Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 2.69%
2 KBWY 2.62%
3 GRI_old 2.23%
4 SRHR 2.18%
5 NURE 2.09%
6 RDOG 2.04%
7 PSR 1.82%
8 MBOX 1.66%
9 IRET 1.50%
10 HAPS 1.37%
11 RORE 1.27%
12 RIET 1.24%
13 HAPY 1.16%
14 VRAI 1.05%
15 INDS 1.02%
16 TSME 1.00%
17 LSAF 0.80%
18 PXSG 0.76%
19 SRET 0.73%
20 CRED 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (13.79%) -53.30K
Decreased by -0.55%
Mar 31, 25
2 BlackRock Inc 8.25M (11.72%) -95.47K
Decreased by -1.16%
Mar 31, 25
3 Wasatch Advisors LP 6.01M (8.54%) -666.28K
Decreased by -11.08%
Mar 31, 25
4 Wasatch Advisors Inc. 5.04M (7.16%) 1.00M
Increased by +19.88%
Sep 30, 23
5 State Street Corporation 4.06M (5.77%) -504.86K
Decreased by -12.42%
Mar 31, 24
6 State Street Corp 3.80M (5.40%) 35.92K
Increased by +0.94%
Mar 31, 25
7 Long Pond Capital, LP 2.07M (2.93%) 1.67M
Increased by +80.97%
Sep 30, 24
8 Capital World Investors 1.94M (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
9 Thrivent Financial For Lutherans 1.59M (2.26%) -955.10K
Decreased by -59.95%
Mar 31, 25
10 Geode Capital Management, LLC 1.42M (2.02%) 73.58K
Increased by +5.17%
Mar 31, 25
11 Prudential Financial Inc 1.39M (1.98%) 1.35M
Increased by +97.04%
Mar 31, 25
12 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.68%) -154.91K
Decreased by -13.08%
Dec 31, 23
13 Balyasny Asset Management LLC 1.16M (1.64%) -190.47K
Decreased by -16.46%
Mar 31, 25
14 Jennison Associates LLC 1.07M (1.52%) -249.76K
Decreased by -23.30%
Mar 31, 25
15 Wellington Management Company LLP 1.07M (1.51%) 4.96K
Increased by +0.47%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 1.04M (1.48%) 14.35K
Increased by +1.37%
Mar 31, 25
17 FMR Inc 1.03M (1.47%) 142.78K
Increased by +13.83%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.01M (1.43%) -7.00K
Decreased by -0.70%
Mar 31, 25
19 AllianceBernstein L.P. 965.69K (1.37%) -5.63K
Decreased by -0.58%
Sep 30, 24
20 Anchor Capital Advisors Inc 917.34K (1.30%) 10.93K
Increased by +1.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.70M (3.83%) 3.05K
Increased by +0.11%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.30M (3.26%) 150.00
Increased by +0.01%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.21M (3.13%) 10.42K
Increased by +0.47%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.16M (3.07%) 1.65K
Increased by +0.08%
Sep 30, 24
5 American Funds SMALLCAP World A 1.94M (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
6 Wasatch Core Growth 1.70M (2.42%) -622.75K
Decreased by -36.63%
Jun 30, 25
7 Vanguard Small Cap Index 1.68M (2.39%) -48.03K
Decreased by -2.86%
Jun 30, 25
8 Thrivent Small Cap Stock A 1.43M (2.03%) 17.11K
Increased by +1.20%
May 31, 25
9 Fidelity® Small Cap Value 1.30M (1.85%) 0.00
Increased by 0.00%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.54%) 3.54K
Increased by +0.33%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 945.27K (1.34%) -6.57K
Decreased by -0.70%
Jun 30, 25
12 Wasatch Small Cap Value 888.87K (1.26%) -173.43K
Decreased by -19.51%
Jun 30, 25
13 Jennison SMid Cap Core Equity 638.90K (0.91%) 249.13K
Increased by +38.99%
Jun 30, 25
14 PGIM Jennison Small Company A 637.07K (0.90%) 14.91K
Increased by +2.34%
Jun 30, 25
15 Fidelity Small Cap Value Fund 619.00K (0.88%) -271.00K
Decreased by -43.78%
May 31, 25
16 MFS New Discovery Value I 598.76K (0.85%) -75.99K
Decreased by -12.69%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 552.39K (0.78%) 10.96K
Increased by +1.98%
Jun 30, 25
18 Janus Henderson Small Cap Value L 488.89K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
19 Thrivent Small Cap Stock 487.32K (0.69%) 7.28K
Increased by +1.49%
May 31, 25
20 Vanguard Real Estate II Index 469.92K (0.67%) 4.04K
Increased by +0.86%
Jun 30, 25