Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 3.70%
2 SRET 3.27%
3 XSHD 2.62%
4 HIPS 2.54%
5 DIV 2.19%
6 RORE 1.97%
7 IRET 1.66%
8 REAI 1.52%
9 HSMV 1.36%
10 RIET 1.23%
11 WDIV 1.20%
12 AREA 1.19%
13 BLDG 1.17%
14 SIXS 1.10%
15 XSLV 1.06%
16 OLD 0.97%
17 SMHB 0.91%
18 MDIV 0.79%
19 PXSG 0.72%
20 GYLD 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.02M (17.88%) -191.25K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 7.00M (15.61%) 39.83K
Increased by +0.57%
Mar 31, 25
3 State Street Corp 3.10M (6.91%) -305.89K
Decreased by -9.86%
Mar 31, 25
4 State Street Corporation 3.09M (6.88%) -190.42K
Decreased by -6.17%
Mar 31, 24
5 Geode Capital Management, LLC 1.22M (2.72%) 52.44K
Increased by +4.30%
Mar 31, 25
6 Charles Schwab Investment Management Inc 949.32K (2.12%) 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 (1.30%) -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 (1.03%) -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 (0.67%) 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 (0.66%) 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 2.72M (6.06%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 1.70M (3.78%) -28.75K
Decreased by -1.69%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.45M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.44M (3.22%) 22.33K
Increased by +1.55%
Apr 30, 25
5 Vanguard Small Cap Index 1.14M (2.55%) 9.78K
Increased by +0.86%
Apr 30, 25
6 iShares Russell 2000 ETF 1.13M (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 SPDR® S&P Global Div Aristocrats ETF 846.65K (1.89%) -31.01K
Decreased by -3.66%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 737.62K (1.64%) 2.31K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 691.23K (1.54%) 7.04K
Increased by +1.02%
Apr 30, 25
10 SPDR S&P Global Div Aristocrats ETF 633.61K (1.41%) 18.83K
Increased by +2.97%
Apr 30, 25
11 TMA Global Health Care REIT Mother Fund 500.62K (1.12%) 11.08K
Increased by +2.21%
Oct 18, 24
12 Fidelity Small Cap Index 458.31K (1.02%) 3.28K
Increased by +0.71%
Mar 31, 25
13 iShares Russell 2000 Value ETF 408.32K (0.91%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Small Cap Index 405.07K (0.90%) 10.08K
Increased by +2.49%
Oct 31, 23
15 Global X SuperDividend™ US ETF 397.35K (0.89%) 763.00
Increased by +0.19%
May 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 383.21K (0.85%) 0.00
Increased by 0.00%
May 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 366.31K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
18 Vanguard Tax-Managed Small Cap Adm 304.51K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
19 Vanguard Real Estate II Index 291.57K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
20 Heitman US RES Total Return 279.17K (0.62%) 17.50K
Increased by +6.27%
Mar 31, 25