Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.51%
2 CUT 3.91%
3 SPRE 3.38%
4 AREA 2.90%
5 PSR 2.04%
6 IWIN 1.99%
7 SMAP 1.52%
8 HOMZ 1.47%
9 DFRA 1.14%
10 XMLV 1.12%
11 VRAI 1.06%
12 FSML 1.02%
13 RNMC 0.94%
14 FSCS 0.93%
15 FNK 0.84%
16 GQRE 0.76%
17 JPSV 0.69%
18 MDIV 0.68%
19 FYT 0.59%
20 PAMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.96M (14.56%) 92.82K
Increased by +0.44%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 16.91M (11.75%) -71.12K
Decreased by -0.42%
Jun 30, 25
3 BlackRock Inc 14.76M (10.26%) -1.32M
Decreased by -8.92%
Jun 30, 25
4 NORGES BANK 13.73M (9.54%) 588.24K
Increased by +4.28%
Jun 30, 25
5 Cohen & Steers Inc 13.04M (9.06%) 571.70K
Increased by +4.39%
Jun 30, 25
6 British Columbia Investment Management Corp 4.84M (3.36%) 639.00K
Increased by +13.20%
Jun 30, 25
7 State Street Corp 4.57M (3.17%) -123.79K
Decreased by -2.71%
Jun 30, 25
8 Legal & General Group PLC 4.19M (2.91%) 823.31K
Increased by +19.63%
Jun 30, 25
9 State Street Corporation 4.15M (2.88%) 99.19K
Increased by +2.39%
Mar 31, 24
10 Pictet Asset Manangement SA 3.89M (2.70%) -130.24K
Decreased by -3.35%
Jun 30, 25
11 JPMorgan Chase & Co 3.69M (2.56%) 754.08K
Increased by +20.45%
Jun 30, 25
12 Massachusetts Financial Services Company 3.37M (2.34%) 20.13K
Increased by +0.60%
Dec 31, 24
13 Victory Capital Management Inc. 2.96M (2.06%) 446.72K
Increased by +15.08%
Jun 30, 25
14 Geode Capital Management, LLC 2.83M (1.97%) -4.27K
Decreased by -0.15%
Jun 30, 25
15 Charles Schwab Investment Management Inc 2.65M (1.84%) 38.80K
Increased by +1.47%
Jun 30, 25
16 Impax Asset Management Group PLC 2.48M (1.73%) -2.74M
Decreased by -110.46%
Jun 30, 25
17 Confluence Investment Management LLC 2.09M (1.45%) -36.13K
Decreased by -1.73%
Sep 30, 24
18 Deutsche Bank AG 1.83M (1.27%) 1.61M
Increased by +87.96%
Dec 31, 24
19 AQR Capital Management LLC 1.79M (1.24%) 279.72K
Increased by +15.66%
Jun 30, 25
20 Global Alpha Capital Management Ltd. 1.70M (1.18%) 308.20K
Increased by +18.13%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 7.10M (4.93%) 0.00
Increased by 0.00%
Jun 30, 25
2 Cohen & Steers Real Estate Securities A 7.10M (4.93%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Real Estate Index Investor 5.51M (3.83%) 6.65K
Increased by +0.12%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.93M (3.43%) -106.00K
Decreased by -2.15%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 4.71M (3.27%) 2.90K
Increased by +0.06%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 4.56M (3.17%) 0.00
Increased by 0.00%
Aug 31, 25
7 T. Rowe Price US Lg-Cp Equity Inc Comp 3.79M (2.63%) 171.21K
Increased by +4.52%
Jun 30, 25
8 Vanguard Small Cap Index 3.78M (2.63%) -22.83K
Decreased by -0.60%
Jul 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 3.75M (2.61%) -339.70K
Decreased by -9.05%
Jun 30, 25
10 T. Rowe Price Equity Income 3.72M (2.59%) -61.70K
Decreased by -1.66%
Jul 31, 25
11 JPM US Mid Cap Value-Composite 2.73M (1.90%) -29.98K
Decreased by -1.10%
Jun 30, 24
12 JPM US Mid Cap Value-MA 2.73M (1.90%) -29.98K
Decreased by -1.10%
Jun 30, 24
13 JPMorgan Mid Cap Value L 2.73M (1.90%) 0.00
Increased by 0.00%
Jun 30, 24
14 T. Rowe Price Mid-Cap Value 2.52M (1.75%) -1.23M
Decreased by -48.73%
Jul 31, 25
15 Vanguard Small Cap Value Index Inv 2.44M (1.69%) 7.26K
Increased by +0.30%
Jul 31, 25
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.19M (1.52%) -44.76K
Decreased by -2.05%
Mar 31, 25
17 Victory Sycamore Small Company Opp R 2.17M (1.51%) 315.00K
Increased by +14.52%
Jun 30, 25
18 MFS Global Real Estate I 2.09M (1.45%) 0.00
Increased by 0.00%
Dec 31, 23
19 BNP Paribas Climate Impact Privl C 2.04M (1.42%) -16.23K
Decreased by -0.79%
Aug 31, 24
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.01M (1.39%) -179.30K
Decreased by -8.94%
Jun 30, 25