Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 3.55%
2 CSRE 3.31%
3 TSRS 2.62%
4 REIT 2.16%
5 SCAP 1.75%
6 IRET 1.71%
7 SMAP 1.70%
8 OSCV 1.60%
9 PSCF 1.50%
10 RLTY 1.40%
11 NBGR 1.34%
12 BLDG 1.27%
13 PXSG 1.15%
14 XSMO 1.15%
15 SIXS 1.13%
16 VRAI 1.12%
17 XSLV 1.09%
18 JPSV 1.00%
19 GQRE 0.82%
20 PSR 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.27M (17.32%) 107.29K
Increased by +0.29%
Mar 31, 26
2 Cohen & Steers Inc 29.61M (13.76%) 11.00M
Increased by +37.14%
Mar 31, 26
3 Vanguard Group Inc 29.59M (13.75%) -56.69K
Decreased by -0.19%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 19.84M (9.22%) 19.84M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 11.47M (5.33%) 315.31K
Increased by +2.75%
Mar 31, 26
6 Vanguard Capital Management, LLC 9.36M (4.35%) 9.36M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 9.19M (4.27%) -783.89K
Decreased by -8.53%
Mar 31, 24
8 Wellington Management Company LLP 8.29M (3.85%) 443.82K
Increased by +5.35%
Mar 31, 26
9 Amvescap Plc. 5.67M (2.64%) -180.44K
Decreased by -3.18%
Mar 31, 26
10 Geode Capital Management, LLC 5.57M (2.59%) 327.00K
Increased by +5.87%
Mar 31, 26
11 Daiwa Securities Group Inc 5.28M (2.46%) 1.29M
Increased by +24.33%
Mar 31, 26
12 Two Sigma Investments LLC 5.19M (2.41%) 3.20M
Increased by +61.66%
Mar 31, 26
13 Massachusetts Financial Services Company 5.00M (2.32%) 1.19M
Increased by +23.88%
Mar 31, 26
14 JPMorgan Chase & Co 4.58M (2.13%) 2.94M
Increased by +64.23%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 4.58M (2.13%) -544.11K
Decreased by -11.89%
Mar 31, 26
16 Prudential Financial Inc 4.55M (2.11%) 736.25K
Increased by +16.20%
Mar 31, 26
17 FMR Inc 4.30M (2.00%) 9.71K
Increased by +0.23%
Mar 31, 26
18 T. Rowe Price Investment Management,Inc. 4.06M (1.88%) -907.43K
Decreased by -22.38%
Jun 30, 25
19 Charles Schwab Investment Management Inc 3.72M (1.73%) 270.77K
Increased by +7.29%
Mar 31, 26
20 Alyeska Investment Group, L.P. 3.46M (1.61%) 130.90K
Increased by +3.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.73M (5.92%) 4.45K
Increased by +0.03%
May 29, 26
2 Vanguard Real Estate Index Investor 7.35M (3.42%) -24.02K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 6.67M (3.10%) 14.95K
Increased by +0.22%
Apr 30, 26
4 Cohen & Steers Real Estate Opportunities 6.29M (2.92%) 0.00
Increased by 0.00%
Mar 31, 26
5 Cohen & Steers Real Estate Securities A 6.29M (2.92%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 5.58M (2.59%) 3.77K
Increased by +0.07%
Sep 30, 24
7 Vanguard Small Cap Index 4.84M (2.25%) -10.35K
Decreased by -0.21%
Apr 30, 26
8 iShares Russell 2000 ETF 4.74M (2.20%) 43.84K
Increased by +0.92%
May 29, 26
9 Vanguard Explorer Inv 2.88M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Growth Index Inv 2.72M (1.26%) 4.70K
Increased by +0.17%
Apr 30, 26
11 Cohen & Steers Instl Realty Shares 2.54M (1.18%) 2.54M
Increased by +100.00%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.37M (1.10%) 23.95K
Increased by +1.01%
Apr 30, 26
13 Cohen & Steers Realty Shares L 2.31M (1.07%) 2.31M
Increased by +100.00%
Mar 31, 26
14 Delaware US Small Cap Core Equity (SMA) 1.97M (0.92%) 1.97M
Increased by +100.00%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 1.97M (0.92%) 1.97M
Increased by +100.00%
Mar 31, 24
16 Fidelity Small Cap Index 1.96M (0.91%) 3.04K
Increased by +0.16%
Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 1.92M (0.89%) 0.00
Increased by 0.00%
May 29, 26
18 Delaware Small Cap Core I 1.91M (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity® Series Small Cap Opps 1.83M (0.85%) 0.00
Increased by 0.00%
Oct 31, 23
20 AMOne Shinko US-REIT Open 1.78M (0.83%) -172.74K
Decreased by -9.71%
Sep 5, 25