Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDOG 2.93%
2 IRET 2.06%
3 BEDZ 2.05%
4 VRAI 1.49%
5 RIET 1.48%
6 RORE 1.46%
7 XSLV 0.72%
8 AREA 0.67%
9 NSCS 0.66%
10 RZV 0.58%
11 NURE 0.57%
12 TXSS 0.56%
13 PSR 0.34%
14 GQRE 0.24%
15 CSML 0.20%
16 PSCF 0.20%
17 VABS 0.16%
18 WREI 0.16%
19 ROGS 0.15%
20 JPSE 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.18M (16.21%) -16.06K
Decreased by -0.12%
Dec 31, 25
2 UBS Group AG 12.87M (15.84%) 5.93M
Increased by +46.05%
Mar 31, 26
3 Long Pond Capital, LP 9.40M (11.56%) 0.00
Increased by 0.00%
Mar 31, 26
4 H/2 Credit Manager LP 9.13M (11.23%) 0.00
Increased by 0.00%
Mar 31, 26
5 BlackRock Inc 9.03M (11.11%) -8.09M
Decreased by -89.59%
Mar 31, 26
6 Jennison Associates LLC 7.08M (8.71%) 140.50K
Increased by +1.98%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 6.60M (8.12%) 6.60M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 6.52M (8.02%) -466.61K
Decreased by -7.15%
Mar 31, 24
9 Vanguard Capital Management, LLC 4.66M (5.73%) 4.66M
Increased by +100.00%
Mar 31, 26
10 GW&K Investment Management, LLC 3.29M (4.05%) -132.38K
Decreased by -4.02%
Sep 30, 23
11 Nuveen Asset Management, LLC 3.08M (3.79%) 3.50K
Increased by +0.11%
Dec 31, 24
12 State Street Corp 2.87M (3.53%) -2.04M
Decreased by -71.04%
Mar 31, 26
13 Geode Capital Management, LLC 2.84M (3.50%) 21.26K
Increased by +0.75%
Mar 31, 26
14 Victory Capital Management Inc. 2.49M (3.07%) -3.49K
Decreased by -0.14%
Mar 31, 26
15 Charles Schwab Investment Management Inc 2.30M (2.83%) -238.99K
Decreased by -10.37%
Mar 31, 26
16 Jane Street Group LLC 2.08M (2.56%) 1.73M
Increased by +83.05%
Mar 31, 26
17 Arrowstreet Capital Limited Partnership 1.95M (2.40%) 1.95M
Increased by +100.00%
Mar 31, 26
18 JPMorgan Chase & Co 1.71M (2.11%) 1.09M
Increased by +63.86%
Sep 30, 25
19 American Century Companies Inc 1.54M (1.89%) -226.08K
Decreased by -14.68%
Sep 30, 23
20 Balyasny Asset Management LLC 1.36M (1.67%) 1.36M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.53M (8.03%) -658.28K
Decreased by -10.08%
Feb 28, 26
2 Vanguard Real Estate Index Investor 4.04M (4.97%) -4.98K
Decreased by -0.12%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.33M (4.10%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.22M (3.96%) 0.00
Increased by 0.00%
Sep 30, 24
5 PGIM Jennison Small Company A 3.06M (3.76%) 40.22K
Increased by +1.31%
Apr 30, 26
6 Jennison SMid Cap Core Equity 3.02M (3.71%) 0.00
Increased by 0.00%
Mar 31, 26
7 iShares Russell 2000 ETF 2.64M (3.25%) 24.44K
Increased by +0.92%
May 29, 26
8 CREF Stock R1 1.43M (1.76%) 0.00
Increased by 0.00%
Feb 28, 25
9 CREF Stock R3 1.43M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Index 1.31M (1.61%) 4.84K
Increased by +0.37%
May 31, 25
11 American Century Small Cap Value Inv 1.25M (1.54%) -170.00K
Decreased by -13.55%
Sep 30, 23
12 American Century U.S. Small Cap Value 1.25M (1.54%) -170.00K
Decreased by -13.55%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.50%) 7.77K
Increased by +0.64%
Apr 30, 26
14 JENNISON SMALL/MID CAP EQUITY 3 1.13M (1.39%) 153.25K
Increased by +13.53%
Mar 31, 26
15 Fidelity Small Cap Index 1.07M (1.32%) 564.00
Increased by +0.05%
Mar 31, 26
16 Fidelity® Small Cap Index 1.06M (1.31%) 61.38K
Increased by +5.77%
Oct 31, 23
17 iShares S&P Small-Cap 600 Value ETF 1.03M (1.27%) 427.14K
Increased by +41.46%
Feb 28, 26
18 GW&K Small/Mid Cap Core CIT I 1.02M (1.26%) -59.48K
Decreased by -5.82%
Sep 30, 23
19 Integrity Small-Cap Value Comp 984.00K (1.21%) -60.00K
Decreased by -6.10%
Jun 30, 25
20 State Street SPDR Port S&P 600 Sm CpETF 969.20K (1.19%) 2.72K
Increased by +0.28%
Feb 27, 26