Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 3.95%
2 SRET 3.63%
3 AREA 3.50%
4 IRET 3.18%
5 FOVL 2.67%
6 KBWY 2.55%
7 SMHB 2.34%
8 FORH 2.32%
9 HIPS 2.30%
10 GRI_old 2.25%
11 RDOG 2.10%
12 ASCE 2.06%
13 MGMT 1.78%
14 RIET 1.61%
15 REAI 1.45%
16 BLDG 1.38%
17 VRAI 1.23%
18 XMLV 1.20%
19 RORE 1.19%
20 HSMV 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.84M (14.52%) -75.95K
Decreased by -0.70%
Dec 31, 25
2 BlackRock Inc 10.12M (13.56%) -456.74K
Decreased by -4.51%
Dec 31, 25
3 Wealthfront Advisers LLC 6.83M (9.14%) 6.83M
Increased by +100.00%
Dec 31, 24
4 State Street Corp 3.91M (5.23%) -57.24K
Decreased by -1.46%
Dec 31, 25
5 State Street Corporation 3.87M (5.19%) -340.83K
Decreased by -8.80%
Mar 31, 24
6 Deutsche Bank AG 2.12M (2.83%) 241.41K
Increased by +11.41%
Jun 30, 25
7 Prudential Financial Inc 1.99M (2.67%) 123.56K
Increased by +6.20%
Sep 30, 25
8 NORGES BANK 1.66M (2.22%) 714.14K
Increased by +43.03%
Dec 31, 25
9 Geode Capital Management, LLC 1.58M (2.12%) 26.59K
Increased by +1.68%
Dec 31, 25
10 AQR Capital Management LLC 1.47M (1.96%) -53.28K
Decreased by -3.64%
Dec 31, 25
11 LSV Asset Management 1.45M (1.95%) 87.40K
Increased by +6.02%
Mar 31, 26
12 Charles Schwab Investment Management Inc 1.34M (1.80%) 17.05K
Increased by +1.27%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (1.75%) 216.04K
Increased by +16.56%
Dec 31, 25
14 Quantinno Capital Management LP 1.30M (1.74%) 395.38K
Increased by +30.40%
Dec 31, 25
15 PGGM Investments 1.27M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
16 Northern Trust Corp 1.18M (1.58%) -55.26K
Decreased by -4.68%
Mar 31, 26
17 Wellington Management Company LLP 1.17M (1.56%) 764.20K
Increased by +65.51%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 1.13M (1.52%) 26.51K
Increased by +2.34%
Mar 31, 26
19 Bank of New York Mellon Corp 1.12M (1.50%) 19.79K
Increased by +1.77%
Mar 31, 26
20 Rush Island Management, LP 1.03M (1.37%) 934.67K
Increased by +91.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.83M (3.80%) -12.37K
Decreased by -0.44%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.57M (3.44%) -1.30K
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.38M (3.19%) 1.27K
Increased by +0.05%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.31M (3.09%) -108.06K
Decreased by -4.68%
Mar 31, 26
5 Vanguard Small Cap Index 1.68M (2.25%) -49.98K
Decreased by -2.98%
Mar 31, 26
6 Vanguard Small Cap Value Index Inv 1.07M (1.43%) -42.45K
Decreased by -3.97%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 851.07K (1.14%) 20.18K
Increased by +2.37%
Mar 31, 26
8 Invesco Summit P 673.20K (0.90%) -252.90K
Decreased by -37.57%
Feb 29, 24
9 SPDR® S&P MIDCAP 400 ETF Trust 582.69K (0.78%) -14.57K
Decreased by -2.50%
Jul 31, 25
10 State Street® SPDR® S&P MIDCAP 400® ETF 573.87K (0.77%) 15.63K
Increased by +2.72%
Mar 31, 26
11 Schwab US REIT ETF™ 535.72K (0.72%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Real Estate II Index 500.86K (0.67%) 3.69K
Increased by +0.74%
Mar 31, 26
13 American Century Small Cap Value Inv 500.00K (0.67%) -45.00K
Decreased by -9.00%
Mar 31, 26
14 American Century U.S. Small Cap Value 500.00K (0.67%) -45.00K
Decreased by -9.00%
Mar 31, 26
15 State St Russell Sm/Mid Cp® Indx SL Cl I 456.60K (0.61%) 7.70K
Increased by +1.69%
Apr 30, 26
16 State St Russell Sm/Mid Cp® Indx NL Cl C 430.60K (0.58%) 6.38K
Increased by +1.48%
Apr 30, 25
17 DWS Global Real Estate Sec Focus Comp 418.67K (0.56%) -64.53K
Decreased by -15.41%
Aug 31, 25
18 iShares S&P Mid-Cap 400 Value ETF 414.96K (0.56%) 0.00
Increased by 0.00%
Aug 31, 25
19 DFA Real Estate Securities I 414.89K (0.56%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity Extended Market Index 410.61K (0.55%) 10.74K
Increased by +2.62%
Mar 31, 26