Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 5.30%
2 IRET 3.20%
3 REIT 2.88%
4 RITA 2.54%
5 XSMO 2.42%
6 RJMG 2.41%
7 PXSG 2.28%
8 PSCF 2.21%
9 XVOL 2.16%
10 RORE 2.05%
11 REZ 1.86%
12 FMKT 1.82%
13 ASCE 1.64%
14 CSRE 1.55%
15 OLD 1.51%
16 BOUT 1.46%
17 SIXS 1.39%
18 FTKI 1.35%
19 NSCS 1.24%
20 SPRE 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.88M (15.31%) -5.87M
Decreased by -16.37%
Mar 31, 26
2 Vanguard Group Inc 33.18M (14.16%) 210.97K
Increased by +0.64%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 19.90M (8.49%) 19.90M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 12.04M (5.14%) -390.94K
Decreased by -3.25%
Mar 31, 26
5 Cohen & Steers Inc 11.98M (5.11%) -4.49M
Decreased by -37.50%
Mar 31, 26
6 Wellington Management Company LLP 11.82M (5.05%) -534.88K
Decreased by -4.52%
Mar 31, 26
7 FMR Inc 10.05M (4.29%) -679.67K
Decreased by -6.77%
Mar 31, 26
8 Vanguard Capital Management, LLC 10.00M (4.27%) 10.00M
Increased by +100.00%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 8.92M (3.81%) 661.28K
Increased by +7.41%
Mar 31, 26
10 State Street Corporation 7.21M (3.08%) 382.64K
Increased by +5.31%
Mar 31, 24
11 Geode Capital Management, LLC 6.98M (2.98%) 889.24K
Increased by +12.74%
Mar 31, 26
12 Nuveen, LLC 4.44M (1.90%) 1.52M
Increased by +34.13%
Mar 31, 26
13 Charles Schwab Investment Management Inc 4.27M (1.82%) -165.97K
Decreased by -3.89%
Mar 31, 26
14 Deutsche Bank AG 3.41M (1.46%) 2.91M
Increased by +85.23%
Mar 31, 26
15 Qube Research & Technologies 3.41M (1.45%) 1.97M
Increased by +57.86%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 3.33M (1.42%) 61.42K
Increased by +1.84%
Mar 31, 26
17 Northern Trust Corp 3.29M (1.40%) 537.89K
Increased by +16.36%
Mar 31, 26
18 NORGES BANK 3.18M (1.36%) 3.01M
Increased by +94.76%
Dec 31, 25
19 JPMorgan Chase & Co 2.88M (1.23%) 1.46M
Increased by +50.71%
Sep 30, 25
20 Citadel Advisors Llc 2.57M (1.10%) 2.57M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.53M (5.77%) 4.80M
Increased by +35.48%
Feb 28, 26
2 Vanguard Real Estate Index Investor 8.28M (3.54%) -26.98K
Decreased by -0.33%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 7.58M (3.23%) 1.42K
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 7.12M (3.04%) 17.00K
Increased by +0.24%
Apr 30, 26
5 iShares Russell 2000 ETF 5.36M (2.29%) 49.56K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 5.15M (2.20%) -11.23K
Decreased by -0.22%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 4.84M (2.06%) 368.37K
Increased by +7.62%
Sep 30, 24
8 Daiwa Global REIT Mother Fund 4.43M (1.89%) 4.43M
Increased by +100.00%
Sep 16, 25
9 Strategic Advisers Fidelity US TtlStk 3.21M (1.37%) 193.90K
Increased by +6.04%
Jul 31, 25
10 Vanguard Explorer Inv 3.19M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Small Cap Growth Index Inv 2.89M (1.23%) 4.61K
Increased by +0.16%
Apr 30, 26
12 T. Rowe Price Small-Cap Value 2.56M (1.09%) 124.00K
Increased by +4.84%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.08%) 23.33K
Increased by +0.93%
Apr 30, 26
14 Cohen & Steers Realty Shares L 2.52M (1.07%) -500.03K
Decreased by -19.86%
Dec 31, 25
15 Cohen & Steers Real Estate Opportunities 2.50M (1.07%) -332.58K
Decreased by -13.28%
Mar 31, 26
16 Cohen & Steers Real Estate Securities A 2.50M (1.07%) -332.58K
Decreased by -13.28%
Mar 31, 26
17 Fidelity Small Cap Index 2.21M (0.94%) 4.58K
Increased by +0.21%
Mar 31, 26
18 Daiwa US-REIT Open Mother Fund 2.15M (0.92%) 2.15M
Increased by +100.00%
Sep 17, 25
19 State Street SPDR Port S&P 600 Sm CpETF 2.07M (0.89%) 5.73K
Increased by +0.28%
Feb 27, 26
20 Fidelity Small Cap Value Fund 2.06M (0.88%) -407.10K
Decreased by -19.72%
Mar 31, 26