Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.47%
2 VNM 2.99%
3 VNAM 2.56%
4 PRVT 2.53%
5 NURE 1.15%
6 XSLV 0.81%
7 PSCF 0.41%
8 EMFM 0.36%
9 REZ 0.27%
10 ISMD 0.21%
11 FSGS 0.17%
12 RNSC 0.17%
13 ESIX 0.15%
14 ROOF 0.14%
15 VGSR 0.14%
16 CRED 0.14%
17 FYC 0.13%
18 BBRE 0.13%
19 RWR 0.12%
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 12.55M (14.48%) -145.32K
Decreased by -1.16%
Mar 31, 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%
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 (2.37%) 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 1.47M (1.69%) -17.07K
Decreased by -1.16%
Mar 31, 25
18 Victory Capital Management Inc. 1.19M (1.37%) -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%) 5.60K
Increased by +0.12%
Jun 30, 25
2 Vanguard Real Estate Index Investor 3.10M (3.58%) -38.76K
Decreased by -1.25%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.53M (2.91%) 4.17K
Increased by +0.16%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.49M (2.87%) 3.31K
Increased by +0.13%
Sep 30, 24
5 iShares Russell 2000 ETF 2.04M (2.35%) 14.14K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 1.99M (2.30%) 7.32K
Increased by +0.37%
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%) -1.90K
Decreased by -0.15%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.45%) 40.36K
Increased by +3.20%
May 31, 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 791.51K (0.91%) 2.80K
Increased by +0.35%
Apr 30, 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%) -13.69K
Decreased by -1.78%
May 31, 25
18 Fidelity® Small Cap Index 764.31K (0.88%) 20.38K
Increased by +2.67%
Oct 31, 23
19 iShares Russell 2000 Value ETF 706.98K (0.82%) 9.82K
Increased by +1.39%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 704.30K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24