Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSR 4.29%
2 REAI 1.72%
3 SMAP 1.65%
4 BLDG 1.45%
5 RORE 1.33%
6 PFI 1.29%
7 RITA 1.29%
8 VRAI 1.16%
9 RFDA 1.11%
10 PSCF 1.05%
11 PPTY 0.93%
12 JPSV 0.91%
13 XSLV 0.86%
14 EHLS 0.73%
15 FPRO 0.71%
16 PXSG 0.61%
17 XSMO 0.61%
18 FLQS 0.59%
19 GQRE 0.50%
20 IVSS 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.86M (18.67%) -153.18K
Decreased by -0.73%
Sep 30, 25
2 Vanguard Group Inc 17.95M (16.06%) 789.93K
Increased by +4.40%
Dec 31, 25
3 FMR Inc 11.70M (10.47%) 2.41M
Increased by +20.62%
Dec 31, 25
4 State Street Corp 6.50M (5.82%) -131.42K
Decreased by -2.02%
Sep 30, 25
5 State Street Corporation 6.25M (5.59%) -383.67K
Decreased by -6.14%
Mar 31, 24
6 Geode Capital Management, LLC 2.88M (2.58%) 27.20K
Increased by +0.94%
Dec 31, 25
7 Wellington Management Company LLP 2.43M (2.17%) 245.64K
Increased by +10.12%
Dec 31, 25
8 Amvescap Plc. 2.30M (2.06%) 264.41K
Increased by +11.49%
Sep 30, 25
9 Charles Schwab Investment Management Inc 2.13M (1.91%) 98.95K
Increased by +4.64%
Dec 31, 25
10 Northern Trust Corp 1.97M (1.77%) 30.51K
Increased by +1.55%
Sep 30, 25
11 JPMorgan Chase & Co 1.97M (1.76%) 1.19M
Increased by +60.52%
Sep 30, 25
12 GRS Advisors, LLC 1.89M (1.69%) 939.42K
Increased by +49.73%
Jun 30, 25
13 Nuveen Asset Management, LLC 1.71M (1.53%) 754.43K
Increased by +44.00%
Dec 31, 24
14 Nuveen, LLC 1.67M (1.49%) 112.04K
Increased by +6.71%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 1.65M (1.48%) 30.51K
Increased by +1.85%
Dec 31, 25
16 UBS Group AG 1.49M (1.33%) 249.74K
Increased by +16.74%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 1.40M (1.25%) -103.72K
Decreased by -7.42%
Sep 30, 25
18 Qube Research & Technologies 1.24M (1.11%) 177.39K
Increased by +14.34%
Dec 31, 25
19 Freestone Grove Partners LP 1.18M (1.06%) 1.17M
Increased by +98.52%
Dec 31, 25
20 Goldman Sachs Group Inc 1.17M (1.05%) -563.89K
Decreased by -48.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.97M (6.24%) -226.93K
Decreased by -3.25%
Feb 28, 26
2 Vanguard Real Estate Index Investor 4.30M (3.85%) 81.67K
Increased by +1.90%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 3.66M (3.27%) 7.62K
Increased by +0.21%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.49M (3.12%) 2.94K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 2.76M (2.47%) 575.82K
Increased by +20.85%
Feb 28, 26
6 Vanguard Small Cap Index 2.61M (2.34%) 5.93K
Increased by +0.23%
Feb 28, 26
7 Fidelity Series Stk Selec Lg Cp Val 1.98M (1.78%) 1.17M
Increased by +58.74%
Jan 31, 26
8 Vanguard Small Cap Value Index Inv 1.68M (1.50%) 4.79K
Increased by +0.29%
Feb 28, 26
9 Fidelity US REIT Mother Fund 1.60M (1.44%) -183.40K
Decreased by -11.43%
Mar 17, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.12%) 12.60K
Increased by +1.00%
Feb 28, 26
11 Fidelity Advisor Strategic Div & Inc I 1.10M (0.99%) 56.60K
Increased by +5.13%
Dec 31, 25
12 Fidelity Strategic Real Return 1.10M (0.99%) 56.60K
Increased by +5.13%
Dec 31, 25
13 Fidelity Small Cap Index 1.10M (0.98%) -32.64K
Decreased by -2.97%
Dec 31, 25
14 State Street SPDR Port S&P 600 Sm CpETF 1.07M (0.96%) 2.96K
Increased by +0.28%
Feb 27, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.00M (0.90%) 12.01K
Increased by +1.20%
Aug 29, 25
16 Fidelity® Small Cap Index 992.40K (0.89%) 26.16K
Increased by +2.64%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
18 Strategic Advisers Fidelity US TtlStk 927.56K (0.83%) -9.50K
Decreased by -1.02%
Jan 31, 26
19 AMOne Shinko US-REIT Open 904.77K (0.81%) 904.77K
Increased by +100.00%
Sep 5, 25
20 Fidelity Advisor Strategic Real Ret I 888.00K (0.79%) -21.60K
Decreased by -2.43%
Feb 28, 25