Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 2.77%
2 DVLU 2.68%
3 RJMG 2.44%
4 SAEF 2.27%
5 RFV 2.25%
6 SRHQ 1.83%
7 FTIF 1.81%
8 LARE 1.61%
9 XMMO 1.23%
10 XMVM 1.04%
11 PXMV 1.01%
12 JKL 0.87%
13 CNTR 0.86%
14 RWK 0.84%
15 IYR 0.83%
16 ABCS 0.77%
17 FREL 0.74%
18 REK 0.69%
19 SRS 0.69%
20 VNQ 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.95M (14.80%) -60.88K
Decreased by -0.88%
Mar 31, 25
2 BlackRock Inc 4.78M (10.17%) 70.95K
Increased by +1.49%
Mar 31, 25
3 FMR Inc 2.35M (5.00%) 41.41K
Increased by +1.76%
Mar 31, 25
4 Cohen & Steers Inc 2.26M (4.82%) -932.96K
Decreased by -41.27%
Sep 30, 23
5 EdgePoint Investment Group, Inc. 1.84M (3.91%) 195.82K
Increased by +10.67%
Mar 31, 25
6 Generation Investment Management LLP 1.83M (3.90%) -183.17K
Decreased by -10.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.66M (3.54%) 6.06K
Increased by +0.36%
Mar 31, 25
8 State Street Corp 1.49M (3.18%) 9.83K
Increased by +0.66%
Mar 31, 25
9 State Street Corporation 1.43M (3.04%) 26.73K
Increased by +1.87%
Mar 31, 24
10 Select Equity Group LP 1.06M (2.26%) 357.47K
Increased by +33.66%
Mar 31, 25
11 Ariel Investments, LLC 1.04M (2.21%) -23.57K
Decreased by -2.27%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.02M (2.18%) -112.38K
Decreased by -11.00%
Mar 31, 25
13 Geode Capital Management, LLC 999.00K (2.13%) 64.04K
Increased by +6.41%
Mar 31, 25
14 Amvescap Plc. 944.62K (2.01%) 8.27K
Increased by +0.88%
Dec 31, 24
15 Wellington Management Company LLP 899.30K (1.92%) 53.07K
Increased by +5.90%
Sep 30, 24
16 Massachusetts Financial Services Company 772.47K (1.65%) 514.00
Increased by +0.07%
Mar 31, 25
17 Millennium Management LLC 730.33K (1.56%) 184.02K
Increased by +25.20%
Mar 31, 24
18 BTIM Corp 672.99K (1.43%) 7.70K
Increased by +1.14%
Jun 30, 24
19 NORGES BANK 590.46K (1.26%) 17.07K
Increased by +2.89%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 589.13K (1.25%) 270.40K
Increased by +45.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.78M (3.79%) -30.84K
Decreased by -1.73%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 1.54M (3.27%) -4.95K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.52M (3.24%) 20.21K
Increased by +1.33%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.50M (3.20%) 1.10K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.19M (2.53%) 7.00K
Increased by +0.59%
Apr 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.08M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
7 EdgePoint Global 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
8 EdgePoint Global Portfolio Series F 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 769.13K (1.64%) 2.43K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 732.91K (1.56%) 5.22K
Increased by +0.71%
Apr 30, 25
11 Fidelity® Low-Priced Stock 732.77K (1.56%) 36.00K
Increased by +4.91%
Oct 31, 23
12 Cohen & Steers Real Estate Securities A 542.46K (1.16%) -193.31K
Decreased by -35.64%
Sep 30, 23
13 Vulcan Value Partners Large Cap Value 539.49K (1.15%) -27.47K
Decreased by -5.09%
Jun 30, 24
14 Fidelity® Small Cap Value 525.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Windsor Investor Shares 516.25K (1.10%) 73.78K
Increased by +14.29%
Sep 30, 24
16 Baron Real Estate Institutional 464.49K (0.99%) 50.85K
Increased by +10.95%
Mar 31, 25
17 Baron Real Estate Strategy 464.49K (0.99%) 50.85K
Increased by +10.95%
Mar 31, 25
18 Cohen & Steers Instl Realty Shares 461.92K (0.98%) -202.45K
Decreased by -43.83%
Sep 30, 23
19 Fidelity Small Cap Discovery 450.00K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
20 EdgePoint Global Growth and Income 449.71K (0.96%) 172.64K
Increased by +38.39%
Dec 31, 23