Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 2.87%
2 DESK 2.71%
3 GRI_old 1.96%
4 RORE 1.80%
5 REAI 1.75%
6 RIET 1.36%
7 BLDG 1.32%
8 SMHB 0.99%
9 GYLD 0.69%
10 CVAR 0.53%
11 FYT 0.50%
12 ROGS 0.41%
13 GBLD 0.35%
14 WREI 0.35%
15 RFDA 0.33%
16 AFSM 0.31%
17 GRNR 0.30%
18 GQRE 0.25%
19 JPSE 0.25%
20 SEIS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.31M (15.67%) 64.80K
Increased by +0.34%
Jun 30, 25
2 BlackRock Inc 15.95M (12.94%) 338.20K
Increased by +2.12%
Mar 31, 25
3 State Street Corporation 5.57M (4.52%) -690.07K
Decreased by -12.40%
Mar 31, 24
4 State Street Corp 5.45M (4.42%) -94.93K
Decreased by -1.74%
Mar 31, 25
5 Cohen & Steers Inc 4.32M (3.50%) 4.32M
Increased by +100.00%
Jun 30, 25
6 Wilsey Asset Management 4.12M (3.34%) 103.66K
Increased by +2.52%
Jun 30, 25
7 Private Management Group Inc 4.07M (3.31%) 160.45K
Increased by +3.94%
Mar 31, 25
8 LSV Asset Management 4.07M (3.30%) -40.90K
Decreased by -1.00%
Jun 30, 25
9 Geode Capital Management, LLC 3.37M (2.74%) 186.68K
Increased by +5.54%
Mar 31, 25
10 Vision Capital Corp 3.28M (2.66%) -250.00K
Decreased by -7.63%
Mar 31, 25
11 Wellington Management Company LLP 3.07M (2.49%) 938.11K
Increased by +30.53%
Jun 30, 25
12 Fuller & Thaler Asset Management Inc 2.81M (2.28%) -24.51K
Decreased by -0.87%
Sep 30, 24
13 Charles Schwab Investment Management Inc 2.78M (2.26%) 473.74K
Increased by +17.04%
Jun 30, 25
14 Prudential Financial Inc 2.67M (2.17%) -46.23K
Decreased by -1.73%
Mar 31, 25
15 Hudson Bay Capital Management LP 2.23M (1.81%) -48.10K
Decreased by -2.15%
Mar 31, 25
16 Man Group PLC 1.90M (1.55%) 17.17K
Increased by +0.90%
Mar 31, 24
17 JPMorgan Chase & Co 1.89M (1.53%) 105.46K
Increased by +5.59%
Mar 31, 25
18 Nuveen Asset Management, LLC 1.77M (1.44%) -5.02K
Decreased by -0.28%
Sep 30, 24
19 Northern Trust Corp 1.68M (1.36%) -35.43K
Decreased by -2.11%
Mar 31, 25
20 Glenmede Trust Co NA 1.68M (1.36%) -55.76K
Decreased by -3.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.63M (3.76%) 16.73K
Increased by +0.36%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.93M (3.19%) 8.06K
Increased by +0.20%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.92M (3.18%) -79.48K
Decreased by -2.03%
Jul 31, 25
4 Vanguard Small Cap Index 3.02M (2.45%) -20.13K
Decreased by -0.67%
Jul 31, 25
5 iShares Russell 2000 ETF 2.98M (2.42%) -56.70K
Decreased by -1.90%
Jul 31, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) -1.31M
Decreased by -49.42%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 2.66M (2.16%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
9 FullerThaler Behavioral Small-Cap Equity 2.66M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 1.95M (1.58%) 6.81K
Increased by +0.35%
Jul 31, 25
11 Schwab Fundamental US Small Company ETF 1.62M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
12 Glenmede Small Cap Equity 1.48M (1.21%) -35.96K
Decreased by -2.42%
Jun 30, 25
13 Glenmede Small Cap Equity Adv 1.48M (1.21%) -35.96K
Decreased by -2.42%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.09%) -588.12K
Decreased by -43.59%
Jul 31, 25
15 Fidelity Small Cap Index 1.27M (1.03%) -5.41K
Decreased by -0.43%
May 31, 25
16 Fidelity® Small Cap Index 1.23M (1.00%) 33.95K
Increased by +2.76%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.09M (0.88%) 809.00
Increased by +0.07%
Jul 31, 25
18 Vanguard Strategic Equity Inv 1.02M (0.83%) 133.52K
Increased by +13.06%
Jun 30, 25
19 Nuveen Quant Small Cap Equity R6 876.47K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
20 TIAA-CREF Quant Small-Cap Equity Instl 847.93K (0.69%) 0.00
Increased by 0.00%
Dec 31, 23