Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 3.60%
2 KBWY 2.87%
3 GRI_old 1.96%
4 REAI 1.80%
5 RORE 1.80%
6 BLDG 1.52%
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 14.52M (11.77%) 246.13K
Increased by +1.70%
Dec 31, 25
3 Cohen & Steers Inc 6.70M (5.43%) 812.70K
Increased by +12.13%
Dec 31, 25
4 State Street Corporation 5.57M (4.51%) -690.07K
Decreased by -12.40%
Mar 31, 24
5 State Street Corp 5.39M (4.37%) -168.70K
Decreased by -3.13%
Dec 31, 25
6 Wilsey Asset Management 4.89M (3.96%) 651.65K
Increased by +13.32%
Mar 31, 26
7 LSV Asset Management 3.84M (3.11%) -26.70K
Decreased by -0.70%
Mar 31, 26
8 Private Management Group Inc 3.78M (3.06%) -17.58K
Decreased by -0.47%
Dec 31, 25
9 Prudential Financial Inc 3.50M (2.84%) 578.29K
Increased by +16.51%
Mar 31, 26
10 CenterSquare Investment Management LLC 3.48M (2.82%) 50.11K
Increased by +1.44%
Mar 31, 26
11 Charles Schwab Investment Management Inc 3.45M (2.80%) 296.11K
Increased by +8.58%
Dec 31, 25
12 Vision Capital Corp 3.28M (2.66%) -250.00K
Decreased by -7.63%
Mar 31, 25
13 Geode Capital Management, LLC 3.25M (2.63%) 38.69K
Increased by +1.19%
Dec 31, 25
14 Hudson Bay Capital Management LP 3.25M (2.63%) 32.02K
Increased by +0.99%
Dec 31, 25
15 Wellington Management Company LLP 3.03M (2.45%) -295.94K
Decreased by -9.78%
Dec 31, 25
16 Fuller & Thaler Asset Management Inc 2.81M (2.27%) -24.51K
Decreased by -0.87%
Sep 30, 24
17 Ameriprise Financial Inc 2.74M (2.22%) 857.51K
Increased by +31.30%
Dec 31, 25
18 Man Group PLC 1.90M (1.54%) 17.17K
Increased by +0.90%
Mar 31, 24
19 Nuveen Asset Management, LLC 1.77M (1.44%) -5.02K
Decreased by -0.28%
Sep 30, 24
20 JPMorgan Chase & Co 1.77M (1.43%) -2.68M
Decreased by -151.67%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.64M (3.76%) -36.46K
Decreased by -0.79%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.12M (3.34%) 72.42K
Increased by +1.76%
Mar 31, 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 2.98M (2.41%) 25.10K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 2.89M (2.34%) 62.84K
Increased by +2.18%
Mar 31, 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 1.83M (1.49%) 19.05K
Increased by +1.04%
Mar 31, 26
11 Schwab Fundamental US Small Company ETF 1.62M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.13%) 25.85K
Increased by +1.86%
Mar 31, 26
13 Fidelity® Small Cap Index 1.23M (1.00%) 33.95K
Increased by +2.76%
Oct 31, 23
14 Fidelity Small Cap Index 1.22M (0.99%) 20.79K
Increased by +1.70%
Feb 28, 26
15 Glenmede Small Cap Equity 1.17M (0.95%) -109.02K
Decreased by -9.32%
Mar 31, 26
16 Glenmede Small Cap Equity Adv 1.17M (0.95%) -109.02K
Decreased by -9.32%
Mar 31, 26
17 Columbia Small Cap Value Discovery Fund 1.12M (0.90%) 50.20K
Increased by +4.50%
Mar 31, 26
18 Columbia Small Cap Value Discv A 1.12M (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
19 Schwab Fundamental U.S. Small CompanyETF 1.10M (0.89%) 6.18K
Increased by +0.56%
Apr 30, 26
20 iShares Russell 2000 Value ETF 1.09M (0.88%) 5.86K
Increased by +0.54%
Apr 30, 26