Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.18%
2 HIPS 3.65%
3 IRET 3.61%
4 CSRE 3.28%
5 RDOG 2.96%
6 AREA 2.32%
7 GRI_old 2.17%
8 PSR 2.10%
9 PFI 1.96%
10 RIET 1.71%
11 EHLS 1.64%
12 JPRE 1.10%
13 PSCF 1.06%
14 EZA 0.96%
15 EMOP 0.85%
16 CRED 0.83%
17 DES 0.81%
18 NIXT 0.74%
19 FSCC 0.73%
20 PXSG 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.64M (15.17%) 2.31M
Increased by +9.36%
Sep 30, 25
2 Vanguard Group Inc 22.65M (13.95%) 1.13M
Increased by +5.00%
Dec 31, 25
3 Cohen & Steers Inc 21.83M (13.44%) 7.93M
Increased by +36.32%
Sep 30, 25
4 FMR Inc 14.71M (9.06%) -8.22M
Decreased by -55.87%
Dec 31, 25
5 Providence Equity Partners L.L.C. 8.91M (5.49%) 0.00
Increased by 0.00%
Dec 31, 25
6 Amvescap Plc. 5.92M (3.64%) -737.17K
Decreased by -12.46%
Sep 30, 25
7 State Street Corporation 5.71M (3.52%) 76.59K
Increased by +1.34%
Mar 31, 24
8 Goldman Sachs Group Inc 5.52M (3.40%) 537.80K
Increased by +9.74%
Jun 30, 25
9 State Street Corp 5.37M (3.31%) -1.42K
Decreased by -0.03%
Sep 30, 25
10 The Goldman Sachs Group Inc 5.32M (3.28%) -195.32K
Decreased by -3.67%
Sep 30, 25
11 Macquarie Group Ltd 4.84M (2.98%) -126.66K
Decreased by -2.62%
Sep 30, 23
12 Wellington Management Company LLP 4.31M (2.65%) 335.26K
Increased by +7.78%
Dec 31, 25
13 Geode Capital Management, LLC 3.61M (2.22%) 101.49K
Increased by +2.81%
Sep 30, 25
14 LaSalle Investment Management Securities LLC 3.51M (2.16%) -193.10K
Decreased by -5.51%
Dec 31, 25
15 Fivespan Partners, LP 3.48M (2.14%) 3.48M
Increased by +100.00%
Dec 31, 25
16 Citadel Advisors Llc 3.40M (2.09%) 3.19M
Increased by +93.68%
Sep 30, 25
17 Charles Schwab Investment Management Inc 3.29M (2.02%) 232.22K
Increased by +7.06%
Dec 31, 25
18 GRS Advisors, LLC 3.29M (2.02%) 818.38K
Increased by +24.90%
Dec 31, 25
19 Qube Research & Technologies 2.70M (1.66%) -191.07K
Decreased by -7.08%
Sep 30, 25
20 Hawk Ridge Management LLC 2.37M (1.46%) -1.13M
Decreased by -47.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.81M (5.43%) -705.11K
Decreased by -8.00%
Feb 28, 26
2 Cohen & Steers Real Estate Opportunities 8.30M (5.11%) 0.00
Increased by 0.00%
Dec 31, 25
3 Cohen & Steers Real Estate Securities A 8.30M (5.11%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Real Estate Index Investor 5.61M (3.46%) 10.91K
Increased by +0.19%
Jan 31, 26
5 Vanguard Total Stock Mkt Idx Inv 4.78M (2.94%) 13.72K
Increased by +0.29%
Jan 31, 26
6 Vanguard US Total Market Shares ETF 4.50M (2.77%) 3.70K
Increased by +0.08%
Sep 30, 24
7 Fidelity® Value 3.90M (2.40%) 161.20K
Increased by +4.13%
Nov 30, 23
8 iShares Russell 2000 ETF 3.63M (2.23%) 544.77K
Increased by +15.03%
Feb 28, 26
9 Vanguard Small Cap Index 3.41M (2.10%) 1.31K
Increased by +0.04%
Jan 31, 26
10 Fidelity Small Cap Value Fund 2.53M (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Low-Priced Stock 2.49M (1.54%) 0.00
Increased by 0.00%
Dec 31, 25
12 Cohen & Steers Instl Realty Shares 2.32M (1.43%) 137.37K
Increased by +5.91%
Dec 31, 25
13 Vanguard Small Cap Value Index Inv 2.19M (1.35%) -16.54K
Decreased by -0.76%
Jan 31, 26
14 Cohen & Steers Realty Shares L 2.16M (1.33%) 0.00
Increased by 0.00%
Dec 31, 25
15 Amova World REIT Mother 1.87M (1.15%) 53.68K
Increased by +2.87%
Feb 21, 25
16 Nikko World REIT Mother 1.87M (1.15%) 53.68K
Increased by +2.87%
Feb 21, 25
17 AMOne Shinko US-REIT Open 1.68M (1.03%) 251.32K
Increased by +14.98%
Mar 5, 25
18 Davenport Small Cap Focus 1.64M (1.01%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Value 1.61M (0.99%) -33.60K
Decreased by -2.08%
Jan 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (0.97%) 3.91K
Increased by +0.25%
Jan 31, 26