Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSRE 3.56%
2 KBWY 3.40%
3 LPRE 3.08%
4 RDOG 2.88%
5 NURE 2.83%
6 LSAT 2.69%
7 MRGR 2.48%
8 GRI_old 2.23%
9 SRHR 2.17%
10 IRET 2.09%
11 RIET 2.06%
12 PSR 1.82%
13 TSCV 1.66%
14 MBOX 1.66%
15 HAPS 1.37%
16 RORE 1.27%
17 INDS 1.23%
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 (13.45%) -35.30K
Decreased by -0.37%
Dec 31, 25
2 BlackRock Inc 8.68M (12.19%) 197.46K
Increased by +2.27%
Dec 31, 25
3 Wasatch Advisors Inc. 5.04M (7.08%) 1.00M
Increased by +19.88%
Sep 30, 23
4 State Street Corporation 4.06M (5.70%) -504.86K
Decreased by -12.42%
Mar 31, 24
5 State Street Corp 3.60M (5.05%) -83.59K
Decreased by -2.32%
Dec 31, 25
6 Prudential Financial Inc 2.68M (3.76%) 192.03K
Increased by +7.18%
Dec 31, 25
7 Balyasny Asset Management LLC 2.62M (3.68%) 273.10K
Increased by +10.41%
Dec 31, 25
8 Long Pond Capital, LP 2.59M (3.64%) -1.25M
Decreased by -48.43%
Dec 31, 25
9 Cohen & Steers Inc 2.16M (3.03%) 1.28M
Increased by +59.28%
Dec 31, 25
10 Capital World Investors 1.94M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
11 Thrivent Financial For Lutherans 1.65M (2.32%) -702.63K
Decreased by -42.46%
Sep 30, 25
12 Citigroup Inc 1.60M (2.25%) 1.35M
Increased by +84.13%
Dec 31, 25
13 Citadel Advisors Llc 1.45M (2.03%) 1.08M
Increased by +74.62%
Dec 31, 25
14 Geode Capital Management, LLC 1.44M (2.02%) -95.58K
Decreased by -6.63%
Dec 31, 25
15 Land & Buildings Investment Mgmt, LLC 1.31M (1.85%) 1.31M
Increased by +100.00%
Dec 31, 25
16 Jennison Associates LLC 1.27M (1.79%) 298.60K
Increased by +23.43%
Mar 31, 26
17 FMR Inc 1.22M (1.71%) 457.33K
Increased by +37.55%
Dec 31, 25
18 Rush Island Management, LP 1.20M (1.68%) 1.20M
Increased by +100.00%
Dec 31, 25
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.66%) -154.91K
Decreased by -13.08%
Dec 31, 23
20 Canada Pension Plan Investment Board 1.18M (1.66%) 1.18M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.72M (3.82%) -9.77K
Decreased by -0.36%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.39M (3.35%) -1.20K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.21M (3.10%) 15.47K
Increased by +0.70%
Mar 31, 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 (2.25%) 29.37K
Increased by +1.83%
Mar 31, 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 (1.82%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity Small Cap Value Fund 993.60K (1.39%) -285.40K
Decreased by -28.72%
Feb 28, 26
14 Vanguard Small Cap Growth Index Inv 894.75K (1.26%) 19.57K
Increased by +2.19%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 788.99K (1.11%) 17.66K
Increased by +2.24%
Mar 31, 26
16 MFS New Discovery Value I 598.76K (0.84%) -75.99K
Decreased by -12.69%
Mar 31, 25
17 DWS Global Real Estate Sec Focus Comp 555.24K (0.78%) 138.98K
Increased by +25.03%
Feb 28, 26
18 BlackRock Global Equity Mkt Netrl Instl 544.92K (0.76%) 536.78K
Increased by +98.51%
Jul 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 538.90K (0.76%) -13.49K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 533.48K (0.75%) 14.53K
Increased by +2.72%
Mar 31, 26