Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKGI 6.24%
2 SRHR 5.73%
3 DDIV 4.49%
4 OLD 4.10%
5 THRV 3.56%
6 PSR 3.52%
7 SRET 3.49%
8 KBWY 3.39%
9 DVOL 2.99%
10 REZ 2.88%
11 GLRY 2.57%
12 AREA 2.54%
13 GRI_old 2.47%
14 REIT 2.40%
15 HIPS 2.35%
16 FTIF 2.20%
17 CRED 2.15%
18 RORE 2.02%
19 DIV 1.95%
20 REAI 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.16M (14.21%) 7.64K
Increased by +0.02%
Dec 31, 25
2 BlackRock Inc 37.20M (12.53%) 399.36K
Increased by +1.07%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 27.12M (9.14%) 27.12M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 14.57M (4.91%) -44.78K
Decreased by -0.31%
Mar 31, 26
5 Vanguard Capital Management, LLC 13.23M (4.46%) 13.23M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 12.51M (4.21%) -1.08M
Decreased by -8.64%
Mar 31, 24
7 Cohen & Steers Inc 11.98M (4.04%) -1.47M
Decreased by -12.27%
Mar 31, 26
8 Geode Capital Management, LLC 8.93M (3.01%) 412.18K
Increased by +4.62%
Mar 31, 26
9 Amvescap Plc. 5.92M (2.00%) 554.09K
Increased by +9.35%
Mar 31, 26
10 Charles Schwab Investment Management Inc 4.62M (1.56%) 152.83K
Increased by +3.31%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 4.42M (1.49%) 108.74K
Increased by +2.46%
Mar 31, 26
12 Bank of New York Mellon Corp 4.29M (1.45%) -164.16K
Decreased by -3.82%
Mar 31, 26
13 JPMorgan Chase & Co 3.81M (1.28%) 221.96K
Increased by +5.82%
Mar 31, 26
14 Bank of America Corp 3.79M (1.28%) 131.00K
Increased by +3.45%
Mar 31, 26
15 Deutsche Bank AG 3.62M (1.22%) 392.57K
Increased by +10.86%
Dec 31, 25
16 NORGES BANK 3.52M (1.19%) 198.67K
Increased by +5.64%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.33M (1.12%) 837.28K
Increased by +25.16%
Mar 31, 26
18 Northern Trust Corp 3.12M (1.05%) 230.54K
Increased by +7.38%
Mar 31, 26
19 CenterSquare Investment Management LLC 2.99M (1.01%) -357.41K
Decreased by -11.95%
Mar 31, 26
20 Daiwa Securities Group Inc 2.55M (0.86%) 108.78K
Increased by +4.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.96M (3.69%) -35.88K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 10.03M (3.38%) 1.88K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 9.43M (3.18%) 21.67K
Increased by +0.23%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 8.18M (2.76%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 6.81M (2.29%) -14.93K
Decreased by -0.22%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 4.37M (1.47%) 31.09K
Increased by +0.71%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 3.34M (1.12%) 33.59K
Increased by +1.01%
Apr 30, 26
8 State Street® SPDR® S&P MIDCAP 400® ETF 2.24M (0.75%) 8.40K
Increased by +0.38%
Apr 30, 26
9 SPDR® S&P MIDCAP 400 ETF Trust 2.22M (0.75%) -55.46K
Decreased by -2.50%
Jul 31, 25
10 Schwab US REIT ETF™ 2.09M (0.70%) 980.00
Increased by +0.05%
May 30, 26
11 Daiwa US-REIT Open Mother Fund 2.02M (0.68%) -1.61M
Decreased by -79.84%
Sep 17, 25
12 Vanguard Real Estate II Index 1.95M (0.66%) 1.40K
Increased by +0.07%
Apr 30, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.81M (0.61%) 34.10K
Increased by +1.89%
Apr 30, 26
14 Fidelity High Dividend ETF 1.77M (0.60%) 0.00
Increased by 0.00%
May 29, 26
15 Invesco S&P MidCap Momentum ETF 1.76M (0.59%) 2.37K
Increased by +0.13%
May 29, 26
16 Cohen & Steers Real Estate Opportunities 1.62M (0.54%) -470.44K
Decreased by -29.11%
Mar 31, 26
17 Cohen & Steers Real Estate Securities A 1.62M (0.54%) -470.44K
Decreased by -29.11%
Mar 31, 26
18 Cohen & Steers Instl Realty Shares 1.60M (0.54%) -474.20K
Decreased by -29.62%
Mar 31, 26
19 DFA Real Estate Securities I 1.59M (0.54%) -12.56K
Decreased by -0.79%
Apr 30, 26
20 Fidelity Extended Market Index 1.57M (0.53%) -236.00
Decreased by -0.01%
Apr 30, 26