Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 3.86%
2 IRET 3.37%
3 REIT 2.27%
4 NURE 1.75%
5 BYRE 1.61%
6 SMCP 1.25%
7 XSLV 0.76%
8 OOTO 0.66%
9 XSVM 0.63%
10 GRNR 0.59%
11 RZG 0.58%
12 FYT 0.55%
13 JPSV 0.54%
14 CRUZ 0.51%
15 ROGS 0.49%
16 PSCF 0.48%
17 ROSC 0.47%
18 VUSE 0.47%
19 WREI 0.46%
20 IQRA 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.19M (18.96%) -941.66K
Decreased by -2.53%
Mar 31, 25
2 Vanguard Group Inc 30.59M (15.59%) -684.32K
Decreased by -2.24%
Mar 31, 25
3 State Street Corporation 12.46M (6.35%) -1.02M
Decreased by -8.19%
Mar 31, 24
4 State Street Corp 11.61M (5.92%) -410.87K
Decreased by -3.54%
Mar 31, 25
5 Rush Island Management, LP 9.66M (4.93%) 0.00
Increased by 0.00%
Sep 30, 24
6 Principal Financial Group Inc 8.79M (4.48%) 437.43K
Increased by +4.97%
Mar 31, 25
7 Blackstone Inc 8.64M (4.41%) 0.00
Increased by 0.00%
Mar 31, 25
8 Bank of America Corp 6.37M (3.25%) -194.51K
Decreased by -3.05%
Mar 31, 25
9 Franklin Resources Inc 5.74M (2.93%) -652.72K
Decreased by -11.37%
Jun 30, 24
10 CBRE Investment Management Listed Real Assets LLC 5.47M (2.79%) 788.40K
Increased by +14.40%
Mar 31, 25
11 Geode Capital Management, LLC 5.18M (2.64%) 7.68K
Increased by +0.15%
Mar 31, 25
12 JPMorgan Chase & Co 4.86M (2.48%) 140.30K
Increased by +2.89%
Mar 31, 25
13 Massachusetts Financial Services Company 4.55M (2.32%) 4.55M
Increased by +100.00%
Mar 31, 25
14 Charles Schwab Investment Management Inc 4.11M (2.09%) -47.54K
Decreased by -1.16%
Mar 31, 25
15 Westwood Holdings Group Inc 3.58M (1.82%) 1.13M
Increased by +31.47%
Mar 31, 25
16 Citadel Advisors Llc 3.52M (1.79%) -3.45M
Decreased by -98.12%
Mar 31, 25
17 Legal & General Group PLC 3.30M (1.68%) 165.01K
Increased by +4.99%
Mar 31, 25
18 Northern Trust Corp 3.18M (1.62%) 20.84K
Increased by +0.66%
Mar 31, 25
19 H/2 Credit Manager LP 2.99M (1.52%) 200.00K
Increased by +6.69%
Mar 31, 25
20 Balyasny Asset Management LLC 2.83M (1.44%) -1.04M
Decreased by -36.80%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.87M (6.05%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Real Estate Index Investor 7.09M (3.62%) 8.32K
Increased by +0.12%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 6.53M (3.33%) 4.76K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.50M (3.31%) 27.50K
Increased by +0.42%
Jun 30, 25
5 Vanguard Small Cap Index 4.86M (2.48%) -204.39K
Decreased by -4.20%
Jun 30, 25
6 iShares Russell 2000 ETF 4.69M (2.39%) -75.89K
Decreased by -1.62%
Jul 30, 25
7 Franklin Small Cap Value SMA Composite 4.13M (2.10%) -1.16M
Decreased by -28.02%
Mar 31, 24
8 Principal Real Estate Securities R5 3.63M (1.85%) 0.00
Increased by 0.00%
May 31, 25
9 Franklin US Small Cap Value Equity 3.36M (1.72%) -762.68K
Decreased by -22.67%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.08M (1.57%) -67.71K
Decreased by -2.20%
Jun 30, 25
11 MFS Global Real Estate I 2.58M (1.32%) 851.35K
Increased by +32.94%
Jun 30, 25
12 Franklin Small Cap Value A 2.41M (1.23%) -956.12K
Decreased by -39.69%
Jul 31, 24
13 Xtrackers S&P 500 Swap ETF 1C 2.21M (1.13%) 2.21M
Increased by +100.00%
Oct 31, 24
14 Fidelity Small Cap Index 2.05M (1.04%) 1.48K
Increased by +0.07%
May 31, 25
15 Fidelity® Small Cap Index 2.02M (1.03%) 53.18K
Increased by +2.63%
Oct 31, 23
16 JHancock Small Cap Core NAV 2.01M (1.03%) -567.53K
Decreased by -28.22%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.82M (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 1.73M (0.88%) -1.93K
Decreased by -0.11%
Jul 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.71M (0.87%) 960.00
Increased by +0.06%
Jul 31, 25
20 FID DC L&G Heitman Property Fund 1.57M (0.80%) -149.57K
Decreased by -9.50%
Jun 30, 25