Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.94%
2 PSR 2.08%
3 REAI 1.70%
4 REIT 1.49%
5 RORE 1.34%
6 BLDG 1.21%
7 PPTY 0.64%
8 CVAR 0.45%
9 GBLD 0.45%
10 IQRA 0.42%
11 USVM 0.39%
12 GRNR 0.34%
13 FYC 0.34%
14 FESM 0.33%
15 FSCC 0.29%
16 JPSE 0.28%
17 GQRE 0.25%
18 WREI 0.22%
19 ISMD 0.18%
20 FSGS 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.72M (14.35%) -120.19K
Decreased by -0.61%
Mar 31, 25
2 BlackRock Inc 16.50M (12.00%) 579.94K
Increased by +3.52%
Mar 31, 25
3 Ameriprise Financial Inc 9.71M (7.06%) 476.79K
Increased by +4.91%
Mar 31, 25
4 State Street Corporation 6.23M (4.53%) -712.61K
Decreased by -11.44%
Mar 31, 24
5 State Street Corp 6.22M (4.53%) 24.66K
Increased by +0.40%
Mar 31, 25
6 Wellington Management Company LLP 5.92M (4.30%) -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 3.56M (2.59%) -163.90K
Decreased by -4.61%
Mar 31, 25
9 Geode Capital Management, LLC 3.47M (2.52%) 50.97K
Increased by +1.47%
Mar 31, 25
10 Charles Schwab Investment Management Inc 3.28M (2.38%) -398.97K
Decreased by -12.17%
Mar 31, 25
11 Goldman Sachs Group Inc 3.11M (2.26%) 1.80M
Increased by +57.93%
Mar 31, 25
12 Nuveen Asset Management, LLC 2.89M (2.10%) 601.08K
Increased by +20.82%
Dec 31, 24
13 CenterSquare Investment Management LLC 2.81M (2.04%) 2.76M
Increased by +98.41%
Mar 31, 25
14 Millennium Management LLC 2.79M (2.03%) 1.31M
Increased by +47.01%
Mar 31, 25
15 Nuveen, LLC 2.78M (2.02%) 2.78M
Increased by +100.00%
Mar 31, 25
16 Legal & General Group PLC 2.74M (1.99%) 237.11K
Increased by +8.66%
Mar 31, 25
17 Northern Trust Corp 2.61M (1.90%) 7.54K
Increased by +0.29%
Mar 31, 25
18 T. Rowe Price Investment Management,Inc. 2.17M (1.58%) 457.79K
Increased by +21.10%
Mar 31, 25
19 Balyasny Asset Management LLC 2.04M (1.49%) -73.77K
Decreased by -3.61%
Mar 31, 25
20 Amvescap Plc. 2.03M (1.48%) 1.35M
Increased by +66.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.29M (3.85%) -81.16K
Decreased by -1.53%
Apr 30, 25
2 CT (Lux) American Smaller Com 9U USD 5.26M (3.83%) 142.04K
Increased by +2.70%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.42M (3.22%) 24.27K
Increased by +0.55%
Apr 30, 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 3.51M (2.55%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 3.33M (2.42%) 24.68K
Increased by +0.74%
Apr 30, 25
7 CT American Smaller Coms(US) InstAccGBP 3.18M (2.31%) 22.27K
Increased by +0.70%
Apr 30, 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 (1.57%) 6.59K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.56%) 3.32K
Increased by +0.15%
Apr 30, 25
12 FID DC L&G Heitman Property Fund 1.86M (1.35%) 202.07K
Increased by +10.85%
Mar 31, 25
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 1.37M (1.00%) 9.76K
Increased by +0.71%
Mar 31, 25
16 T. Rowe Price Small-Cap Value 1.31M (0.95%) 238.72K
Increased by +18.19%
Mar 31, 25
17 William Blair Small Cap Value I 1.29M (0.94%) -70.18K
Decreased by -5.45%
Apr 30, 25
18 iShares Russell 2000 Value ETF 1.25M (0.91%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Small Cap Index 1.25M (0.91%) 30.86K
Increased by +2.47%
Sep 30, 23
20 JNL/WMC Global Real Estate I 1.19M (0.87%) -41.76K
Decreased by -3.50%
Dec 31, 24