Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.82%
2 LSAT 2.69%
3 SRHR 2.29%
4 GRI_old 2.23%
5 NURE 2.19%
6 RDOG 2.14%
7 PSR 1.82%
8 MBOX 1.66%
9 IRET 1.59%
10 RIET 1.38%
11 HAPS 1.37%
12 RORE 1.27%
13 HAPY 1.16%
14 INDS 1.08%
15 TSME 1.06%
16 VRAI 0.96%
17 LSAF 0.80%
18 PXSG 0.76%
19 SRET 0.73%
20 AIVL 0.66%

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 Long Pond Capital, LP 2.07M (2.94%) 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 2.69M (3.83%) -26.20K
Decreased by -0.97%
May 31, 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 (3.23%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.19M (3.12%) 2.04K
Increased by +0.09%
May 31, 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 1.73M (2.46%) 6.37K
Increased by +0.37%
May 31, 25
8 Thrivent Small Cap Stock A 1.41M (2.01%) 1.40K
Increased by +0.10%
Mar 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 (1.53%) 7.28K
Increased by +0.67%
May 31, 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%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 951.84K (1.35%) -7.28K
Decreased by -0.76%
May 31, 25
14 PGIM Jennison Small Company A 622.16K (0.88%) 0.00
Increased by 0.00%
May 31, 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 541.43K (0.77%) -12.32K
Decreased by -2.27%
May 31, 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 466.43K (0.66%) 3.37K
Increased by +0.72%
Mar 31, 25
20 Vanguard Real Estate II Index 465.88K (0.66%) -2.06K
Decreased by -0.44%
May 31, 25