Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.71%
2 WOOD 4.71%
3 CUT 2.42%
4 PSR 2.04%
5 IWIN 1.99%
6 SPRE 1.76%
7 MDIV 1.66%
8 XMLV 1.28%
9 FNK 0.85%
10 FSCS 0.83%
11 RNMC 0.81%
12 HOMZ 0.77%
13 JPSV 0.74%
14 PAMC 0.58%
15 HSMV 0.53%
16 TEQI 0.53%
17 CRED 0.52%
18 GQRE 0.51%
19 SIXL 0.43%
20 FNX 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.96M (15.08%) 92.82K
Increased by +0.44%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 16.91M (12.17%) -71.12K
Decreased by -0.42%
Jun 30, 25
3 BlackRock Inc 16.08M (11.57%) 2.30M
Increased by +14.31%
Mar 31, 25
4 NORGES BANK 13.73M (9.88%) 588.24K
Increased by +4.28%
Jun 30, 25
5 Cohen & Steers Inc 13.04M (9.38%) 571.70K
Increased by +4.39%
Jun 30, 25
6 British Columbia Investment Management Corp 4.84M (3.48%) 639.00K
Increased by +13.20%
Jun 30, 25
7 State Street Corp 4.69M (3.37%) 192.56K
Increased by +4.11%
Mar 31, 25
8 Legal & General Group PLC 4.19M (3.02%) 823.31K
Increased by +19.63%
Jun 30, 25
9 State Street Corporation 4.15M (2.99%) 99.19K
Increased by +2.39%
Mar 31, 24
10 Pictet Asset Manangement SA 4.02M (2.89%) 339.31K
Increased by +8.44%
Mar 31, 25
11 Massachusetts Financial Services Company 3.37M (2.43%) 20.13K
Increased by +0.60%
Dec 31, 24
12 JPMorgan Chase & Co 2.93M (2.11%) 751.39K
Increased by +25.61%
Mar 31, 25
13 Geode Capital Management, LLC 2.84M (2.04%) 205.30K
Increased by +7.24%
Mar 31, 25
14 Charles Schwab Investment Management Inc 2.65M (1.90%) 38.80K
Increased by +1.47%
Jun 30, 25
15 Victory Capital Management Inc. 2.52M (1.81%) 304.80K
Increased by +12.12%
Mar 31, 25
16 Impax Asset Management Group PLC 2.48M (1.79%) -2.74M
Decreased by -110.46%
Jun 30, 25
17 Confluence Investment Management LLC 2.09M (1.50%) -36.13K
Decreased by -1.73%
Sep 30, 24
18 Deutsche Bank AG 1.83M (1.32%) 1.61M
Increased by +87.96%
Dec 31, 24
19 Northern Trust Corp 1.58M (1.14%) 38.70K
Increased by +2.45%
Mar 31, 25
20 Millennium Management LLC 1.51M (1.08%) 411.63K
Increased by +27.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 7.10M (5.11%) 0.00
Increased by 0.00%
Jun 30, 25
2 Cohen & Steers Real Estate Securities A 7.10M (5.11%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Real Estate Index Investor 5.50M (3.96%) 5.50K
Increased by +0.10%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 5.04M (3.62%) 16.93K
Increased by +0.34%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 4.71M (3.39%) 2.90K
Increased by +0.06%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 4.57M (3.29%) -8.20K
Decreased by -0.18%
Jul 31, 25
7 Vanguard Small Cap Index 3.81M (2.74%) -132.63K
Decreased by -3.48%
Jun 30, 25
8 T. Rowe Price Equity Income 3.79M (2.72%) 0.00
Increased by 0.00%
Jun 30, 25
9 T. Rowe Price US Lg-Cp Equity Inc Comp 3.79M (2.72%) 171.21K
Increased by +4.52%
Jun 30, 25
10 T. Rowe Price Mid-Cap Value 3.75M (2.70%) -4.78K
Decreased by -0.13%
Jun 30, 25
11 T. Rowe Price US Mid-Cap Value Equity 3.75M (2.70%) -339.70K
Decreased by -9.05%
Jun 30, 25
12 JPM US Mid Cap Value-Composite 2.73M (1.97%) -29.98K
Decreased by -1.10%
Jun 30, 24
13 JPM US Mid Cap Value-MA 2.73M (1.97%) -29.98K
Decreased by -1.10%
Jun 30, 24
14 JPMorgan Mid Cap Value L 2.73M (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
15 Vanguard Small Cap Value Index Inv 2.43M (1.75%) -102.45K
Decreased by -4.22%
Jun 30, 25
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.19M (1.57%) -44.76K
Decreased by -2.05%
Mar 31, 25
17 Victory Sycamore Small Company Opp R 2.17M (1.56%) 315.00K
Increased by +14.52%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.55%) -21.21K
Decreased by -0.98%
Jun 30, 25
19 MFS Global Real Estate I 2.09M (1.50%) 0.00
Increased by 0.00%
Dec 31, 23
20 BNP Paribas Climate Impact Privl C 2.04M (1.47%) -16.23K
Decreased by -0.79%
Aug 31, 24