Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 10.91%
2 AREA 6.88%
3 TSRS 5.45%
4 DDIV 4.00%
5 UDI 3.25%
6 JRE 3.19%
7 IRET 3.05%
8 GLRY 2.52%
9 TBG 2.51%
10 POWA 2.45%
11 DFRA 2.27%
12 MBOX 2.12%
13 CRED 2.12%
14 JMID 2.02%
15 FTIF 1.96%
16 PEZ 1.88%
17 ICF 1.72%
18 REAI 1.62%
19 EVSTC_old 1.61%
20 HELS 1.56%

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 9.85M (11.41%) 113.58K
Increased by +1.15%
Dec 31, 25
3 HHG PLC 3.54M (4.10%) -739.00K
Decreased by -20.88%
Dec 31, 25
4 FMR Inc 3.42M (3.97%) -481.40K
Decreased by -14.07%
Dec 31, 25
5 Victory Capital Management Inc. 3.13M (3.63%) -25.49K
Decreased by -0.81%
Dec 31, 25
6 State Street Corporation 2.64M (3.06%) 81.31K
Increased by +3.08%
Mar 31, 24
7 State Street Corp 2.64M (3.06%) -35.53K
Decreased by -1.35%
Dec 31, 25
8 Geode Capital Management, LLC 2.38M (2.76%) 32.54K
Increased by +1.37%
Dec 31, 25
9 JPMorgan Chase & Co 2.35M (2.72%) 1.13M
Increased by +48.20%
Sep 30, 25
10 Cohen & Steers Inc 2.34M (2.71%) -383.70K
Decreased by -16.41%
Dec 31, 25
11 Boston Partners Global Investors, Inc 2.24M (2.59%) -98.67K
Decreased by -4.41%
Mar 31, 26
12 Wellington Management Company LLP 2.03M (2.35%) 64.82K
Increased by +3.20%
Dec 31, 25
13 Northern Trust Corp 1.56M (1.81%) -16.15K
Decreased by -1.04%
Mar 31, 26
14 Amvescap Plc. 1.52M (1.76%) -333.63K
Decreased by -21.98%
Jun 30, 24
15 Hamlin Capital Management, LLC 1.38M (1.60%) -11.50K
Decreased by -0.83%
Mar 31, 26
16 Canada Pension Plan Investment Board 1.35M (1.57%) 15.72K
Increased by +1.16%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 1.31M (1.51%) 11.59K
Increased by +0.89%
Mar 31, 26
18 AQR Capital Management LLC 1.24M (1.43%) -350.43K
Decreased by -28.32%
Dec 31, 25
19 Charles Schwab Investment Management Inc 1.22M (1.42%) 60.23K
Increased by +4.93%
Dec 31, 25
20 Capital World Investors 1.20M (1.39%) -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 3.20M (3.71%) -12.36K
Decreased by -0.39%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.93M (3.40%) -1.47K
Decreased by -0.05%
Apr 30, 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 2.76M (3.20%) 17.56K
Increased by +0.64%
Mar 31, 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 2.01M (2.33%) 33.79K
Increased by +1.68%
Mar 31, 26
8 JHancock Disciplined Value Mid Cap I 1.52M (1.76%) -123.22K
Decreased by -8.09%
Mar 31, 26
9 Janus Henderson Enterprise D 1.31M (1.51%) -316.74K
Decreased by -24.26%
Jan 31, 26
10 Daiwa US-REIT Open Mother Fund 986.49K (1.14%) 163.84K
Increased by +16.61%
Sep 17, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 970.25K (1.12%) 24.22K
Increased by +2.50%
Mar 31, 26
12 American Funds Income Fund of Amer A 903.02K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
13 Fidelity US REIT Mother Fund 855.10K (0.99%) 93.50K
Increased by +10.93%
Mar 17, 25
14 Janus Inst Mid Cap Growth CF 840.87K (0.97%) -781.26K
Decreased by -92.91%
Mar 31, 26
15 Hamlin Equity Income Strategy 809.38K (0.94%) -72.95K
Decreased by -9.01%
Dec 31, 25
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%
Mar 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 673.85K (0.78%) -16.85K
Decreased by -2.50%
Jul 31, 25