Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 3.16%
2 PSR 2.13%
3 REAI 1.70%
4 BLDG 1.36%
5 RORE 1.33%
6 PFI 1.29%
7 VRAI 1.24%
8 RFDA 1.11%
9 JPSV 1.03%
10 PSCF 0.97%
11 PPTY 0.85%
12 XSLV 0.82%
13 EHLS 0.73%
14 FPRO 0.71%
15 XSMO 0.61%
16 PXSG 0.61%
17 FLQS 0.56%
18 GQRE 0.49%
19 USVM 0.47%
20 DWAS 0.45%

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 17.17M (15.55%) -339.08K
Decreased by -1.97%
Jun 30, 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 Charles Schwab Investment Management Inc 2.00M (1.81%) 23.57K
Increased by +1.18%
Jun 30, 25
8 GRS Advisors, LLC 1.89M (1.71%) 939.42K
Increased by +49.73%
Jun 30, 25
9 Wellington Management Company LLP 1.85M (1.68%) -523.05K
Decreased by -28.27%
Jun 30, 25
10 Northern Trust Corp 1.84M (1.67%) 21.97K
Increased by +1.19%
Mar 31, 25
11 Millennium Management LLC 1.75M (1.58%) 8.59K
Increased by +0.49%
Dec 31, 24
12 Nuveen Asset Management, LLC 1.71M (1.55%) 754.43K
Increased by +44.00%
Dec 31, 24
13 Nuveen, LLC 1.71M (1.55%) 1.71M
Increased by +100.00%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.62M (1.46%) 19.72K
Increased by +1.22%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.54M (1.40%) -127.07K
Decreased by -8.24%
Mar 31, 25
16 Goldman Sachs Group Inc 1.17M (1.06%) -563.89K
Decreased by -48.23%
Mar 31, 25
17 Waterfront Capital Partners, LLC 1.09M (0.99%) -592.50K
Decreased by -54.45%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 1.01M (0.92%) 210.15K
Increased by +20.78%
Jun 30, 25
19 Ameriprise Financial Inc 1.01M (0.92%) -10.60K
Decreased by -1.05%
Mar 31, 25
20 Land & Buildings Investment Mgmt, LLC 974.17K (0.88%) -76.89K
Decreased by -7.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.76M (6.12%) 986.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Real Estate Index Investor 4.21M (3.81%) 5.99K
Increased by +0.14%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.49M (3.16%) 2.94K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.40M (3.08%) -72.84K
Decreased by -2.14%
Jul 31, 25
5 iShares Russell 2000 ETF 2.65M (2.40%) -50.30K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 2.61M (2.36%) -16.07K
Decreased by -0.62%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 1.68M (1.52%) 4.48K
Increased by +0.27%
Jul 31, 25
8 Fidelity US REIT Mother Fund 1.60M (1.45%) -183.40K
Decreased by -11.43%
Mar 17, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.10%) -532.16K
Decreased by -43.78%
Jul 31, 25
10 Fidelity Small Cap Index 1.10M (0.99%) 5.80K
Increased by +0.53%
May 31, 25
11 Fidelity Advisor Strategic Div & Inc I 1.02M (0.93%) 9.50K
Increased by +0.93%
May 31, 25
12 Fidelity Strategic Real Return 1.02M (0.93%) 36.30K
Increased by +3.55%
May 31, 25
13 Fidelity® Small Cap Index 992.40K (0.90%) 26.16K
Increased by +2.64%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 980.00K (0.89%) 546.00
Increased by +0.06%
Jul 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares Russell 2000 Growth ETF 888.01K (0.80%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity Advisor Strategic Real Ret I 888.00K (0.80%) -21.60K
Decreased by -2.43%
Feb 28, 25
18 Strategic Advisers Fidelity US TtlStk 864.06K (0.78%) -3.30K
Decreased by -0.38%
Jun 30, 25
19 Vanguard Tax-Managed Small Cap Adm 790.29K (0.72%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Mid-Cap Stock 777.02K (0.70%) -774.00
Decreased by -0.10%
Jun 30, 25