Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 6.85%
2 SMHB 4.87%
3 GRI_old 2.17%
4 TTFS 1.95%
5 EHLS 1.70%
6 WREI 1.03%
7 ALTL_old 0.84%
8 PMOM 0.68%
9 SRS 0.58%
10 REK 0.58%
11 ERET 0.30%
12 IJT 0.29%
13 USRT 0.28%
14 IWN 0.23%
15 REET 0.19%
16 SLY 0.19%
17 PFF 0.12%
18 IWMW 0.11%
19 IWM 0.11%
20 ISCV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.38M (18.87%) 65.32K
Increased by +0.49%
Mar 31, 26
2 Vanguard Group Inc 10.87M (15.34%) 12.28K
Increased by +0.11%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 7.15M (10.08%) 7.15M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 4.11M (5.79%) -309.12K
Decreased by -7.52%
Mar 31, 24
5 State Street Corp 4.07M (5.74%) -103.18K
Decreased by -2.53%
Mar 31, 26
6 Cohen & Steers Inc 3.71M (5.24%) 1.06M
Increased by +28.59%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.21M (4.52%) 3.21M
Increased by +100.00%
Mar 31, 26
8 Alyeska Investment Group, L.P. 2.91M (4.11%) -129.51K
Decreased by -4.45%
Mar 31, 26
9 The Goldman Sachs Group Inc 2.09M (2.94%) -832.01K
Decreased by -39.88%
Mar 31, 26
10 Geode Capital Management, LLC 1.92M (2.71%) 63.23K
Increased by +3.30%
Mar 31, 26
11 Nuveen Asset Management, LLC 1.64M (2.31%) 46.99K
Increased by +2.87%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.59M (2.25%) 32.98K
Increased by +2.07%
Mar 31, 26
13 Goldman Sachs Group Inc 1.48M (2.09%) -217.17K
Decreased by -14.69%
Jun 30, 25
14 Northern Trust Corp 1.45M (2.05%) -36.69K
Decreased by -2.52%
Mar 31, 26
15 Nuveen, LLC 1.35M (1.90%) 399.59K
Increased by +29.69%
Mar 31, 26
16 Prudential Financial Inc 1.32M (1.87%) -437.97K
Decreased by -33.08%
Mar 31, 26
17 UBS Group AG 1.12M (1.58%) 416.69K
Increased by +37.19%
Mar 31, 26
18 CenterSquare Investment Management LLC 1.07M (1.51%) 403.59K
Increased by +37.58%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.05M (1.49%) -20.88K
Decreased by -1.98%
Mar 31, 26
20 Amvescap Plc. 979.47K (1.38%) -28.66K
Decreased by -2.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.32M (6.09%) 1.56K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 2.63M (3.72%) -8.93K
Decreased by -0.34%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.30M (3.24%) 8.25K
Increased by +0.36%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.05M (2.89%) -68.61K
Decreased by -3.35%
Sep 30, 24
5 iShares Russell 2000 ETF 1.72M (2.42%) 15.86K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.64M (2.31%) -4.44K
Decreased by -0.27%
Apr 30, 26
7 Cohen & Steers Instl Realty Shares 1.40M (1.98%) 411.48K
Increased by +29.37%
Mar 31, 26
8 Cohen & Steers Realty Shares L 1.26M (1.77%) 355.25K
Increased by +28.24%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 1.05M (1.48%) 8.21K
Increased by +0.78%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 802.29K (1.13%) 8.24K
Increased by +1.03%
Apr 30, 26
11 Amundi Fds Inc Opps I2 USD C 738.01K (1.04%) 738.01K
Increased by +100.00%
Jan 31, 26
12 Fidelity Small Cap Index 707.95K (1.00%) 404.00
Increased by +0.06%
Mar 31, 26
13 iShares S&P Small-Cap 600 Value ETF 682.23K (0.96%) 0.00
Increased by 0.00%
May 29, 26
14 State Street SPDR Port S&P 600 Sm CpETF 657.06K (0.93%) 0.00
Increased by 0.00%
May 29, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 629.87K (0.89%) 7.52K
Increased by +1.19%
Aug 29, 25
16 Fidelity® Small Cap Index 627.41K (0.88%) 17.12K
Increased by +2.73%
Oct 31, 23
17 iShares Russell 2000 Value ETF 619.73K (0.87%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® Portfolio S&P 600 Sm Cap ETF 574.55K (0.81%) -819.00
Decreased by -0.14%
May 30, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 525.03K (0.74%) 0.00
Increased by 0.00%
Apr 30, 26
20 Schwab US REIT ETF™ 503.73K (0.71%) 236.00
Increased by +0.05%
May 30, 26