Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.87%
2 PSR 2.08%
3 REAI 1.68%
4 REIT 1.49%
5 RORE 1.34%
6 PPTY 0.61%
7 IQRA 0.42%
8 GBLD 0.41%
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 19.72M (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 Legal & General Group PLC 2.74M (1.99%) 237.11K
Increased by +8.66%
Mar 31, 25
15 Northern Trust Corp 2.60M (1.89%) 771.02K
Increased by +29.65%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 2.17M (1.58%) 457.79K
Increased by +21.10%
Mar 31, 25
17 Balyasny Asset Management LLC 2.04M (1.49%) -73.77K
Decreased by -3.61%
Mar 31, 25
18 Amvescap Plc. 2.03M (1.48%) 1.35M
Increased by +66.55%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 1.97M (1.43%) 40.65K
Increased by +2.06%
Mar 31, 25
20 CBRE Investment Management Listed Real Assets LLC 1.94M (1.41%) -658.31K
Decreased by -33.88%
Dec 31, 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 5.12M (3.72%) 139.05K
Increased by +2.72%
Mar 31, 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 3.43M (2.50%) 580.00
Increased by +0.02%
Apr 30, 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 3.16M (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 (1.57%) 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 1.66M (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 T. Rowe Price Small-Cap Value 1.31M (0.95%) 238.72K
Increased by +18.19%
Mar 31, 25
17 iShares Russell 2000 Value ETF 1.30M (0.94%) -4.41K
Decreased by -0.34%
Apr 30, 25
18 William Blair Small Cap Value I 1.29M (0.94%) -70.18K
Decreased by -5.45%
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