Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REAI 1.70%
2 FPRO 1.56%
3 RORE 1.55%
4 VRAI 1.21%
5 XSLV 0.95%
6 XSHQ 0.77%
7 PSR 0.76%
8 IQRA 0.76%
9 PSCF 0.66%
10 NBGR 0.66%
11 MDIV 0.53%
12 HSMV 0.52%
13 USVM 0.46%
14 OMFS 0.38%
15 CRED 0.36%
16 FYC 0.35%
17 EES 0.32%
18 GQRE 0.31%
19 ESIX 0.30%
20 WREI 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.02M (18.33%) -702.12K
Decreased by -3.05%
Mar 31, 25
2 Vanguard Group Inc 20.30M (16.16%) 337.72K
Increased by +1.66%
Mar 31, 25
3 FMR Inc 15.90M (12.66%) 1.15M
Increased by +7.26%
Mar 31, 25
4 State Street Corp 7.30M (5.81%) -61.07K
Decreased by -0.84%
Mar 31, 25
5 State Street Corporation 6.86M (5.46%) -551.54K
Decreased by -8.04%
Mar 31, 24
6 Westwood Holdings Group Inc 3.95M (3.14%) 1.03M
Increased by +26.15%
Mar 31, 25
7 Geode Capital Management, LLC 3.31M (2.63%) 113.13K
Increased by +3.42%
Mar 31, 25
8 Jennison Associates LLC 3.19M (2.54%) 23.45K
Increased by +0.73%
Mar 31, 25
9 Charles Schwab Investment Management Inc 2.33M (1.86%) -14.79K
Decreased by -0.63%
Mar 31, 25
10 Resolution Capital Limited 2.21M (1.76%) -684.45K
Decreased by -30.93%
Mar 31, 25
11 Amvescap Plc. 2.13M (1.70%) 1.42M
Increased by +66.72%
Sep 30, 24
12 Millennium Management LLC 2.09M (1.66%) 1.34M
Increased by +63.94%
Sep 30, 24
13 CenterSquare Investment Management LLC 2.09M (1.66%) -83.57K
Decreased by -4.00%
Jun 30, 24
14 Northern Trust Corp 1.95M (1.55%) -19.70K
Decreased by -1.01%
Mar 31, 25
15 Balyasny Asset Management LLC 1.84M (1.46%) 914.00K
Increased by +49.77%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.81M (1.44%) 41.25K
Increased by +2.28%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.69M (1.34%) 253.28K
Increased by +15.03%
Dec 31, 24
18 Citadel Advisors Llc 1.67M (1.33%) -428.10K
Decreased by -25.70%
Dec 31, 24
19 Nuveen, LLC 1.62M (1.29%) 1.62M
Increased by +100.00%
Mar 31, 25
20 Wellington Management Company LLP 1.60M (1.27%) 1.50M
Increased by +93.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.50M (5.97%) 7.97K
Increased by +0.11%
Jun 30, 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 4.66M (3.71%) -24.59K
Decreased by -0.53%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.01M (3.19%) 23.08K
Increased by +0.58%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.97M (3.16%) 235.41K
Increased by +5.93%
Sep 30, 24
6 iShares Russell 2000 ETF 3.16M (2.52%) 21.98K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 3.16M (2.52%) 11.59K
Increased by +0.37%
May 31, 25
8 Fidelity Real Estate Investment Port 2.66M (2.12%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 2.03M (1.62%) -1.75K
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.55%) 13.11K
Increased by +0.67%
May 31, 25
11 Nikko World REIT Mother 1.77M (1.41%) -538.72K
Decreased by -30.42%
Jul 5, 23
12 Fidelity SAI Real Estate Fund 1.74M (1.39%) 44.10K
Increased by +2.53%
May 31, 25
13 Fidelity® Real Estate Investment Port 1.70M (1.35%) 45.00K
Increased by +2.65%
Nov 30, 23
14 Fidelity Advisor® Strategic Div & Inc® I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
15 Fidelity Advisor® Strategic Real Ret I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
16 Jennison SMid Cap Core Equity 1.38M (1.10%) 36.11K
Increased by +2.62%
Jun 30, 25
17 PGIM Jennison Small Company A 1.37M (1.09%) 32.17K
Increased by +2.34%
Jun 30, 25
18 FIAM Small Cap Core Composite 1.36M (1.08%) -32.20K
Decreased by -2.37%
Mar 31, 25
19 FIAM Small Cap Core CIT Cl B 1.34M (1.06%) -19.00K
Decreased by -1.42%
Apr 30, 25
20 Fidelity Small Cap Index 1.28M (1.02%) 9.64K
Increased by +0.75%
Apr 30, 25