Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.68%
2 SRET 4.33%
3 KBWY 4.03%
4 IRET 3.62%
5 XSHD 3.27%
6 NURE 3.06%
7 RDOG 2.69%
8 GRI_old 2.29%
9 SRHR 2.28%
10 REIT 2.01%
11 REAI 1.73%
12 RIET 1.64%
13 AREA 1.63%
14 HAPS 1.52%
15 VRAI 1.39%
16 MDIV 1.24%
17 JPSV 1.06%
18 SMCP 1.05%
19 XSLV 1.01%
20 SURE 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.92M (18.22%) 418.75K
Increased by +1.05%
Mar 31, 26
2 Vanguard Group Inc 33.26M (15.19%) -288.86K
Decreased by -0.87%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 22.06M (10.07%) 22.06M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 12.77M (5.83%) -188.96K
Decreased by -1.48%
Mar 31, 26
5 State Street Corporation 12.73M (5.81%) -1.11M
Decreased by -8.70%
Mar 31, 24
6 Vanguard Capital Management, LLC 9.62M (4.39%) 9.62M
Increased by +100.00%
Mar 31, 26
7 Fuller & Thaler Asset Management Inc 7.40M (3.38%) -6.81M
Decreased by -91.99%
Mar 31, 26
8 Principal Financial Group Inc 7.05M (3.22%) 10.99K
Increased by +0.16%
Dec 31, 23
9 T. Rowe Price Investment Management,Inc. 6.40M (2.92%) 80.59K
Increased by +1.26%
Mar 31, 25
10 Geode Capital Management, LLC 6.22M (2.84%) 142.05K
Increased by +2.28%
Mar 31, 26
11 Citadel Advisors Llc 6.03M (2.75%) 5.78M
Increased by +95.77%
Mar 31, 26
12 JPMorgan Chase & Co 5.95M (2.72%) 2.94M
Increased by +49.38%
Sep 30, 25
13 Victory Capital Management Inc. 5.68M (2.59%) -496.64K
Decreased by -8.75%
Mar 31, 26
14 The Goldman Sachs Group Inc 5.16M (2.35%) -132.86K
Decreased by -2.58%
Mar 31, 26
15 Charles Schwab Investment Management Inc 4.91M (2.24%) 192.68K
Increased by +3.93%
Mar 31, 26
16 UBS Group AG 4.87M (2.22%) 149.42K
Increased by +3.07%
Mar 31, 26
17 Macquarie Group Ltd 4.79M (2.19%) -358.39K
Decreased by -7.48%
Sep 30, 25
18 T. Rowe Price Associates, Inc. 4.63M (2.12%) -951.67K
Decreased by -20.54%
Mar 31, 26
19 Delaware Management Holdings Inc 4.40M (2.01%) -98.98K
Decreased by -2.25%
Mar 31, 26
20 Centerbridge Partners, L.P. 4.23M (1.93%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.34M (6.09%) 4.83K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 8.34M (3.81%) -28.34K
Decreased by -0.34%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.90M (3.15%) 3.39K
Increased by +0.05%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.83M (3.12%) 24.20K
Increased by +0.35%
Apr 30, 26
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 6.81M (3.11%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 6.81M (3.11%) 0.00
Increased by 0.00%
Nov 30, 23
7 FullerThaler Beh Small-Cap Equity SMA 6.26M (2.86%) 0.00
Increased by 0.00%
Dec 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 6.26M (2.86%) 0.00
Increased by 0.00%
Apr 30, 26
9 FullerThaler Behavioral Small-Cap Equity 6.26M (2.86%) 0.00
Increased by 0.00%
Dec 31, 25
10 iShares Russell 2000 ETF 5.48M (2.50%) 50.65K
Increased by +0.92%
May 29, 26
11 Vanguard Small Cap Index 4.89M (2.23%) -10.83K
Decreased by -0.22%
Apr 30, 26
12 Victory Small Cap Value CIT (Net 75) 4.18M (1.91%) 4.06M
Increased by +97.14%
Dec 31, 25
13 Victory Sycamore Small Company Opp R 3.63M (1.66%) -550.00K
Decreased by -15.15%
Mar 31, 26
14 Principal Real Estate Securities R5 3.49M (1.59%) 77.81K
Increased by +2.23%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 3.46M (1.58%) -743.00
Decreased by -0.02%
Mar 31, 25
16 Delaware Small Cap Value A 3.28M (1.50%) 588.60K
Increased by +17.94%
Oct 31, 24
17 Vanguard Small Cap Value Index Inv 3.14M (1.43%) 25.65K
Increased by +0.82%
Apr 30, 26
18 Macquarie Small Cap Value A 2.89M (1.32%) -355.35K
Decreased by -12.31%
Jul 31, 25
19 Delaware Sm-Cap Val Eq 2.67M (1.22%) -84.20K
Decreased by -3.15%
Mar 31, 26
20 Nomura Small Cap Value A 2.63M (1.20%) -43.40K
Decreased by -1.65%
Apr 30, 26