Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REAI 1.73%
2 FPRO 1.72%
3 RORE 1.55%
4 VRAI 1.09%
5 XSLV 0.87%
6 XSHQ 0.77%
7 PSR 0.76%
8 IQRA 0.76%
9 NBGR 0.66%
10 PSCF 0.64%
11 MDIV 0.55%
12 HSMV 0.52%
13 USVM 0.46%
14 SIXL 0.43%
15 OMFS 0.38%
16 CRED 0.36%
17 FYC 0.35%
18 GQRE 0.31%
19 ESIX 0.30%
20 EES 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.63M (18.81%) 603.22K
Increased by +2.55%
Jun 30, 25
2 Vanguard Group Inc 20.56M (16.37%) 263.90K
Increased by +1.28%
Jun 30, 25
3 FMR Inc 16.77M (13.35%) 865.12K
Increased by +5.16%
Jun 30, 25
4 State Street Corp 7.39M (5.89%) 92.10K
Increased by +1.25%
Jun 30, 25
5 State Street Corporation 6.86M (5.46%) -551.54K
Decreased by -8.04%
Mar 31, 24
6 Westwood Holdings Group Inc 3.94M (3.14%) -1.91K
Decreased by -0.05%
Jun 30, 25
7 Geode Capital Management, LLC 3.35M (2.67%) 46.71K
Increased by +1.39%
Jun 30, 25
8 Jennison Associates LLC 3.28M (2.61%) 84.26K
Increased by +2.57%
Jun 30, 25
9 Resolution Capital Limited 2.48M (1.97%) 262.17K
Increased by +10.59%
Jun 30, 25
10 Charles Schwab Investment Management Inc 2.37M (1.89%) 36.91K
Increased by +1.56%
Jun 30, 25
11 Amvescap Plc. 2.13M (1.70%) 1.42M
Increased by +66.72%
Sep 30, 24
12 CenterSquare Investment Management LLC 2.09M (1.66%) -83.57K
Decreased by -4.00%
Jun 30, 24
13 Hudson Bay Capital Management LP 1.95M (1.55%) 624.64K
Increased by +32.05%
Jun 30, 25
14 Balyasny Asset Management LLC 1.84M (1.46%) 914.00K
Increased by +49.77%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.80M (1.44%) -4.68K
Decreased by -0.26%
Jun 30, 25
16 Northern Trust Corp 1.79M (1.43%) -157.24K
Decreased by -8.76%
Jun 30, 25
17 Nuveen Asset Management, LLC 1.69M (1.34%) 253.28K
Increased by +15.03%
Dec 31, 24
18 Wellington Management Company LLP 1.60M (1.27%) 1.50M
Increased by +93.75%
Sep 30, 24
19 Bank of New York Mellon Corp 1.36M (1.08%) 18.35K
Increased by +1.35%
Jun 30, 25
20 Nuveen, LLC 1.36M (1.08%) -267.97K
Decreased by -19.78%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.48M (5.95%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity US REIT Mother Fund 5.20M (4.14%) 512.00K
Increased by +9.85%
Mar 17, 25
3 Vanguard Real Estate Index Investor 4.67M (3.72%) 3.74K
Increased by +0.08%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.97M (3.16%) 235.41K
Increased by +5.93%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.95M (3.14%) -82.86K
Decreased by -2.10%
Jul 31, 25
6 iShares Russell 2000 ETF 3.14M (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 3.05M (2.43%) -19.94K
Decreased by -0.65%
Jul 31, 25
8 Fidelity Real Estate Investment Port 2.68M (2.13%) 49.00K
Increased by +1.83%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.97M (1.57%) 6.23K
Increased by +0.32%
Jul 31, 25
10 Fidelity SAI Real Estate Fund 1.85M (1.47%) 106.70K
Increased by +5.77%
Jul 31, 25
11 Nikko World REIT Mother 1.77M (1.41%) -538.72K
Decreased by -30.42%
Jul 5, 23
12 Fidelity® Real Estate Investment Port 1.70M (1.35%) 45.00K
Increased by +2.65%
Nov 30, 23
13 Fidelity Advisor® Strategic Div & Inc® I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
14 Fidelity Advisor® Strategic Real Ret I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
15 Jennison SMid Cap Core Equity 1.38M (1.10%) 36.11K
Increased by +2.62%
Jun 30, 25
16 PGIM Jennison Small Company A 1.38M (1.10%) 3.94K
Increased by +0.29%
Jul 31, 25
17 FIAM Small Cap Core Composite 1.36M (1.08%) -32.20K
Decreased by -2.37%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.08%) -600.10K
Decreased by -44.42%
Jul 31, 25
19 FIAM Small Cap Core CIT Cl B 1.30M (1.04%) -22.60K
Decreased by -1.73%
Jun 30, 25
20 Fidelity Small Cap Index 1.29M (1.03%) 800.00
Increased by +0.06%
Jun 30, 25