Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 3.56%
2 KBWY 2.87%
3 GRI_old 1.96%
4 REAI 1.80%
5 RORE 1.80%
6 BLDG 1.70%
7 RIET 1.36%
8 SMHB 0.99%
9 CSRE 0.96%
10 GYLD 0.69%
11 FYT 0.55%
12 CVAR 0.51%
13 ROGS 0.41%
14 GBLD 0.37%
15 WREI 0.35%
16 RFDA 0.32%
17 AFSM 0.31%
18 GRNR 0.30%
19 GQRE 0.26%
20 JPSE 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.03M (15.42%) -52.76K
Decreased by -0.28%
Dec 31, 25
2 BlackRock Inc 15.07M (12.21%) 552.84K
Increased by +3.67%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 12.49M (10.12%) 12.49M
Increased by +100.00%
Mar 31, 26
4 Cohen & Steers Inc 7.43M (6.02%) 728.86K
Increased by +9.81%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.65M (4.58%) 5.65M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.57M (4.51%) -690.07K
Decreased by -12.40%
Mar 31, 24
7 State Street Corp 5.31M (4.30%) -84.58K
Decreased by -1.59%
Mar 31, 26
8 Wilsey Asset Management 4.89M (3.96%) 651.65K
Increased by +13.32%
Mar 31, 26
9 Private Management Group Inc 4.10M (3.32%) 324.92K
Increased by +7.92%
Mar 31, 26
10 LSV Asset Management 3.84M (3.11%) -26.70K
Decreased by -0.70%
Mar 31, 26
11 Prudential Financial Inc 3.50M (2.84%) 578.29K
Increased by +16.51%
Mar 31, 26
12 CenterSquare Investment Management LLC 3.48M (2.82%) 50.11K
Increased by +1.44%
Mar 31, 26
13 Vision Capital Corp 3.28M (2.66%) -250.00K
Decreased by -7.63%
Mar 31, 25
14 Hudson Bay Capital Management LP 3.25M (2.63%) 32.02K
Increased by +0.99%
Dec 31, 25
15 Geode Capital Management, LLC 3.23M (2.62%) -14.99K
Decreased by -0.46%
Mar 31, 26
16 Charles Schwab Investment Management Inc 3.20M (2.59%) -253.45K
Decreased by -7.93%
Mar 31, 26
17 Wellington Management Company LLP 2.88M (2.33%) -149.46K
Decreased by -5.20%
Mar 31, 26
18 Fuller & Thaler Asset Management Inc 2.81M (2.27%) -24.51K
Decreased by -0.87%
Sep 30, 24
19 Ameriprise Financial Inc 2.27M (1.84%) -468.73K
Decreased by -20.64%
Mar 31, 26
20 Man Group PLC 1.90M (1.54%) 17.17K
Increased by +0.90%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.62M (3.74%) -20.84K
Decreased by -0.45%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.16M (3.37%) 36.93K
Increased by +0.89%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.93M (3.19%) 8.06K
Increased by +0.20%
Sep 30, 24
4 iShares Russell 2000 ETF 3.00M (2.43%) 27.77K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 2.88M (2.33%) -12.30K
Decreased by -0.43%
Apr 30, 26
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.66M (2.15%) -1.31M
Decreased by -49.42%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 2.66M (2.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 2.66M (2.15%) 0.00
Increased by 0.00%
Sep 30, 24
9 FullerThaler Behavioral Small-Cap Equity 2.66M (2.15%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 1.84M (1.49%) 9.80K
Increased by +0.53%
Apr 30, 26
11 Schwab Fundamental US Small Company ETF 1.62M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
12 DWS RREEF Real Assets Inst 1.45M (1.17%) 1.45M
Increased by +100.00%
Apr 30, 26
13 DWS Real Assets Composite 1.45M (1.17%) 1.45M
Increased by +100.00%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.14%) 9.34K
Increased by +0.67%
Apr 30, 26
15 Fidelity® Small Cap Index 1.23M (1.00%) 33.95K
Increased by +2.76%
Oct 31, 23
16 Fidelity Small Cap Index 1.22M (0.99%) -2.15K
Decreased by -0.18%
Mar 31, 26
17 Glenmede Small Cap Equity 1.17M (0.95%) -109.02K
Decreased by -9.32%
Mar 31, 26
18 Glenmede Small Cap Equity Adv 1.17M (0.95%) -109.02K
Decreased by -9.32%
Mar 31, 26
19 Columbia Small Cap Value Discovery Fund 1.12M (0.90%) 50.20K
Increased by +4.50%
Mar 31, 26
20 Columbia Small Cap Value Discv A 1.12M (0.90%) 0.00
Increased by 0.00%
Apr 30, 26