Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.18%
2 IRET 3.68%
3 HIPS 3.65%
4 CSRE 3.25%
5 RDOG 2.96%
6 AREA 2.32%
7 GRI_old 2.17%
8 PFI 1.96%
9 RLTY 1.86%
10 EHLS 1.76%
11 RIET 1.71%
12 KDVD 1.59%
13 HELS 1.43%
14 EZA 1.33%
15 JPRE 1.10%
16 PSCF 1.05%
17 HGRO 0.96%
18 PXSG 0.90%
19 XSMO 0.90%
20 EMOP 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.27M (14.16%) -1.35M
Decreased by -5.56%
Mar 31, 26
2 Vanguard Group Inc 22.65M (13.22%) 1.13M
Increased by +5.00%
Dec 31, 25
3 Cohen & Steers Inc 21.52M (12.56%) -794.66K
Decreased by -3.69%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 16.52M (9.64%) 16.52M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 15.49M (9.04%) 782.52K
Increased by +5.05%
Mar 31, 26
6 Providence Equity Partners L.L.C. 8.91M (5.20%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 6.94M (4.05%) 6.94M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 5.71M (3.33%) 76.59K
Increased by +1.34%
Mar 31, 24
9 State Street Corp 5.60M (3.27%) 118.71K
Increased by +2.12%
Mar 31, 26
10 Wellington Management Company LLP 5.55M (3.24%) 1.24M
Increased by +22.41%
Mar 31, 26
11 Goldman Sachs Group Inc 5.52M (3.22%) 537.80K
Increased by +9.74%
Jun 30, 25
12 The Goldman Sachs Group Inc 5.32M (3.11%) -195.32K
Decreased by -3.67%
Sep 30, 25
13 Macquarie Group Ltd 4.84M (2.82%) -126.66K
Decreased by -2.62%
Sep 30, 23
14 Amvescap Plc. 4.65M (2.71%) -570.25K
Decreased by -12.27%
Mar 31, 26
15 Geode Capital Management, LLC 4.24M (2.48%) 506.13K
Increased by +11.92%
Mar 31, 26
16 Charles Schwab Investment Management Inc 3.38M (1.97%) 89.76K
Increased by +2.66%
Mar 31, 26
17 GRS Advisors, LLC 3.29M (1.92%) 818.38K
Increased by +24.90%
Dec 31, 25
18 LaSalle Investment Management Securities LLC 3.13M (1.83%) -373.15K
Decreased by -11.91%
Mar 31, 26
19 Fivespan Partners, LP 2.77M (1.62%) -702.85K
Decreased by -25.33%
Mar 31, 26
20 Balyasny Asset Management LLC 2.47M (1.44%) 164.56K
Increased by +6.65%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.83M (5.15%) 3.13K
Increased by +0.04%
May 29, 26
2 Cohen & Steers Real Estate Opportunities 6.90M (4.03%) -1.40M
Decreased by -20.29%
Mar 31, 26
3 Cohen & Steers Real Estate Securities A 6.90M (4.03%) -1.40M
Decreased by -20.29%
Mar 31, 26
4 Vanguard Real Estate Index Investor 5.58M (3.26%) -18.28K
Decreased by -0.33%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 5.05M (2.95%) 15.01K
Increased by +0.30%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 4.50M (2.62%) 3.70K
Increased by +0.08%
Sep 30, 24
7 Fidelity® Value 3.90M (2.28%) 161.20K
Increased by +4.13%
Nov 30, 23
8 Vanguard Small Cap Index 3.65M (2.13%) -9.32K
Decreased by -0.26%
Apr 30, 26
9 iShares Russell 2000 ETF 3.54M (2.07%) 32.76K
Increased by +0.92%
May 29, 26
10 Fidelity Small Cap Value Fund 2.53M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Low-Priced Stock 2.49M (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
12 Cohen & Steers Instl Realty Shares 2.32M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
13 Cohen & Steers Realty Shares L 2.16M (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
14 Amova World REIT Mother 1.87M (1.09%) 53.68K
Increased by +2.87%
Feb 21, 25
15 Nikko World REIT Mother 1.87M (1.09%) 53.68K
Increased by +2.87%
Feb 21, 25
16 Fidelity Value 1.80M (1.05%) 0.00
Increased by 0.00%
Apr 30, 26
17 Strategic Advisers Fidelity US TtlStk 1.71M (1.00%) 117.01K
Increased by +6.83%
Apr 30, 26
18 AMOne Shinko US-REIT Open 1.68M (0.98%) 251.32K
Increased by +14.98%
Mar 5, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (0.96%) 16.78K
Increased by +1.02%
Apr 30, 26
20 Davenport Small Cap Focus 1.64M (0.95%) 0.00
Increased by 0.00%
Jul 31, 25