Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.40%
2 JPRE 1.32%
3 XMLV 1.19%
4 PSR 1.04%
5 PAMC 0.98%
6 VRAI 0.96%
7 JPSV 0.96%
8 CRED 0.93%
9 SCDS 0.88%
10 PPTY 0.69%
11 GQRE 0.69%
12 PSC 0.57%
13 CVY 0.56%
14 RWR 0.50%
15 FRI 0.43%
16 USRT 0.42%
17 IWN 0.41%
18 VTWV 0.39%
19 DFAR 0.39%
20 MDYV 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.54M (17.71%) 3.20M
Increased by +8.30%
Dec 31, 24
2 Vanguard Group Inc 33.51M (15.39%) 256.48K
Increased by +0.77%
Dec 31, 24
3 State Street Corp 12.66M (5.82%) 349.67K
Increased by +2.76%
Dec 31, 24
4 State Street Corporation 12.48M (5.73%) -1.02M
Decreased by -8.20%
Mar 31, 24
5 JPMorgan Chase & Co 12.22M (5.61%) -7.60M
Decreased by -62.20%
Dec 31, 24
6 Macquarie Group Ltd 9.01M (4.14%) -1.33M
Decreased by -14.81%
Dec 31, 24
7 Cohen & Steers Inc 6.62M (3.04%) -152.16K
Decreased by -2.30%
Dec 31, 24
8 Geode Capital Management, LLC 5.67M (2.60%) -13.99K
Decreased by -0.25%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 5.38M (2.47%) -30.53K
Decreased by -0.57%
Dec 31, 24
10 Goodwin Daniel L 5.13M (2.36%) 0.00
Increased by 0.00%
Sep 30, 23
11 Deutsche Bank AG 5.02M (2.31%) -2.52M
Decreased by -50.20%
Dec 31, 23
12 Millennium Management LLC 3.89M (1.79%) 567.28K
Increased by +14.60%
Dec 31, 24
13 Bank of America Corp 3.79M (1.74%) 311.26K
Increased by +8.22%
Dec 31, 24
14 Charles Schwab Investment Management Inc 3.73M (1.71%) 73.93K
Increased by +1.98%
Dec 31, 24
15 Northern Trust Corp 3.62M (1.66%) 539.32K
Increased by +14.88%
Dec 31, 24
16 NORGES BANK 3.62M (1.66%) 1.01M
Increased by +27.93%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 3.26M (1.50%) -25.86K
Decreased by -0.79%
Dec 31, 24
18 Nuveen Asset Management, LLC 3.24M (1.49%) 15.06K
Increased by +0.46%
Dec 31, 24
19 Amvescap Plc. 2.97M (1.37%) 794.65K
Increased by +26.73%
Dec 31, 24
20 Franklin Resources Inc 2.63M (1.21%) 643.17K
Increased by +24.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.40M (3.86%) -101.99K
Decreased by -1.21%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.14M (3.28%) 5.36K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.93M (3.18%) 2.68K
Increased by +0.04%
Feb 28, 25
4 Cohen & Steers Real Estate Opportunities 5.69M (2.61%) -149.01K
Decreased by -2.62%
Dec 31, 24
5 Cohen & Steers Real Estate Securities A 5.69M (2.61%) -149.01K
Decreased by -2.62%
Dec 31, 24
6 iShares Russell 2000 ETF 5.64M (2.59%) -66.28K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 5.61M (2.58%) 4.60K
Increased by +0.08%
Feb 28, 25
8 FullerThaler Behavioral Small-Cap Value 4.91M (2.26%) 21.29K
Increased by +0.43%
Dec 31, 24
9 Fuller & Thaler Behavrl Small-Cap Value 4.85M (2.23%) -76.42K
Decreased by -1.57%
Sep 30, 23
10 Undiscovered Managers Behavioral Val L 4.67M (2.15%) 0.00
Increased by 0.00%
Jan 31, 25
11 Delaware US Small Cap Core Equity (SMA) 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
13 Delaware Small Cap Core I 3.34M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
14 Macquarie Small Cap Core I 3.34M (1.53%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.53%) 4.58K
Increased by +0.14%
Feb 28, 25
16 Vanguard Small Cap Growth Index Inv 3.15M (1.45%) -17.51K
Decreased by -0.56%
Feb 28, 25
17 Fidelity Small Cap Index 2.21M (1.02%) -8.36K
Decreased by -0.38%
Dec 31, 24
18 Delaware Small Cap Value A 2.14M (0.98%) -242.20K
Decreased by -11.30%
Oct 31, 24
19 Fidelity® Small Cap Index 2.12M (0.97%) 57.05K
Increased by +2.70%
Oct 31, 23
20 Macquarie Small Cap Value A 2.08M (0.96%) 0.00
Increased by 0.00%
Jan 31, 25