Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 MJ 5.89%
4 KBWY 5.80%
5 NETL 3.83%
6 IRET 3.18%
7 XSHD 3.01%
8 MJJ 2.55%
9 MJO 2.55%
10 CNBS 2.55%
11 RDOG 2.06%
12 GRI_old 1.97%
13 PPTY 1.86%
14 MJUS 1.71%
15 REAI 1.55%
16 YOLO 1.43%
17 SPRE 1.32%
18 EHLS 1.18%
19 BLDG 1.18%
20 RIET 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.90M (17.77%) -156.12K
Decreased by -3.19%
Mar 31, 25
2 Vanguard Group Inc 4.39M (15.91%) -82.46K
Decreased by -1.88%
Jun 30, 25
3 State Street Corporation 1.66M (6.02%) -131.95K
Decreased by -7.96%
Mar 31, 24
4 State Street Corp 1.64M (5.94%) -38.42K
Decreased by -2.34%
Mar 31, 25
5 Wellington Management Company LLP 568.28K (2.06%) 185.85K
Increased by +32.70%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 509.29K (1.85%) 76.92K
Increased by +15.10%
Mar 31, 25
7 Charles Schwab Investment Management Inc 495.67K (1.80%) 34.00K
Increased by +6.86%
Jun 30, 25
8 Northern Trust Corp 431.45K (1.56%) -4.42K
Decreased by -1.03%
Mar 31, 25
9 Bank of New York Mellon Corp 377.75K (1.37%) -890.00
Decreased by -0.24%
Mar 31, 25
10 NORGES BANK 339.66K (1.23%) 3.78K
Increased by +1.11%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 334.44K (1.21%) -10.74K
Decreased by -3.21%
Jun 30, 25
12 Zimmer Partners LP 327.24K (1.19%) -221.47K
Decreased by -67.68%
Sep 30, 24
13 D. E. Shaw & Co LP 305.13K (1.11%) 102.20K
Increased by +33.49%
Jun 30, 25
14 Amvescap Plc. 271.90K (0.99%) -6.16K
Decreased by -2.26%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 241.80K (0.88%) 241.80K
Increased by +100.00%
Sep 30, 24
16 Pacer Advisors, INC. 207.97K (0.75%) -422.37K
Decreased by -203.09%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 205.16K (0.74%) 31.31K
Increased by +15.26%
Mar 31, 24
18 Goldman Sachs Group Inc 203.40K (0.74%) -7.96K
Decreased by -3.91%
Jun 30, 25
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 199.53K (0.72%) 102.03K
Increased by +51.14%
Mar 31, 25
20 Legal & General Group PLC 192.97K (0.70%) -15.00
Decreased by -0.01%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (6.07%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard Real Estate Index Investor 1.05M (3.82%) 623.00
Increased by +0.06%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 893.60K (3.24%) -19.77K
Decreased by -2.21%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 887.64K (3.22%) 273.00
Increased by +0.03%
Sep 30, 24
5 Vanguard Small Cap Index 678.96K (2.46%) -4.62K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 659.68K (2.39%) -12.49K
Decreased by -1.89%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 438.83K (1.59%) 2.11K
Increased by +0.48%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 301.12K (1.09%) -134.04K
Decreased by -44.51%
Jul 31, 25
9 Invesco KBW Premium Yield Eq REIT ETF 266.19K (0.97%) 885.00
Increased by +0.33%
Jul 31, 25
10 SPDR® Portfolio S&P 600 Sm Cap ETF 248.56K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares Russell 2000 Value ETF 243.19K (0.88%) 180.00
Increased by +0.07%
Jul 31, 25
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 240.81K (0.87%) 135.00
Increased by +0.06%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 196.53K (0.71%) -259.00
Decreased by -0.13%
May 31, 25
14 Vanguard Real Estate II Index 183.13K (0.66%) 359.00
Increased by +0.20%
Jul 31, 25
15 Schwab US REIT ETF™ 175.09K (0.64%) 330.00
Increased by +0.19%
Jul 31, 25
16 Pacer US Small Cap Cash Cows 100 ETF 174.26K (0.63%) -783.00
Decreased by -0.45%
Jul 31, 25
17 Vanguard Tax-Managed Small Cap Adm 172.69K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 166.91K (0.61%) 0.00
Increased by 0.00%
Jul 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 164.43K (0.60%) 0.00
Increased by 0.00%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 160.53K (0.58%) 1.38K
Increased by +0.86%
Apr 30, 25