Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 5.30%
2 REIT 3.33%
3 IRET 3.20%
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 FMKT 2.00%
12 REZ 1.98%
13 ASCE 1.95%
14 CSRE 1.55%
15 OLD 1.51%
16 BOUT 1.46%
17 SIXS 1.39%
18 FTKI 1.35%
19 BLDG 1.33%
20 NSCS 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 41.75M (17.82%) 1.73M
Increased by +4.15%
Dec 31, 25
2 Vanguard Group Inc 33.18M (14.16%) 210.97K
Increased by +0.64%
Dec 31, 25
3 Cohen & Steers Inc 16.48M (7.03%) -1.77M
Decreased by -10.77%
Dec 31, 25
4 State Street Corp 12.43M (5.30%) 219.64K
Increased by +1.77%
Dec 31, 25
5 Wellington Management Company LLP 12.36M (5.27%) 1.89M
Increased by +15.32%
Dec 31, 25
6 FMR Inc 10.73M (4.58%) -800.98K
Decreased by -7.47%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 8.26M (3.53%) 5.15M
Increased by +62.30%
Dec 31, 25
8 State Street Corporation 7.21M (3.08%) 382.64K
Increased by +5.31%
Mar 31, 24
9 Geode Capital Management, LLC 6.09M (2.60%) 409.41K
Increased by +6.72%
Dec 31, 25
10 Charles Schwab Investment Management Inc 4.43M (1.89%) 202.03K
Increased by +4.56%
Dec 31, 25
11 Deutsche Bank AG 3.41M (1.46%) 2.91M
Increased by +85.23%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 3.33M (1.42%) 61.42K
Increased by +1.84%
Mar 31, 26
13 Northern Trust Corp 3.29M (1.40%) 537.89K
Increased by +16.36%
Mar 31, 26
14 NORGES BANK 3.18M (1.36%) 3.01M
Increased by +94.76%
Dec 31, 25
15 Nuveen, LLC 2.93M (1.25%) 321.29K
Increased by +10.98%
Dec 31, 25
16 JPMorgan Chase & Co 2.88M (1.23%) 1.46M
Increased by +50.71%
Sep 30, 25
17 American Century Companies Inc 2.87M (1.22%) -1.25M
Decreased by -43.68%
Jun 30, 24
18 Citadel Advisors Llc 2.57M (1.10%) 2.57M
Increased by +100.00%
Dec 31, 25
19 Bank of New York Mellon Corp 2.56M (1.09%) 127.14K
Increased by +4.97%
Mar 31, 26
20 Balyasny Asset Management LLC 2.48M (1.06%) -223.97K
Decreased by -9.01%
Mar 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 8.31M (3.55%) -30.50K
Decreased by -0.37%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 7.54M (3.22%) -3.79K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 7.10M (3.03%) 55.80K
Increased by +0.79%
Mar 31, 26
5 iShares Russell 2000 ETF 5.28M (2.25%) 44.51K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 5.16M (2.20%) 86.91K
Increased by +1.68%
Mar 31, 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%) 70.88K
Increased by +2.46%
Mar 31, 26
12 Cohen & Steers Realty Shares L 2.52M (1.07%) -500.03K
Decreased by -19.86%
Dec 31, 25
13 Cohen & Steers Real Estate Opportunities 2.50M (1.07%) -332.58K
Decreased by -13.28%
Mar 31, 26
14 Cohen & Steers Real Estate Securities A 2.50M (1.07%) -332.58K
Decreased by -13.28%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.07%) 64.13K
Increased by +2.57%
Mar 31, 26
16 Fidelity Small Cap Value Fund 2.47M (1.05%) 60.00K
Increased by +2.43%
Feb 28, 26
17 T. Rowe Price Small-Cap Value 2.44M (1.04%) 45.60K
Increased by +1.87%
Mar 31, 26
18 Fidelity Small Cap Index 2.21M (0.94%) 23.17K
Increased by +1.05%
Feb 28, 26
19 Daiwa US-REIT Open Mother Fund 2.15M (0.92%) 2.15M
Increased by +100.00%
Sep 17, 25
20 State Street SPDR Port S&P 600 Sm CpETF 2.07M (0.89%) 5.73K
Increased by +0.28%
Feb 27, 26