Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 5.06%
2 KBWY 4.67%
3 SRHR 4.48%
4 ADPV 2.95%
5 JRE 2.82%
6 RDOG 2.69%
7 XSHD 2.69%
8 PRVT 2.57%
9 PPTY 2.28%
10 REIT 2.18%
11 RORE 2.05%
12 RIET 1.74%
13 WDIV 1.72%
14 BLDG 1.69%
15 REAI 1.56%
16 PSR 1.32%
17 GBLD 1.05%
18 JPSV 0.95%
19 XSLV 0.87%
20 FYT 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.56M (16.27%) 697.34K
Increased by +3.97%
Mar 31, 26
2 Vanguard Group Inc 16.90M (15.66%) 407.41K
Increased by +2.41%
Dec 31, 25
3 Cohen & Steers Inc 12.41M (11.50%) 55.56K
Increased by +0.45%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 11.73M (10.87%) 11.73M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 7.30M (6.76%) -268.00K
Decreased by -3.67%
Mar 31, 24
6 State Street Corp 6.82M (6.32%) 120.50K
Increased by +1.77%
Mar 31, 26
7 Massachusetts Financial Services Company 5.65M (5.23%) 131.92K
Increased by +2.34%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.88M (4.52%) 4.88M
Increased by +100.00%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 3.48M (3.22%) -1.53M
Decreased by -43.89%
Mar 31, 26
10 PGGM Investments 2.89M (2.68%) -737.54K
Decreased by -25.50%
Sep 30, 24
11 Geode Capital Management, LLC 2.25M (2.08%) 97.77K
Increased by +4.35%
Mar 31, 26
12 AEW Capital Management LP 2.23M (2.06%) -205.00K
Decreased by -9.20%
Mar 31, 26
13 Charles Schwab Investment Management Inc 2.18M (2.02%) 52.79K
Increased by +2.42%
Mar 31, 26
14 Daiwa Securities Group Inc 2.10M (1.95%) -16.89K
Decreased by -0.80%
Mar 31, 26
15 American Century Companies Inc 2.04M (1.89%) -20.02K
Decreased by -0.98%
Sep 30, 23
16 Franklin Resources Inc 1.98M (1.83%) -1.15M
Decreased by -58.19%
Dec 31, 24
17 Quantinno Capital Management LP 1.81M (1.68%) 1.03M
Increased by +57.23%
Mar 31, 26
18 Amvescap Plc. 1.65M (1.53%) -371.65K
Decreased by -22.51%
Sep 30, 25
19 HHG PLC 1.64M (1.52%) 98.53K
Increased by +6.01%
Mar 31, 26
20 Woodline Partners LP 1.57M (1.45%) 1.57M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.67M (6.19%) 2.44K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 4.08M (3.78%) -13.90K
Decreased by -0.34%
Apr 30, 26
3 Cohen & Steers Instl Realty Shares 3.63M (3.37%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 3.48M (3.22%) 12.12K
Increased by +0.35%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.31M (3.06%) 3.16K
Increased by +0.10%
Sep 30, 24
6 Cohen & Steers Realty Shares L 3.21M (2.98%) -101.38K
Decreased by -3.16%
Mar 31, 26
7 Vanguard Small Cap Index 2.53M (2.35%) -8.38K
Decreased by -0.33%
Apr 30, 26
8 AEW US REITs Composite 1.79M (1.66%) -154.84K
Decreased by -8.66%
Mar 31, 26
9 T. Rowe Price Small-Cap Value 1.71M (1.59%) -1.07K
Decreased by -0.06%
Apr 30, 26
10 American Century Small Cap Value Inv 1.68M (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
11 American Century U.S. Small Cap Value 1.68M (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Small Cap Value Index Inv 1.63M (1.51%) 13.08K
Increased by +0.80%
Apr 30, 26
13 Daiwa US-REIT Open Mother Fund 1.49M (1.38%) 0.00
Increased by 0.00%
Sep 17, 25
14 MFS Global Real Estate I 1.30M (1.21%) 0.00
Increased by 0.00%
Apr 30, 26
15 SPDR® S&P Global Div Aristocrats ETF 1.25M (1.16%) -45.83K
Decreased by -3.66%
Jan 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.15%) 11.43K
Increased by +0.92%
Apr 30, 26
17 T. Rowe Price U.S. SC Value Eq Tr-D 1.10M (1.02%) 2.35K
Increased by +0.21%
Mar 31, 26
18 T. Rowe Price U.S. SC Value Eq Tr-Z 1.08M (1.00%) 42.82K
Increased by +3.96%
Mar 31, 25
19 iShares S&P Small-Cap 600 Value ETF 1.05M (0.98%) 0.00
Increased by 0.00%
May 29, 26
20 MFS Blended Research Mid Cap Eq R6 1.03M (0.96%) 9.56K
Increased by +0.93%
Apr 30, 26