4.63%) -14.81K
Decreased by -0.90%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.33%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 1.14M (3.24%) 7.27K
Increased by +0.64%
Dec 29, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 571.38K (1.62%) 8.10K
Increased by +1.42%
Nov 30, 23
5 Fidelity® Small Cap Index 412.96K (1.17%) 7.60K
Increased by +1.84%
Oct 31, 23
6 iShares Russell 2000 Value ETF 365.64K (1.03%) 681.00
Increased by +0.19%
Dec 29, 23
7 Federated Hermes MDT SCC Institutional 274.75K (0.78%) -147.27K
Decreased by -53.60%
Sep 30, 23
8 Federated Hermes MDT Small Cap Core IS 274.75K (0.78%) -147.27K
Decreased by -53.60%
Sep 30, 23
9 DFA Real Estate Securities I 269.35K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
10 Strategic Advisers® Small-Mid Cap 261.00K (0.74%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Real Estate II Index 251.12K (0.71%) 650.00
Increased by +0.26%
Nov 30, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 249.60K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
13 Franklin MicroCap Value A 243.76K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Extended Market Index 240.46K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA Global Real Estate Securities Port 200.46K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 182.22K (0.52%) 81.00
Increased by +0.04%
Dec 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 157.91K (0.45%) 0.00
Increased by 0.00%
Dec 31, 23
18 Mercer US Small/Mid Cap Equity Y3 154.00K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 153.96K (0.44%) 0.00
Increased by 0.00%
Dec 29, 23
20 Goldman Sachs Small Cp Val Insghts Instl 149.09K (0.42%) -124.31K
Decreased by -83.38%
Oct 31, 23