Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSRE 4.28%
2 NETL 3.92%
3 TSRS 2.93%
4 REIT 2.16%
5 SCAP 1.75%
6 IRET 1.71%
7 SMAP 1.70%
8 OSCV 1.62%
9 PSCF 1.47%
10 RLTY 1.38%
11 NBGR 1.34%
12 BLDG 1.27%
13 XSMO 1.15%
14 PXSG 1.15%
15 SIXS 1.13%
16 XSLV 1.12%
17 VRAI 1.12%
18 JPSV 1.00%
19 GQRE 0.82%
20 PSR 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.27M (17.32%) 107.29K
Increased by +0.29%
Mar 31, 26
2 Cohen & Steers Inc 29.61M (13.76%) 11.00M
Increased by +37.14%
Mar 31, 26
3 Vanguard Group Inc 29.59M (13.75%) -56.69K
Decreased by -0.19%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 19.84M (9.22%) 19.84M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 11.47M (5.33%) 315.31K
Increased by +2.75%
Mar 31, 26
6 Vanguard Capital Management, LLC 9.36M (4.35%) 9.36M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 9.19M (4.27%) -783.89K
Decreased by -8.53%
Mar 31, 24
8 Wellington Management Company LLP 8.29M (3.85%) 443.82K
Increased by +5.35%
Mar 31, 26
9 Amvescap Plc. 5.67M (2.64%) -180.44K
Decreased by -3.18%
Mar 31, 26
10 Geode Capital Management, LLC 5.57M (2.59%) 327.00K
Increased by +5.87%
Mar 31, 26
11 Daiwa Securities Group Inc 5.28M (2.45%) 1.29M
Increased by +24.33%
Mar 31, 26
12 Two Sigma Investments LLC 5.19M (2.41%) 3.20M
Increased by +61.66%
Mar 31, 26
13 Massachusetts Financial Services Company 5.00M (2.32%) 1.19M
Increased by +23.88%
Mar 31, 26
14 JPMorgan Chase & Co 4.58M (2.13%) 2.94M
Increased by +64.23%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 4.58M (2.13%) -544.11K
Decreased by -11.89%
Mar 31, 26
16 Prudential Financial Inc 4.55M (2.11%) 736.25K
Increased by +16.20%
Mar 31, 26
17 FMR Inc 4.30M (2.00%) 9.71K
Increased by +0.23%
Mar 31, 26
18 T. Rowe Price Investment Management,Inc. 4.06M (1.88%) -907.43K
Decreased by -22.38%
Jun 30, 25
19 Charles Schwab Investment Management Inc 3.72M (1.73%) 270.77K
Increased by +7.29%
Mar 31, 26
20 Alyeska Investment Group, L.P. 3.46M (1.61%) 130.90K
Increased by +3.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.03M (6.05%) 1.88K
Increased by +0.01%
Jun 30, 26
2 Cohen & Steers Real Estate Opportunities 8.36M (3.88%) 2.07M
Increased by +24.81%
Jun 30, 26
3 Cohen & Steers Real Estate Securities A 8.36M (3.88%) 2.07M
Increased by +24.81%
Jun 30, 26
4 Vanguard Real Estate Index Investor 8.01M (3.72%) 124.28K
Increased by +1.55%
Jun 30, 26
5 Vanguard Total Stock Mkt Idx Inv 6.86M (3.19%) 186.93K
Increased by +2.72%
Jun 30, 26
6 iShares Russell 2000 ETF 5.70M (2.65%) 33.83K
Increased by +0.59%
Jun 30, 26
7 Vanguard US Total Market Shares ETF 5.58M (2.59%) 3.77K
Increased by +0.07%
Sep 30, 24
8 Vanguard Small Cap Index 4.96M (2.31%) 133.05K
Increased by +2.68%
Jun 30, 26
9 Cohen & Steers Instl Realty Shares 4.70M (2.18%) 2.15M
Increased by +45.86%
Jun 30, 26
10 Cohen & Steers Realty Shares L 4.26M (1.98%) 1.95M
Increased by +45.78%
Jun 30, 26
11 Vanguard Explorer Inv 2.88M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 2.87M (1.33%) 151.65K
Increased by +5.29%
Jun 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.15%) 109.35K
Increased by +4.40%
Jun 30, 26
14 iShares Russell 2000 Value ETF 2.06M (0.96%) -14.19K
Decreased by -0.69%
Jun 30, 26
15 State Street SPDR Port S&P 600 Sm CpETF 1.98M (0.92%) -15.86K
Decreased by -0.80%
Jun 30, 26
16 Fidelity Small Cap Index 1.97M (0.92%) 17.20K
Increased by +0.87%
Apr 30, 26
17 Delaware US Small Cap Core Equity (SMA) 1.97M (0.92%) 1.97M
Increased by +100.00%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 1.97M (0.92%) 1.97M
Increased by +100.00%
Mar 31, 24
19 Delaware Small Cap Core I 1.91M (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
20 Fidelity® Series Small Cap Opps 1.83M (0.85%) 0.00
Increased by 0.00%
Oct 31, 23