Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.46%
2 AREA 6.95%
3 DDIV 4.15%
4 DFRA 3.23%
5 IRET 3.05%
6 PSR 2.65%
7 GLRY 2.52%
8 UDI 2.44%
9 TBG 2.41%
10 FTIF 2.06%
11 MBOX 1.99%
12 CRED 1.90%
13 REAI 1.62%
14 EVSTC_old 1.61%
15 ICF 1.46%
16 FPRO 1.44%
17 HAPY 1.44%
18 PEZ 1.41%
19 GQRE 1.12%
20 VMAX 1.08%

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 10.35M (12.20%) 74.60K
Increased by +0.72%
Mar 31, 25
3 HHG PLC 4.27M (5.03%) 366.04K
Increased by +8.57%
Jun 30, 25
4 FMR Inc 4.22M (4.97%) -1.31M
Decreased by -31.12%
Mar 31, 25
5 Victory Capital Management Inc. 3.33M (3.92%) -101.44K
Decreased by -3.05%
Mar 31, 25
6 Cohen & Steers Inc 2.94M (3.46%) -1.21M
Decreased by -41.04%
Jun 30, 25
7 State Street Corp 2.76M (3.26%) 37.21K
Increased by +1.35%
Mar 31, 25
8 State Street Corporation 2.64M (3.11%) 81.31K
Increased by +3.08%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.39M (2.81%) -36.99K
Decreased by -1.55%
Mar 31, 25
10 Wellington Management Company LLP 2.09M (2.47%) 380.12K
Increased by +18.15%
Jun 30, 25
11 Geode Capital Management, LLC 1.83M (2.16%) -279.39K
Decreased by -15.23%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.53M (1.80%) -385.45K
Decreased by -25.23%
Mar 31, 25
13 Amvescap Plc. 1.52M (1.79%) -333.63K
Decreased by -21.98%
Jun 30, 24
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 Daiwa Securities Group Inc 1.29M (1.53%) 388.97K
Increased by +30.05%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.29M (1.52%) -14.71K
Decreased by -1.14%
Jun 30, 25
18 Northern Trust Corp 1.28M (1.51%) 4.50K
Increased by +0.35%
Mar 31, 25
19 JPMorgan Chase & Co 1.23M (1.44%) -141.71K
Decreased by -11.56%
Mar 31, 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 2.87M (3.38%) -5.17K
Decreased by -0.18%
Jul 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%
Jun 30, 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%) -339.00
Decreased by -0.05%
Jun 30, 25
20 Vanguard Small Cap Value Index Inv 687.75K (0.81%) 1.98K
Increased by +0.29%
Jul 31, 25