Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.62%
2 PSR 2.08%
3 REIT 1.49%
4 REAI 1.47%
5 RORE 1.34%
6 BLDG 1.21%
7 PPTY 0.88%
8 IQRA 0.42%
9 USVM 0.39%
10 CVAR 0.38%
11 GBLD 0.38%
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 RNSC 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.62M (14.16%) -102.15K
Decreased by -0.52%
Jun 30, 25
2 BlackRock Inc 16.50M (11.90%) 579.94K
Increased by +3.52%
Mar 31, 25
3 Ameriprise Financial Inc 9.71M (7.01%) 476.79K
Increased by +4.91%
Mar 31, 25
4 State Street Corporation 6.23M (4.49%) -712.61K
Decreased by -11.44%
Mar 31, 24
5 State Street Corp 6.22M (4.49%) 24.66K
Increased by +0.40%
Mar 31, 25
6 Wellington Management Company LLP 5.92M (4.27%) -69.03K
Decreased by -1.17%
Dec 31, 24
7 Resolution Capital Limited 5.40M (3.90%) 5.40M
Increased by +100.00%
Jun 30, 25
8 Massachusetts Financial Services Company 4.20M (3.03%) -2.59M
Decreased by -61.59%
Jun 30, 24
9 T. Rowe Price Investment Management,Inc. 3.58M (2.58%) 1.41M
Increased by +39.43%
Jun 30, 25
10 Geode Capital Management, LLC 3.47M (2.50%) 50.97K
Increased by +1.47%
Mar 31, 25
11 William Blair Investment Management, LLC 3.28M (2.37%) -272.98K
Decreased by -8.31%
Jun 30, 25
12 Charles Schwab Investment Management Inc 3.20M (2.31%) -82.16K
Decreased by -2.57%
Jun 30, 25
13 Nuveen Asset Management, LLC 2.89M (2.08%) 601.08K
Increased by +20.82%
Dec 31, 24
14 CenterSquare Investment Management LLC 2.81M (2.02%) 2.76M
Increased by +98.41%
Mar 31, 25
15 Millennium Management LLC 2.79M (2.01%) 1.31M
Increased by +47.01%
Mar 31, 25
16 Nuveen, LLC 2.78M (2.00%) 2.78M
Increased by +100.00%
Mar 31, 25
17 Goldman Sachs Group Inc 2.69M (1.94%) -414.20K
Decreased by -15.39%
Jun 30, 25
18 Northern Trust Corp 2.61M (1.88%) 7.54K
Increased by +0.29%
Mar 31, 25
19 Legal & General Group PLC 2.57M (1.85%) -169.71K
Decreased by -6.60%
Jun 30, 25
20 Principal Financial Group Inc 2.39M (1.72%) 2.27M
Increased by +95.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 5.47M (3.95%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Real Estate Index Investor 5.25M (3.79%) 10.91K
Increased by +0.21%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.46M (3.22%) 30.50K
Increased by +0.68%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.96M (2.86%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 3.29M (2.37%) -62.48K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 3.27M (2.36%) -69.74K
Decreased by -2.13%
Jun 30, 25
7 CT American Smaller Coms(US) InstAccGBP 3.17M (2.29%) -6.71K
Decreased by -0.21%
Jun 30, 25
8 MFS New Discovery Value I 3.00M (2.16%) -74.01K
Decreased by -2.47%
May 31, 24
9 Longleaf Partners Small-Cap 2.63M (1.89%) 1.07M
Increased by +40.80%
Jun 30, 25
10 T. Rowe Price Small-Cap Value 2.17M (1.57%) 349.51K
Increased by +16.11%
Jun 30, 25
11 MFS Meridian Prudent Wealth I1 USD 2.15M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.52%) -50.36K
Decreased by -2.39%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 2.09M (1.51%) -59.73K
Decreased by -2.86%
Jun 30, 25
14 Undrly L&G Heitman Property 1.66M (1.20%) -7.98K
Decreased by -0.48%
Dec 31, 24
15 FID DC L&G Heitman Property Fund 1.66M (1.20%) -205.88K
Decreased by -12.43%
Jun 30, 25
16 Fidelity Small Cap Index 1.39M (1.01%) 3.61K
Increased by +0.26%
May 31, 25
17 T. Rowe Price U.S. SC Value Eq Tr-D 1.32M (0.95%) 516.45K
Increased by +39.18%
Jun 30, 25
18 Fidelity® Small Cap Index 1.25M (0.90%) 30.86K
Increased by +2.47%
Sep 30, 23
19 William Blair Small Cap Value I 1.24M (0.89%) -17.06K
Decreased by -1.38%
Jun 30, 25
20 iShares Russell 2000 Value ETF 1.20M (0.87%) 893.00
Increased by +0.07%
Jul 31, 25