Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.27%
2 SRHR 3.32%
3 DDIV 3.31%
4 REIT 2.88%
5 JRE 2.51%
6 PSR 2.23%
7 SCAP 2.21%
8 IVRA 2.13%
9 IRET 1.84%
10 FTIF 1.82%
11 RORE 1.57%
12 REAI 1.52%
13 DVOL 1.33%
14 BLDG 1.27%
15 XMLV 1.24%
16 GQRE 1.11%
17 VRAI 1.11%
18 CRED 1.10%
19 RAYD 1.02%
20 PPTY 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.46M (14.99%) 99.41K
Increased by +0.22%
Mar 31, 25
2 BlackRock Inc 42.21M (13.92%) 3.73M
Increased by +8.83%
Mar 31, 25
3 State Street Corp 15.62M (5.15%) 208.62K
Increased by +1.34%
Mar 31, 25
4 State Street Corporation 15.53M (5.12%) -1.36M
Decreased by -8.76%
Mar 31, 24
5 Franklin Resources Inc 11.07M (3.65%) 382.96K
Increased by +3.46%
Mar 31, 25
6 Canada Pension Plan Investment Board 8.62M (2.84%) 824.40K
Increased by +9.57%
Mar 31, 25
7 CenterSquare Investment Management LLC 8.05M (2.65%) -142.13K
Decreased by -1.77%
Mar 31, 25
8 Massachusetts Financial Services Company 7.95M (2.62%) -45.55K
Decreased by -0.57%
Mar 31, 25
9 Ameriprise Financial Inc 6.99M (2.31%) 1.54M
Increased by +21.99%
Mar 31, 25
10 Amvescap Plc. 6.47M (2.13%) 719.43K
Increased by +11.12%
Mar 31, 25
11 Geode Capital Management, LLC 5.97M (1.97%) 315.38K
Increased by +5.28%
Mar 31, 25
12 Deutsche Bank AG 5.28M (1.74%) -598.28K
Decreased by -11.32%
Mar 31, 25
13 Charles Schwab Investment Management Inc 5.14M (1.70%) 189.56K
Increased by +3.69%
Mar 31, 25
14 Northern Trust Corp 4.89M (1.61%) 16.34K
Increased by +0.33%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 4.66M (1.54%) -28.58K
Decreased by -0.61%
Mar 31, 25
16 JPMorgan Chase & Co 4.21M (1.39%) 1.87M
Increased by +44.40%
Mar 31, 25
17 Duff & Phelps Inv Mgmt Co (IL) 4.20M (1.39%) 174.25K
Increased by +4.15%
Mar 31, 25
18 Millennium Management LLC 4.14M (1.37%) -1.59M
Decreased by -38.42%
Sep 30, 24
19 Wellington Management Company LLP 4.11M (1.36%) -1.81M
Decreased by -43.99%
Mar 31, 25
20 NORGES BANK 3.96M (1.31%) 399.70K
Increased by +10.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.35M (3.74%) 21.61K
Increased by +0.19%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 9.97M (3.29%) 5.22K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.83M (3.24%) 37.92K
Increased by +0.39%
May 31, 25
4 Vanguard US Total Market Shares ETF 9.52M (3.14%) 6.77K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 7.72M (2.54%) 35.17K
Increased by +0.46%
May 31, 25
6 MFS Mid Cap Value A 5.25M (1.73%) 192.34K
Increased by +3.66%
May 31, 25
7 Franklin Mutual Shares Z 5.08M (1.68%) 411.38K
Increased by +8.10%
Jun 30, 25
8 MFS Mid Cap Value Equity 5.06M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 4.96M (1.64%) -4.26K
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 4.77M (1.57%) 37.05K
Increased by +0.78%
May 31, 25
11 Franklin Mutual Beacon Z 3.82M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
12 JPM US Value Advantage-MA 2.79M (0.92%) 2.67M
Increased by +95.65%
Sep 30, 23
13 JPMorgan Value Advantage L 2.63M (0.87%) 0.00
Increased by 0.00%
May 31, 24
14 CT (Lux) American Smaller Com 9U USD 2.45M (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 2.40M (0.79%) 41.01K
Increased by +1.71%
Jun 30, 25
16 AMOne Shinko US-REIT Open 2.30M (0.76%) 1.19M
Increased by +51.94%
Mar 5, 25
17 JPM US Mid Cap Value-Composite 2.25M (0.74%) -705.88K
Decreased by -31.32%
Dec 31, 23
18 MFS Global Real Estate I 2.18M (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
19 TIAA-CREF Real Estate Sec Instl 2.10M (0.69%) -101.10K
Decreased by -4.82%
Feb 29, 24
20 Vanguard Strategic Equity Inv 2.05M (0.68%) 0.00
Increased by 0.00%
Mar 31, 25