Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 2.84%
2 REAI 1.55%
3 RORE 1.33%
4 PFI 1.32%
5 RFDA 1.09%
6 BLDG 1.07%
7 VRAI 1.05%
8 JPSV 0.99%
9 PSCF 0.96%
10 XSLV 0.83%
11 EHLS 0.73%
12 FPRO 0.70%
13 PPTY 0.64%
14 XSMO 0.60%
15 DWAS 0.55%
16 FLQS 0.51%
17 USVM 0.47%
18 GQRE 0.45%
19 CVY 0.39%
20 VIOG 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.95M (18.97%) -450.19K
Decreased by -2.15%
Mar 31, 25
2 Vanguard Group Inc 17.51M (15.86%) 193.14K
Increased by +1.10%
Mar 31, 25
3 FMR Inc 9.54M (8.64%) 145.22K
Increased by +1.52%
Mar 31, 25
4 State Street Corp 6.42M (5.81%) -128.04K
Decreased by -1.99%
Mar 31, 25
5 State Street Corporation 6.25M (5.66%) -383.67K
Decreased by -6.14%
Mar 31, 24
6 Geode Capital Management, LLC 2.78M (2.51%) 80.44K
Increased by +2.90%
Mar 31, 25
7 Wellington Management Company LLP 2.37M (2.15%) -375.53K
Decreased by -15.83%
Mar 31, 25
8 Charles Schwab Investment Management Inc 1.97M (1.79%) -24.69K
Decreased by -1.25%
Mar 31, 25
9 Northern Trust Corp 1.84M (1.67%) 21.97K
Increased by +1.19%
Mar 31, 25
10 Millennium Management LLC 1.75M (1.58%) 8.59K
Increased by +0.49%
Dec 31, 24
11 Nuveen Asset Management, LLC 1.71M (1.55%) 754.43K
Increased by +44.00%
Dec 31, 24
12 Nuveen, LLC 1.71M (1.55%) 1.71M
Increased by +100.00%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.60M (1.45%) 43.45K
Increased by +2.72%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.54M (1.40%) -127.07K
Decreased by -8.24%
Mar 31, 25
15 Goldman Sachs Group Inc 1.17M (1.06%) -563.89K
Decreased by -48.23%
Mar 31, 25
16 Waterfront Capital Partners, LLC 1.09M (0.99%) -592.50K
Decreased by -54.45%
Jun 30, 24
17 Ameriprise Financial Inc 1.01M (0.92%) -10.60K
Decreased by -1.05%
Mar 31, 25
18 Land & Buildings Investment Mgmt, LLC 974.17K (0.88%) -76.89K
Decreased by -7.89%
Dec 31, 24
19 GRS Advisors, LLC 949.67K (0.86%) 53.78K
Increased by +5.66%
Mar 31, 25
20 Qube Research & Technologies 945.59K (0.86%) 302.65K
Increased by +32.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.65M (6.02%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 4.15M (3.76%) -68.81K
Decreased by -1.66%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.64M (3.30%) 9.40K
Increased by +0.26%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.49M (3.16%) 2.94K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.83M (2.56%) 15.57K
Increased by +0.55%
Apr 30, 25
6 iShares Russell 2000 ETF 2.73M (2.48%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Value Index Inv 1.83M (1.66%) 5.80K
Increased by +0.32%
Apr 30, 25
8 Fidelity US REIT Mother Fund 1.79M (1.62%) 509.10K
Increased by +28.48%
Sep 17, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.55%) 1.72K
Increased by +0.10%
Apr 30, 25
10 Fidelity Small Cap Index 1.08M (0.98%) 20.11K
Increased by +1.86%
Mar 31, 25
11 Fidelity® Small Cap Index 992.40K (0.90%) 26.16K
Increased by +2.64%
Oct 31, 23
12 Fidelity Advisor Strategic Div & Inc I 985.80K (0.89%) 97.80K
Increased by +9.92%
Mar 31, 25
13 Fidelity Strategic Real Return 985.80K (0.89%) 97.80K
Increased by +9.92%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 942.46K (0.85%) 0.00
Increased by 0.00%
May 30, 25
16 Fidelity Advisor Strategic Real Ret I 888.00K (0.80%) -21.60K
Decreased by -2.43%
Feb 28, 25
17 Strategic Advisers Fidelity US TtlStk 855.86K (0.78%) 2.10K
Increased by +0.25%
Apr 30, 25
18 Vanguard Tax-Managed Small Cap Adm 790.29K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Mid-Cap Stock 777.79K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
20 FIAM Small Cap Core Composite 773.50K (0.70%) 31.40K
Increased by +4.06%
Dec 31, 24