Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NURE 5.02%
2 IRET 3.47%
3 BYRE 2.88%
4 DDIV 2.55%
5 JRE 2.23%
6 RDOG 2.19%
7 BEDZ 2.04%
8 FTIF 1.94%
9 PSR 1.89%
10 XSHQ 1.56%
11 REAI 1.54%
12 PSCF 1.54%
13 PFI 1.53%
14 MBOX 1.49%
15 GRPZ 1.39%
16 REIT 1.36%
17 CRUZ 1.34%
18 RORE 1.20%
19 VRAI 1.16%
20 SCDS 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.03M (18.05%) 4.17M
Increased by +37.82%
Mar 31, 25
2 Vanguard Group Inc 8.90M (14.57%) 603.94K
Increased by +6.79%
Mar 31, 25
3 Principal Financial Group Inc 3.46M (5.67%) 207.42K
Increased by +5.99%
Mar 31, 25
4 State Street Corp 3.36M (5.49%) 817.07K
Increased by +24.35%
Mar 31, 25
5 State Street Corporation 2.56M (4.18%) -294.06K
Decreased by -11.50%
Mar 31, 24
6 FMR Inc 1.59M (2.60%) -237.50K
Decreased by -14.93%
Mar 31, 25
7 Geode Capital Management, LLC 1.49M (2.44%) 36.17K
Increased by +2.42%
Mar 31, 25
8 AllianceBernstein L.P. 1.39M (2.28%) 866.00
Increased by +0.06%
Mar 31, 25
9 JPMorgan Chase & Co 1.25M (2.05%) -186.02K
Decreased by -14.84%
Mar 31, 25
10 Balyasny Asset Management LLC 1.13M (1.86%) 1.13M
Increased by +99.58%
Sep 30, 23
11 American Century Companies Inc 1.07M (1.75%) -233.72K
Decreased by -21.90%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.06M (1.73%) 338.86K
Increased by +32.09%
Mar 31, 25
13 Charles Schwab Investment Management Inc 991.05K (1.62%) 11.87K
Increased by +1.20%
Mar 31, 25
14 Wellington Management Company LLP 979.60K (1.60%) -601.01K
Decreased by -61.35%
Mar 31, 25
15 Gamco Investors, Inc. Et Al 960.33K (1.57%) -6.22K
Decreased by -0.65%
Mar 31, 25
16 Nuveen Asset Management, LLC 936.71K (1.53%) 5.81K
Increased by +0.62%
Dec 31, 24
17 Cooke & Bieler LP 902.87K (1.48%) 185.88K
Increased by +20.59%
Mar 31, 25
18 Hamlin Capital Management, LLC 894.49K (1.46%) 6.53K
Increased by +0.73%
Jun 30, 25
19 Massachusetts Financial Services Company 892.02K (1.46%) 38.77K
Increased by +4.35%
Mar 31, 25
20 Deutsche Bank AG 852.62K (1.40%) 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 3.58M (5.86%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Real Estate Index Investor 2.11M (3.46%) 912.00
Increased by +0.04%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.90M (3.11%) 71.27K
Increased by +3.75%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.80M (2.95%) 1.08K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 1.45M (2.38%) 17.79K
Increased by +1.22%
Jun 30, 25
6 iShares Russell 2000 ETF 1.43M (2.33%) -23.02K
Decreased by -1.62%
Jul 30, 25
7 Principal Real Estate Securities R5 1.03M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 924.19K (1.51%) -10.41K
Decreased by -1.13%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 814.66K (1.33%) 23.62K
Increased by +2.90%
Jun 30, 25
10 American Century Small Cap Value Inv 765.00K (1.25%) 55.00K
Increased by +7.19%
Jun 30, 25
11 American Century U.S. Small Cap Value 765.00K (1.25%) 55.00K
Increased by +7.19%
Jun 30, 25
12 UBS: US Equity Small Cap Growth 628.72K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 595.54K (0.97%) 668.00
Increased by +0.11%
May 31, 25
14 Victory Sycamore Small Company Opp R 590.00K (0.97%) 60.00K
Increased by +10.17%
Jun 30, 25
15 VIP Mid Cap Initial 585.70K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Index 557.77K (0.91%) 15.12K
Increased by +2.71%
Oct 31, 23
17 Hamlin Equity Income Strategy 555.01K (0.91%) 171.55K
Increased by +30.91%
Mar 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 524.41K (0.86%) -583.00
Decreased by -0.11%
Jul 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 519.86K (0.85%) 288.00
Increased by +0.06%
Jul 31, 25
20 iShares Russell 2000 Growth ETF 518.96K (0.85%) -1.29K
Decreased by -0.25%
Jul 30, 25