Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.94%
2 NETL 4.37%
3 SRET 3.81%
4 IRET 3.75%
5 KBWY 3.61%
6 RDOG 2.56%
7 FORH 2.43%
8 SMHB 2.34%
9 HIPS 2.30%
10 GRI_old 2.25%
11 MGMT 2.12%
12 RIET 1.68%
13 REAI 1.66%
14 XMLV 1.43%
15 DES 1.28%
16 VRAI 1.26%
17 RORE 1.19%
18 HSMV 1.14%
19 MDIV 1.11%
20 NIXT 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.07M (14.89%) -182.54K
Decreased by -1.65%
Mar 31, 25
2 BlackRock Inc 9.53M (12.83%) -1.12M
Decreased by -11.74%
Mar 31, 25
3 Wealthfront Advisers LLC 6.83M (9.19%) 6.83M
Increased by +100.00%
Dec 31, 24
4 State Street Corp 3.94M (5.31%) 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 Wellington Management Company LLP 1.69M (2.28%) 1.26M
Increased by +74.38%
Dec 31, 23
8 Renaissance Technologies Corp 1.64M (2.20%) 254.30K
Increased by +15.55%
Mar 31, 25
9 Geode Capital Management, LLC 1.48M (1.99%) 54.42K
Increased by +3.68%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.33M (1.80%) -45.94K
Decreased by -3.44%
Mar 31, 25
11 Prudential Financial Inc 1.32M (1.77%) 1.31M
Increased by +99.55%
Mar 31, 25
12 PGGM Investments 1.27M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
13 LSV Asset Management 1.26M (1.69%) 128.57K
Increased by +10.22%
Mar 31, 25
14 AQR Capital Management LLC 1.20M (1.61%) 331.51K
Increased by +27.72%
Mar 31, 25
15 Bank of New York Mellon Corp 1.12M (1.51%) -22.37K
Decreased by -1.99%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.11M (1.49%) 33.39K
Increased by +3.01%
Mar 31, 25
17 American Century Companies Inc 1.09M (1.47%) 6.08K
Increased by +0.56%
Mar 31, 25
18 Rush Island Management, LP 1.03M (1.38%) 934.67K
Increased by +91.09%
Sep 30, 23
19 NORGES BANK 929.27K (1.25%) 21.16K
Increased by +2.28%
Dec 31, 24
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 2.84M (3.82%) -47.28K
Decreased by -1.66%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 2.45M (3.30%) -5.63K
Decreased by -0.23%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.43M (3.27%) 55.14K
Increased by +2.27%
Apr 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 1.91M (2.57%) 10.54K
Increased by +0.55%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 1.23M (1.66%) 3.89K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.58%) 964.00
Increased by +0.08%
Apr 30, 25
8 American Century Small Cap Value Inv 805.00K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Century U.S. Small Cap Value 805.00K (1.08%) 0.00
Increased by 0.00%
Mar 31, 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 598.03K (0.80%) -6.64K
Decreased by -1.11%
Apr 30, 25
12 DWS Global Real Estate Sec Focus Comp 498.57K (0.67%) 185.05K
Increased by +37.12%
Mar 31, 25
13 Vanguard Real Estate II Index 488.90K (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
14 Schwab US REIT ETF™ 454.86K (0.61%) 434.00
Increased by +0.10%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 430.60K (0.58%) 6.38K
Increased by +1.48%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 430.60K (0.58%) 6.38K
Increased by +1.48%
Apr 30, 25
17 iShares S&P Mid-Cap 400 Value ETF 425.88K (0.57%) 2.74K
Increased by +0.64%
Apr 30, 25
18 Fidelity Extended Market Index 423.31K (0.57%) 8.23K
Increased by +1.95%
Mar 31, 25
19 DFA Real Estate Securities I 417.81K (0.56%) 10.40K
Increased by +2.49%
Mar 31, 25
20 Vanguard Strategic Equity Inv 414.79K (0.56%) -10.34K
Decreased by -2.49%
Mar 31, 25