Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.39%
2 VNM 2.88%
3 PRVT 2.53%
4 VNAM 2.52%
5 NURE 1.08%
6 XSLV 0.85%
7 PSCF 0.41%
8 EMFM 0.36%
9 REZ 0.28%
10 ISMD 0.21%
11 RNSC 0.17%
12 FSGS 0.17%
13 ESIX 0.15%
14 ROOF 0.14%
15 CRED 0.14%
16 VGSR 0.14%
17 BBRE 0.14%
18 FYC 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 (17.04%) -175.12K
Decreased by -1.19%
Mar 31, 25
2 Vanguard Group Inc 12.55M (14.49%) -145.32K
Decreased by -1.16%
Mar 31, 25
3 Madison International Realty Holdings, LLC 6.11M (7.06%) 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 (5.33%) -110.77K
Decreased by -2.40%
Mar 31, 25
6 Prudential Financial Inc 4.56M (5.26%) -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%
Mar 31, 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 (2.38%) 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 (2.18%) -240.14K
Decreased by -12.74%
Mar 31, 25
15 Northern Trust Corp 1.54M (1.78%) 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 1.47M (1.69%) -17.07K
Decreased by -1.16%
Mar 31, 25
18 Victory Capital Management Inc. 1.19M (1.38%) -26.61K
Decreased by -2.23%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.18M (1.36%) 56.47K
Increased by +4.80%
Mar 31, 25
20 CBRE Investment Management Listed Real Assets LLC 1.14M (1.32%) 167.15K
Increased by +14.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.84M (5.58%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 3.14M (3.62%) -48.16K
Decreased by -1.53%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.52M (2.91%) 16.06K
Increased by +0.64%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.49M (2.87%) 3.31K
Increased by +0.13%
Sep 30, 24
5 Vanguard Small Cap Index 1.98M (2.29%) 13.85K
Increased by +0.70%
Apr 30, 25
6 iShares Russell 2000 ETF 1.98M (2.28%) 0.00
Increased by 0.00%
May 31, 25
7 Xtrackers MSCI World Swap ETF 1C 1.29M (1.49%) 239.69K
Increased by +18.59%
May 31, 24
8 Vanguard Small Cap Value Index Inv 1.28M (1.48%) 4.08K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.41%) 5.37K
Increased by +0.44%
Apr 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 828.67K (0.96%) -43.52K
Decreased by -5.25%
Apr 30, 25
14 Fidelity Small Cap Index 788.71K (0.91%) 3.33K
Increased by +0.42%
Mar 31, 25
15 CREF Stock R3 780.63K (0.90%) -78.37K
Decreased by -10.04%
Apr 30, 25
16 Xtrackers Stoxx Global Div100 Swp ETF 1D 780.46K (0.90%) 780.46K
Increased by +100.00%
Apr 30, 25
17 AEW Global Diversified REIT (EPRA) 778.68K (0.90%) 461.04K
Increased by +59.21%
Dec 31, 23
18 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
19 iShares Russell 2000 Value ETF 715.77K (0.83%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24