Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 7.88%
2 REAI 3.16%
3 PPTY 1.76%
4 XMLV 1.57%
5 BLDG 1.46%
6 EPSB 1.12%
7 BYRE 0.96%
8 WTRE 0.92%
9 HSMV 0.82%
10 PAMC 0.75%
11 USVM 0.69%
12 JPSV 0.61%
13 MDIV 0.57%
14 CRED 0.52%
15 BTAL 0.50%
16 GQRE 0.48%
17 SIXL 0.48%
18 SCDS 0.48%
19 IQRA 0.44%
20 LOWV 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.30M (19.01%) 3.21M
Increased by +15.06%
Mar 31, 26
2 Vanguard Group Inc 17.13M (15.28%) 128.58K
Increased by +0.75%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 11.86M (10.58%) 11.86M
Increased by +100.00%
Mar 31, 26
4 AllianceBernstein L.P. 8.84M (7.89%) -398.43K
Decreased by -4.51%
Mar 31, 26
5 State Street Corp 6.84M (6.10%) 467.99K
Increased by +6.85%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.05M (4.51%) 5.05M
Increased by +100.00%
Mar 31, 26
7 JPMorgan Chase & Co 4.86M (4.33%) 993.85K
Increased by +20.47%
Mar 31, 26
8 Earnest Partners LLC 4.52M (4.04%) -95.94K
Decreased by -2.12%
Mar 31, 26
9 Geode Capital Management, LLC 3.27M (2.91%) 117.15K
Increased by +3.59%
Mar 31, 26
10 Westwood Holdings Group Inc 3.25M (2.90%) -363.39K
Decreased by -11.20%
Mar 31, 26
11 Channing Capital Management, LLC 2.98M (2.66%) 130.70K
Increased by +4.38%
Mar 31, 26
12 Bank of America Corp 2.32M (2.07%) -33.12K
Decreased by -1.43%
Mar 31, 26
13 SEI Investments Co 2.29M (2.05%) -7.44K
Decreased by -0.32%
Mar 31, 26
14 Charles Schwab Investment Management Inc 2.25M (2.01%) -10.68K
Decreased by -0.48%
Mar 31, 26
15 Two Sigma Investments LLC 2.24M (2.00%) 1.28M
Increased by +56.87%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.22M (1.98%) 1.08M
Increased by +48.53%
Mar 31, 26
17 Nuveen, LLC 1.76M (1.57%) -731.12K
Decreased by -41.45%
Dec 31, 25
18 Deutsche Bank AG 1.76M (1.57%) 1.61M
Increased by +91.53%
Mar 31, 26
19 Principal Financial Group Inc 1.75M (1.56%) -22.33K
Decreased by -1.27%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.68M (1.50%) 25.03K
Increased by +1.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.20M (3.75%) -13.74K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 3.83M (3.42%) 720.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.61M (3.22%) 11.30K
Increased by +0.31%
Apr 30, 26
4 iShares Russell 2000 ETF 2.73M (2.44%) 25.22K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 2.61M (2.33%) -6.33K
Decreased by -0.24%
Apr 30, 26
6 EARNEST Partners Smid Cap Core Fdrs 1.79M (1.60%) -11.02K
Decreased by -0.61%
May 31, 26
7 Vanguard Small Cap Value Index Inv 1.67M (1.49%) 11.39K
Increased by +0.68%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.14%) 15.39K
Increased by +1.21%
Apr 30, 26
9 Vanguard Strategic Equity Inv 1.14M (1.02%) 339.28K
Increased by +29.67%
Mar 31, 26
10 Fidelity Small Cap Index 1.12M (1.00%) 1.91K
Increased by +0.17%
Mar 31, 26
11 iShares Russell 2000 Value ETF 983.05K (0.88%) 0.00
Increased by 0.00%
May 29, 26
12 Fort Washington Small Company Equity 925.70K (0.83%) -14.27K
Decreased by -1.54%
Mar 31, 26
13 Small Company Equity - FTWA 925.70K (0.83%) -14.27K
Decreased by -1.54%
Mar 31, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 854.68K (0.76%) 3.21K
Increased by +0.38%
Apr 30, 26
15 AB Discovery Value Advisor 823.69K (0.74%) 0.00
Increased by 0.00%
Apr 30, 26
16 Schwab US REIT ETF™ 799.22K (0.71%) 372.00
Increased by +0.05%
May 30, 26
17 Vanguard Real Estate II Index 745.18K (0.66%) 623.00
Increased by +0.08%
Apr 30, 26
18 AB Security of the Future S USD 717.78K (0.64%) 62.91K
Increased by +8.76%
Apr 30, 26
19 Russell 2000 Equity Index Fund B 709.14K (0.63%) -29.74K
Decreased by -4.19%
Dec 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 691.83K (0.62%) 1.60K
Increased by +0.23%
May 31, 26