Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWIN 2.20%
2 IRET 1.63%
3 TSRS 1.37%
4 AREA 0.67%
5 SMLV 0.30%
6 BBRE 0.08%
7 SMMV 0.08%
8 IWC 0.07%
9 EBIT 0.06%
10 FRI 0.04%
11 RFLR 0.04%
12 FREL 0.04%
13 SCHH 0.04%
14 USRT 0.03%
15 EES 0.03%
16 PRFZ 0.03%
17 GSSC 0.03%
18 DES 0.02%
19 IWN 0.02%
20 HAP 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.06M (10.18%) -88.21K
Decreased by -2.17%
Dec 31, 25
2 BlackRock Inc 3.85M (9.66%) 32.95K
Increased by +0.86%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 2.04M (5.13%) 2.04M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.72M (4.32%) 1.72M
Increased by +100.00%
Mar 31, 26
5 Global Alpha Capital Management Ltd. 1.50M (3.76%) -1.41M
Decreased by -94.00%
Dec 31, 25
6 Two Sigma Investments LLC 1.45M (3.63%) 743.18K
Increased by +51.34%
Mar 31, 26
7 WINNOW WEALTH LLC 1.15M (2.87%) 1.15M
Increased by +100.00%
Jun 30, 25
8 State Street Corporation 1.12M (2.81%) 19.53K
Increased by +1.74%
Mar 31, 24
9 Geode Capital Management, LLC 1.07M (2.69%) -134.44K
Decreased by -12.53%
Mar 31, 26
10 Deutsche Bank AG 933.74K (2.34%) 5.15K
Increased by +0.55%
Mar 31, 26
11 State Street Corp 912.48K (2.29%) -20.66K
Decreased by -2.26%
Mar 31, 26
12 Uniplan Investment Counsel, Inc. 826.00K (2.07%) -66.67K
Decreased by -8.07%
Mar 31, 26
13 Massachusetts Financial Services Company 819.78K (2.06%) -2.91M
Decreased by -354.42%
Mar 31, 25
14 Two Sigma Advisers, LLC 571.65K (1.43%) 453.10K
Increased by +79.26%
Dec 31, 25
15 Heartland Advisors Inc 521.80K (1.31%) -103.39K
Decreased by -19.81%
Dec 31, 23
16 D. E. Shaw & Co LP 494.36K (1.24%) 241.39K
Increased by +48.83%
Mar 31, 26
17 Renaissance Technologies Corp 461.00K (1.16%) 259.50K
Increased by +56.29%
Jun 30, 25
18 Citadel Advisors Llc 441.65K (1.11%) 274.39K
Increased by +62.13%
Dec 31, 25
19 Marshall Wace Asset Management Ltd 401.97K (1.01%) -41.19K
Decreased by -10.25%
Mar 31, 26
20 Westwood Holdings Group Inc 400.00K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.52M (3.81%) -2.04K
Decreased by -0.13%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.49M (3.74%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.23M (3.09%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 960.70K (2.41%) 8.89K
Increased by +0.93%
May 29, 26
5 DWS Small Cap Core S 900.00K (2.26%) 0.00
Increased by 0.00%
Apr 30, 26
6 Small Cap Core Equity Composite 900.00K (2.26%) 0.00
Increased by 0.00%
Apr 30, 26
7 CC&L Global Alpha - Series A 739.26K (1.86%) 0.00
Increased by 0.00%
Jan 31, 26
8 Heartland Value Plus Investor 500.00K (1.25%) 0.00
Increased by 0.00%
Jan 31, 24
9 Fidelity® Small Cap Index 475.27K (1.19%) 10.15K
Increased by +2.13%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 457.13K (1.15%) 3.16K
Increased by +0.69%
Apr 30, 26
11 Westwood Real Estate Income A 400.00K (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 386.30K (0.97%) 1.65K
Increased by +0.43%
Mar 31, 26
13 iShares Russell 2000 Value ETF 344.03K (0.86%) 0.00
Increased by 0.00%
May 29, 26
14 Global Alpha Global Small Cap 317.13K (0.80%) 0.00
Increased by 0.00%
Jan 31, 26
15 Schwab US REIT ETF™ 281.20K (0.71%) 132.00
Increased by +0.05%
May 30, 26
16 Russell 2000 Equity Index Fund B 279.07K (0.70%) -288.00
Decreased by -0.10%
Dec 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 278.15K (0.70%) 0.00
Increased by 0.00%
May 31, 26
18 Vanguard Real Estate II Index 269.04K (0.68%) 0.00
Increased by 0.00%
Apr 30, 26
19 MFS U.S. REIT 268.42K (0.67%) -5.38K
Decreased by -2.01%
Dec 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 268.25K (0.67%) 1.18K
Increased by +0.44%
Apr 30, 25