Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.35%
2 GRI_old 2.26%
3 RDOG 2.19%
4 IRET 1.62%
5 HOMZ 1.46%
6 NURE 1.27%
7 BLDG 1.26%
8 PSR 1.17%
9 WMCR 0.44%
10 REZ 0.31%
11 IWC 0.30%
12 PPTY 0.27%
13 FYC 0.23%
14 ISMD 0.21%
15 PFF 0.17%
16 FSGS 0.16%
17 RNSC 0.16%
18 CRED 0.14%
19 VGSR 0.14%
20 RWR 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.52M (9.55%) 17.08K
Increased by +0.23%
Mar 31, 25
2 BlackRock Inc 7.18M (9.12%) -52.59K
Decreased by -0.73%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 5.32M (6.76%) 73.20K
Increased by +1.37%
Mar 31, 25
4 Capital Research Global Investors 5.04M (6.40%) 1.00M
Increased by +19.95%
Mar 31, 25
5 State Street Corp 3.25M (4.13%) 67.52K
Increased by +2.08%
Mar 31, 25
6 Copeland Capital Management, LLC 2.74M (3.48%) -84.69K
Decreased by -3.09%
Mar 31, 25
7 FMR Inc 2.73M (3.46%) 1.30K
Increased by +0.05%
Mar 31, 25
8 American Century Companies Inc 2.11M (2.67%) 10.60K
Increased by +0.50%
Mar 31, 25
9 William Blair Investment Management, LLC 1.90M (2.42%) -87.97K
Decreased by -4.62%
Mar 31, 25
10 Geode Capital Management, LLC 1.90M (2.41%) 57.24K
Increased by +3.02%
Mar 31, 25
11 State Street Corporation 1.88M (2.39%) -20.37K
Decreased by -1.08%
Mar 31, 24
12 Jennison Associates LLC 1.39M (1.76%) -76.94K
Decreased by -5.55%
Mar 31, 25
13 Northern Trust Corp 1.23M (1.56%) 49.04K
Increased by +3.99%
Mar 31, 25
14 Private Management Group Inc 1.23M (1.56%) -5.47K
Decreased by -0.45%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.20M (1.53%) -458.23K
Decreased by -38.10%
Jun 30, 24
16 Nuveen Asset Management, LLC 1.16M (1.48%) -67.99K
Decreased by -5.84%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.10M (1.40%) 36.23K
Increased by +3.29%
Mar 31, 25
18 Bank of America Corp 1.10M (1.39%) -46.03K
Decreased by -4.19%
Mar 31, 25
19 Nuveen, LLC 1.03M (1.30%) 1.03M
Increased by +100.00%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.02M (1.30%) -6.86K
Decreased by -0.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.63M (5.89%) 877.86K
Increased by +18.94%
Mar 31, 25
2 T. Rowe Price Small-Cap Value 3.04M (3.86%) -653.00
Decreased by -0.02%
Mar 31, 25
3 Vanguard Real Estate Index Investor 2.91M (3.69%) 92.34K
Increased by +3.18%
May 31, 25
4 Fidelity US REIT Mother Fund 2.39M (3.03%) 0.00
Increased by 0.00%
Sep 17, 24
5 Vanguard Total Stock Mkt Idx Inv 2.38M (3.02%) 3.23K
Increased by +0.14%
May 31, 25
6 Vanguard US Total Market Shares ETF 2.01M (2.55%) 1.82K
Increased by +0.09%
Sep 30, 24
7 iShares Russell 2000 ETF 1.81M (2.29%) 0.00
Increased by 0.00%
May 31, 25
8 T. Rowe Price U.S. SC Value Eq Tr-D 1.77M (2.25%) 91.89K
Increased by +5.18%
Mar 31, 25
9 T. Rowe Price U.S. SC Value Eq Tr-Z 1.77M (2.25%) 91.89K
Increased by +5.18%
Mar 31, 25
10 American Century Small Cap Value Inv 1.56M (1.98%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century U.S. Small Cap Value 1.56M (1.98%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.47%) 8.96K
Increased by +0.78%
May 31, 25
13 Fidelity Small Cap Index 738.20K (0.94%) 7.82K
Increased by +1.06%
Mar 31, 25
14 William Blair Small Cap Value I 689.49K (0.88%) -37.58K
Decreased by -5.45%
Apr 30, 25
15 CREF Stock R1 608.00K (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Russell 2000 Value ETF 560.96K (0.71%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity® Small Cap Index 559.10K (0.71%) 15.02K
Increased by +2.69%
Oct 31, 23
18 First Eagle Small Cap Opportunity I 506.54K (0.64%) 21.52K
Increased by +4.25%
Apr 30, 25
19 Vanguard Real Estate II Index 503.14K (0.64%) 18.25K
Increased by +3.63%
May 31, 25
20 Heartland Value Investor 500.00K (0.63%) 0.00
Increased by 0.00%
Dec 31, 23