Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 3.70%
2 SRET 3.19%
3 XSHD 2.61%
4 HIPS 2.54%
5 DIV 2.16%
6 RORE 1.97%
7 IRET 1.66%
8 REAI 1.64%
9 VFMV 1.40%
10 HSMV 1.38%
11 BLDG 1.26%
12 RIET 1.23%
13 AREA 1.22%
14 WDIV 1.17%
15 XSLV 1.08%
16 SIXS 1.07%
17 OLD 0.97%
18 SMHB 0.91%
19 MDIV 0.77%
20 PXSG 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.02M (17.84%) -191.25K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 7.00M (15.56%) 39.83K
Increased by +0.57%
Mar 31, 25
3 State Street Corp 3.10M (6.90%) -305.89K
Decreased by -9.86%
Mar 31, 25
4 State Street Corporation 3.09M (6.86%) -190.42K
Decreased by -6.17%
Mar 31, 24
5 Geode Capital Management, LLC 1.22M (2.71%) 52.44K
Increased by +4.30%
Mar 31, 25
6 Charles Schwab Investment Management Inc 949.32K (2.11%) 126.60K
Increased by +13.34%
Mar 31, 25
7 Bank of New York Mellon Corp 943.96K (2.10%) -18.69K
Decreased by -1.98%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 692.98K (1.54%) -78.85K
Decreased by -11.38%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 652.32K (1.45%) 9.99K
Increased by +1.53%
Mar 31, 25
10 Northern Trust Corp 596.95K (1.33%) -2.62K
Decreased by -0.44%
Mar 31, 25
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 582.04K (1.29%) -64.55K
Decreased by -11.09%
Mar 31, 25
12 Heitman Real Estate Securities LLC 485.96K (1.08%) -43.58K
Decreased by -8.97%
Mar 31, 25
13 Advisors Capital Management, LLC 476.08K (1.06%) 11.84K
Increased by +2.49%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 460.63K (1.02%) -91.68K
Decreased by -19.90%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 333.98K (0.74%) 1.80K
Increased by +0.54%
Dec 31, 24
16 Balyasny Asset Management LLC 324.97K (0.72%) -174.74K
Decreased by -53.77%
Mar 31, 25
17 NORGES BANK 308.54K (0.69%) 40.50K
Increased by +13.13%
Jun 30, 24
18 Legal & General Group PLC 299.02K (0.66%) 756.00
Increased by +0.25%
Mar 31, 25
19 Amvescap Plc. 296.73K (0.66%) 49.39K
Increased by +16.65%
Mar 31, 25
20 Mirae Asset Global Investments (Korea) Co Ltd 294.17K (0.65%) 9.22K
Increased by +3.13%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.75M (6.11%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Real Estate Index Investor 1.70M (3.79%) 2.42K
Increased by +0.14%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.46M (3.25%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.45M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 1.12M (2.49%) -25.58K
Decreased by -2.28%
Jun 30, 25
6 iShares Russell 2000 ETF 1.11M (2.46%) -17.93K
Decreased by -1.62%
Jul 30, 25
7 SPDR® S&P Global Div Aristocrats ETF 846.65K (1.88%) -31.01K
Decreased by -3.66%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 716.10K (1.59%) -20.43K
Decreased by -2.85%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 710.25K (1.58%) 12.08K
Increased by +1.70%
Jun 30, 25
10 SPDR S&P Global Div Aristocrats ETF 659.39K (1.47%) 14.15K
Increased by +2.15%
Jun 30, 25
11 TMA Global Health Care REIT Mother Fund 500.62K (1.11%) 11.08K
Increased by +2.21%
Oct 18, 24
12 Fidelity Small Cap Index 462.37K (1.03%) 2.06K
Increased by +0.44%
May 31, 25
13 Fidelity® Small Cap Index 405.07K (0.90%) 10.08K
Increased by +2.49%
Oct 31, 23
14 Global X SuperDividend™ US ETF 400.13K (0.89%) 436.00
Increased by +0.11%
Jul 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 399.55K (0.89%) 222.00
Increased by +0.06%
Jul 31, 25
16 iShares Russell 2000 Value ETF 395.31K (0.88%) 0.00
Increased by 0.00%
Jul 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 366.31K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
18 Vanguard Real Estate II Index 296.18K (0.66%) 1.80K
Increased by +0.61%
Jun 30, 25
19 Vanguard Tax-Managed Small Cap Adm 289.17K (0.64%) -15.35K
Decreased by -5.31%
Jun 30, 25
20 Schwab US REIT ETF™ 287.22K (0.64%) 555.00
Increased by +0.19%
Jul 31, 25