Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 3.26%
2 RSMC 2.81%
3 JRE_old 2.77%
4 DVLU 2.73%
5 ARWG 2.65%
6 RJMG 2.48%
7 FTIF 1.97%
8 QVAL 1.93%
9 FEMD 1.63%
10 LARE 1.61%
11 FTKI 1.56%
12 PFI 1.37%
13 LCF 1.30%
14 FPRO 1.27%
15 PPI 1.27%
16 SMDX 1.21%
17 PAMC 1.18%
18 TAX 1.15%
19 SRHQ 1.15%
20 IYR 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.79M (14.83%) -62.47K
Decreased by -0.92%
Dec 31, 25
2 BlackRock Inc 4.64M (10.14%) 88.92K
Increased by +1.92%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 4.35M (9.49%) 4.35M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 2.69M (5.88%) -352.04K
Decreased by -13.07%
Mar 31, 26
5 Cohen & Steers Inc 2.26M (4.94%) -932.96K
Decreased by -41.27%
Sep 30, 23
6 EdgePoint Investment Group, Inc. 2.22M (4.85%) 386.18K
Increased by +17.38%
Jun 30, 25
7 Vanguard Capital Management, LLC 2.11M (4.60%) 2.11M
Increased by +100.00%
Mar 31, 26
8 EdgePoint Investment 1.91M (4.16%) -204.55K
Decreased by -10.74%
Mar 31, 26
9 Generation Investment Management LLP 1.75M (3.82%) -81.04K
Decreased by -4.63%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 1.66M (3.63%) 33.82K
Increased by +2.03%
Mar 31, 26
11 State Street Corp 1.46M (3.18%) 31.30K
Increased by +2.15%
Mar 31, 26
12 State Street Corporation 1.43M (3.11%) 26.73K
Increased by +1.87%
Mar 31, 24
13 Ariel Investments, LLC 1.02M (2.24%) 131.05K
Increased by +12.79%
Mar 31, 26
14 Geode Capital Management, LLC 1.02M (2.24%) 33.32K
Increased by +3.25%
Mar 31, 26
15 Amvescap Plc. 961.96K (2.10%) 17.34K
Increased by +1.80%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 924.32K (2.02%) -256.20K
Decreased by -27.72%
Mar 31, 26
17 Select Equity Group LP 911.72K (1.99%) -230.34K
Decreased by -25.26%
Dec 31, 25
18 Wellington Management Company LLP 899.30K (1.96%) 53.07K
Increased by +5.90%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 853.94K (1.86%) -118.71K
Decreased by -13.90%
Mar 31, 26
20 AQR Capital Management LLC 832.83K (1.82%) -66.80K
Decreased by -8.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.75M (3.82%) -5.72K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 1.60M (3.50%) 300.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 1.50M (3.28%) 1.10K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.49M (3.26%) 3.43K
Increased by +0.23%
Apr 30, 26
5 Vanguard Small Cap Index 1.08M (2.36%) -2.40K
Decreased by -0.22%
Apr 30, 26
6 EdgePoint Global 1.00M (2.19%) -89.64K
Decreased by -8.96%
Mar 31, 26
7 EdgePoint Global Portfolio Series F 1.00M (2.19%) -89.64K
Decreased by -8.96%
Mar 31, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 789.99K (1.72%) -154.05K
Decreased by -19.50%
Apr 30, 26
9 Fidelity® Low-Priced Stock 732.77K (1.60%) 36.00K
Increased by +4.91%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 693.15K (1.51%) 4.80K
Increased by +0.69%
Apr 30, 26
11 Cohen & Steers Real Estate Securities A 542.46K (1.18%) -193.31K
Decreased by -35.64%
Sep 30, 23
12 Vulcan Value Partners Large Cap Value 539.49K (1.18%) -27.47K
Decreased by -5.09%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 532.82K (1.16%) 5.40K
Increased by +1.01%
Apr 30, 26
14 Fidelity® Small Cap Value 525.00K (1.15%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Windsor Investor Shares 516.25K (1.13%) 73.78K
Increased by +14.29%
Sep 30, 24
16 Baron Real Estate Institutional 510.24K (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
17 Baron Real Estate Strategy 510.24K (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
18 EdgePoint Global Growth & Inc Port Sr F 489.02K (1.07%) -65.78K
Decreased by -13.45%
Mar 31, 26
19 EdgePoint Global Growth and Income 489.02K (1.07%) -65.78K
Decreased by -13.45%
Mar 31, 26
20 MFS Mid Cap Value A 471.10K (1.03%) 0.00
Increased by 0.00%
Apr 30, 26