Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 3.70%
2 SRET 3.26%
3 HIPS 2.54%
4 DIV 2.05%
5 RORE 1.97%
6 REAI 1.73%
7 IRET 1.66%
8 WDIV 1.26%
9 AREA 1.16%
10 XSLV 1.16%
11 RIET 1.15%
12 SIXS 1.11%
13 OLD 0.97%
14 SMHB 0.91%
15 MDIV 0.89%
16 PXSG 0.72%
17 GYLD 0.67%
18 HSMV 0.65%
19 WCEO 0.56%
20 ROSC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.21M (18.50%) 385.19K
Increased by +4.69%
Dec 31, 24
2 Vanguard Group Inc 6.96M (15.68%) 39.47K
Increased by +0.57%
Dec 31, 24
3 State Street Corp 3.41M (7.68%) 102.94K
Increased by +3.02%
Dec 31, 24
4 State Street Corporation 3.09M (6.95%) -190.42K
Decreased by -6.17%
Mar 31, 24
5 Geode Capital Management, LLC 1.17M (2.63%) 41.58K
Increased by +3.56%
Dec 31, 24
6 Bank of New York Mellon Corp 962.65K (2.17%) 55.25K
Increased by +5.74%
Dec 31, 24
7 Charles Schwab Investment Management Inc 822.72K (1.85%) 68.21K
Increased by +8.29%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 771.83K (1.74%) -49.65K
Decreased by -6.43%
Dec 31, 24
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 646.59K (1.46%) 19.49K
Increased by +3.01%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 642.33K (1.45%) 17.84K
Increased by +2.78%
Dec 31, 24
11 Northern Trust Corp 599.57K (1.35%) 103.48K
Increased by +17.26%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 552.31K (1.24%) 150.02K
Increased by +27.16%
Dec 31, 24
13 Heitman Real Estate Securities LLC 529.54K (1.19%) 505.11K
Increased by +95.39%
Dec 31, 24
14 Balyasny Asset Management LLC 499.71K (1.13%) -28.89K
Decreased by -5.78%
Dec 31, 24
15 Advisors Capital Management, LLC 464.24K (1.05%) 12.76K
Increased by +2.75%
Dec 31, 24
16 JPMorgan Chase & Co 336.73K (0.76%) -170.88K
Decreased by -50.75%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 333.98K (0.75%) 1.80K
Increased by +0.54%
Dec 31, 24
18 NORGES BANK 308.54K (0.69%) 40.50K
Increased by +13.13%
Jun 30, 24
19 Legal & General Group PLC 298.26K (0.67%) -6.94K
Decreased by -2.33%
Dec 31, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 294.17K (0.66%) 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 2.90M (6.53%) -732.00
Decreased by -0.03%
Feb 28, 25
2 Vanguard Real Estate Index Investor 1.73M (3.89%) 47.65K
Increased by +2.76%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.42M (3.20%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 1.16M (2.61%) -13.65K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 1.16M (2.60%) 945.00
Increased by +0.08%
Feb 28, 25
6 SPDR® S&P Global Div Aristocrats ETF 846.65K (1.91%) -31.01K
Decreased by -3.66%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 760.24K (1.71%) -3.48K
Decreased by -0.46%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 698.43K (1.57%) 1.01K
Increased by +0.14%
Feb 28, 25
9 SPDR S&P Global Div Aristocrats ETF 605.96K (1.36%) -240.70K
Decreased by -39.72%
Feb 28, 25
10 TMA Global Health Care REIT Mother Fund 500.62K (1.13%) 11.08K
Increased by +2.21%
Oct 18, 24
11 Fidelity Small Cap Index 462.95K (1.04%) 18.23K
Increased by +3.94%
Dec 31, 24
12 Global X SuperDividend™ US ETF 434.11K (0.98%) -59.10K
Decreased by -13.61%
Feb 28, 25
13 iShares Russell 2000 Value ETF 413.63K (0.93%) -3.13K
Decreased by -0.76%
Feb 28, 25
14 Fidelity® Small Cap Index 405.07K (0.91%) 10.08K
Increased by +2.49%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 404.79K (0.91%) -450.00
Decreased by -0.11%
Feb 28, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 366.31K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Tax-Managed Small Cap Adm 304.51K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Real Estate II Index 290.30K (0.65%) 10.54K
Increased by +3.63%
Feb 28, 25
19 iShares S&P Small-Cap 600 Value ETF 269.52K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 269.26K (0.61%) 10.20K
Increased by +3.79%
Feb 28, 25