Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.12%
2 KBWY 4.80%
3 GRI_old 2.35%
4 REAI 2.01%
5 RDOG 1.26%
6 NURE 0.83%
7 KVLE 0.82%
8 AREA 0.66%
9 RIET 0.54%
10 XSVM 0.43%
11 GYLD 0.41%
12 PXMV 0.35%
13 CRUZ 0.34%
14 REK 0.31%
15 SRS 0.31%
16 FYC 0.28%
17 NIXT 0.27%
18 ISMD 0.22%
19 GQRE 0.21%
20 CSML 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.04M (14.99%) 222.95K
Increased by +1.39%
Dec 31, 25
2 BlackRock Inc 14.95M (13.97%) 1.05M
Increased by +7.02%
Mar 31, 26
3 State Street Corporation 9.32M (8.71%) -837.41K
Decreased by -8.99%
Mar 31, 24
4 Capital Management Corp 8.21M (7.67%) 1.12M
Increased by +13.62%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 8.02M (7.50%) 8.02M
Increased by +100.00%
Mar 31, 26
6 Charles Schwab Investment Management Inc 7.83M (7.32%) -859.23K
Decreased by -10.97%
Mar 31, 26
7 Nantahala Capital Management, LLC 7.06M (6.60%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.98M (6.52%) 6.98M
Increased by +100.00%
Mar 31, 26
9 The Goldman Sachs Group Inc 6.71M (6.27%) -103.43K
Decreased by -1.54%
Mar 31, 26
10 Goldman Sachs Group Inc 6.51M (6.08%) 2.39M
Increased by +36.70%
Jun 30, 25
11 Amvescap Plc. 5.58M (5.21%) 1.59M
Increased by +28.45%
Sep 30, 24
12 Geode Capital Management, LLC 4.37M (4.08%) 143.70K
Increased by +3.29%
Mar 31, 26
13 State Street Corp 4.34M (4.06%) 11.05K
Increased by +0.25%
Mar 31, 26
14 Allianz Asset Management AG 4.05M (3.79%) 869.03K
Increased by +21.46%
Mar 31, 26
15 Whitebox Advisors, LLC 3.77M (3.53%) -300.00K
Decreased by -7.95%
Mar 31, 26
16 Readystate Asset Management LP 3.40M (3.18%) 1.12M
Increased by +32.95%
Dec 31, 25
17 Balyasny Asset Management LLC 2.72M (2.54%) 2.72M
Increased by +100.00%
Dec 31, 24
18 Silver Point Capital LP 2.50M (2.34%) -935.58K
Decreased by -37.37%
Mar 31, 26
19 JPMorgan Chase & Co 2.46M (2.30%) 1.50M
Increased by +61.14%
Sep 30, 25
20 Bank of America Corp 2.34M (2.19%) 42.32K
Increased by +1.81%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 21.69M (20.28%) 15.76M
Increased by +72.66%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 18.58M (17.36%) 13.48M
Increased by +72.58%
Apr 30, 26
3 iShares Russell 2000 ETF 13.07M (12.22%) 120.80K
Increased by +0.92%
May 29, 26
4 iShares Core S&P Small-Cap ETF 10.76M (10.05%) 5.59K
Increased by +0.05%
Nov 27, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 6.44M (6.02%) 4.71M
Increased by +73.18%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 5.48M (5.12%) 53.77K
Increased by +0.98%
Sep 30, 24
7 iShares Russell 2000 Value ETF 4.77M (4.46%) 0.00
Increased by 0.00%
May 29, 26
8 Invesco KBW Premium Yield Eq REIT ETF 4.55M (4.25%) 16.86K
Increased by +0.37%
Nov 27, 24
9 Schwab US REIT ETF™ 4.04M (3.77%) 1.90K
Increased by +0.05%
May 30, 26
10 Vanguard Real Estate II Index 3.85M (3.60%) 2.78M
Increased by +72.24%
Apr 30, 26
11 Schwab Fundamental U.S. Small CompanyETF 3.78M (3.53%) -1.53K
Decreased by -0.04%
May 30, 26
12 CMC All-Cap Growth 3.24M (3.03%) 2.99M
Increased by +92.26%
Dec 31, 23
13 Fidelity Extended Market Index 3.04M (2.84%) 2.20M
Increased by +72.62%
Apr 30, 26
14 PIMCO RAE US Small Instl 2.79M (2.60%) 404.73K
Increased by +14.53%
Mar 31, 26
15 Vanguard Russell 2000 ETF 2.76M (2.58%) 1.99M
Increased by +71.98%
Apr 30, 26
16 Schwab US Small-Cap ETF™ 2.73M (2.55%) 1.83K
Increased by +0.07%
May 30, 26
17 Schwab Fundamental US Small Company ETF 2.53M (2.36%) 0.00
Increased by 0.00%
Apr 30, 24
18 CMC SMID 2.42M (2.26%) 151.72K
Increased by +6.27%
Mar 31, 26
19 PIMCO RAE US Small 2.38M (2.23%) 161.80K
Increased by +6.80%
Dec 31, 25
20 Vanguard Small Cap Index 2.02M (1.89%) 1.64K
Increased by +0.08%
Feb 28, 25