Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.87%
2 KBWY 3.36%
3 GRI_old 2.25%
4 RDOG 2.18%
5 RIET 1.33%
6 BLDG 1.12%
7 SRET 0.58%
8 SMLV 0.42%
9 ROSC 0.32%
10 VABS 0.29%
11 WMCR 0.28%
12 IWC 0.11%
13 SEIS 0.10%
14 EBIT 0.06%
15 PFF 0.06%
16 USRT 0.05%
17 RFLR 0.05%
18 DES 0.04%
19 VTWV 0.04%
20 IWN 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.17M (9.81%) 26.76K
Increased by +0.85%
Dec 31, 25
2 BlackRock Inc 3.09M (9.56%) 122.80K
Increased by +3.98%
Dec 31, 25
3 Geode Capital Management, LLC 814.27K (2.52%) 13.59K
Increased by +1.67%
Dec 31, 25
4 Heitman Real Estate Securities LLC 742.70K (2.30%) 33.84K
Increased by +4.56%
Mar 31, 26
5 State Street Corp 677.69K (2.10%) -14.41K
Decreased by -2.13%
Dec 31, 25
6 Cutler Capital Management 659.37K (2.04%) -4.17K
Decreased by -0.63%
Mar 31, 26
7 Citadel Advisors Llc 656.72K (2.04%) 389.38K
Increased by +59.29%
Mar 31, 25
8 Grace & White Inc 591.13K (1.83%) -723.00
Decreased by -0.12%
Mar 31, 26
9 UBS Group AG 540.58K (1.68%) -113.85K
Decreased by -21.06%
Mar 31, 25
10 Amvescap Plc. 539.05K (1.67%) -23.57K
Decreased by -4.37%
Mar 31, 26
11 Balyasny Asset Management LLC 514.43K (1.59%) 514.43K
Increased by +100.00%
Sep 30, 24
12 State Street Corporation 497.31K (1.54%) -5.59K
Decreased by -1.12%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 471.79K (1.46%) -27.22K
Decreased by -5.77%
Dec 31, 25
14 Ingalls & Snyder LLC 469.92K (1.46%) -4.35K
Decreased by -0.93%
Dec 31, 25
15 Acadian Asset Management LLC 461.05K (1.43%) 461.05K
Increased by +100.00%
Jun 30, 25
16 Apg Investments Us Inc 460.00K (1.43%) 0.00
Increased by 0.00%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 443.75K (1.38%) 24.99K
Increased by +5.63%
Mar 31, 26
18 Patient Capital Management 434.14K (1.35%) 5.00K
Increased by +1.15%
Dec 31, 25
19 LSV Asset Management 427.70K (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
20 Chilton Capital Management L P 419.87K (1.30%) -46.07K
Decreased by -10.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.21M (3.74%) 2.58K
Increased by +0.21%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 982.20K (3.04%) 0.00
Increased by 0.00%
Mar 31, 26
3 iShares Russell 2000 ETF 722.13K (2.24%) 6.11K
Increased by +0.85%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 683.27K (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
5 Invesco KBW Premium Yield Eq REIT ETF 474.27K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
6 Miller Income A 434.14K (1.35%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 333.02K (1.03%) 14.57K
Increased by +4.37%
Mar 31, 26
8 Fidelity Small Cap Index 321.54K (1.00%) 6.50K
Increased by +2.02%
Feb 28, 26
9 Global X SuperDividend® REIT ETF 311.93K (0.97%) 1.38K
Increased by +0.44%
Aug 29, 25
10 Chilton Capital REIT 303.89K (0.94%) 1.40K
Increased by +0.46%
Jan 31, 24
11 Foundry Partners Micro Cap Value 288.48K (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
12 Heitman US RES Total Return 273.08K (0.85%) -23.87K
Decreased by -8.74%
Mar 31, 26
13 iShares Russell 2000 Value ETF 263.80K (0.82%) 1.42K
Increased by +0.54%
Apr 30, 26
14 CREF Stock R1 260.16K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
15 CREF Stock R3 260.16K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
16 Franklin MicroCap Value A 233.61K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity® Small Cap Index 228.83K (0.71%) 5.24K
Increased by +2.29%
Oct 31, 23
18 Kennedy Micro Cap 214.20K (0.66%) 3.89K
Increased by +1.81%
Mar 31, 26
19 Vanguard Real Estate II Index 211.41K (0.66%) 0.00
Increased by 0.00%
Mar 31, 26
20 Schwab US REIT ETF™ 206.54K (0.64%) 0.00
Increased by 0.00%
Apr 30, 26