Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSRE 3.56%
2 KBWY 3.24%
3 LPRE 3.08%
4 RDOG 2.78%
5 NURE 2.69%
6 LSAT 2.69%
7 GRI_old 2.23%
8 SRHR 2.17%
9 MRGR 2.16%
10 IRET 2.09%
11 RIET 2.00%
12 PSR 1.82%
13 TSCV 1.66%
14 MBOX 1.66%
15 HAPS 1.37%
16 RORE 1.27%
17 XMLV 1.21%
18 HAPY 1.16%
19 INDS 1.16%
20 VRAI 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.58M (13.47%) -35.30K
Decreased by -0.37%
Dec 31, 25
2 BlackRock Inc 8.48M (11.93%) 230.46K
Increased by +2.72%
Sep 30, 25
3 Wasatch Advisors Inc. 5.04M (7.09%) 1.00M
Increased by +19.88%
Sep 30, 23
4 State Street Corporation 4.06M (5.71%) -504.86K
Decreased by -12.42%
Mar 31, 24
5 State Street Corp 3.68M (5.18%) -109.85K
Decreased by -2.98%
Sep 30, 25
6 Balyasny Asset Management LLC 2.62M (3.69%) 273.10K
Increased by +10.41%
Dec 31, 25
7 Long Pond Capital, LP 2.59M (3.64%) -1.25M
Decreased by -48.43%
Dec 31, 25
8 Prudential Financial Inc 2.48M (3.49%) 393.71K
Increased by +15.85%
Sep 30, 25
9 Capital World Investors 1.94M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
10 Thrivent Financial For Lutherans 1.65M (2.33%) -702.63K
Decreased by -42.46%
Sep 30, 25
11 Citadel Advisors Llc 1.45M (2.03%) 1.08M
Increased by +74.62%
Dec 31, 25
12 Geode Capital Management, LLC 1.44M (2.03%) -95.58K
Decreased by -6.63%
Dec 31, 25
13 Land & Buildings Investment Mgmt, LLC 1.31M (1.85%) 1.31M
Increased by +100.00%
Dec 31, 25
14 FMR Inc 1.22M (1.71%) 457.33K
Increased by +37.55%
Dec 31, 25
15 Rush Island Management, LP 1.20M (1.68%) 1.20M
Increased by +100.00%
Dec 31, 25
16 Vaughan Nelson Scarbrgh & Mccullough LP 1.18M (1.66%) -154.91K
Decreased by -13.08%
Dec 31, 23
17 Canada Pension Plan Investment Board 1.18M (1.66%) 1.18M
Increased by +100.00%
Dec 31, 25
18 Bank of America Corp 1.16M (1.64%) 714.84K
Increased by +61.42%
Sep 30, 25
19 Hudson Bay Capital Management LP 1.15M (1.62%) 60.01K
Increased by +5.20%
Dec 31, 25
20 Millennium Management LLC 1.11M (1.56%) -327.90K
Decreased by -29.48%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.73M (3.84%) 10.00K
Increased by +0.37%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 2.28M (3.21%) 72.03K
Increased by +3.15%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 2.19M (3.08%) 6.04K
Increased by +0.28%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.16M (3.04%) 1.65K
Increased by +0.08%
Sep 30, 24
5 American Funds SMALLCAP World A 1.94M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
6 Jupiter Merian Glb Eq AbsRet I USD Acc 1.75M (2.46%) 1.75M
Increased by +100.00%
Dec 31, 25
7 Wasatch Core Growth 1.70M (2.39%) -622.75K
Decreased by -36.63%
Jun 30, 25
8 Vanguard Small Cap Index 1.57M (2.21%) 3.34K
Increased by +0.21%
Feb 28, 26
9 Thrivent Small Cap Stock A 1.47M (2.07%) 39.77K
Increased by +2.71%
Jun 30, 25
10 Fidelity® Small Cap Value 1.30M (1.83%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Small Cap Value Fund 1.20M (1.69%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 875.17K (1.23%) 2.77K
Increased by +0.32%
Feb 28, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 771.33K (1.08%) 5.62K
Increased by +0.73%
Feb 28, 26
14 Jennison SMid Cap Core Equity 638.90K (0.90%) 249.13K
Increased by +38.99%
Jun 30, 25
15 MFS New Discovery Value I 598.76K (0.84%) -75.99K
Decreased by -12.69%
Mar 31, 25
16 BlackRock Global Equity Mkt Netrl Instl 544.92K (0.77%) 536.78K
Increased by +98.51%
Jul 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 538.90K (0.76%) -13.49K
Decreased by -2.50%
Jul 31, 25
18 State Street® SPDR® S&P MIDCAP 400® ETF 518.95K (0.73%) 5.53K
Increased by +1.07%
Feb 28, 26
19 CREF Total Global Stock Account R3 503.44K (0.71%) 21.60K
Increased by +4.29%
Dec 31, 25
20 Schwab US REIT ETF™ 489.80K (0.69%) 1.92K
Increased by +0.39%
Feb 28, 26