Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSRS 5.99%
2 NETL 3.86%
3 PPTY 3.69%
4 IRET 3.46%
5 KBWY 2.18%
6 GRI_old 2.13%
7 HSMV 1.39%
8 BLDG 1.25%
9 XSLV 1.16%
10 SIXS 1.11%
11 SMDV 1.03%
12 SMHB 1.00%
13 SMCP 0.93%
14 MDIV 0.86%
15 FPRO 0.84%
16 PSR 0.76%
17 PSCF 0.68%
18 VFMV 0.64%
19 OSCV 0.63%
20 IQRA 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.98M (27.82%) 845.29K
Increased by +4.23%
Mar 31, 26
2 Vanguard Group Inc 12.06M (16.79%) 344.85K
Increased by +2.86%
Dec 31, 25
3 FMR Inc 8.68M (12.09%) -1.00M
Decreased by -11.57%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.65M (9.26%) 6.65M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.09M (8.48%) 88.43K
Increased by +1.45%
Mar 31, 26
6 State Street Corporation 5.38M (7.49%) -369.51K
Decreased by -6.87%
Mar 31, 24
7 Vanguard Capital Management, LLC 4.91M (6.83%) 4.91M
Increased by +100.00%
Mar 31, 26
8 Victory Capital Management Inc. 3.93M (5.47%) -324.14K
Decreased by -8.25%
Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 3.31M (4.60%) 60.53K
Increased by +1.83%
Mar 31, 26
10 Two Sigma Investments LLC 3.27M (4.56%) 2.19M
Increased by +66.93%
Mar 31, 26
11 Amvescap Plc. 2.93M (4.09%) -138.25K
Decreased by -4.71%
Mar 31, 25
12 Geode Capital Management, LLC 2.89M (4.02%) 37.96K
Increased by +1.31%
Mar 31, 26
13 Westwood Holdings Group Inc 2.82M (3.92%) -264.44K
Decreased by -9.38%
Mar 31, 26
14 Earnest Partners LLC 2.63M (3.66%) -51.85K
Decreased by -1.97%
Mar 31, 26
15 LaSalle Investment Management Securities LLC 2.57M (3.57%) 1.14M
Increased by +44.41%
Mar 31, 26
16 American Century Companies Inc 2.46M (3.42%) 78.58K
Increased by +3.20%
Sep 30, 23
17 Sumitomo Mitsui Trust Group Inc 2.35M (3.27%) 1.01M
Increased by +43.09%
Mar 31, 26
18 Balyasny Asset Management LLC 2.16M (3.01%) 417.13K
Increased by +19.31%
Jun 30, 25
19 Nuveen, LLC 2.07M (2.88%) 925.98K
Increased by +44.74%
Mar 31, 26
20 Macquarie Group Ltd 2.05M (2.85%) -166.25K
Decreased by -8.13%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.65M (9.26%) 2.45K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 3.94M (5.48%) -13.26K
Decreased by -0.34%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.52M (4.89%) 13.99K
Increased by +0.40%
Apr 30, 26
4 American Funds SMALLCAP World A 3.31M (4.60%) 60.53K
Increased by +1.83%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.87M (4.00%) 1.82K
Increased by +0.06%
Sep 30, 24
6 Victory Small Cap Value CIT (Net 75) 2.71M (3.77%) 2.65M
Increased by +97.61%
Dec 31, 25
7 iShares Russell 2000 ETF 2.53M (3.52%) 23.35K
Increased by +0.92%
May 29, 26
8 Fidelity US REIT Mother Fund 2.45M (3.41%) 162.40K
Increased by +6.63%
Mar 17, 25
9 Victory Sycamore Small Company Opp R 2.42M (3.38%) -285.00K
Decreased by -11.75%
Mar 31, 26
10 Delaware US Small Cap Core Equity (SMA) 2.19M (3.05%) -25.60K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 2.19M (3.05%) -25.60K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Core I 2.12M (2.95%) 0.00
Increased by 0.00%
Oct 31, 24
13 American Century Small Cap Value Inv 1.97M (2.74%) 70.00K
Increased by +3.56%
Sep 30, 23
14 American Century U.S. Small Cap Value 1.97M (2.74%) 70.00K
Increased by +3.56%
Sep 30, 23
15 Macquarie Small Cap Core I 1.61M (2.24%) -120.92K
Decreased by -7.51%
Jul 31, 25
16 Fidelity Advisor® Strategic Div & Inc® I 1.42M (1.98%) 27.10K
Increased by +1.91%
Oct 31, 23
17 Fidelity Advisor® Strategic Real Ret I 1.42M (1.98%) 27.10K
Increased by +1.91%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.72%) 11.23K
Increased by +0.91%
Apr 30, 26
19 Fidelity Advisor Strategic Div & Inc I 1.23M (1.72%) -35.10K
Decreased by -2.85%
Mar 31, 26
20 Fidelity Strategic Real Return 1.23M (1.72%) -35.10K
Decreased by -2.85%
Mar 31, 26