Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.81%
2 PSR 2.08%
3 REIT 1.49%
4 RORE 1.34%
5 REAI 1.21%
6 PPTY 0.58%
7 IQRA 0.42%
8 GBLD 0.40%
9 USVM 0.39%
10 GRNR 0.34%
11 FYC 0.34%
12 FESM 0.33%
13 FSCC 0.29%
14 JPSE 0.28%
15 GQRE 0.25%
16 WREI 0.22%
17 ISMD 0.18%
18 FSGS 0.16%
19 RNSC 0.16%
20 PSC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.84M (14.43%) 461.42K
Increased by +2.33%
Dec 31, 24
2 BlackRock Inc 15.92M (11.58%) 69.65K
Increased by +0.44%
Dec 31, 24
3 Ameriprise Financial Inc 9.24M (6.72%) 2.75M
Increased by +29.78%
Dec 31, 24
4 State Street Corporation 6.23M (4.53%) -712.61K
Decreased by -11.44%
Mar 31, 24
5 State Street Corp 6.20M (4.51%) 120.86K
Increased by +1.95%
Dec 31, 24
6 Wellington Management Company LLP 5.92M (4.31%) -69.03K
Decreased by -1.17%
Dec 31, 24
7 Massachusetts Financial Services Company 4.20M (3.06%) -2.59M
Decreased by -61.59%
Jun 30, 24
8 William Blair Investment Management, LLC 3.72M (2.71%) 90.76K
Increased by +2.44%
Dec 31, 24
9 Charles Schwab Investment Management Inc 3.68M (2.67%) -81.45K
Decreased by -2.21%
Dec 31, 24
10 Geode Capital Management, LLC 3.42M (2.49%) 13.04K
Increased by +0.38%
Dec 31, 24
11 Nuveen Asset Management, LLC 2.89M (2.10%) 601.08K
Increased by +20.82%
Dec 31, 24
12 Vision Capital Corp 2.80M (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
13 Northern Trust Corp 2.60M (1.89%) 771.02K
Increased by +29.65%
Dec 31, 24
14 Legal & General Group PLC 2.50M (1.82%) -50.76K
Decreased by -2.03%
Dec 31, 24
15 Balyasny Asset Management LLC 2.12M (1.54%) 741.23K
Increased by +35.00%
Dec 31, 24
16 Amvescap Plc. 2.03M (1.48%) 1.35M
Increased by +66.55%
Sep 30, 24
17 CBRE Investment Management Listed Real Assets LLC 1.94M (1.41%) -658.31K
Decreased by -33.88%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 1.93M (1.40%) -25.03K
Decreased by -1.30%
Dec 31, 24
19 Goldman Sachs Group Inc 1.83M (1.33%) -234.97K
Decreased by -12.81%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 1.72M (1.25%) -29.75K
Decreased by -1.73%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.37M (3.91%) -32.27K
Decreased by -0.60%
Mar 31, 25
2 CT (Lux) American Smaller Com 9U USD 5.12M (3.72%) 139.05K
Increased by +2.72%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.40M (3.20%) 26.12K
Increased by +0.59%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 3.96M (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 3.43M (2.50%) 580.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 3.31M (2.40%) -80.16K
Decreased by -2.42%
Mar 31, 25
7 CT American Smaller Coms(US) InstAccGBP 3.16M (2.30%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS New Discovery Value I 3.00M (2.18%) -74.01K
Decreased by -2.47%
May 31, 24
9 MFS Meridian Prudent Wealth I1 USD 2.15M (1.57%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard Small Cap Value Index Inv 2.15M (1.56%) -79.86K
Decreased by -3.72%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.55%) 53.96K
Increased by +2.52%
Mar 31, 25
12 FID DC L&G Heitman Property Fund 1.66M (1.21%) -7.98K
Decreased by -0.48%
Dec 31, 24
13 Undrly L&G Heitman Property 1.66M (1.21%) -7.98K
Decreased by -0.48%
Dec 31, 24
14 Longleaf Partners Small-Cap 1.55M (1.13%) -318.96K
Decreased by -20.52%
Dec 31, 24
15 Fidelity Small Cap Index 1.36M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
16 William Blair Small Cap Value I 1.36M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
17 T. Rowe Price Small-Cap Value 1.31M (0.95%) 238.72K
Increased by +18.19%
Mar 31, 25
18 iShares Russell 2000 Value ETF 1.30M (0.94%) -4.41K
Decreased by -0.34%
Apr 30, 25
19 Fidelity® Small Cap Index 1.25M (0.91%) 30.86K
Increased by +2.47%
Sep 30, 23
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.24M (0.90%) -252.16K
Decreased by -20.37%
Mar 31, 25