Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 5.62%
2 NETL 4.14%
3 SRET 3.60%
4 KBWY 3.54%
5 IRET 3.33%
6 FOVL 2.67%
7 SMHB 2.34%
8 HIPS 2.30%
9 GRI_old 2.25%
10 RDOG 2.16%
11 FORH 2.05%
12 MGMT 1.79%
13 RIET 1.48%
14 REAI 1.45%
15 XMLV 1.28%
16 BLDG 1.22%
17 RORE 1.19%
18 DES 1.18%
19 HSMV 1.14%
20 VRAI 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.93M (14.70%) -133.08K
Decreased by -1.22%
Jun 30, 25
2 BlackRock Inc 9.67M (13.00%) 136.14K
Increased by +1.41%
Jun 30, 25
3 Wealthfront Advisers LLC 6.83M (9.18%) 6.83M
Increased by +100.00%
Dec 31, 24
4 State Street Corp 4.01M (5.39%) 66.56K
Increased by +1.66%
Jun 30, 25
5 State Street Corporation 3.87M (5.21%) -340.83K
Decreased by -8.80%
Mar 31, 24
6 Deutsche Bank AG 2.12M (2.85%) 241.41K
Increased by +11.41%
Jun 30, 25
7 Prudential Financial Inc 1.87M (2.52%) 553.21K
Increased by +29.58%
Jun 30, 25
8 Renaissance Technologies Corp 1.58M (2.12%) -58.01K
Decreased by -3.68%
Jun 30, 25
9 AQR Capital Management LLC 1.54M (2.08%) 348.91K
Increased by +22.58%
Jun 30, 25
10 Geode Capital Management, LLC 1.48M (1.99%) -1.97K
Decreased by -0.13%
Jun 30, 25
11 Charles Schwab Investment Management Inc 1.32M (1.78%) -10.79K
Decreased by -0.81%
Jun 30, 25
12 LSV Asset Management 1.29M (1.74%) 35.79K
Increased by +2.77%
Jun 30, 25
13 PGGM Investments 1.27M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
14 American Century Companies Inc 1.23M (1.65%) 137.77K
Increased by +11.20%
Jun 30, 25
15 Wellington Management Company LLP 1.17M (1.57%) 764.20K
Increased by +65.51%
Jun 30, 25
16 Bank of New York Mellon Corp 1.13M (1.52%) 10.03K
Increased by +0.88%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.09M (1.46%) -21.09K
Decreased by -1.94%
Jun 30, 25
18 Rush Island Management, LP 1.03M (1.38%) 934.67K
Increased by +91.09%
Sep 30, 23
19 NORGES BANK 945.63K (1.27%) 16.37K
Increased by +1.73%
Jun 30, 25
20 CBRE Investment Management Listed Real Assets LLC 912.07K (1.23%) 339.40K
Increased by +37.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.83M (3.80%) 3.65K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 2.48M (3.33%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.39M (3.22%) -50.20K
Decreased by -2.10%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.38M (3.20%) 1.27K
Increased by +0.05%
Sep 30, 24
5 Vanguard Small Cap Index 1.85M (2.49%) -11.25K
Decreased by -0.61%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 1.19M (1.60%) 2.63K
Increased by +0.22%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 817.00K (1.10%) -351.30K
Decreased by -43.00%
Jul 31, 25
8 American Century Small Cap Value Inv 780.00K (1.05%) -25.00K
Decreased by -3.21%
Jun 30, 25
9 American Century U.S. Small Cap Value 780.00K (1.05%) -25.00K
Decreased by -3.21%
Jun 30, 25
10 Invesco Summit P 673.20K (0.91%) -252.90K
Decreased by -37.57%
Feb 29, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 582.69K (0.78%) -14.57K
Decreased by -2.50%
Jul 31, 25
12 Vanguard Real Estate II Index 491.93K (0.66%) 343.00
Increased by +0.07%
Jul 31, 25
13 DWS Global Real Estate Sec Focus Comp 483.19K (0.65%) -1.16K
Decreased by -0.24%
Jul 31, 25
14 Schwab US REIT ETF™ 482.82K (0.65%) 1.55K
Increased by +0.32%
Aug 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 436.60K (0.59%) 0.00
Increased by 0.00%
Jul 31, 25
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 DFA Real Estate Securities I 417.81K (0.56%) 0.00
Increased by 0.00%
Jul 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 Fidelity Extended Market Index 409.14K (0.55%) -976.00
Decreased by -0.24%
Jul 31, 25
20 Fidelity® Extended Market Index 407.13K (0.55%) 4.76K
Increased by +1.17%
Nov 30, 23