Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 3.93%
2 RDOG 3.02%
3 JRE 2.39%
4 MLTI 2.18%
5 REAI 1.75%
6 PSCF 1.63%
7 NBGR 1.14%
8 JPRE 1.06%
9 BYRE 0.98%
10 HDLV 0.96%
11 NIXT 0.84%
12 FPRO 0.72%
13 RWR 0.65%
14 WREI 0.62%
15 VGSR 0.61%
16 BBRE 0.58%
17 FSCC 0.58%
18 USRT 0.56%
19 DFAR 0.53%
20 SCHH 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 46.26M (17.74%) 778.37K
Increased by +1.68%
Mar 31, 26
2 Vanguard Group Inc 38.58M (14.80%) -33.19K
Decreased by -0.09%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 25.57M (9.81%) 25.57M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 24.05M (9.22%) 4.30M
Increased by +17.87%
Mar 31, 26
5 State Street Corp 14.78M (5.67%) -111.79K
Decreased by -0.76%
Mar 31, 26
6 State Street Corporation 13.45M (5.16%) -918.56K
Decreased by -6.83%
Mar 31, 24
7 Smead Capital Management Inc 12.16M (4.66%) -1.81M
Decreased by -14.88%
Mar 31, 26
8 Vanguard Capital Management, LLC 11.47M (4.40%) 11.47M
Increased by +100.00%
Mar 31, 26
9 JPMorgan Chase & Co 7.90M (3.03%) -5.65M
Decreased by -71.50%
Mar 31, 26
10 CenterSquare Investment Management LLC 7.27M (2.79%) 919.94K
Increased by +12.65%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 6.88M (2.64%) -2.15M
Decreased by -31.23%
Mar 31, 26
12 Geode Capital Management, LLC 6.86M (2.63%) 246.74K
Increased by +3.60%
Mar 31, 26
13 Charles Schwab Investment Management Inc 5.21M (2.00%) 174.91K
Increased by +3.35%
Mar 31, 26
14 Wellington Management Company LLP 5.05M (1.94%) 1.38M
Increased by +27.26%
Mar 31, 26
15 Deutsche Bank AG 4.73M (1.81%) -204.55K
Decreased by -4.33%
Jun 30, 24
16 Northern Trust Corp 4.47M (1.71%) 80.72K
Increased by +1.81%
Mar 31, 26
17 Citadel Advisors Llc 4.43M (1.70%) 511.44K
Increased by +11.56%
Dec 31, 25
18 Resolution Capital Limited 4.38M (1.68%) 2.94M
Increased by +67.10%
Mar 31, 26
19 BAMCO Inc 4.08M (1.57%) 798.43K
Increased by +19.55%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 3.85M (1.48%) 65.33K
Increased by +1.70%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 16.70M (6.41%) 5.83K
Increased by +0.03%
May 29, 26
2 Smead US Value Composite 9.64M (3.70%) -412.27K
Decreased by -4.28%
Apr 30, 26
3 Smead Value Investor 9.64M (3.70%) -412.27K
Decreased by -4.28%
Apr 30, 26
4 Vanguard Real Estate Index Investor 9.50M (3.64%) -31.30K
Decreased by -0.33%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 8.18M (3.14%) 26.79K
Increased by +0.33%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 6.83M (2.62%) 7.12K
Increased by +0.10%
Sep 30, 24
7 iShares Russell 2000 ETF 6.54M (2.51%) 60.37K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 5.92M (2.27%) -11.76K
Decreased by -0.20%
Apr 30, 26
9 Fidelity US REIT Mother Fund 3.97M (1.52%) 364.20K
Increased by +9.18%
Sep 16, 25
10 Vanguard Small Cap Value Index Inv 3.80M (1.46%) 25.40K
Increased by +0.67%
Apr 30, 26
11 Fidelity VIP Mid Cap Initial 3.34M (1.28%) 623.80K
Increased by +18.66%
Apr 30, 26
12 Baron Real Estate Institutional 3.20M (1.23%) 729.60K
Increased by +22.78%
Mar 31, 26
13 Baron Real Estate Strategy 3.20M (1.23%) 729.60K
Increased by +22.78%
Mar 31, 26
14 Fidelity Small Cap Value Fund 3.15M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.11%) 26.78K
Increased by +0.93%
Apr 30, 26
16 T. Rowe Price Small-Cap Value 2.67M (1.03%) -1.67K
Decreased by -0.06%
Apr 30, 26
17 State Street SPDR Port S&P 600 Sm CpETF 2.53M (0.97%) 0.00
Increased by 0.00%
May 29, 26
18 Fidelity Small Cap Index 2.53M (0.97%) 41.32K
Increased by +1.63%
Mar 31, 26
19 Fidelity 2.49M (0.95%) 0.00
Increased by 0.00%
Mar 31, 26
20 iShares S&P Small-Cap 600 Value ETF 2.41M (0.93%) 0.00
Increased by 0.00%
Nov 30, 24