Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 10.76%
2 AREA 6.88%
3 TSRS 5.41%
4 DDIV 4.00%
5 UDI 3.20%
6 IRET 3.05%
7 JRE 2.99%
8 GLRY 2.52%
9 TBG 2.45%
10 DFRA 2.27%
11 CRED 2.12%
12 MBOX 2.07%
13 POWA 1.98%
14 FTIF 1.97%
15 JMID 1.95%
16 PEZ 1.81%
17 ICF 1.73%
18 REAI 1.62%
19 EVSTC_old 1.61%
20 HELS 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.92M (13.81%) -119.93K
Decreased by -1.01%
Dec 31, 25
2 BlackRock Inc 9.98M (11.57%) 133.92K
Increased by +1.34%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 7.49M (8.68%) 7.49M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.90M (4.52%) 3.90M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 3.80M (4.41%) 381.84K
Increased by +10.04%
Mar 31, 26
6 Victory Capital Management Inc. 2.91M (3.37%) -221.54K
Decreased by -7.61%
Mar 31, 26
7 HHG PLC 2.77M (3.20%) -774.51K
Decreased by -28.01%
Mar 31, 26
8 State Street Corp 2.68M (3.10%) 43.04K
Increased by +1.61%
Mar 31, 26
9 State Street Corporation 2.64M (3.06%) 81.31K
Increased by +3.08%
Mar 31, 24
10 Geode Capital Management, LLC 2.53M (2.94%) 151.46K
Increased by +5.98%
Mar 31, 26
11 Cohen & Steers Inc 2.41M (2.79%) 72.61K
Increased by +3.01%
Mar 31, 26
12 JPMorgan Chase & Co 2.35M (2.72%) 1.13M
Increased by +48.20%
Sep 30, 25
13 Boston Partners Global Investors, Inc 2.24M (2.59%) -98.67K
Decreased by -4.41%
Mar 31, 26
14 Wellington Management Company LLP 2.10M (2.43%) 71.56K
Increased by +3.41%
Mar 31, 26
15 Northern Trust Corp 1.56M (1.81%) -16.15K
Decreased by -1.04%
Mar 31, 26
16 Amvescap Plc. 1.52M (1.76%) -333.63K
Decreased by -21.98%
Jun 30, 24
17 Hamlin Capital Management, LLC 1.38M (1.60%) -11.50K
Decreased by -0.83%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.38M (1.60%) 185.79K
Increased by +13.50%
Mar 31, 26
19 Canada Pension Plan Investment Board 1.35M (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.31M (1.51%) 11.59K
Increased by +0.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.19M (3.69%) -10.55K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 2.95M (3.42%) 552.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 2.79M (3.23%) 1.66K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.77M (3.21%) 5.97K
Increased by +0.22%
Apr 30, 26
5 Sycamore Mid Cap Value Comp 2.40M (2.78%) 2.32M
Increased by +96.77%
Mar 31, 25
6 Victory Sycamore Established Value R 2.10M (2.43%) -154.00K
Decreased by -7.33%
Mar 31, 26
7 Vanguard Small Cap Index 2.00M (2.32%) -4.10K
Decreased by -0.20%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 1.52M (1.76%) 0.00
Increased by 0.00%
Apr 30, 26
9 Daiwa US-REIT Open Mother Fund 986.49K (1.14%) 163.84K
Increased by +16.61%
Sep 17, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 980.57K (1.14%) 10.32K
Increased by +1.05%
Apr 30, 26
11 American Funds Income Fund of Amer A 903.02K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
12 Fidelity US REIT Mother Fund 855.10K (0.99%) 93.50K
Increased by +10.93%
Mar 17, 25
13 Janus Inst Mid Cap Growth CF 840.87K (0.97%) -781.26K
Decreased by -92.91%
Mar 31, 26
14 Hamlin Equity Income Strategy 809.38K (0.94%) -72.95K
Decreased by -9.01%
Dec 31, 25
15 Janus Henderson Enterprise D 808.90K (0.94%) -31.97K
Decreased by -3.95%
Apr 30, 26
16 Cohen & Steers Instl Realty Shares 797.48K (0.92%) 252.46K
Increased by +31.66%
Mar 31, 25
17 Zacks Dividend Strategy 797.40K (0.92%) 9.11K
Increased by +1.14%
Mar 31, 26
18 Cohen & Steers Realty Shares L 765.44K (0.89%) 266.47K
Increased by +34.81%
Mar 31, 25
19 Fidelity Equity-Income 712.33K (0.83%) 0.00
Increased by 0.00%
Apr 30, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 673.85K (0.78%) -16.85K
Decreased by -2.50%
Jul 31, 25