Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.46%
2 BYRE 2.75%
3 DDIV 2.55%
4 RDOG 2.38%
5 JRE 2.30%
6 BEDZ 2.04%
7 FTIF 1.92%
8 PSR 1.89%
9 PSCF 1.70%
10 REAI 1.58%
11 PFI 1.53%
12 MBOX 1.50%
13 REIT 1.36%
14 CRUZ 1.34%
15 RORE 1.20%
16 VRAI 1.16%
17 SCDS 1.13%
18 SLYG 0.88%
19 IJT 0.87%
20 VIOG 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.03M (18.96%) 4.17M
Increased by +37.82%
Mar 31, 25
2 Vanguard Group Inc 8.90M (15.30%) 603.94K
Increased by +6.79%
Mar 31, 25
3 Principal Financial Group Inc 3.46M (5.95%) 207.42K
Increased by +5.99%
Mar 31, 25
4 State Street Corp 3.36M (5.77%) 817.07K
Increased by +24.35%
Mar 31, 25
5 State Street Corporation 2.56M (4.40%) -294.06K
Decreased by -11.50%
Mar 31, 24
6 FMR Inc 1.59M (2.73%) -237.50K
Decreased by -14.93%
Mar 31, 25
7 Geode Capital Management, LLC 1.49M (2.57%) 36.17K
Increased by +2.42%
Mar 31, 25
8 AllianceBernstein L.P. 1.39M (2.39%) -33.83K
Decreased by -2.43%
Dec 31, 24
9 JPMorgan Chase & Co 1.25M (2.16%) -186.02K
Decreased by -14.84%
Mar 31, 25
10 Balyasny Asset Management LLC 1.13M (1.95%) 1.13M
Increased by +99.58%
Sep 30, 23
11 American Century Companies Inc 1.07M (1.84%) -233.72K
Decreased by -21.90%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.06M (1.82%) 338.86K
Increased by +32.09%
Mar 31, 25
13 Charles Schwab Investment Management Inc 991.05K (1.70%) 11.87K
Increased by +1.20%
Mar 31, 25
14 Wellington Management Company LLP 979.60K (1.68%) -601.01K
Decreased by -61.35%
Mar 31, 25
15 Gamco Investors, Inc. Et Al 960.33K (1.65%) -6.22K
Decreased by -0.65%
Mar 31, 25
16 Nuveen Asset Management, LLC 936.71K (1.61%) 5.81K
Increased by +0.62%
Dec 31, 24
17 Cooke & Bieler LP 902.87K (1.55%) 185.88K
Increased by +20.59%
Mar 31, 25
18 Massachusetts Financial Services Company 892.02K (1.53%) 38.77K
Increased by +4.35%
Mar 31, 25
19 Hamlin Capital Management, LLC 887.96K (1.53%) 263.63K
Increased by +29.69%
Mar 31, 25
20 Deutsche Bank AG 852.62K (1.47%) 32.52K
Increased by +3.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.63M (6.25%) -3.11K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 2.14M (3.67%) -35.72K
Decreased by -1.67%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.15%) 21.34K
Increased by +1.17%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.80M (3.09%) 1.08K
Increased by +0.06%
Sep 30, 24
5 iShares Russell 2000 ETF 1.46M (2.52%) 247.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.43M (2.46%) 8.37K
Increased by +0.59%
Apr 30, 25
7 Principal Real Estate Securities R5 1.03M (1.76%) -3.76K
Decreased by -0.37%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 927.50K (1.59%) 6.95K
Increased by +0.75%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 795.69K (1.37%) -909.00
Decreased by -0.11%
Apr 30, 25
10 American Century Small Cap Value Inv 710.00K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century U.S. Small Cap Value 710.00K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
12 UBS: US Equity Small Cap Growth 628.72K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
13 VIP Mid Cap Initial 585.70K (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Small Cap Index 584.05K (1.00%) 1.96K
Increased by +0.34%
Feb 28, 25
15 Fidelity® Small Cap Index 557.77K (0.96%) 15.12K
Increased by +2.71%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 535.00K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
17 Victory Sycamore Small Company Opp R 530.00K (0.91%) 125.00K
Increased by +23.58%
Mar 31, 25
18 JPM Small Cap Equity-MA 527.05K (0.91%) -4.14K
Decreased by -0.79%
Mar 31, 25
19 JPM US Small Cap Core-Composite 527.05K (0.91%) -4.14K
Decreased by -0.79%
Mar 31, 25
20 JPMorgan Small Cap Equity A 527.05K (0.91%) -4.14K
Decreased by -0.79%
Mar 31, 25