Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 5.54%
2 NETL 3.78%
3 SRET 3.35%
4 IRET 3.25%
5 KBWY 3.08%
6 FORH 2.39%
7 SMHB 2.34%
8 HIPS 2.30%
9 GRI_old 2.25%
10 RDOG 2.18%
11 MGMT 1.89%
12 REAI 1.83%
13 XMLV 1.45%
14 RIET 1.42%
15 RORE 1.19%
16 VRAI 1.13%
17 MDIV 1.11%
18 DES 1.08%
19 HSMV 0.97%
20 NIXT 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.25M (15.14%) -32.68K
Decreased by -0.29%
Dec 31, 24
2 BlackRock Inc 10.65M (14.33%) 79.72K
Increased by +0.75%
Dec 31, 24
3 Wealthfront Advisers LLC 6.83M (9.19%) 6.83M
Increased by +100.00%
Dec 31, 24
4 State Street Corp 3.92M (5.28%) 97.24K
Increased by +2.48%
Dec 31, 24
5 State Street Corporation 3.87M (5.21%) -340.83K
Decreased by -8.80%
Mar 31, 24
6 Wellington Management Company LLP 1.69M (2.28%) 1.26M
Increased by +74.38%
Dec 31, 23
7 Geode Capital Management, LLC 1.42M (1.92%) -691.00
Decreased by -0.05%
Dec 31, 24
8 Renaissance Technologies Corp 1.38M (1.86%) -2.90K
Decreased by -0.21%
Dec 31, 24
9 Charles Schwab Investment Management Inc 1.38M (1.86%) 30.40K
Increased by +2.20%
Dec 31, 24
10 PGGM Investments 1.27M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
11 Bank of New York Mellon Corp 1.15M (1.54%) 60.95K
Increased by +5.32%
Dec 31, 24
12 LSV Asset Management 1.13M (1.52%) 123.40K
Increased by +10.93%
Dec 31, 24
13 American Century Companies Inc 1.09M (1.46%) 334.94K
Increased by +30.84%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.08M (1.45%) -15.50K
Decreased by -1.44%
Dec 31, 24
15 Rush Island Management, LP 1.03M (1.38%) 934.67K
Increased by +91.09%
Sep 30, 23
16 NORGES BANK 929.27K (1.25%) 21.16K
Increased by +2.28%
Dec 31, 24
17 CBRE Investment Management Listed Real Assets LLC 912.07K (1.23%) 339.40K
Increased by +37.21%
Sep 30, 23
18 AQR Capital Management LLC 864.48K (1.16%) 58.11K
Increased by +6.72%
Dec 31, 24
19 Northern Trust Corp 844.94K (1.14%) 198.02K
Increased by +23.44%
Dec 31, 24
20 Waterfront Capital Partners, LLC 841.00K (1.13%) -374.20K
Decreased by -44.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.89M (3.89%) -34.71K
Decreased by -1.20%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.46M (3.31%) 1.84K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.37M (3.19%) 1.20K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 1.93M (2.60%) 1.57K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.27M (1.71%) -3.90K
Decreased by -0.31%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.54%) 1.38K
Increased by +0.12%
Feb 28, 25
7 American Century Small Cap Value Inv 805.00K (1.08%) 225.00K
Increased by +27.95%
Dec 31, 24
8 American Century U.S. Small Cap Value 805.00K (1.08%) 225.00K
Increased by +27.95%
Dec 31, 24
9 Invesco Summit P 673.20K (0.91%) -252.90K
Decreased by -37.57%
Feb 29, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 611.81K (0.82%) 5.81K
Increased by +0.95%
Feb 28, 25
11 Vanguard Real Estate II Index 485.72K (0.65%) -1.79K
Decreased by -0.37%
Feb 28, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 453.43K (0.61%) 500.00
Increased by +0.11%
Feb 28, 25
13 iShares S&P Mid-Cap 400 Value ETF 451.67K (0.61%) -330.00
Decreased by -0.07%
Feb 28, 25
14 Schwab US REIT ETF™ 433.86K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Strategic Equity Inv 425.13K (0.57%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Extended Market Index 412.71K (0.56%) -13.62K
Decreased by -3.30%
Jan 31, 25
17 Fidelity® Extended Market Index 407.13K (0.55%) 4.76K
Increased by +1.17%
Nov 30, 23
18 WisdomTree US SmallCap Dividend ETF 404.71K (0.54%) 0.00
Increased by 0.00%
Feb 28, 25
19 DFA Real Estate Securities I 394.20K (0.53%) 0.00
Increased by 0.00%
Jan 31, 25
20 Schwab US Small-Cap ETF™ 363.98K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25