Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.12%
2 AREA 6.56%
3 DDIV 4.04%
4 IRET 3.05%
5 PSR 2.65%
6 GLRY 2.52%
7 TBG 2.51%
8 UDI 2.49%
9 FTIF 2.03%
10 DVOL 1.92%
11 CRED 1.80%
12 MBOX 1.77%
13 REAI 1.66%
14 EVSTC_old 1.61%
15 HAPY 1.41%
16 PEZ 1.41%
17 GQRE 1.12%
18 XMLV 1.11%
19 VMAX 1.10%
20 EVSTC 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.31M (14.15%) -184.57K
Decreased by -1.50%
Mar 31, 25
2 BlackRock Inc 10.35M (11.89%) 74.60K
Increased by +0.72%
Mar 31, 25
3 FMR Inc 4.22M (4.84%) -1.31M
Decreased by -31.12%
Mar 31, 25
4 Cohen & Steers Inc 4.14M (4.76%) 1.48M
Increased by +35.78%
Mar 31, 25
5 HHG PLC 3.91M (4.49%) 75.88K
Increased by +1.94%
Mar 31, 25
6 Victory Capital Management Inc. 3.33M (3.82%) -101.44K
Decreased by -3.05%
Mar 31, 25
7 State Street Corp 2.76M (3.18%) 37.21K
Increased by +1.35%
Mar 31, 25
8 State Street Corporation 2.64M (3.04%) 81.31K
Increased by +3.08%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.39M (2.74%) -36.99K
Decreased by -1.55%
Mar 31, 25
10 Geode Capital Management, LLC 1.83M (2.11%) -279.39K
Decreased by -15.23%
Mar 31, 25
11 Wellington Management Company LLP 1.71M (1.97%) -107.05K
Decreased by -6.24%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.53M (1.76%) -385.45K
Decreased by -25.23%
Mar 31, 25
13 Amvescap Plc. 1.52M (1.74%) -333.63K
Decreased by -21.98%
Jun 30, 24
14 Davenport & Company LLC 1.43M (1.64%) -22.80K
Decreased by -1.59%
Mar 31, 25
15 Hamlin Capital Management, LLC 1.31M (1.51%) 43.08K
Increased by +3.28%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.30M (1.50%) -16.80K
Decreased by -1.29%
Mar 31, 25
17 Daiwa Securities Group Inc 1.29M (1.49%) 388.97K
Increased by +30.05%
Mar 31, 25
18 Northern Trust Corp 1.28M (1.47%) 428.74K
Increased by +33.54%
Dec 31, 24
19 JPMorgan Chase & Co 1.23M (1.41%) -141.71K
Decreased by -11.56%
Mar 31, 25
20 Capital World Investors 1.20M (1.38%) -801.71K
Decreased by -66.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.30M (3.79%) -56.27K
Decreased by -1.71%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 2.85M (3.27%) -9.18K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.82M (3.25%) 35.70K
Increased by +1.26%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.79M (3.20%) 1.66K
Increased by +0.06%
Sep 30, 24
5 Sycamore Mid Cap Value Comp 2.40M (2.76%) 2.32M
Increased by +96.77%
Mar 31, 25
6 Victory Sycamore Established Value R 2.40M (2.76%) -102.00K
Decreased by -4.25%
Mar 31, 25
7 Vanguard Small Cap Index 2.21M (2.54%) 13.36K
Increased by +0.60%
Apr 30, 25
8 Janus Henderson Enterprise D 1.97M (2.27%) 0.00
Increased by 0.00%
Mar 31, 25
9 Janus Inst Mid Cap Growth CF 1.97M (2.27%) -273.08K
Decreased by -13.85%
Dec 31, 24
10 JHancock Disciplined Value Mid Cap I 1.65M (1.90%) -54.73K
Decreased by -3.32%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.56%) 8.47K
Increased by +0.62%
Apr 30, 25
12 American Funds Income Fund of Amer A 903.02K (1.04%) -300.30K
Decreased by -33.26%
Mar 31, 25
13 Cohen & Steers Instl Realty Shares 797.48K (0.92%) 252.46K
Increased by +31.66%
Mar 31, 25
14 Zacks Dividend Strategy 774.38K (0.89%) 1.08K
Increased by +0.14%
Mar 31, 25
15 Hamlin Equity Income Strategy 772.44K (0.89%) -2.25K
Decreased by -0.29%
Dec 31, 24
16 Cohen & Steers Realty Shares L 765.44K (0.88%) 266.47K
Increased by +34.81%
Mar 31, 25
17 Fidelity US REIT Mother Fund 761.60K (0.88%) -32.00K
Decreased by -4.20%
Sep 17, 24
18 Vanguard Small Cap Value Index Inv 713.90K (0.82%) 2.25K
Increased by +0.32%
Apr 30, 25
19 Fidelity Equity-Income 712.66K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 694.41K (0.80%) -7.72K
Decreased by -1.11%
Apr 30, 25