Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWN 1000.00%
3 JKJ 1000.00%
4 ISCB 1000.00%
5 ISCV 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 REZ 0.35%
9 IJS 0.22%
10 ERET 0.12%
11 USRT 0.12%
12 IJR 0.11%
13 REET 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.69M (19.23%) -270.20K
Decreased by -1.62%
Sep 30, 23
2 Vanguard Group Inc 14.28M (16.45%) 22.66K
Increased by +0.16%
Sep 30, 23
3 State Street Corporation 5.65M (6.51%) -3.59K
Decreased by -0.06%
Sep 30, 23
4 FMR Inc 5.10M (5.88%) -806.05K
Decreased by -15.79%
Sep 30, 23
5 Thornburg Investment Management Inc 2.36M (2.71%) 0.00
Increased by 0.00%
Sep 30, 23
6 Allspring Global Investments Holdings, LLC 2.14M (2.47%) 34.62K
Increased by +1.62%
Sep 30, 23
7 Geode Capital Management, LLC 2.00M (2.31%) 71.56K
Increased by +3.57%
Sep 30, 23
8 Nuveen Asset Management, LLC 1.73M (1.99%) 560.32K
Increased by +32.37%
Sep 30, 23
9 William Blair Investment Management, LLC 1.71M (1.97%) -126.69K
Decreased by -7.43%
Sep 30, 23
10 CenterSquare Investment Management LLC 1.52M (1.75%) 1.17M
Increased by +76.93%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.51M (1.74%) 51.10K
Increased by +3.39%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.24M (1.43%) 11.82K
Increased by +0.95%
Sep 30, 23
13 Citadel Advisors Llc 1.16M (1.33%) 425.26K
Increased by +36.81%
Sep 30, 23
14 Northern Trust Corp 1.10M (1.27%) -7.92K
Decreased by -0.72%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.08M (1.24%) 222.27K
Increased by +20.61%
Sep 30, 23
16 Citigroup Inc 1.06M (1.22%) -10.82K
Decreased by -1.02%
Sep 30, 23
17 Bank of New York Mellon Corp 935.88K (1.08%) -19.68K
Decreased by -2.10%
Sep 30, 23
18 Legal & General Group PLC 795.17K (0.92%) -5.20K
Decreased by -0.65%
Sep 30, 23
19 UBS O'Connor LLC 781.67K (0.90%) -111.34K
Decreased by -14.24%
Sep 30, 23
20 Amvescap Plc. 726.97K (0.84%) 11.33K
Increased by +1.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.88M (6.78%) 0.00
Increased by 0.00%
Dec 29, 23
2 Vanguard Real Estate Index Investor 3.54M (4.08%) -71.51K
Decreased by -2.02%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.81M (3.23%) 9.84K
Increased by +0.35%
Nov 30, 23
4 Thornburg Investment Income Builder A 2.35M (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
5 Thornburg Investment Income Builder Sep 2.35M (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 2.33M (2.69%) 40.95K
Increased by +1.76%
Dec 29, 23
7 Vanguard Small Cap Index 2.28M (2.62%) 6.99K
Increased by +0.31%
Nov 30, 23
8 Allspring Special Small Cap Value A 1.77M (2.04%) 4.00K
Increased by +0.23%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 1.58M (1.82%) -2.47K
Decreased by -0.16%
Nov 30, 23
10 Fidelity® Series Small Cap Opps 1.56M (1.80%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.48%) 2.39K
Increased by +0.19%
Nov 30, 23
12 iShares S&P Small-Cap 600 Value ETF 1.23M (1.42%) -8.24K
Decreased by -0.67%
Dec 29, 23
13 Fidelity US REIT Mother Fund 917.70K (1.06%) -2.02M
Decreased by -220.17%
Sep 15, 23
14 Fidelity® Small Cap Index 866.93K (1.00%) 20.88K
Increased by +2.41%
Oct 31, 23
15 iShares Russell 2000 Value ETF 833.20K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
16 Vanguard Tax-Managed Small Cap Adm 822.54K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Stock Selector Small Cap 772.20K (0.89%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity® Real Estate Income 755.65K (0.87%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 746.69K (0.86%) 3.38K
Increased by +0.45%
Dec 29, 23
20 William Blair Small Cap Value I 665.10K (0.77%) 0.00
Increased by 0.00%
Nov 30, 23