Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWN 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 VNAM 2.88%
11 PRVT 2.53%
12 EMFM 0.35%
13 REZ 0.34%
14 IJS 0.12%
15 USRT 0.11%
16 ERET 0.10%
17 IJR 0.10%
18 REET 0.08%
19 IJT 0.08%
20 SMLF 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.18M (18.55%) 647.88K
Increased by +4.27%
Sep 30, 23
2 Vanguard Group Inc 12.40M (15.16%) -45.76K
Decreased by -0.37%
Sep 30, 23
3 Wellington Management Company LLP 7.18M (8.77%) 1.43M
Increased by +19.86%
Sep 30, 23
4 Madison International Realty Holdings, LLC 6.11M (7.47%) 0.00
Increased by 0.00%
Sep 30, 23
5 State Street Corporation 5.01M (6.13%) -33.29K
Decreased by -0.66%
Sep 30, 23
6 H/2 Credit Manager LP 4.70M (5.74%) 0.00
Increased by 0.00%
Sep 30, 23
7 Prudential Financial Inc 4.09M (5.00%) 777.16K
Increased by +18.98%
Sep 30, 23
8 JPMorgan Chase & Co 2.29M (2.80%) 348.95K
Increased by +15.26%
Sep 30, 23
9 Geode Capital Management, LLC 1.77M (2.16%) 67.16K
Increased by +3.79%
Sep 30, 23
10 Millennium Management LLC 1.45M (1.77%) 825.25K
Increased by +56.83%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.39M (1.69%) -10.48K
Decreased by -0.76%
Sep 30, 23
12 Nuveen Asset Management, LLC 1.34M (1.64%) 1.09M
Increased by +81.07%
Sep 30, 23
13 Northern Trust Corp 1.11M (1.36%) 218.00K
Increased by +19.64%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 1.11M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
15 Balyasny Asset Management LLC 1.02M (1.25%) -297.00K
Decreased by -29.05%
Sep 30, 23
16 P Schoenfeld Asset Mgmt LP(NY) 990.45K (1.21%) 492.85K
Increased by +49.76%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 945.68K (1.16%) 341.00K
Increased by +36.06%
Sep 30, 23
18 Victory Capital Management Inc. 838.55K (1.03%) -6.70K
Decreased by -0.80%
Sep 30, 23
19 D. E. Shaw & Co LP 807.02K (0.99%) 133.18K
Increased by +16.50%
Sep 30, 23
20 Bank of New York Mellon Corp 747.24K (0.91%) -43.85K
Decreased by -5.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.37M (6.57%) 2.46K
Increased by +0.05%
Dec 29, 23
2 Vanguard Real Estate Index Investor 3.00M (3.66%) -27.20K
Decreased by -0.91%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.44M (2.99%) 5.91K
Increased by +0.24%
Nov 30, 23
4 iShares Russell 2000 ETF 2.13M (2.61%) 13.54K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 2.03M (2.48%) 6.23K
Increased by +0.31%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 1.41M (1.72%) -2.20K
Decreased by -0.16%
Nov 30, 23
7 PGIM Global Real Estate Z 1.31M (1.61%) 266.37K
Increased by +20.26%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.43%) 2.08K
Increased by +0.18%
Nov 30, 23
9 Wellington CIF II SMID Cap Research S3 1.08M (1.32%) 420.25K
Increased by +38.80%
Sep 30, 23
10 Wellington SMID Cap Research Equity 1.08M (1.32%) 420.25K
Increased by +38.80%
Sep 30, 23
11 Fidelity® Small Cap Index 764.31K (0.93%) 20.38K
Increased by +2.67%
Oct 31, 23
12 iShares Russell 2000 Value ETF 761.78K (0.93%) 1.42K
Increased by +0.19%
Dec 29, 23
13 Vanguard Tax-Managed Small Cap Adm 689.13K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 681.89K (0.83%) 3.09K
Increased by +0.45%
Dec 29, 23
15 iShares S&P Small-Cap 600 Value ETF 677.01K (0.83%) 0.00
Increased by 0.00%
Dec 29, 23
16 PGIM Global Sel RE Scrts USD I Acc 662.72K (0.81%) 68.82K
Increased by +10.38%
Nov 30, 23
17 JNL/WMC Global Real Estate I 624.86K (0.76%) 89.18K
Increased by +14.27%
Sep 30, 23
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 549.37K (0.67%) 271.56K
Increased by +49.43%
Nov 30, 23
19 DFA Real Estate Securities I 514.42K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 476.43K (0.58%) -6.30K
Decreased by -1.32%
Dec 31, 23