Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 3.48%
2 JRE 2.77%
3 REIT 2.30%
4 CSD 2.04%
5 TSRS 1.61%
6 XSLV 1.04%
7 RZG 0.86%
8 RFDA 0.70%
9 PSCF 0.61%
10 IQRA 0.48%
11 SIXL 0.45%
12 SLYG 0.35%
13 VIOG 0.33%
14 FPRO 0.29%
15 BBRE 0.25%
16 USRT 0.24%
17 RWR 0.24%
18 IWN 0.20%
19 FRI 0.20%
20 DFAR 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.82M (17.36%) 141.50K
Increased by +0.84%
Mar 31, 26
2 Vanguard Group Inc 14.19M (14.65%) -138.63K
Decreased by -0.98%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 13.07M (13.49%) -2.91M
Decreased by -22.26%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 9.27M (9.57%) 9.27M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.43M (5.61%) -19.46K
Decreased by -0.36%
Mar 31, 26
6 Principal Financial Group Inc 5.18M (5.34%) 2.71M
Increased by +52.45%
Mar 31, 26
7 FMR Inc 4.27M (4.41%) -1.25M
Decreased by -29.32%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.26M (4.40%) 4.26M
Increased by +100.00%
Mar 31, 26
9 Prudential Financial Inc 4.12M (4.25%) 730.54K
Increased by +17.72%
Mar 31, 26
10 Daiwa Securities Group Inc 3.39M (3.50%) 690.89K
Increased by +20.35%
Mar 31, 26
11 Cohen & Steers Inc 2.99M (3.08%) 619.37K
Increased by +20.72%
Mar 31, 26
12 Geode Capital Management, LLC 2.59M (2.67%) 71.60K
Increased by +2.77%
Mar 31, 26
13 Millennium Management LLC 2.35M (2.43%) 838.52K
Increased by +35.64%
Mar 31, 26
14 Alyeska Investment Group, L.P. 2.30M (2.38%) 2.30M
Increased by +100.00%
Mar 31, 26
15 AEW Capital Management LP 1.77M (1.83%) 347.20K
Increased by +19.60%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.77M (1.83%) 1.03M
Increased by +58.00%
Mar 31, 26
17 Nuveen, LLC 1.64M (1.70%) -426.02K
Decreased by -25.93%
Mar 31, 26
18 GRS Advisors, LLC 1.64M (1.69%) 38.35K
Increased by +2.34%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.56M (1.61%) 33.21K
Increased by +2.13%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.44M (1.49%) 54.66K
Increased by +3.79%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.88M (6.06%) 2.15K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 3.52M (3.63%) -11.39K
Decreased by -0.32%
Apr 30, 26
3 T. Rowe Price Small-Cap Value 3.24M (3.34%) -2.02K
Decreased by -0.06%
Apr 30, 26
4 T. Rowe Price US Small-Cap Core Equity 3.05M (3.15%) -169.89K
Decreased by -5.56%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 3.02M (3.12%) 11.79K
Increased by +0.39%
Apr 30, 26
6 T. Rowe Price Small-Cap Stock 3.02M (3.12%) -32.67K
Decreased by -1.08%
Apr 30, 26
7 iShares Russell 2000 ETF 2.33M (2.40%) 21.48K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 2.19M (2.26%) -3.73K
Decreased by -0.17%
Apr 30, 26
9 T. Rowe Price U.S. SC Value Eq Tr-D 2.09M (2.16%) 63.92K
Increased by +3.05%
Mar 31, 26
10 Daiwa US-REIT Open Mother Fund 1.68M (1.74%) 1.68M
Increased by +100.00%
Sep 17, 25
11 T. Rowe Price Instl Small-Cap Stock 1.61M (1.66%) 0.00
Increased by 0.00%
Apr 30, 26
12 T. Rowe Price U.S. SC Core Eq Tr-D 1.45M (1.50%) -35.91K
Decreased by -2.48%
Mar 31, 26
13 AEW US REITs Composite 1.40M (1.45%) 280.28K
Increased by +19.95%
Mar 31, 26
14 Fidelity US REIT Mother Fund 1.28M (1.32%) 1.28M
Increased by +100.00%
Sep 16, 25
15 Vanguard Small Cap Growth Index Inv 1.22M (1.26%) -947.00
Decreased by -0.08%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.13%) 10.24K
Increased by +0.94%
Apr 30, 26
17 Principal Global Real Estate Sec Instl 1.08M (1.12%) -4.65K
Decreased by -0.43%
Apr 30, 26
18 Fidelity Small Cap Index 959.63K (0.99%) 2.22K
Increased by +0.23%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 891.82K (0.92%) 0.00
Increased by 0.00%
May 29, 26
20 iShares S&P Small-Cap 600 Growth ETF 860.00K (0.89%) 0.00
Increased by 0.00%
May 29, 26