Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.18%
2 AREA 7.15%
3 DDIV 4.00%
4 IRET 3.05%
5 PSR 2.65%
6 GLRY 2.52%
7 TBG 2.34%
8 UDI 2.29%
9 DFRA 2.25%
10 FTIF 1.91%
11 CRED 1.83%
12 MBOX 1.83%
13 REAI 1.62%
14 EVSTC_old 1.61%
15 HAPY 1.43%
16 PEZ 1.41%
17 ICF 1.38%
18 GQRE 1.12%
19 EVSTC 1.06%
20 DVOL 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.21M (14.39%) -101.07K
Decreased by -0.83%
Jun 30, 25
2 BlackRock Inc 9.80M (11.54%) -552.93K
Decreased by -5.64%
Jun 30, 25
3 FMR Inc 4.51M (5.32%) 297.82K
Increased by +6.60%
Jun 30, 25
4 HHG PLC 4.27M (5.03%) 366.04K
Increased by +8.57%
Jun 30, 25
5 Victory Capital Management Inc. 3.23M (3.81%) -96.48K
Decreased by -2.99%
Jun 30, 25
6 Cohen & Steers Inc 2.94M (3.46%) -1.21M
Decreased by -41.04%
Jun 30, 25
7 State Street Corp 2.70M (3.18%) -62.31K
Decreased by -2.31%
Jun 30, 25
8 State Street Corporation 2.64M (3.11%) 81.31K
Increased by +3.08%
Mar 31, 24
9 Geode Capital Management, LLC 2.34M (2.76%) 510.02K
Increased by +21.75%
Jun 30, 25
10 Boston Partners Global Investors, Inc 2.34M (2.76%) -48.64K
Decreased by -2.08%
Jun 30, 25
11 Wellington Management Company LLP 2.09M (2.47%) 380.12K
Increased by +18.15%
Jun 30, 25
12 Amvescap Plc. 1.52M (1.79%) -333.63K
Decreased by -21.98%
Jun 30, 24
13 AQR Capital Management LLC 1.48M (1.74%) 816.22K
Increased by +55.32%
Jun 30, 25
14 Davenport & Company LLC 1.42M (1.68%) -7.43K
Decreased by -0.52%
Jun 30, 25
15 Hamlin Capital Management, LLC 1.34M (1.58%) 26.89K
Increased by +2.01%
Jun 30, 25
16 Northern Trust Corp 1.32M (1.55%) 32.43K
Increased by +2.47%
Jun 30, 25
17 Daiwa Securities Group Inc 1.30M (1.53%) 5.08K
Increased by +0.39%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 1.29M (1.52%) -14.71K
Decreased by -1.14%
Jun 30, 25
19 JPMorgan Chase & Co 1.22M (1.43%) -9.49K
Decreased by -0.78%
Jun 30, 25
20 Capital World Investors 1.20M (1.42%) -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 3.24M (3.82%) 3.75K
Increased by +0.12%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 2.86M (3.37%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 2.79M (3.29%) 1.66K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.76M (3.26%) -64.58K
Decreased by -2.34%
Jul 31, 25
5 Sycamore Mid Cap Value Comp 2.40M (2.83%) 2.32M
Increased by +96.77%
Mar 31, 25
6 Victory Sycamore Established Value R 2.36M (2.78%) -40.00K
Decreased by -1.69%
Jun 30, 25
7 Janus Henderson Enterprise D 2.19M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
8 Janus Inst Mid Cap Growth CF 2.19M (2.58%) 218.64K
Increased by +9.98%
Jun 30, 25
9 Vanguard Small Cap Index 2.14M (2.52%) -13.94K
Decreased by -0.65%
Jul 31, 25
10 JHancock Disciplined Value Mid Cap I 1.62M (1.90%) 0.00
Increased by 0.00%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 944.05K (1.11%) -409.99K
Decreased by -43.43%
Jul 31, 25
12 American Funds Income Fund of Amer A 903.02K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity US REIT Mother Fund 855.10K (1.01%) 93.50K
Increased by +10.93%
Mar 17, 25
14 Daiwa US-REIT Open Mother Fund 822.64K (0.97%) 654.90K
Increased by +79.61%
Mar 17, 25
15 Hamlin Equity Income Strategy 809.74K (0.95%) 37.30K
Increased by +4.61%
Mar 31, 25
16 Cohen & Steers Instl Realty Shares 797.48K (0.94%) 252.46K
Increased by +31.66%
Mar 31, 25
17 Zacks Dividend Strategy 772.99K (0.91%) -1.39K
Decreased by -0.18%
Jun 30, 25
18 Cohen & Steers Realty Shares L 765.44K (0.90%) 266.47K
Increased by +34.81%
Mar 31, 25
19 Fidelity Equity-Income 712.33K (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Small Cap Value Index Inv 687.75K (0.81%) 1.98K
Increased by +0.29%
Jul 31, 25