Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 4.63%
2 KBWY 3.84%
3 DIVE 2.37%
4 JRE_old 2.31%
5 JPRE 1.75%
6 REAI 1.68%
7 RIET 1.29%
8 BLDG 0.88%
9 WREI 0.87%
10 FYT 0.79%
11 GYLD 0.69%
12 GBLD 0.69%
13 IVSS 0.68%
14 WTRE 0.61%
15 GRNR 0.61%
16 CVAR 0.61%
17 DRW 0.58%
18 PZD 0.56%
19 NIXT 0.56%
20 SRS 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.06M (15.38%) 51.29K
Increased by +0.20%
Dec 31, 25
2 BlackRock Inc 24.39M (14.96%) 537.96K
Increased by +2.21%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 16.51M (10.13%) 16.51M
Increased by +100.00%
Mar 31, 26
4 Arnhold & S. Bleichroeder Advisers, LLC 13.96M (8.56%) 1.40M
Increased by +10.04%
Mar 31, 26
5 State Street Corporation 10.06M (6.17%) -854.36K
Decreased by -8.49%
Mar 31, 24
6 State Street Corp 9.47M (5.81%) -82.41K
Decreased by -0.87%
Mar 31, 26
7 First Pacific Advisors, LP 8.64M (5.30%) 2.11M
Increased by +24.41%
Mar 31, 26
8 Vanguard Capital Management, LLC 7.33M (4.50%) 7.33M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 7.14M (4.38%) 171.21K
Increased by +2.40%
Dec 31, 25
10 T. Rowe Price Associates, Inc. 6.84M (4.19%) -36.91K
Decreased by -0.54%
Mar 31, 26
11 FMR Inc 5.09M (3.12%) 2.62M
Increased by +51.45%
Mar 31, 26
12 Geode Capital Management, LLC 4.45M (2.73%) 153.13K
Increased by +3.44%
Mar 31, 26
13 Rush Island Management, LP 4.15M (2.55%) 3.03M
Increased by +73.07%
Sep 30, 23
14 Cohen & Steers Inc 4.01M (2.46%) 4.01M
Increased by +100.00%
Mar 31, 25
15 Charles Schwab Investment Management Inc 3.94M (2.42%) 295.78K
Increased by +7.51%
Mar 31, 26
16 The Goldman Sachs Group Inc 3.48M (2.13%) -1.83M
Decreased by -52.69%
Mar 31, 26
17 JPMorgan Chase & Co 3.44M (2.11%) 1.85M
Increased by +53.95%
Sep 30, 25
18 Goldman Sachs Group Inc 3.41M (2.09%) 105.16K
Increased by +3.08%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 3.25M (1.99%) 962.79K
Increased by +29.64%
Mar 31, 26
20 Massachusetts Financial Services Company 2.79M (1.71%) -1.62M
Decreased by -58.01%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.14M (6.22%) 0.00
Increased by 0.00%
May 29, 26
2 First Eagle Global A 9.16M (5.62%) 0.00
Increased by 0.00%
Apr 30, 26
3 FPA Contrarian Value 6.90M (4.23%) 1.78M
Increased by +25.83%
Mar 31, 26
4 FPA Crescent 6.90M (4.23%) 1.78M
Increased by +25.83%
Mar 31, 26
5 Vanguard Real Estate Index Investor 6.21M (3.81%) -21.30K
Decreased by -0.34%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 5.38M (3.30%) 6.06K
Increased by +0.11%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 5.20M (3.19%) 21.26K
Increased by +0.41%
Apr 30, 26
8 Vanguard Explorer Inv 4.32M (2.65%) 165.94K
Increased by +3.84%
Dec 31, 25
9 Baron Growth Retail 4.00M (2.45%) 0.00
Increased by 0.00%
Dec 31, 24
10 Baron Small Cap Growth Strategy 4.00M (2.45%) 0.00
Increased by 0.00%
Dec 31, 24
11 T. Rowe Price Real Assets Tr I-D 3.69M (2.27%) -46.70K
Decreased by -1.26%
Mar 31, 26
12 Vanguard Small Cap Index 3.67M (2.25%) 5.51K
Increased by +0.15%
Apr 30, 26
13 Fidelity® Small Cap Value 3.65M (2.24%) 0.00
Increased by 0.00%
Oct 31, 23
14 iShares Russell 2000 ETF 3.22M (1.97%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity Small Cap Value Fund 3.21M (1.97%) 48.12K
Increased by +1.50%
Jun 30, 25
16 Cohen & Steers Real Estate Opportunities 2.38M (1.46%) 2.38M
Increased by +100.00%
Mar 31, 25
17 Cohen & Steers Real Estate Securities A 2.38M (1.46%) 2.38M
Increased by +100.00%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 2.36M (1.45%) 19.89K
Increased by +0.84%
Apr 30, 26
19 Fidelity Value 2.31M (1.42%) 325.27K
Increased by +14.08%
Apr 30, 26
20 T. Rowe Price Real Assets 2.18M (1.34%) 0.00
Increased by 0.00%
Apr 30, 26