Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.38%
2 JPRE 2.37%
3 JPSV 1.40%
4 XMLV 1.21%
5 VRAI 1.17%
6 PSR 1.06%
7 CRED 0.93%
8 SCDS 0.84%
9 PPTY 0.73%
10 GQRE 0.66%
11 PSC 0.57%
12 PAMC 0.57%
13 CVY 0.56%
14 RWR 0.53%
15 IQRA 0.50%
16 BBRE 0.50%
17 USRT 0.45%
18 FRI 0.44%
19 IWN 0.41%
20 DFAR 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.54M (16.30%) -3.00M
Decreased by -8.45%
Mar 31, 25
2 Vanguard Group Inc 33.29M (15.27%) -213.26K
Decreased by -0.64%
Mar 31, 25
3 State Street Corp 12.67M (5.81%) 13.68K
Increased by +0.11%
Mar 31, 25
4 State Street Corporation 12.48M (5.72%) -1.02M
Decreased by -8.20%
Mar 31, 24
5 JPMorgan Chase & Co 11.17M (5.12%) -1.05M
Decreased by -9.40%
Mar 31, 25
6 Macquarie Group Ltd 8.87M (4.07%) -131.46K
Decreased by -1.48%
Mar 31, 25
7 Cohen & Steers Inc 7.17M (3.29%) 552.24K
Increased by +7.70%
Mar 31, 25
8 CenterSquare Investment Management LLC 5.96M (2.73%) 3.41M
Increased by +57.19%
Mar 31, 25
9 Geode Capital Management, LLC 5.84M (2.68%) 174.29K
Increased by +2.98%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 5.84M (2.68%) 459.75K
Increased by +7.87%
Mar 31, 25
11 Bank of America Corp 5.18M (2.38%) 1.40M
Increased by +26.97%
Mar 31, 25
12 Goodwin Daniel L 5.13M (2.35%) 0.00
Increased by 0.00%
Sep 30, 23
13 Deutsche Bank AG 5.02M (2.30%) -2.52M
Decreased by -50.20%
Dec 31, 23
14 Millennium Management LLC 3.89M (1.78%) 567.28K
Increased by +14.60%
Dec 31, 24
15 Charles Schwab Investment Management Inc 3.70M (1.70%) -29.73K
Decreased by -0.80%
Mar 31, 25
16 NORGES BANK 3.62M (1.66%) 1.01M
Increased by +27.93%
Dec 31, 24
17 Northern Trust Corp 3.58M (1.64%) -44.00K
Decreased by -1.23%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.24M (1.49%) 15.06K
Increased by +0.46%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.22M (1.48%) -38.82K
Decreased by -1.20%
Mar 31, 25
20 Nuveen, LLC 3.13M (1.44%) 3.13M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.15M (3.74%) -91.92K
Decreased by -1.13%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 7.13M (3.27%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.04M (3.23%) 3.65K
Increased by +0.05%
May 31, 25
4 Vanguard US Total Market Shares ETF 6.96M (3.19%) 4.31K
Increased by +0.06%
Sep 30, 24
5 Undiscovered Managers Behavioral Val L 6.56M (3.01%) 1.57M
Increased by +23.99%
Apr 30, 25
6 Cohen & Steers Real Estate Opportunities 6.15M (2.82%) 465.27K
Increased by +7.56%
Mar 31, 25
7 Cohen & Steers Real Estate Securities A 6.15M (2.82%) 465.27K
Increased by +7.56%
Mar 31, 25
8 Vanguard Small Cap Index 5.54M (2.54%) 27.00K
Increased by +0.49%
May 31, 25
9 iShares Russell 2000 ETF 5.51M (2.53%) 0.00
Increased by 0.00%
May 31, 25
10 FullerThaler Behavioral Small-Cap Value 5.24M (2.40%) 327.35K
Increased by +6.25%
Mar 31, 25
11 Fuller & Thaler Behavrl Small-Cap Value 4.85M (2.23%) -76.42K
Decreased by -1.57%
Sep 30, 23
12 Macquarie Small Cap Core I 3.48M (1.60%) 48.38K
Increased by +1.39%
Apr 30, 25
13 Delaware US Small Cap Core Equity (SMA) 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 3.42M (1.57%) 22.22K
Increased by +0.65%
May 31, 25
16 Delaware Small Cap Core I 3.34M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 3.05M (1.40%) -19.53K
Decreased by -0.64%
May 31, 25
18 Fidelity Small Cap Index 2.19M (1.00%) 59.62K
Increased by +2.73%
Mar 31, 25
19 Delaware Small Cap Value A 2.14M (0.98%) -242.20K
Decreased by -11.30%
Oct 31, 24
20 Fidelity® Small Cap Index 2.12M (0.97%) 57.05K
Increased by +2.70%
Oct 31, 23