Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 7.15%
2 NETL 4.26%
3 SRET 4.02%
4 IRET 3.53%
5 KBWY 3.06%
6 FOVL 2.67%
7 FORH 2.58%
8 SMHB 2.34%
9 RDOG 2.32%
10 HIPS 2.30%
11 GRI_old 2.25%
12 MGMT 2.14%
13 RIET 1.61%
14 REAI 1.58%
15 XMLV 1.52%
16 BLDG 1.37%
17 DES 1.32%
18 RORE 1.19%
19 VRAI 1.18%
20 HSMV 1.14%

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 UBS Group AG 1.26M (1.70%) 433.81K
Increased by +34.41%
Mar 31, 25
14 LSV Asset Management 1.26M (1.69%) 128.57K
Increased by +10.22%
Mar 31, 25
15 AQR Capital Management LLC 1.20M (1.61%) 331.51K
Increased by +27.72%
Mar 31, 25
16 Bank of New York Mellon Corp 1.12M (1.51%) -22.37K
Decreased by -1.99%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.11M (1.49%) 33.39K
Increased by +3.01%
Mar 31, 25
18 American Century Companies Inc 1.09M (1.47%) 6.08K
Increased by +0.56%
Mar 31, 25
19 Rush Island Management, LP 1.03M (1.38%) 934.67K
Increased by +91.09%
Sep 30, 23
20 NORGES BANK 929.27K (1.25%) 21.16K
Increased by +2.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.82M (3.80%) -20.86K
Decreased by -0.74%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 2.46M (3.31%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.43M (3.28%) 1.51K
Increased by +0.06%
May 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 1.92M (2.58%) 10.03K
Increased by +0.52%
May 31, 25
6 Vanguard Small Cap Value Index Inv 1.23M (1.66%) -1.13K
Decreased by -0.09%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.59%) 7.20K
Increased by +0.61%
May 31, 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 584.72K (0.79%) -13.31K
Decreased by -2.28%
May 31, 25
12 Vanguard Real Estate II Index 487.94K (0.66%) -956.00
Decreased by -0.20%
May 31, 25
13 DWS Global Real Estate Sec Focus Comp 469.83K (0.63%) -28.73K
Decreased by -6.12%
Apr 30, 25
14 Schwab US REIT ETF™ 463.41K (0.62%) 0.00
Increased by 0.00%
May 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 436.40K (0.59%) 5.80K
Increased by +1.33%
May 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 Fidelity Extended Market Index 424.05K (0.57%) 734.00
Increased by +0.17%
Apr 30, 25
18 iShares S&P Mid-Cap 400 Value ETF 421.61K (0.57%) 0.00
Increased by 0.00%
May 31, 25
19 DFA Real Estate Securities I 417.81K (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard Strategic Equity Inv 414.79K (0.56%) -10.34K
Decreased by -2.49%
Mar 31, 25