Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.78%
2 DTRE 4.35%
3 NETL 3.95%
4 FFR 3.51%
5 KBWY 2.82%
6 RORE 2.63%
7 GRI_old 2.22%
8 RDOG 2.18%
9 REIT 1.75%
10 IRET 1.69%
11 PXSG 1.52%
12 BLDG 1.30%
13 RIET 1.26%
14 INDS 1.20%
15 VRAI 1.12%
16 XSLV 0.93%
17 SMCP 0.83%
18 PSCF 0.65%
19 RITA 0.60%
20 ROGS 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 45.99M (15.97%) -70.90K
Decreased by -0.15%
Jun 30, 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 LaSalle Investment Management Securities LLC 9.18M (3.19%) 2.82M
Increased by +30.76%
Jun 30, 25
7 FMR Inc 7.81M (2.71%) -137.89K
Decreased by -1.77%
Mar 31, 25
8 Geode Capital Management, LLC 7.59M (2.64%) 210.21K
Increased by +2.77%
Mar 31, 25
9 Long Pond Capital, LP 7.45M (2.59%) 4.34M
Increased by +58.22%
Mar 31, 24
10 NORGES BANK 7.04M (2.45%) 2.10M
Increased by +29.84%
Jun 30, 25
11 Charles Schwab Investment Management Inc 5.99M (2.08%) 248.61K
Increased by +4.15%
Jun 30, 25
12 AEW Capital Management LP 5.67M (1.97%) 9.29K
Increased by +0.16%
Jun 30, 25
13 Sumitomo Mitsui Trust Group Inc 5.46M (1.90%) 619.64K
Increased by +11.36%
Jun 30, 25
14 Prudential Financial Inc 5.24M (1.82%) 2.21M
Increased by +42.22%
Sep 30, 24
15 Prudential Investment Management Inc 5.24M (1.82%) 2.21M
Increased by +42.22%
Sep 30, 24
16 Frontier Capital Management CO Inc 4.41M (1.53%) -328.21K
Decreased by -7.44%
Jun 30, 25
17 CenterSquare Investment Management LLC 4.27M (1.48%) 3.92M
Increased by +91.69%
Mar 31, 25
18 Northern Trust Corp 4.22M (1.46%) 14.46K
Increased by +0.34%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 4.17M (1.45%) -191.75K
Decreased by -4.60%
Jun 30, 25
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 17.66M (6.13%) 2.65K
Increased by +0.01%
Jul 31, 25
2 Vanguard Real Estate Index Investor 10.99M (3.82%) 19.84K
Increased by +0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 8.91M (3.10%) -190.12K
Decreased by -2.13%
Jul 31, 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 6.91M (2.40%) -131.25K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 6.82M (2.37%) -46.30K
Decreased by -0.68%
Jul 31, 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%
Jun 30, 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 4.91M (1.70%) 0.00
Increased by 0.00%
Jun 30, 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 4.40M (1.53%) 17.77K
Increased by +0.40%
Jul 31, 25
16 Strategic Advisers® Fidelity US TtlStk 3.60M (1.25%) 67.43K
Increased by +1.87%
Nov 30, 23
17 Fidelity® Real Estate Income 3.60M (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 3.17M (1.10%) -1.38M
Decreased by -43.31%
Jul 31, 25
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%
May 31, 25