Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NURE 5.69%
2 IRET 3.66%
3 NEWZ 3.56%
4 DDIV 2.55%
5 RDOG 2.54%
6 PSR 2.29%
7 MBOX 2.29%
8 JSML 2.15%
9 IVSS 2.12%
10 JRE 2.08%
11 JSMD 2.07%
12 BEDZ 2.04%
13 FEMD 1.98%
14 FTIF 1.94%
15 BYRE 1.85%
16 PSCF 1.81%
17 XSHQ 1.64%
18 REAI 1.57%
19 PFI 1.53%
20 GRPZ 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.80M (17.67%) 13.76K
Increased by +0.13%
Mar 31, 26
2 Vanguard Group Inc 9.07M (14.84%) -40.82K
Decreased by -0.45%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.89M (9.63%) 5.89M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 3.47M (5.69%) 11.36K
Increased by +0.33%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.71M (4.44%) 2.71M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.56M (4.18%) -294.06K
Decreased by -11.50%
Mar 31, 24
7 Principal Financial Group Inc 2.09M (3.43%) -342.09K
Decreased by -16.33%
Mar 31, 26
8 Geode Capital Management, LLC 1.63M (2.67%) 46.14K
Increased by +2.82%
Mar 31, 26
9 Citadel Advisors Llc 1.48M (2.42%) 1.48M
Increased by +99.71%
Dec 31, 25
10 Cooke & Bieler LP 1.33M (2.18%) 81.42K
Increased by +6.11%
Mar 31, 26
11 AllianceBernstein L.P. 1.26M (2.06%) -16.96K
Decreased by -1.35%
Mar 31, 26
12 Charles Schwab Investment Management Inc 1.19M (1.94%) 31.05K
Increased by +2.62%
Mar 31, 26
13 Balyasny Asset Management LLC 1.13M (1.86%) 1.13M
Increased by +99.58%
Sep 30, 23
14 American Century Companies Inc 1.07M (1.75%) -57.44K
Decreased by -5.36%
Mar 31, 26
15 Goldman Sachs Group Inc 986.13K (1.61%) 201.16K
Increased by +20.40%
Jun 30, 25
16 Hamlin Capital Management, LLC 984.22K (1.61%) -43.30K
Decreased by -4.40%
Jun 30, 26
17 Wellington Management Company LLP 979.60K (1.60%) -601.01K
Decreased by -61.35%
Mar 31, 25
18 JPMorgan Chase & Co 966.39K (1.58%) -145.23K
Decreased by -15.03%
Mar 31, 26
19 FMR Inc 948.57K (1.55%) 377.57K
Increased by +39.80%
Mar 31, 26
20 Nuveen Asset Management, LLC 936.71K (1.53%) 5.81K
Increased by +0.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.80M (6.22%) 540.00
Increased by +0.01%
Jun 30, 26
2 Vanguard Real Estate Index Investor 2.28M (3.73%) 35.19K
Increased by +1.54%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.12%) -4.47K
Decreased by -0.23%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.80M (2.94%) 1.08K
Increased by +0.06%
Sep 30, 24
5 iShares Russell 2000 ETF 1.62M (2.65%) 9.64K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 1.38M (2.25%) -2.00K
Decreased by -0.15%
Jun 30, 26
7 Vanguard Small Cap Growth Index Inv 794.78K (1.30%) 20.24K
Increased by +2.55%
Jun 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 724.36K (1.19%) 11.68K
Increased by +1.61%
Jun 30, 26
9 UBS: US Equity Small Cap Growth 628.72K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Small Cap Index 612.80K (1.00%) 5.38K
Increased by +0.88%
Apr 30, 26
11 Principal Real Estate Securities R5 599.16K (0.98%) -26.08K
Decreased by -4.35%
Apr 30, 26
12 Hamlin Equity Income Strategy 592.35K (0.97%) -3.90K
Decreased by -0.66%
Mar 31, 26
13 VIP Mid Cap Initial 585.70K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Century Small Cap Value Inv 585.00K (0.96%) -85.00K
Decreased by -14.53%
Mar 31, 26
15 American Century U.S. Small Cap Value 585.00K (0.96%) -85.00K
Decreased by -14.53%
Mar 31, 26
16 Daiwa US-REIT Open Mother Fund 583.64K (0.96%) 250.39K
Increased by +42.90%
Sep 17, 25
17 State Street SPDR Port S&P 600 Sm CpETF 578.92K (0.95%) -2.90K
Decreased by -0.50%
Jun 30, 26
18 iShares Russell 2000 Growth ETF 577.70K (0.95%) -2.22K
Decreased by -0.38%
Jun 30, 26
19 iShares S&P Small-Cap 600 Growth ETF 568.97K (0.93%) 1.85K
Increased by +0.32%
Jun 30, 26
20 Fidelity® Small Cap Index 557.77K (0.91%) 15.12K
Increased by +2.71%
Oct 31, 23