Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.72%
2 LSAT 2.69%
3 GRI_old 2.23%
4 NURE 2.17%
5 SRHR 2.17%
6 RDOG 2.05%
7 PSR 1.82%
8 MBOX 1.66%
9 IRET 1.58%
10 HAPS 1.37%
11 RIET 1.31%
12 RORE 1.27%
13 HAPY 1.16%
14 VRAI 1.09%
15 INDS 1.06%
16 XMLV 1.04%
17 TSME 1.00%
18 LSAF 0.80%
19 PXSG 0.76%
20 SRET 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.65M (13.66%) -58.26K
Decreased by -0.60%
Jun 30, 25
2 BlackRock Inc 8.25M (11.69%) -95.47K
Decreased by -1.16%
Mar 31, 25
3 Wasatch Advisors LP 6.01M (8.51%) -666.28K
Decreased by -11.08%
Mar 31, 25
4 Wasatch Advisors Inc. 5.04M (7.14%) 1.00M
Increased by +19.88%
Sep 30, 23
5 State Street Corporation 4.06M (5.75%) -504.86K
Decreased by -12.42%
Mar 31, 24
6 State Street Corp 3.80M (5.39%) 35.92K
Increased by +0.94%
Mar 31, 25
7 Long Pond Capital, LP 2.50M (3.54%) 2.50M
Increased by +100.00%
Jun 30, 25
8 Capital World Investors 1.94M (2.75%) 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 Jennison Associates LLC 1.49M (2.10%) 413.17K
Increased by +27.82%
Jun 30, 25
11 Geode Capital Management, LLC 1.42M (2.01%) 73.58K
Increased by +5.17%
Mar 31, 25
12 Prudential Financial Inc 1.39M (1.97%) 1.35M
Increased by +97.04%
Mar 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.68%) -154.91K
Decreased by -13.08%
Dec 31, 23
14 Balyasny Asset Management LLC 1.16M (1.64%) -190.47K
Decreased by -16.46%
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%) 1.25K
Increased by +0.12%
Jun 30, 25
17 FMR Inc 1.03M (1.46%) 142.78K
Increased by +13.83%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.02M (1.44%) 13.52K
Increased by +1.33%
Jun 30, 25
19 Anchor Capital Advisors Inc 917.34K (1.30%) 10.93K
Increased by +1.19%
Mar 31, 25
20 Cincinnati Insurance Co 893.65K (1.27%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.70M (3.82%) 1.60K
Increased by +0.06%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 2.29M (3.25%) -4.13K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.16M (3.07%) 1.65K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.16M (3.06%) -45.86K
Decreased by -2.12%
Jul 31, 25
5 American Funds SMALLCAP World A 1.94M (2.75%) 0.00
Increased by 0.00%
Mar 31, 25
6 Wasatch Core Growth 1.70M (2.41%) -622.75K
Decreased by -36.63%
Jun 30, 25
7 Vanguard Small Cap Index 1.67M (2.37%) -6.54K
Decreased by -0.39%
Jul 31, 25
8 Thrivent Small Cap Stock A 1.43M (2.02%) 17.11K
Increased by +1.20%
May 31, 25
9 Fidelity® Small Cap Value 1.30M (1.84%) 0.00
Increased by 0.00%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 944.57K (1.34%) -698.00
Decreased by -0.07%
Jul 31, 25
11 Wasatch Small Cap Value 888.87K (1.26%) -173.43K
Decreased by -19.51%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 755.37K (1.07%) -327.96K
Decreased by -43.42%
Jul 31, 25
13 Jennison SMid Cap Core Equity 638.90K (0.90%) 249.13K
Increased by +38.99%
Jun 30, 25
14 PGIM Jennison Small Company A 638.90K (0.90%) 1.83K
Increased by +0.29%
Jul 31, 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 538.90K (0.76%) -13.49K
Decreased by -2.50%
Jul 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 487.32K (0.69%) 7.28K
Increased by +1.49%
May 31, 25
20 Vanguard Real Estate II Index 469.92K (0.67%) 0.00
Increased by 0.00%
Jul 31, 25