Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 4.71%
2 DESK 4.22%
3 KBWY 2.99%
4 ADPV 2.95%
5 XSHD 2.58%
6 PRVT 2.57%
7 PPTY 2.41%
8 JRE 2.37%
9 RDOG 2.24%
10 REIT 2.18%
11 RORE 2.05%
12 REAI 1.51%
13 RIET 1.42%
14 PSR 1.32%
15 BLDG 1.17%
16 GBLD 1.12%
17 WDIV 1.09%
18 JPSV 0.87%
19 PSCF 0.84%
20 XSLV 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.49M (15.56%) -17.54K
Decreased by -0.11%
Mar 31, 25
2 BlackRock Inc 16.14M (15.24%) -911.11K
Decreased by -5.64%
Mar 31, 25
3 Cohen & Steers Inc 14.88M (14.05%) 1.41M
Increased by +9.47%
Mar 31, 25
4 State Street Corporation 7.30M (6.89%) -268.00K
Decreased by -3.67%
Mar 31, 24
5 State Street Corp 6.48M (6.12%) -899.43K
Decreased by -13.89%
Mar 31, 25
6 Massachusetts Financial Services Company 6.12M (5.78%) 2.85M
Increased by +46.63%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 3.66M (3.46%) 10.33K
Increased by +0.28%
Mar 31, 25
8 Amvescap Plc. 2.96M (2.79%) 388.33K
Increased by +13.12%
Mar 31, 25
9 PGGM Investments 2.89M (2.73%) -737.54K
Decreased by -25.50%
Sep 30, 24
10 Daiwa Securities Group Inc 2.18M (2.06%) 25.47K
Increased by +1.17%
Mar 31, 25
11 Charles Schwab Investment Management Inc 2.05M (1.94%) -79.85K
Decreased by -3.89%
Mar 31, 25
12 American Century Companies Inc 2.04M (1.93%) -20.02K
Decreased by -0.98%
Sep 30, 23
13 Geode Capital Management, LLC 2.02M (1.91%) 120.08K
Increased by +5.93%
Mar 31, 25
14 Northern Trust Corp 1.99M (1.88%) 135.06K
Increased by +6.79%
Mar 31, 25
15 Franklin Resources Inc 1.98M (1.87%) -1.15M
Decreased by -58.19%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.74M (1.65%) 50.66K
Increased by +2.91%
Mar 31, 25
17 HHG PLC 1.58M (1.49%) 303.37K
Increased by +19.23%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.53M (1.44%) 41.65K
Increased by +2.72%
Mar 31, 25
19 SEI Investments Co 1.52M (1.43%) 187.93K
Increased by +12.39%
Mar 31, 25
20 Heitman Real Estate Securities LLC 1.50M (1.41%) 946.61K
Increased by +63.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.40M (6.05%) -20.03K
Decreased by -0.31%
Jun 30, 25
2 Vanguard Real Estate Index Investor 4.00M (3.77%) 17.31K
Increased by +0.43%
May 31, 25
3 Cohen & Steers Realty Shares L 3.85M (3.63%) 189.20K
Increased by +4.92%
Jun 30, 25
4 Cohen & Steers Instl Realty Shares 3.82M (3.61%) -122.38K
Decreased by -3.20%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 3.46M (3.26%) 28.50K
Increased by +0.82%
May 31, 25
6 Vanguard US Total Market Shares ETF 3.31M (3.12%) 3.16K
Increased by +0.10%
Sep 30, 24
7 Vanguard Small Cap Index 2.72M (2.56%) 15.12K
Increased by +0.56%
May 31, 25
8 T. Rowe Price Small-Cap Value 1.96M (1.85%) 119.91K
Increased by +6.11%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.74M (1.65%) -1.62K
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.59%) 10.80K
Increased by +0.64%
May 31, 25
11 American Century Small Cap Value Inv 1.68M (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
12 American Century U.S. Small Cap Value 1.68M (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
13 Daiwa US-REIT Open Mother Fund 1.49M (1.40%) -39.28K
Decreased by -2.64%
Mar 17, 25
14 MFS Global Real Estate I 1.40M (1.32%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® S&P Global Div Aristocrats ETF 1.25M (1.18%) -45.83K
Decreased by -3.66%
Jan 31, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 1.19M (1.12%) 106.75K
Increased by +8.98%
Jun 30, 25
17 iShares S&P Small-Cap 600 Value ETF 1.08M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
18 T. Rowe Price U.S. SC Value Eq Tr-Z 1.08M (1.02%) 42.82K
Increased by +3.96%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 935.88K (0.88%) 960.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 916.55K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25