Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.39%
2 NETL 3.97%
3 FFR 3.51%
4 DTRE 3.23%
5 KBWY 2.96%
6 RORE 2.63%
7 RDOG 2.23%
8 GRI_old 2.22%
9 REIT 1.75%
10 IRET 1.62%
11 PXSG 1.52%
12 RIET 1.26%
13 INDS 1.19%
14 VRAI 1.14%
15 XSLV 0.94%
16 SMCP 0.83%
17 PSCF 0.74%
18 RITA 0.60%
19 ROGS 0.58%
20 DRW 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 51.96M (18.05%) -1.11M
Decreased by -2.13%
Mar 31, 25
2 Vanguard Group Inc 46.06M (16.00%) 214.70K
Increased by +0.47%
Mar 31, 25
3 State Street Corporation 17.46M (6.06%) -1.45M
Decreased by -8.31%
Mar 31, 24
4 State Street Corp 17.23M (5.98%) -403.02K
Decreased by -2.34%
Mar 31, 25
5 Macquarie Group Ltd 14.05M (4.88%) -307.53K
Decreased by -2.19%
Mar 31, 25
6 FMR Inc 7.81M (2.71%) -137.89K
Decreased by -1.77%
Mar 31, 25
7 Geode Capital Management, LLC 7.59M (2.64%) 210.21K
Increased by +2.77%
Mar 31, 25
8 Long Pond Capital, LP 7.45M (2.59%) 4.34M
Increased by +58.22%
Mar 31, 24
9 LaSalle Investment Management Securities LLC 6.36M (2.21%) 3.45M
Increased by +54.29%
Mar 31, 25
10 Charles Schwab Investment Management Inc 5.74M (1.99%) 407.06K
Increased by +7.09%
Mar 31, 25
11 AEW Capital Management LP 5.66M (1.97%) -154.46K
Decreased by -2.73%
Mar 31, 25
12 Prudential Financial Inc 5.24M (1.82%) 2.21M
Increased by +42.22%
Sep 30, 24
13 Prudential Investment Management Inc 5.24M (1.82%) 2.21M
Increased by +42.22%
Sep 30, 24
14 NORGES BANK 4.94M (1.72%) 1.03M
Increased by +20.80%
Dec 31, 24
15 Sumitomo Mitsui Trust Group Inc 4.84M (1.68%) 1.73M
Increased by +35.84%
Mar 31, 25
16 Frontier Capital Management CO Inc 4.74M (1.65%) 84.38K
Increased by +1.78%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 4.36M (1.51%) 114.42K
Increased by +2.63%
Mar 31, 25
18 CenterSquare Investment Management LLC 4.27M (1.48%) 3.92M
Increased by +91.69%
Mar 31, 25
19 Northern Trust Corp 4.20M (1.46%) 633.05K
Increased by +15.07%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.93M (1.36%) -74.02K
Decreased by -1.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 17.93M (6.23%) -16.33K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 11.05M (3.84%) -199.06K
Decreased by -1.80%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.05M (3.14%) 183.95K
Increased by +2.03%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 8.86M (3.08%) 7.51K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 7.25M (2.52%) 1.22K
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 7.05M (2.45%) 32.63K
Increased by +0.46%
Apr 30, 25
7 Delaware Small Cap Value A 5.77M (2.00%) 0.00
Increased by 0.00%
Oct 31, 24
8 Macquarie Small Cap Value A 5.59M (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
9 Delaware US Small Cap Core Equity (SMA) 5.14M (1.79%) -60.20K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 5.14M (1.79%) -60.20K
Decreased by -1.17%
Mar 31, 24
11 Fidelity® Small Cap Value 5.08M (1.76%) -775.00K
Decreased by -15.27%
Oct 31, 23
12 Delaware Small Cap Core I 4.98M (1.73%) 0.00
Increased by 0.00%
Oct 31, 24
13 Macquarie Small Cap Core I 4.84M (1.68%) 137.50K
Increased by +2.84%
Mar 31, 25
14 Fidelity Small Cap Value Fund 4.82M (1.67%) 0.00
Increased by 0.00%
Aug 31, 24
15 Vanguard Small Cap Value Index Inv 4.56M (1.58%) 14.12K
Increased by +0.31%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 4.53M (1.57%) 4.32K
Increased by +0.10%
Apr 30, 25
17 Strategic Advisers® Fidelity US TtlStk 3.60M (1.25%) 67.43K
Increased by +1.87%
Nov 30, 23
18 Fidelity® Real Estate Income 3.60M (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
19 Strategic Advisers Fidelity US TtlStk 3.10M (1.08%) 0.00
Increased by 0.00%
May 31, 24
20 Fidelity Real Estate Income 3.02M (1.05%) 0.00
Increased by 0.00%
Feb 28, 25