Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 3.86%
2 IRET 3.08%
3 REIT 2.27%
4 BYRE 1.49%
5 SMCP 1.25%
6 XSLV 0.77%
7 XSVM 0.65%
8 RZG 0.63%
9 GRNR 0.59%
10 IQRA 0.56%
11 FYT 0.55%
12 JPSV 0.54%
13 PSCF 0.52%
14 CRUZ 0.51%
15 ROGS 0.49%
16 ROSC 0.49%
17 VUSE 0.47%
18 WREI 0.46%
19 OOTO 0.43%
20 SCDS 0.42%

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 Citadel Advisors Llc 6.97M (3.55%) 6.08M
Increased by +87.13%
Dec 31, 24
9 Bank of America Corp 6.37M (3.25%) -194.51K
Decreased by -3.05%
Mar 31, 25
10 Franklin Resources Inc 5.74M (2.93%) -652.72K
Decreased by -11.37%
Jun 30, 24
11 CBRE Investment Management Listed Real Assets LLC 5.47M (2.79%) 788.40K
Increased by +14.40%
Mar 31, 25
12 Geode Capital Management, LLC 5.18M (2.64%) 7.68K
Increased by +0.15%
Mar 31, 25
13 JPMorgan Chase & Co 4.86M (2.48%) 140.30K
Increased by +2.89%
Mar 31, 25
14 Massachusetts Financial Services Company 4.55M (2.32%) 4.55M
Increased by +100.00%
Mar 31, 25
15 Charles Schwab Investment Management Inc 4.11M (2.09%) -47.54K
Decreased by -1.16%
Mar 31, 25
16 Westwood Holdings Group Inc 3.58M (1.82%) 1.13M
Increased by +31.47%
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 3.16M (1.61%) 538.09K
Increased by +17.03%
Dec 31, 24
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 12.18M (6.21%) -11.59K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Real Estate Index Investor 7.16M (3.65%) -135.54K
Decreased by -1.89%
Apr 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 6.47M (3.30%) 20.75K
Increased by +0.32%
Apr 30, 25
5 Vanguard Small Cap Index 5.05M (2.57%) 23.94K
Increased by +0.47%
Apr 30, 25
6 iShares Russell 2000 ETF 4.99M (2.54%) 842.00
Increased by +0.02%
Apr 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%
Apr 30, 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 3.12M (1.59%) 3.12K
Increased by +0.10%
Apr 30, 25
11 Franklin Small Cap Value A 2.41M (1.23%) -956.12K
Decreased by -39.69%
Jul 31, 24
12 Xtrackers S&P 500 Swap ETF 1C 2.21M (1.13%) 2.21M
Increased by +100.00%
Oct 31, 24
13 Fidelity Small Cap Index 2.03M (1.04%) 1.47K
Increased by +0.07%
Feb 28, 25
14 Fidelity® Small Cap Index 2.02M (1.03%) 53.18K
Increased by +2.63%
Oct 31, 23
15 JHancock Small Cap Core NAV 2.01M (1.03%) -567.53K
Decreased by -28.22%
Mar 31, 25
16 iShares Russell 2000 Value ETF 1.89M (0.97%) -6.42K
Decreased by -0.34%
Apr 30, 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 1.79M (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.73M (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
20 MFS Global Real Estate I 1.73M (0.88%) 9.31K
Increased by +0.54%
Apr 30, 25