Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSRE 3.56%
2 KBWY 3.30%
3 LPRE 3.08%
4 RDOG 2.86%
5 NURE 2.82%
6 LSAT 2.69%
7 MRGR 2.38%
8 GRI_old 2.23%
9 SRHR 2.17%
10 RIET 2.10%
11 IRET 2.09%
12 PSR 1.82%
13 TSCV 1.66%
14 MBOX 1.66%
15 HAPS 1.37%
16 INDS 1.30%
17 RORE 1.27%
18 XMLV 1.21%
19 HAPY 1.16%
20 VRAI 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.58M (13.46%) -35.30K
Decreased by -0.37%
Dec 31, 25
2 BlackRock Inc 8.81M (12.38%) 131.59K
Increased by +1.49%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 6.00M (8.43%) 6.00M
Increased by +100.00%
Mar 31, 26
4 Wasatch Advisors Inc. 5.04M (7.08%) 1.00M
Increased by +19.88%
Sep 30, 23
5 Cohen & Steers Inc 4.49M (6.31%) 2.33M
Increased by +51.91%
Mar 31, 26
6 State Street Corporation 4.06M (5.71%) -504.86K
Decreased by -12.42%
Mar 31, 24
7 State Street Corp 3.58M (5.02%) -22.72K
Decreased by -0.64%
Mar 31, 26
8 Canada Pension Plan Investment Board 3.40M (4.77%) 2.22M
Increased by +65.29%
Mar 31, 26
9 Vanguard Capital Management, LLC 3.11M (4.37%) 3.11M
Increased by +100.00%
Mar 31, 26
10 Deutsche Bank AG 2.84M (3.98%) 2.06M
Increased by +72.60%
Mar 31, 26
11 Prudential Financial Inc 2.68M (3.76%) 192.03K
Increased by +7.18%
Dec 31, 25
12 Balyasny Asset Management LLC 2.62M (3.68%) 273.10K
Increased by +10.41%
Dec 31, 25
13 Long Pond Capital, LP 2.59M (3.64%) -1.25M
Decreased by -48.43%
Dec 31, 25
14 Capital World Investors 1.94M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
15 First Trust Capital Management L.P. 1.81M (2.55%) 1.81M
Increased by +100.00%
Mar 31, 26
16 Thrivent Financial For Lutherans 1.65M (2.32%) -702.63K
Decreased by -42.46%
Sep 30, 25
17 Citigroup Inc 1.60M (2.25%) 1.35M
Increased by +84.13%
Dec 31, 25
18 Geode Capital Management, LLC 1.49M (2.09%) 48.72K
Increased by +3.27%
Mar 31, 26
19 Two Sigma Investments LLC 1.42M (2.00%) 1.37M
Increased by +96.07%
Mar 31, 26
20 AllianceBernstein L.P. 1.32M (1.85%) 807.51K
Increased by +61.17%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.71M (3.81%) -8.97K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 2.40M (3.37%) 450.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.22M (3.11%) 7.64K
Increased by +0.34%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.16M (3.04%) 1.65K
Increased by +0.08%
Sep 30, 24
5 American Funds SMALLCAP World A 1.94M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
6 Jupiter Merian Glb Eq AbsRet I USD Acc 1.75M (2.46%) 1.75M
Increased by +100.00%
Dec 31, 25
7 Wasatch Core Growth 1.70M (2.39%) -622.75K
Decreased by -36.63%
Jun 30, 25
8 Vanguard Small Cap Index 1.60M (2.24%) -4.63K
Decreased by -0.29%
Apr 30, 26
9 Cohen & Steers Real Estate Opportunities 1.56M (2.19%) 1.56M
Increased by +100.00%
Mar 31, 26
10 Cohen & Steers Real Estate Securities A 1.56M (2.19%) 1.56M
Increased by +100.00%
Mar 31, 26
11 Thrivent Small Cap Stock A 1.47M (2.06%) 39.77K
Increased by +2.71%
Jun 30, 25
12 Fidelity® Small Cap Value 1.30M (1.83%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity Small Cap Value Fund 993.60K (1.40%) -285.40K
Decreased by -28.72%
Feb 28, 26
14 Vanguard Small Cap Growth Index Inv 899.07K (1.26%) 4.32K
Increased by +0.48%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 798.85K (1.12%) 9.87K
Increased by +1.24%
Apr 30, 26
16 MFS New Discovery Value I 598.76K (0.84%) -75.99K
Decreased by -12.69%
Mar 31, 25
17 BlackRock Global Equity Mkt Netrl Instl 544.92K (0.77%) 536.78K
Increased by +98.51%
Jul 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 538.90K (0.76%) -13.49K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 535.50K (0.75%) 2.02K
Increased by +0.38%
Apr 30, 26
20 DWS Global Real Estate Sec Focus Comp 523.07K (0.73%) 8.36K
Increased by +1.60%
Apr 30, 26