Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.71%
2 LSAT 2.69%
3 SRHR 2.47%
4 GRI_old 2.23%
5 RDOG 2.17%
6 PSR 1.82%
7 MBOX 1.66%
8 IRET 1.60%
9 HAPS 1.37%
10 RIET 1.32%
11 RORE 1.27%
12 TSME 1.24%
13 HAPY 1.16%
14 INDS 1.15%
15 VRAI 1.05%
16 LSAF 0.80%
17 PXSG 0.76%
18 SRET 0.73%
19 AIVL 0.71%
20 CRED 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (13.80%) -53.30K
Decreased by -0.55%
Mar 31, 25
2 BlackRock Inc 8.25M (11.73%) -95.47K
Decreased by -1.16%
Mar 31, 25
3 Wasatch Advisors LP 6.01M (8.55%) -666.28K
Decreased by -11.08%
Mar 31, 25
4 Wasatch Advisors Inc. 5.04M (7.17%) 1.00M
Increased by +19.88%
Sep 30, 23
5 State Street Corporation 4.06M (5.78%) -504.86K
Decreased by -12.42%
Mar 31, 24
6 State Street Corp 3.80M (5.41%) 35.92K
Increased by +0.94%
Mar 31, 25
7 Thrivent Financial For Lutherans 2.55M (3.62%) 10.78K
Increased by +0.42%
Dec 31, 24
8 Long Pond Capital, LP 2.07M (2.94%) 1.67M
Increased by +80.97%
Sep 30, 24
9 Capital World Investors 1.94M (2.76%) 0.00
Increased by 0.00%
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 Northern Trust Corp 1.08M (1.53%) 253.18K
Increased by +23.47%
Dec 31, 24
15 Jennison Associates LLC 1.07M (1.52%) -249.76K
Decreased by -23.30%
Mar 31, 25
16 Wellington Management Company LLP 1.07M (1.51%) 4.96K
Increased by +0.47%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 1.04M (1.48%) 14.35K
Increased by +1.37%
Mar 31, 25
18 FMR Inc 1.03M (1.47%) 142.78K
Increased by +13.83%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.01M (1.43%) -7.00K
Decreased by -0.70%
Mar 31, 25
20 AllianceBernstein L.P. 965.69K (1.37%) -5.63K
Decreased by -0.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.72M (3.86%) -46.98K
Decreased by -1.73%
Apr 30, 25
2 Wasatch Core Growth 2.32M (3.30%) -318.30K
Decreased by -13.70%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 2.27M (3.22%) -7.28K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.19M (3.12%) 29.00K
Increased by +1.32%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.16M (3.08%) 1.65K
Increased by +0.08%
Sep 30, 24
6 American Funds SMALLCAP World A 1.94M (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 1.72M (2.45%) 8.08K
Increased by +0.47%
Apr 30, 25
8 Thrivent Small Cap Stock A 1.41M (2.00%) 0.00
Increased by 0.00%
Feb 28, 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 1.07M (1.52%) 7.35K
Increased by +0.69%
Apr 30, 25
11 Wasatch Small Cap Value 1.06M (1.51%) -58.44K
Decreased by -5.50%
Mar 31, 25
12 Fidelity Small Cap Value Fund 1.00M (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Small Cap Growth Index Inv 959.12K (1.36%) -3.31K
Decreased by -0.34%
Apr 30, 25
14 PGIM Jennison Small Company A 622.16K (0.88%) 232.39K
Increased by +37.35%
Apr 30, 25
15 MFS New Discovery Value I 598.76K (0.85%) -75.99K
Decreased by -12.69%
Mar 31, 25
16 Jennison SMid Cap Core Equity 584.62K (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 553.75K (0.79%) -6.16K
Decreased by -1.11%
Apr 30, 25
18 Janus Henderson Small Cap Value L 488.89K (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Real Estate II Index 467.94K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
20 Thrivent Small Cap Stock 463.07K (0.66%) 0.00
Increased by 0.00%
Feb 28, 25