Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.70%
2 VNM 2.93%
3 PRVT 2.53%
4 VNAM 2.40%
5 NURE 1.19%
6 XSLV 0.97%
7 PSCF 0.41%
8 EMFM 0.36%
9 REZ 0.28%
10 ISMD 0.21%
11 FSGS 0.17%
12 RNSC 0.17%
13 ESIX 0.15%
14 ROOF 0.14%
15 CRED 0.14%
16 VGSR 0.14%
17 FYC 0.13%
18 BBRE 0.13%
19 RWR 0.13%
20 SLYV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.76M (17.03%) -175.12K
Decreased by -1.19%
Mar 31, 25
2 Vanguard Group Inc 11.89M (13.71%) -661.43K
Decreased by -5.56%
Jun 30, 25
3 Madison International Realty Holdings, LLC 6.11M (7.05%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corporation 4.72M (5.45%) -388.56K
Decreased by -8.23%
Mar 31, 24
5 State Street Corp 4.61M (5.32%) -110.77K
Decreased by -2.40%
Mar 31, 25
6 Prudential Financial Inc 4.56M (5.25%) -196.95K
Decreased by -4.32%
Mar 31, 25
7 H/2 Credit Manager LP 4.30M (4.96%) 0.00
Increased by 0.00%
Jun 30, 25
8 Wellington Management Company LLP 2.74M (3.16%) -3.07M
Decreased by -112.28%
Mar 31, 24
9 Bank of America Corp 2.41M (2.78%) -101.95K
Decreased by -4.23%
Mar 31, 25
10 Rush Island Management, LP 2.17M (2.50%) 2.17M
Increased by +100.00%
Mar 31, 24
11 Nuveen Asset Management, LLC 2.15M (2.48%) 53.56K
Increased by +2.49%
Dec 31, 24
12 Nuveen, LLC 2.06M (2.37%) 2.06M
Increased by +100.00%
Mar 31, 25
13 Geode Capital Management, LLC 2.04M (2.36%) 57.31K
Increased by +2.81%
Mar 31, 25
14 JPMorgan Chase & Co 1.88M (2.17%) -240.14K
Decreased by -12.74%
Mar 31, 25
15 Northern Trust Corp 1.54M (1.77%) 13.82K
Increased by +0.90%
Mar 31, 25
16 Millennium Management LLC 1.50M (1.73%) -526.01K
Decreased by -35.09%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.48M (1.71%) 14.00K
Increased by +0.95%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 1.22M (1.41%) 45.82K
Increased by +3.75%
Jun 30, 25
19 CBRE Investment Management Listed Real Assets LLC 1.21M (1.40%) 67.71K
Increased by +5.60%
Jun 30, 25
20 Victory Capital Management Inc. 1.19M (1.37%) -26.61K
Decreased by -2.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.84M (5.59%) 790.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Real Estate Index Investor 3.11M (3.58%) 4.95K
Increased by +0.16%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.49M (2.87%) 3.31K
Increased by +0.13%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.32M (2.67%) -209.09K
Decreased by -9.02%
Jun 30, 25
5 iShares Russell 2000 ETF 1.91M (2.20%) -36.23K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 1.71M (1.97%) -281.26K
Decreased by -16.45%
Jun 30, 25
7 Xtrackers MSCI World Swap ETF 1C 1.29M (1.49%) 239.69K
Increased by +18.59%
May 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.46%) 5.47K
Increased by +0.43%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.09M (1.26%) -189.21K
Decreased by -17.34%
Jun 30, 25
10 Wellington SMID Cap Research Equity 1.08M (1.25%) 420.25K
Increased by +38.80%
Sep 30, 23
11 CREF Stock R1 951.98K (1.10%) -19.60K
Decreased by -2.06%
Feb 28, 25
12 Wellington CIF II SMID Cap Research S3 867.15K (1.00%) -216.00K
Decreased by -24.91%
Dec 31, 23
13 PGIM Global Real Estate Z 823.23K (0.95%) 11.20K
Increased by +1.36%
Jun 30, 25
14 Fidelity Small Cap Index 799.42K (0.92%) 7.91K
Increased by +0.99%
May 31, 25
15 Xtrackers Stoxx Global Div100 Swp ETF 1D 780.46K (0.90%) 0.00
Increased by 0.00%
May 31, 25
16 AEW Global Diversified REIT (EPRA) 778.68K (0.90%) 461.04K
Increased by +59.21%
Dec 31, 23
17 CREF Stock R3 766.94K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 699.37K (0.81%) 390.00
Increased by +0.06%
Jul 31, 25