Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 2.44%
2 HIPS 2.31%
3 GRI_old 2.18%
4 DESK 2.16%
5 DIV 2.15%
6 REAI 1.57%
7 INFR 1.42%
8 RIET 1.37%
9 JSML 1.34%
10 BILD 1.27%
11 IGF 1.27%
12 GII 1.26%
13 SDIV 1.05%
14 BILT 0.87%
15 SMIZ 0.84%
16 IDLV 0.55%
17 GLIF 0.50%
18 SMHB 0.45%
19 IQRA 0.38%
20 JSMD 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 296.99K (13.97%) 296.99K
Increased by +100.00%
Mar 31, 25
2 Goldman Sachs Group Inc 285.71K (13.44%) -69.44K
Decreased by -24.30%
Jun 30, 25
3 BlackRock Inc 215.96K (10.16%) 2.10K
Increased by +0.97%
Dec 31, 25
4 Vanguard Group Inc 199.63K (9.39%) -107.21K
Decreased by -53.70%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 169.49K (7.97%) 145.58K
Increased by +85.89%
Dec 31, 25
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 155.92K (7.34%) 86.46K
Increased by +55.45%
Dec 31, 25
7 The Goldman Sachs Group Inc 148.64K (6.99%) -145.59K
Decreased by -97.94%
Dec 31, 25
8 Southeastern Asset Management Inc 122.71K (5.77%) 0.00
Increased by 0.00%
Dec 31, 25
9 SG Americas Securities, LLC 74.73K (3.52%) 63.78K
Increased by +85.34%
Mar 31, 26
10 H/2 Credit Manager LP 65.32K (3.07%) 65.32K
Increased by +100.00%
Mar 31, 25
11 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
12 Geode Capital Management, LLC 57.40K (2.70%) 234.00
Increased by +0.41%
Dec 31, 25
13 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
14 State Street Corp 52.77K (2.48%) -1.89K
Decreased by -3.58%
Dec 31, 25
15 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 43.60K (2.05%) 37.60K
Increased by +86.24%
Dec 31, 25
16 Charles Schwab Investment Management Inc 40.22K (1.89%) 9.07K
Increased by +22.54%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 34.44K (1.62%) 724.00
Increased by +2.10%
Mar 31, 26
18 Citigroup Inc 30.32K (1.43%) 28.53K
Increased by +94.09%
Mar 31, 26
19 Denali Advisors LLC 29.90K (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
20 Hotchkis & Wiley Capital Management LLC 29.45K (1.39%) -4.48K
Decreased by -15.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Longleaf Partners Small-Cap 98.86K (4.65%) -23.66K
Decreased by -23.93%
Mar 31, 26
2 Vanguard Real Estate Index Investor 85.38K (4.02%) -943.00
Decreased by -1.10%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 72.35K (3.40%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 65.98K (3.10%) 49.90K
Increased by +75.63%
Mar 31, 26
5 Global X SuperDividend™ US ETF 65.38K (3.08%) 0.00
Increased by 0.00%
Apr 30, 26
6 Global X SuperDividend™ ETF 52.76K (2.48%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 51.70K (2.43%) 423.00
Increased by +0.82%
Apr 30, 26
8 Vanguard Small Cap Index 46.90K (2.21%) 35.28K
Increased by +75.22%
Mar 31, 26
9 Global X SuperDividend ETF USD Cap 36.48K (1.72%) 124.00
Increased by +0.34%
Apr 30, 26
10 Renta 4 Multigestión Num. Patr. Glb FI 33.41K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 24.40K (1.15%) 768.00
Increased by +3.15%
Mar 31, 26
12 Fidelity® Small Cap Index 22.39K (1.05%) 618.00
Increased by +2.76%
Oct 31, 23
13 Fidelity Small Cap Index 21.88K (1.03%) 104.00
Increased by +0.48%
Feb 28, 26
14 iShares Russell 2000 Growth ETF 17.81K (0.84%) 46.00
Increased by +0.26%
Apr 30, 26
15 TrueShares Active Yield ETF 16.09K (0.76%) 16.09K
Increased by +100.00%
Jul 31, 25
16 Vanguard Real Estate II Index 15.29K (0.72%) 279.00
Increased by +1.83%
Mar 31, 26
17 Schwab US REIT ETF™ 15.21K (0.72%) 0.00
Increased by 0.00%
Apr 30, 26
18 iShares U.S. Small-Cap Eq Fac ETF 15.14K (0.71%) 51.00
Increased by +0.34%
Apr 30, 26
19 Vanguard Small Cap Value Index Inv 15.00K (0.71%) 11.28K
Increased by +75.22%
Mar 31, 26
20 Russell 2000 Equity Index Fund B 14.22K (0.67%) -7.00
Decreased by -0.05%
Dec 31, 25