Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NURE 5.56%
2 IRET 3.66%
3 NEWZ 3.56%
4 DDIV 2.55%
5 RDOG 2.25%
6 MBOX 2.12%
7 IVSS 2.12%
8 JRE 2.08%
9 BEDZ 2.04%
10 BYRE 1.98%
11 JSML 1.97%
12 FTIF 1.94%
13 FEMD 1.88%
14 JSMD 1.88%
15 PSCF 1.81%
16 XSHQ 1.64%
17 REAI 1.57%
18 PSR 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 Hamlin Capital Management, LLC 1.03M (1.68%) -2.22K
Decreased by -0.22%
Mar 31, 26
16 Goldman Sachs Group Inc 986.13K (1.61%) 201.16K
Increased by +20.40%
Jun 30, 25
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 3.82M (6.25%) 1.32K
Increased by +0.03%
May 29, 26
2 Vanguard Real Estate Index Investor 2.22M (3.63%) -7.29K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.12%) 4.96K
Increased by +0.26%
Apr 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 1.48M (2.42%) 13.62K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.38M (2.26%) -2.83K
Decreased by -0.21%
Apr 30, 26
7 Vanguard Small Cap Growth Index Inv 774.37K (1.27%) 571.00
Increased by +0.07%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 711.16K (1.16%) 7.35K
Increased by +1.03%
Apr 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 607.42K (0.99%) 1.29K
Increased by +0.21%
Mar 31, 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 596.25K (0.98%) -20.08K
Decreased by -3.37%
Dec 31, 25
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 579.06K (0.95%) 0.00
Increased by 0.00%
May 29, 26
18 iShares S&P Small-Cap 600 Growth ETF 557.80K (0.91%) -1.84K
Decreased by -0.33%
May 29, 26
19 Fidelity® Small Cap Index 557.77K (0.91%) 15.12K
Increased by +2.71%
Oct 31, 23
20 Victory Small Cap Value CIT (Net 75) 545.00K (0.89%) 529.55K
Increased by +97.17%
Dec 31, 25