Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 4.78%
2 KBWY 4.24%
3 SRHR 3.93%
4 ADPV 2.95%
5 JRE 2.94%
6 PRVT 2.57%
7 RDOG 2.44%
8 XSHD 2.39%
9 REIT 2.18%
10 RORE 2.05%
11 PPTY 2.02%
12 REAI 1.56%
13 WDIV 1.49%
14 BLDG 1.48%
15 PSR 1.32%
16 RIET 1.08%
17 GBLD 1.05%
18 XSLV 1.00%
19 JPSV 0.88%
20 PSCF 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.90M (15.66%) 407.41K
Increased by +2.41%
Dec 31, 25
2 BlackRock Inc 16.86M (15.63%) 859.76K
Increased by +5.10%
Dec 31, 25
3 Cohen & Steers Inc 12.35M (11.45%) -1.46M
Decreased by -11.82%
Dec 31, 25
4 State Street Corporation 7.30M (6.76%) -268.00K
Decreased by -3.67%
Mar 31, 24
5 State Street Corp 6.70M (6.21%) 81.35K
Increased by +1.21%
Dec 31, 25
6 Massachusetts Financial Services Company 5.65M (5.23%) 131.92K
Increased by +2.34%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 5.00M (4.64%) 1.14M
Increased by +22.77%
Dec 31, 25
8 PGGM Investments 2.89M (2.68%) -737.54K
Decreased by -25.50%
Sep 30, 24
9 AEW Capital Management LP 2.23M (2.06%) -205.00K
Decreased by -9.20%
Mar 31, 26
10 Citadel Advisors Llc 2.16M (2.01%) 1.21M
Increased by +55.98%
Dec 31, 25
11 Geode Capital Management, LLC 2.15M (1.99%) 16.33K
Increased by +0.76%
Dec 31, 25
12 Charles Schwab Investment Management Inc 2.13M (1.97%) 39.73K
Increased by +1.87%
Dec 31, 25
13 Daiwa Securities Group Inc 2.12M (1.96%) -86.11K
Decreased by -4.06%
Dec 31, 25
14 American Century Companies Inc 2.04M (1.89%) -20.02K
Decreased by -0.98%
Sep 30, 23
15 Franklin Resources Inc 1.98M (1.83%) -1.15M
Decreased by -58.19%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.89M (1.76%) 348.27K
Increased by +18.38%
Dec 31, 25
17 Amvescap Plc. 1.65M (1.53%) -371.65K
Decreased by -22.51%
Sep 30, 25
18 Woodline Partners LP 1.57M (1.45%) 1.57M
Increased by +100.00%
Jun 30, 25
19 Quantinno Capital Management LP 1.57M (1.45%) 525.74K
Increased by +33.57%
Sep 30, 25
20 Dimensional Fund Advisors, Inc. 1.55M (1.44%) 2.68K
Increased by +0.17%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.70M (6.21%) 1.50K
Increased by +0.02%
Apr 30, 26
2 Vanguard Real Estate Index Investor 4.09M (3.79%) -9.44K
Decreased by -0.23%
Mar 31, 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 3.46M (3.21%) 22.55K
Increased by +0.65%
Mar 31, 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 2.54M (2.35%) 43.47K
Increased by +1.71%
Mar 31, 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%) 0.00
Increased by 0.00%
Mar 31, 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 1.62M (1.50%) 12.11K
Increased by +0.75%
Mar 31, 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%) -32.70K
Decreased by -2.51%
Mar 31, 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 1.23M (1.14%) 32.07K
Increased by +2.61%
Mar 31, 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 MFS Blended Research Mid Cap Eq R6 1.02M (0.95%) 40.86K
Increased by +3.99%
Mar 31, 26
20 iShares S&P Small-Cap 600 Value ETF 1.02M (0.95%) -1.81K
Decreased by -0.18%
Apr 30, 26