Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 3.70%
2 SRET 3.31%
3 XSHD 2.61%
4 HIPS 2.54%
5 DIV 2.25%
6 RORE 1.97%
7 IRET 1.66%
8 REAI 1.65%
9 VFMV 1.40%
10 HSMV 1.39%
11 BLDG 1.27%
12 AREA 1.25%
13 RIET 1.23%
14 WDIV 1.20%
15 XSLV 1.10%
16 SIXS 1.05%
17 OLD 0.97%
18 SMHB 0.91%
19 MDIV 0.80%
20 PXSG 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.02M (17.83%) -191.25K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 7.16M (15.92%) 163.17K
Increased by +2.28%
Jun 30, 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 Bank of New York Mellon Corp 943.96K (2.10%) -18.69K
Decreased by -1.98%
Mar 31, 25
7 Charles Schwab Investment Management Inc 934.05K (2.08%) -15.27K
Decreased by -1.64%
Jun 30, 25
8 Advisors Capital Management, LLC 723.00K (1.61%) 246.92K
Increased by +34.15%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 692.98K (1.54%) -78.85K
Decreased by -11.38%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 632.81K (1.41%) -19.51K
Decreased by -3.08%
Jun 30, 25
11 Northern Trust Corp 596.95K (1.33%) -2.62K
Decreased by -0.44%
Mar 31, 25
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 582.04K (1.29%) -64.55K
Decreased by -11.09%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 460.63K (1.02%) -91.68K
Decreased by -19.90%
Mar 31, 25
14 Heitman Real Estate Securities LLC 346.33K (0.77%) -139.63K
Decreased by -40.32%
Jun 30, 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 298.83K (0.66%) -184.00
Decreased by -0.06%
Jun 30, 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%) 430.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Real Estate Index Investor 1.70M (3.79%) 1.13K
Increased by +0.07%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.45M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.43M (3.17%) -31.67K
Decreased by -2.22%
Jul 31, 25
5 Vanguard Small Cap Index 1.11M (2.48%) -7.56K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 1.09M (2.42%) -20.68K
Decreased by -1.90%
Jul 31, 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 717.41K (1.59%) 1.31K
Increased by +0.18%
Jul 31, 25
9 SPDR S&P Global Div Aristocrats ETF 682.08K (1.52%) 22.70K
Increased by +3.33%
Jul 31, 25
10 TMA Global Health Care REIT Mother Fund 500.62K (1.11%) 11.08K
Increased by +2.21%
Oct 18, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 491.84K (1.09%) -218.41K
Decreased by -44.41%
Jul 31, 25
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 395.60K (0.88%) 293.00
Increased by +0.07%
Jul 31, 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 296.74K (0.66%) 562.00
Increased by +0.19%
Jul 31, 25
19 Vanguard Tax-Managed Small Cap Adm 289.17K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
20 Schwab US REIT ETF™ 287.22K (0.64%) 555.00
Increased by +0.19%
Jul 31, 25