Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 3.96%
2 SRET 3.69%
3 AREA 3.50%
4 IRET 3.18%
5 FOVL 2.67%
6 KBWY 2.43%
7 FORH 2.35%
8 SMHB 2.34%
9 HIPS 2.30%
10 GRI_old 2.25%
11 RDOG 2.06%
12 ASCE 2.06%
13 MGMT 1.72%
14 RIET 1.49%
15 REAI 1.45%
16 BLDG 1.36%
17 VRAI 1.22%
18 XMLV 1.21%
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 9.92M (13.29%) -199.74K
Decreased by -2.01%
Mar 31, 26
3 Wealthfront Advisers LLC 6.83M (9.14%) 6.83M
Increased by +100.00%
Dec 31, 24
4 Vanguard Portfolio Management, LLC 6.59M (8.83%) 6.59M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 3.87M (5.19%) -340.83K
Decreased by -8.80%
Mar 31, 24
6 State Street Corp 3.84M (5.15%) -62.48K
Decreased by -1.63%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.29M (4.40%) 3.29M
Increased by +100.00%
Mar 31, 26
8 Deutsche Bank AG 2.12M (2.83%) 241.41K
Increased by +11.41%
Jun 30, 25
9 Prudential Financial Inc 1.99M (2.67%) 123.56K
Increased by +6.20%
Sep 30, 25
10 NORGES BANK 1.66M (2.22%) 714.14K
Increased by +43.03%
Dec 31, 25
11 Geode Capital Management, LLC 1.64M (2.20%) 58.38K
Increased by +3.55%
Mar 31, 26
12 Quantinno Capital Management LP 1.57M (2.11%) 272.33K
Increased by +17.32%
Mar 31, 26
13 AQR Capital Management LLC 1.46M (1.96%) -5.45K
Decreased by -0.37%
Mar 31, 26
14 LSV Asset Management 1.45M (1.95%) 87.40K
Increased by +6.02%
Mar 31, 26
15 Charles Schwab Investment Management Inc 1.37M (1.84%) 27.42K
Increased by +2.00%
Mar 31, 26
16 PGGM Investments 1.27M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.24M (1.66%) -65.91K
Decreased by -5.32%
Mar 31, 26
18 Northern Trust Corp 1.18M (1.58%) -55.26K
Decreased by -4.68%
Mar 31, 26
19 Wellington Management Company LLP 1.17M (1.56%) 764.20K
Increased by +65.51%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 1.13M (1.52%) 26.51K
Increased by +2.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.82M (3.78%) -9.31K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 2.58M (3.46%) 486.00
Increased by +0.02%
May 29, 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 2.32M (3.10%) 6.76K
Increased by +0.29%
Apr 30, 26
5 Vanguard Small Cap Index 1.67M (2.24%) -5.84K
Decreased by -0.35%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 1.07M (1.43%) 1.63K
Increased by +0.15%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 859.51K (1.15%) 8.44K
Increased by +0.98%
Apr 30, 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 576.04K (0.77%) 2.17K
Increased by +0.38%
Apr 30, 26
11 Schwab US REIT ETF™ 538.78K (0.72%) 252.00
Increased by +0.05%
May 30, 26
12 Vanguard Real Estate II Index 501.23K (0.67%) 372.00
Increased by +0.07%
Apr 30, 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 457.70K (0.61%) 1.10K
Increased by +0.24%
May 31, 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 414.69K (0.56%) -200.00
Decreased by -0.05%
Apr 30, 26
20 Fidelity Extended Market Index 409.11K (0.55%) -1.49K
Decreased by -0.37%
Apr 30, 26