Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.91%
2 AREA 6.88%
3 TSRS 4.80%
4 DDIV 4.00%
5 IRET 3.05%
6 UDI 2.76%
7 GLRY 2.52%
8 HELS 2.43%
9 JRE 2.38%
10 TBG 2.34%
11 DFRA 2.27%
12 CRED 2.12%
13 POWA 2.02%
14 JMID 1.87%
15 MBOX 1.85%
16 FTIF 1.62%
17 REAI 1.62%
18 EVSTC_old 1.61%
19 ICF 1.49%
20 HAPY 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.92M (14.03%) -119.93K
Decreased by -1.01%
Dec 31, 25
2 BlackRock Inc 9.73M (11.46%) -61.92K
Decreased by -0.64%
Sep 30, 25
3 HHG PLC 4.28M (5.04%) 6.65K
Increased by +0.16%
Sep 30, 25
4 FMR Inc 3.42M (4.03%) -481.40K
Decreased by -14.07%
Dec 31, 25
5 Victory Capital Management Inc. 3.13M (3.69%) -25.49K
Decreased by -0.81%
Dec 31, 25
6 Cohen & Steers Inc 2.72M (3.20%) -216.56K
Decreased by -7.96%
Sep 30, 25
7 State Street Corp 2.67M (3.15%) -30.79K
Decreased by -1.15%
Sep 30, 25
8 State Street Corporation 2.64M (3.11%) 81.31K
Increased by +3.08%
Mar 31, 24
9 Geode Capital Management, LLC 2.38M (2.80%) 32.54K
Increased by +1.37%
Dec 31, 25
10 JPMorgan Chase & Co 2.35M (2.76%) 1.13M
Increased by +48.20%
Sep 30, 25
11 Boston Partners Global Investors, Inc 2.34M (2.75%) -49.40K
Decreased by -2.12%
Dec 31, 25
12 Wellington Management Company LLP 2.03M (2.39%) 64.82K
Increased by +3.20%
Dec 31, 25
13 Northern Trust Corp 1.63M (1.92%) 314.24K
Increased by +19.28%
Sep 30, 25
14 Amvescap Plc. 1.52M (1.79%) -333.63K
Decreased by -21.98%
Jun 30, 24
15 Daiwa Securities Group Inc 1.48M (1.74%) 178.88K
Increased by +12.10%
Sep 30, 25
16 Davenport & Company LLC 1.42M (1.68%) -7.43K
Decreased by -0.52%
Jun 30, 25
17 Hamlin Capital Management, LLC 1.39M (1.64%) -32.88K
Decreased by -2.36%
Dec 31, 25
18 Canada Pension Plan Investment Board 1.35M (1.59%) 15.72K
Increased by +1.16%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 1.30M (1.53%) 5.24K
Increased by +0.40%
Dec 31, 25
20 AQR Capital Management LLC 1.24M (1.46%) -350.43K
Decreased by -28.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.21M (3.78%) 6.46K
Increased by +0.20%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 2.81M (3.30%) 21.67K
Increased by +0.77%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 2.79M (3.28%) 1.66K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.74M (3.23%) 4.35K
Increased by +0.16%
Feb 28, 26
5 Sycamore Mid Cap Value Comp 2.40M (2.83%) 2.32M
Increased by +96.77%
Mar 31, 25
6 Victory Sycamore Established Value R 2.25M (2.65%) -57.00K
Decreased by -2.53%
Dec 31, 25
7 Vanguard Small Cap Index 1.97M (2.32%) 4.84K
Increased by +0.25%
Feb 28, 26
8 JHancock Disciplined Value Mid Cap I 1.65M (1.94%) 12.90K
Increased by +0.78%
Jan 31, 26
9 Janus Inst Mid Cap Growth CF 1.62M (1.91%) -568.54K
Decreased by -35.05%
Dec 31, 25
10 Janus Henderson Enterprise D 1.31M (1.54%) -316.74K
Decreased by -24.26%
Jan 31, 26
11 Daiwa US-REIT Open Mother Fund 986.49K (1.16%) 163.84K
Increased by +16.61%
Sep 17, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 946.03K (1.11%) 8.00K
Increased by +0.85%
Feb 28, 26
13 American Funds Income Fund of Amer A 903.02K (1.06%) 0.00
Increased by 0.00%
Dec 31, 25
14 Hamlin Equity Income Strategy 882.33K (1.04%) 59.69K
Increased by +6.76%
Sep 30, 25
15 Fidelity US REIT Mother Fund 855.10K (1.01%) 93.50K
Increased by +10.93%
Mar 17, 25
16 Cohen & Steers Instl Realty Shares 797.48K (0.94%) 252.46K
Increased by +31.66%
Mar 31, 25
17 Zacks Dividend Strategy 788.30K (0.93%) 14.90K
Increased by +1.89%
Dec 31, 25
18 Cohen & Steers Realty Shares L 765.44K (0.90%) 266.47K
Increased by +34.81%
Mar 31, 25
19 Fidelity Equity-Income 712.33K (0.84%) 0.00
Increased by 0.00%
Jan 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 673.85K (0.79%) -16.85K
Decreased by -2.50%
Jul 31, 25