Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.44%
2 NETL 3.74%
3 SRET 3.51%
4 IRET 3.13%
5 KBWY 2.75%
6 FOVL 2.67%
7 SMHB 2.34%
8 HIPS 2.30%
9 FORH 2.27%
10 GRI_old 2.25%
11 RDOG 2.02%
12 MGMT 1.78%
13 REAI 1.45%
14 RIET 1.42%
15 XMLV 1.24%
16 RORE 1.19%
17 BLDG 1.17%
18 HSMV 1.14%
19 DES 1.13%
20 VRAI 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.93M (14.71%) -133.08K
Decreased by -1.22%
Jun 30, 25
2 BlackRock Inc 9.53M (12.82%) -1.12M
Decreased by -11.74%
Mar 31, 25
3 Wealthfront Advisers LLC 6.83M (9.18%) 6.83M
Increased by +100.00%
Dec 31, 24
4 State Street Corp 3.94M (5.30%) 18.22K
Increased by +0.46%
Mar 31, 25
5 State Street Corporation 3.87M (5.21%) -340.83K
Decreased by -8.80%
Mar 31, 24
6 Deutsche Bank AG 1.87M (2.52%) 1.83M
Increased by +97.45%
Mar 31, 25
7 Renaissance Technologies Corp 1.64M (2.20%) 254.30K
Increased by +15.55%
Mar 31, 25
8 Geode Capital Management, LLC 1.48M (1.99%) 54.42K
Increased by +3.68%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.32M (1.78%) -10.79K
Decreased by -0.81%
Jun 30, 25
10 Prudential Financial Inc 1.32M (1.77%) 1.31M
Increased by +99.55%
Mar 31, 25
11 LSV Asset Management 1.29M (1.74%) 35.79K
Increased by +2.77%
Jun 30, 25
12 PGGM Investments 1.27M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
13 UBS Group AG 1.26M (1.70%) 433.81K
Increased by +34.41%
Mar 31, 25
14 American Century Companies Inc 1.23M (1.65%) 137.77K
Increased by +11.20%
Jun 30, 25
15 AQR Capital Management LLC 1.20M (1.61%) 331.51K
Increased by +27.72%
Mar 31, 25
16 Wellington Management Company LLP 1.17M (1.57%) 764.20K
Increased by +65.51%
Jun 30, 25
17 Bank of New York Mellon Corp 1.12M (1.51%) -22.37K
Decreased by -1.99%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.09M (1.46%) -21.09K
Decreased by -1.94%
Jun 30, 25
19 Rush Island Management, LP 1.03M (1.38%) 934.67K
Increased by +91.09%
Sep 30, 23
20 NORGES BANK 945.63K (1.27%) 16.37K
Increased by +1.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.82M (3.80%) 728.00
Increased by +0.03%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.48M (3.33%) -4.46K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.44M (3.29%) 8.45K
Increased by +0.35%
Jun 30, 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 1.86M (2.50%) -60.25K
Decreased by -3.24%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 1.19M (1.60%) -47.33K
Decreased by -3.99%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.57%) -9.77K
Decreased by -0.84%
Jun 30, 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 597.26K (0.80%) 12.54K
Increased by +2.10%
Jun 30, 25
12 Vanguard Real Estate II Index 491.59K (0.66%) 3.65K
Increased by +0.74%
Jun 30, 25
13 DWS Global Real Estate Sec Focus Comp 484.35K (0.65%) 9.36K
Increased by +1.93%
Jun 30, 25
14 Schwab US REIT ETF™ 475.57K (0.64%) 930.00
Increased by +0.20%
Jul 31, 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 iShares S&P Mid-Cap 400 Value ETF 422.75K (0.57%) -682.00
Decreased by -0.16%
Jul 31, 25
18 DFA Real Estate Securities I 417.81K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Extended Market Index 410.12K (0.55%) -6.32K
Decreased by -1.54%
Jun 30, 25
20 Fidelity® Extended Market Index 407.13K (0.55%) 4.76K
Increased by +1.17%
Nov 30, 23