Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 6.26%
2 SRHR 3.86%
3 IRET 3.25%
4 REIT 2.27%
5 NURE 1.90%
6 BYRE 1.61%
7 VRAI 1.32%
8 SMCP 1.25%
9 FSML 1.04%
10 XSLV 0.86%
11 OOTO 0.66%
12 XSVM 0.63%
13 GRNR 0.59%
14 FYT 0.55%
15 JPSV 0.53%
16 RZG 0.53%
17 CRUZ 0.51%
18 ROGS 0.49%
19 VUSE 0.47%
20 ROSC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.99M (17.99%) 198.36K
Increased by +0.60%
Mar 31, 26
2 Vanguard Group Inc 29.29M (15.97%) -607.66K
Decreased by -2.07%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 19.41M (10.59%) 19.41M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 12.46M (6.79%) -1.02M
Decreased by -8.19%
Mar 31, 24
5 State Street Corp 10.81M (5.89%) -140.62K
Decreased by -1.30%
Mar 31, 26
6 Bank of America Corp 10.10M (5.51%) 1.76M
Increased by +17.41%
Mar 31, 26
7 Rush Island Management, LP 9.66M (5.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 Principal Financial Group Inc 8.79M (4.79%) 437.43K
Increased by +4.97%
Mar 31, 25
9 Blackstone Inc 8.64M (4.71%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Capital Management, LLC 8.56M (4.67%) 8.56M
Increased by +100.00%
Mar 31, 26
11 Franklin Resources Inc 5.74M (3.13%) -652.72K
Decreased by -11.37%
Jun 30, 24
12 Geode Capital Management, LLC 5.06M (2.76%) 181.14K
Increased by +3.58%
Mar 31, 26
13 Massachusetts Financial Services Company 4.73M (2.58%) -354.22K
Decreased by -7.48%
Mar 31, 26
14 Alyeska Investment Group, L.P. 4.70M (2.56%) -671.15K
Decreased by -14.28%
Mar 31, 26
15 Prudential Financial Inc 4.63M (2.53%) 233.60K
Increased by +5.04%
Mar 31, 26
16 Charles Schwab Investment Management Inc 4.28M (2.33%) 78.75K
Increased by +1.84%
Mar 31, 26
17 CBRE Investment Management Listed Real Assets LLC 3.96M (2.16%) -420.26K
Decreased by -10.61%
Mar 31, 26
18 Westwood Holdings Group Inc 3.67M (2.00%) -114.06K
Decreased by -3.11%
Mar 31, 26
19 JPMorgan Chase & Co 3.59M (1.96%) 955.45K
Increased by +26.63%
Mar 31, 26
20 Woodline Partners LP 3.55M (1.93%) -587.40K
Decreased by -16.55%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.51M (6.28%) 4.36K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 6.69M (3.65%) -22.59K
Decreased by -0.34%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.53M (3.56%) 4.76K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.15M (3.35%) 32.48K
Increased by +0.53%
Apr 30, 26
5 iShares Russell 2000 ETF 4.41M (2.40%) 40.72K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 4.38M (2.39%) 584.00
Increased by +0.01%
Apr 30, 26
7 Franklin Small Cap Value SMA Composite 4.13M (2.25%) -1.16M
Decreased by -28.02%
Mar 31, 24
8 Principal Real Estate Securities R5 3.63M (1.98%) 0.00
Increased by 0.00%
May 31, 25
9 Franklin US Small Cap Value Equity 3.36M (1.83%) -762.68K
Decreased by -22.67%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 2.81M (1.53%) 17.87K
Increased by +0.64%
Apr 30, 26
11 MFS Global Real Estate I 2.42M (1.32%) 0.00
Increased by 0.00%
Apr 30, 26
12 Franklin Small Cap Value A 2.41M (1.31%) -956.12K
Decreased by -39.69%
Jul 31, 24
13 Xtrackers S&P 500 Swap ETF 1C 2.21M (1.20%) 2.21M
Increased by +100.00%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.17%) 18.93K
Increased by +0.89%
Apr 30, 26
15 Fidelity® Small Cap Index 2.02M (1.10%) 53.18K
Increased by +2.63%
Oct 31, 23
16 JHancock Small Cap Core NAV 2.01M (1.10%) -567.53K
Decreased by -28.22%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 1.82M (0.99%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.82M (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity Small Cap Index 1.80M (0.98%) 2.72K
Increased by +0.15%
Mar 31, 26
20 State Street SPDR Port S&P 600 Sm CpETF 1.76M (0.96%) 0.00
Increased by 0.00%
May 29, 26