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 IJT 0.29%
12 ERET 0.27%
13 USRT 0.26%
14 IWN 0.19%
15 SLY 0.19%
16 REET 0.17%
17 PFF 0.12%
18 JKL 0.10%
19 ISCV 0.10%
20 VUSB 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.31M (18.78%) 780.71K
Increased by +5.86%
Dec 31, 25
2 Vanguard Group Inc 10.87M (15.34%) 12.28K
Increased by +0.11%
Dec 31, 25
3 State Street Corp 4.17M (5.89%) -14.92K
Decreased by -0.36%
Dec 31, 25
4 State Street Corporation 4.11M (5.79%) -309.12K
Decreased by -7.52%
Mar 31, 24
5 Alyeska Investment Group, L.P. 3.04M (4.29%) 617.49K
Increased by +20.30%
Dec 31, 25
6 The Goldman Sachs Group Inc 2.92M (4.12%) 1.12M
Increased by +38.29%
Dec 31, 25
7 Cohen & Steers Inc 2.65M (3.74%) 2.65M
Increased by +100.00%
Dec 31, 25
8 Geode Capital Management, LLC 1.85M (2.62%) -22.37K
Decreased by -1.21%
Dec 31, 25
9 Nuveen Asset Management, LLC 1.64M (2.31%) 46.99K
Increased by +2.87%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.56M (2.20%) 32.78K
Increased by +2.10%
Dec 31, 25
11 Goldman Sachs Group Inc 1.48M (2.09%) -217.17K
Decreased by -14.69%
Jun 30, 25
12 Northern Trust Corp 1.45M (2.05%) -36.69K
Decreased by -2.52%
Mar 31, 26
13 Prudential Financial Inc 1.32M (1.87%) -437.97K
Decreased by -33.08%
Mar 31, 26
14 UBS Group AG 1.12M (1.58%) 416.69K
Increased by +37.19%
Mar 31, 26
15 Victory Capital Management Inc. 1.11M (1.56%) 933.27K
Increased by +84.26%
Dec 31, 25
16 CenterSquare Investment Management LLC 1.07M (1.51%) 403.59K
Increased by +37.58%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.05M (1.49%) -20.88K
Decreased by -1.98%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 991.41K (1.40%) -134.07K
Decreased by -13.52%
Dec 31, 25
19 Amvescap Plc. 979.47K (1.38%) -28.66K
Decreased by -2.93%
Mar 31, 25
20 NORGES BANK 961.27K (1.36%) 57.44K
Increased by +5.98%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.34M (6.12%) 954.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Real Estate Index Investor 2.64M (3.73%) -6.46K
Decreased by -0.24%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 2.29M (3.23%) 15.98K
Increased by +0.70%
Mar 31, 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 1.70M (2.39%) 14.29K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.64M (2.31%) 26.65K
Increased by +1.63%
Mar 31, 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 1.04M (1.47%) 7.61K
Increased by +0.73%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 794.05K (1.12%) 19.13K
Increased by +2.41%
Mar 31, 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 707.55K (1.00%) 8.61K
Increased by +1.22%
Feb 28, 26
13 iShares S&P Small-Cap 600 Value ETF 662.51K (0.93%) -1.16K
Decreased by -0.17%
Apr 30, 26
14 State Street SPDR Port S&P 600 Sm CpETF 650.96K (0.92%) 226.00
Increased by +0.03%
Apr 30, 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 614.52K (0.87%) 3.31K
Increased by +0.54%
Apr 30, 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%) 10.03K
Increased by +1.91%
Mar 31, 26
20 Nuveen Real Estate Sec Sel R6 507.81K (0.72%) -15.54K
Decreased by -3.06%
Mar 31, 26