Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 KBWY 6.37%
4 MJ 5.89%
5 XSHD 4.03%
6 NETL 3.90%
7 REAI 3.90%
8 IRET 3.62%
9 CNBS 3.47%
10 MJO 2.55%
11 MJJ 2.55%
12 RDOG 2.29%
13 GRI_old 1.97%
14 ERNZ 1.88%
15 PPTY 1.77%
16 MJUS 1.71%
17 YOLO 1.43%
18 SDIV 1.35%
19 BLDG 1.34%
20 SPRE 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.78M (16.96%) 45.29K
Increased by +0.95%
Mar 31, 26
2 Vanguard Group Inc 4.27M (15.14%) 4.23K
Increased by +0.10%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.73M (9.68%) 2.73M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 1.66M (5.88%) -131.95K
Decreased by -7.96%
Mar 31, 24
5 State Street Corp 1.59M (5.63%) -18.48K
Decreased by -1.16%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.24M (4.40%) 1.24M
Increased by +100.00%
Mar 31, 26
7 Charles Schwab Investment Management Inc 573.63K (2.03%) 32.89K
Increased by +5.73%
Mar 31, 26
8 Wellington Management Company LLP 568.28K (2.02%) 185.85K
Increased by +32.70%
Sep 30, 24
9 The Goldman Sachs Group Inc 541.92K (1.92%) 32.80K
Increased by +6.05%
Mar 31, 26
10 Arrowstreet Capital Limited Partnership 539.60K (1.91%) 524.28K
Increased by +97.16%
Mar 31, 26
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 516.11K (1.83%) 193.43K
Increased by +37.48%
Mar 31, 26
12 Amvescap Plc. 496.08K (1.76%) 2.57K
Increased by +0.52%
Mar 31, 26
13 Point72 Asset Management, L.P. 464.91K (1.65%) 280.29K
Increased by +60.29%
Mar 31, 26
14 Northern Trust Corp 380.29K (1.35%) 26.97K
Increased by +7.09%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 366.81K (1.30%) 16.44K
Increased by +4.48%
Mar 31, 26
16 D. E. Shaw & Co LP 362.71K (1.29%) -110.33K
Decreased by -30.42%
Mar 31, 26
17 NORGES BANK 339.66K (1.20%) 3.78K
Increased by +1.11%
Dec 31, 24
18 Zimmer Partners LP 327.24K (1.16%) -221.47K
Decreased by -67.68%
Sep 30, 24
19 Millennium Management LLC 250.05K (0.89%) 140.83K
Increased by +56.32%
Dec 31, 25
20 AlphaCore Capital LLC 214.48K (0.76%) 200.00
Increased by +0.09%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.73M (6.15%) 298.00
Increased by +0.02%
Jun 30, 26
2 Vanguard Real Estate Index Investor 1.07M (3.80%) 14.46K
Increased by +1.35%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 907.38K (3.22%) 27.00K
Increased by +2.98%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 887.64K (3.15%) 273.00
Increased by +0.03%
Sep 30, 24
5 iShares Russell 2000 ETF 744.47K (2.64%) 4.42K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 660.46K (2.34%) 14.30K
Increased by +2.16%
Jun 30, 26
7 Vanguard Small Cap Value Index Inv 419.42K (1.49%) 2.31K
Increased by +0.55%
Jun 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 331.45K (1.18%) 14.31K
Increased by +4.32%
Jun 30, 26
9 Invesco KBW Premium Yield Eq REIT ETF 314.45K (1.12%) 0.00
Increased by 0.00%
Jun 30, 26
10 iShares Russell 2000 Value ETF 271.26K (0.96%) -1.87K
Decreased by -0.69%
Jun 30, 26
11 Global X SuperDividend™ ETF 264.37K (0.94%) 0.00
Increased by 0.00%
Jun 30, 26
12 State Street SPDR Port S&P 600 Sm CpETF 262.84K (0.93%) -4.18K
Decreased by -1.59%
Jun 30, 26
13 SPDR® Portfolio S&P 600 Sm Cap ETF 248.56K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
14 iShares S&P Small-Cap 600 Value ETF 247.74K (0.88%) 0.00
Increased by 0.00%
Jun 30, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 245.94K (0.87%) 2.97K
Increased by +1.21%
Aug 29, 25
16 Schwab US REIT ETF™ 222.32K (0.79%) 0.00
Increased by 0.00%
Jun 30, 26
17 Global X SuperDividend ETF USD Cap 201.07K (0.71%) 0.00
Increased by 0.00%
May 29, 26
18 Vanguard Small Cap Growth Index Inv 196.53K (0.70%) -259.00
Decreased by -0.13%
May 31, 25
19 Vanguard Real Estate II Index 187.20K (0.66%) 1.24K
Increased by +0.66%
Jun 30, 26
20 Russell 2000 Equity Index Fund B 173.08K (0.61%) 2.77K
Increased by +1.60%
Mar 31, 26