Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 4.39%
2 BJK 4.33%
3 BEDZ 4.23%
4 BYRE 3.82%
5 PSR 3.43%
6 NETL 3.17%
7 KBWY 3.01%
8 SRET 2.70%
9 KONG 2.58%
10 HIPS 2.46%
11 GRI_old 2.24%
12 DFRA 2.24%
13 DIVE 2.21%
14 PJFM 2.21%
15 REIT 2.04%
16 CRED 2.03%
17 RDOG 2.01%
18 RORE 2.00%
19 DIV 1.83%
20 IRET 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.01M (13.68%) -443.97K
Decreased by -1.20%
Jun 30, 25
2 BlackRock Inc 33.58M (12.42%) -94.65K
Decreased by -0.28%
Jun 30, 25
3 Dodge & Cox 13.62M (5.04%) 108.75K
Increased by +0.80%
Jun 30, 25
4 Franklin Resources Inc 12.48M (4.62%) -346.03K
Decreased by -2.77%
Mar 31, 25
5 State Street Corp 12.41M (4.59%) -190.59K
Decreased by -1.54%
Jun 30, 25
6 Wellington Management Company LLP 11.84M (4.38%) 282.81K
Increased by +2.39%
Jun 30, 25
7 State Street Corporation 11.49M (4.25%) 39.65K
Increased by +0.35%
Mar 31, 24
8 Capital World Investors 10.79M (3.99%) -258.43K
Decreased by -2.39%
Sep 30, 23
9 Putnam Investments LLC 9.51M (3.52%) 282.83K
Increased by +2.97%
Dec 31, 23
10 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.52%) 282.83K
Increased by +2.97%
Dec 31, 23
11 Principal Financial Group Inc 7.39M (2.73%) -219.20K
Decreased by -2.96%
Jun 30, 25
12 BAMCO Inc 7.37M (2.72%) -228.74K
Decreased by -3.11%
Jun 30, 25
13 Geode Capital Management, LLC 6.95M (2.57%) 483.17K
Increased by +6.95%
Jun 30, 25
14 Citadel Advisors Llc 5.59M (2.07%) 3.05M
Increased by +54.52%
Jun 30, 25
15 Allspring Global Investments Holdings, LLC 5.11M (1.89%) -388.65K
Decreased by -7.60%
Jun 30, 25
16 Amvescap Plc. 4.66M (1.72%) 145.17K
Increased by +3.12%
Jun 30, 25
17 Jennison Associates LLC 4.60M (1.70%) 346.46K
Increased by +7.53%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 4.55M (1.68%) 284.44K
Increased by +6.25%
Jun 30, 25
19 Capital Research & Mgmt Co - Division 3 4.20M (1.55%) -5.72M
Decreased by -136.05%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 3.97M (1.47%) -798.97K
Decreased by -20.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.21M (3.78%) 12.03K
Increased by +0.12%
Jul 31, 25
2 Dodge & Cox Stock I 10.14M (3.75%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 8.95M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 8.29M (3.07%) 101.40K
Increased by +1.22%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 8.15M (3.01%) -207.93K
Decreased by -2.55%
Jul 31, 25
6 Vanguard Small Cap Index 6.34M (2.34%) -42.11K
Decreased by -0.66%
Jul 31, 25
7 Putnam Large Cap Value A 5.60M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
8 Putnam US Large Cap Value Equity 5.60M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds American Balanced A 5.30M (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
10 Baron Growth Retail 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
11 Baron Small Cap Growth Strategy 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
12 American Funds Capital Income Bldr A 4.09M (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
13 Vanguard Small Cap Value Index Inv 4.08M (1.51%) 7.38K
Increased by +0.18%
Jul 31, 25
14 Allspring Mid Value SMA 4.05M (1.50%) 4.05M
Increased by +99.99%
Jun 30, 25
15 Allspring Special US Mid Cap Value Eq 4.05M (1.50%) -396.00K
Decreased by -9.79%
Jun 30, 25
16 Allspring Special Mid Cap Value Inst 3.98M (1.47%) -67.00K
Decreased by -1.68%
Jul 31, 25
17 Vanguard Wellesley® Income Inv 3.95M (1.46%) 597.82K
Increased by +15.15%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.09%) -1.27M
Decreased by -43.25%
Jul 31, 25
19 T. Rowe Price Real Assets Tr I-Z 2.61M (0.96%) 101.79K
Increased by +3.91%
Mar 31, 25
20 Principal Real Estate Securities R5 2.33M (0.86%) 0.00
Increased by 0.00%
Jul 31, 25