Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.21%
2 SRHR 3.99%
3 AREA 2.65%
4 CSRE 2.53%
5 NURE 2.24%
6 REAI 1.72%
7 BYRE 1.65%
8 BLDG 1.57%
9 VABS 1.35%
10 JSMD 1.19%
11 JPRE 1.05%
12 XSLV 0.90%
13 SCAP_old 0.81%
14 SCAP 0.81%
15 RZG 0.76%
16 FYT 0.59%
17 USVM 0.53%
18 SVAL 0.49%
19 CRUZ 0.48%
20 PSCF 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.57M (18.61%) 73.73K
Increased by +0.20%
Mar 31, 26
2 Vanguard Group Inc 33.35M (16.52%) -390.35K
Decreased by -1.17%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 23.55M (11.67%) 23.55M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 12.51M (6.20%) -1.01M
Decreased by -8.09%
Mar 31, 24
5 FMR Inc 12.41M (6.15%) -1.88M
Decreased by -15.18%
Jun 30, 24
6 State Street Corp 12.12M (6.00%) -268.94K
Decreased by -2.22%
Mar 31, 26
7 Cohen & Steers Inc 10.03M (4.97%) 3.42M
Increased by +34.09%
Mar 31, 26
8 Vanguard Capital Management, LLC 9.17M (4.54%) 9.17M
Increased by +100.00%
Mar 31, 26
9 Bank of America Corp 8.99M (4.45%) 606.96K
Increased by +6.75%
Mar 31, 26
10 Alyeska Investment Group, L.P. 8.09M (4.01%) -684.75K
Decreased by -8.47%
Mar 31, 26
11 Principal Financial Group Inc 7.93M (3.93%) -892.35K
Decreased by -11.25%
Sep 30, 24
12 Amvescap Plc. 6.61M (3.27%) -2.04M
Decreased by -30.94%
Mar 31, 25
13 CenterSquare Investment Management LLC 6.44M (3.19%) -1.34M
Decreased by -20.88%
Mar 31, 26
14 Macquarie Group Ltd 5.98M (2.96%) -511.02K
Decreased by -8.54%
Sep 30, 25
15 Rush Island Management, LP 5.93M (2.94%) 5.93M
Increased by +100.00%
Sep 30, 24
16 Geode Capital Management, LLC 5.90M (2.92%) 386.37K
Increased by +6.55%
Mar 31, 26
17 UBS Group AG 5.71M (2.83%) 3.08M
Increased by +53.96%
Mar 31, 26
18 Charles Schwab Investment Management Inc 5.39M (2.67%) -176.63K
Decreased by -3.27%
Mar 31, 26
19 Delaware Management Holdings Inc 4.68M (2.32%) -648.70K
Decreased by -13.87%
Mar 31, 26
20 JPMorgan Chase & Co 4.29M (2.12%) -507.81K
Decreased by -11.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.32M (6.10%) 2.01K
Increased by +0.02%
Jun 30, 26
2 Vanguard Real Estate Index Investor 7.75M (3.84%) 123.38K
Increased by +1.59%
Jun 30, 26
3 Cohen & Steers Real Estate Opportunities 7.41M (3.67%) 69.42K
Increased by +0.94%
Jun 30, 26
4 Cohen & Steers Real Estate Securities A 7.41M (3.67%) 69.42K
Increased by +0.94%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 6.54M (3.24%) 7.19K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 6.50M (3.22%) -15.73K
Decreased by -0.24%
Jun 30, 26
7 Delaware US Small Cap Core Equity (SMA) 5.46M (2.71%) -63.93K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 5.46M (2.71%) -63.93K
Decreased by -1.17%
Mar 31, 24
9 iShares Russell 2000 ETF 5.42M (2.68%) 32.14K
Increased by +0.59%
Jun 30, 26
10 Delaware Small Cap Core I 4.92M (2.44%) 0.00
Increased by 0.00%
Oct 31, 24
11 Macquarie Small Cap Core I 4.77M (2.36%) -358.59K
Decreased by -7.51%
Jul 31, 25
12 Vanguard Small Cap Index 4.69M (2.32%) 898.00
Increased by +0.02%
Jun 30, 26
13 Principal Real Estate Securities R5 4.49M (2.22%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity® Real Estate Investment Port 3.99M (1.98%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Real Estate Investment Port 3.71M (1.84%) -184.30K
Decreased by -4.96%
May 31, 24
16 Nomura US Small Cap Core Equity 3.66M (1.81%) 29.30K
Increased by +0.80%
Jun 30, 26
17 Nomura Small Cap Core I 3.43M (1.70%) -117.32K
Decreased by -3.42%
May 31, 26
18 Vanguard Small Cap Value Index Inv 2.98M (1.47%) -43.30K
Decreased by -1.45%
Jun 30, 26
19 Pzena Mid Cap Value 2.80M (1.38%) 0.00
Increased by 0.00%
Jun 30, 26
20 Vanguard Selected Value Inv 2.80M (1.38%) -2.42M
Decreased by -86.66%
Mar 31, 26