Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.06%
2 WOOD 4.74%
3 CUT 2.26%
4 IWIN 1.99%
5 PSR 1.84%
6 MDIV 1.48%
7 SPRE 1.34%
8 XMLV 1.24%
9 FSCS 0.83%
10 RNMC 0.81%
11 FNK 0.78%
12 HOMZ 0.71%
13 JPSV 0.68%
14 PAMC 0.58%
15 HSMV 0.53%
16 TEQI 0.53%
17 CRED 0.47%
18 GQRE 0.46%
19 SIXL 0.43%
20 HIDV 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.86M (14.75%) 456.36K
Increased by +2.19%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 16.98M (12.01%) -674.86K
Decreased by -3.97%
Mar 31, 25
3 BlackRock Inc 16.08M (11.37%) 2.30M
Increased by +14.31%
Mar 31, 25
4 NORGES BANK 13.14M (9.29%) 0.00
Increased by 0.00%
Dec 31, 24
5 Cohen & Steers Inc 12.46M (8.81%) 695.98K
Increased by +5.58%
Mar 31, 25
6 Impax Asset Management Group PLC 5.23M (3.70%) -736.12K
Decreased by -14.08%
Mar 31, 25
7 State Street Corp 4.69M (3.32%) 192.56K
Increased by +4.11%
Mar 31, 25
8 British Columbia Investment Management Corp 4.20M (2.97%) 971.17K
Increased by +23.10%
Mar 31, 25
9 State Street Corporation 4.15M (2.94%) 99.19K
Increased by +2.39%
Mar 31, 24
10 Pictet Asset Manangement SA 4.02M (2.84%) 339.31K
Increased by +8.44%
Mar 31, 25
11 Massachusetts Financial Services Company 3.37M (2.39%) 20.13K
Increased by +0.60%
Dec 31, 24
12 Legal & General Group PLC 3.37M (2.38%) 262.89K
Increased by +7.80%
Mar 31, 25
13 JPMorgan Chase & Co 2.93M (2.08%) 751.39K
Increased by +25.61%
Mar 31, 25
14 Geode Capital Management, LLC 2.84M (2.01%) 205.30K
Increased by +7.24%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.61M (1.84%) 118.41K
Increased by +4.54%
Mar 31, 25
16 Victory Capital Management Inc. 2.52M (1.78%) 304.80K
Increased by +12.12%
Mar 31, 25
17 Confluence Investment Management LLC 2.09M (1.48%) -36.13K
Decreased by -1.73%
Sep 30, 24
18 Deutsche Bank AG 1.83M (1.29%) 1.61M
Increased by +87.96%
Dec 31, 24
19 Northern Trust Corp 1.58M (1.12%) 38.70K
Increased by +2.45%
Mar 31, 25
20 Millennium Management LLC 1.51M (1.07%) 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 (5.02%) 0.00
Increased by 0.00%
Jun 30, 25
2 Cohen & Steers Real Estate Securities A 7.10M (5.02%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Real Estate Index Investor 5.50M (3.89%) 5.50K
Increased by +0.10%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 5.04M (3.56%) 16.93K
Increased by +0.34%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 4.71M (3.33%) 2.90K
Increased by +0.06%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 4.58M (3.24%) 298.00
Increased by +0.01%
Jul 30, 25
7 Vanguard Small Cap Index 3.81M (2.69%) -132.63K
Decreased by -3.48%
Jun 30, 25
8 T. Rowe Price Equity Income 3.79M (2.68%) 0.00
Increased by 0.00%
Jun 30, 25
9 T. Rowe Price US Lg-Cp Equity Inc Comp 3.79M (2.68%) 171.21K
Increased by +4.52%
Jun 30, 25
10 T. Rowe Price Mid-Cap Value 3.75M (2.66%) -4.78K
Decreased by -0.13%
Jun 30, 25
11 T. Rowe Price US Mid-Cap Value Equity 3.75M (2.66%) -339.70K
Decreased by -9.05%
Jun 30, 25
12 JPM US Mid Cap Value-Composite 2.73M (1.93%) -29.98K
Decreased by -1.10%
Jun 30, 24
13 JPM US Mid Cap Value-MA 2.73M (1.93%) -29.98K
Decreased by -1.10%
Jun 30, 24
14 JPMorgan Mid Cap Value L 2.73M (1.93%) 0.00
Increased by 0.00%
Jun 30, 24
15 Vanguard Small Cap Value Index Inv 2.43M (1.72%) -102.45K
Decreased by -4.22%
Jun 30, 25
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.19M (1.55%) -44.76K
Decreased by -2.05%
Mar 31, 25
17 Victory Sycamore Small Company Opp R 2.17M (1.53%) 315.00K
Increased by +14.52%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.52%) -21.21K
Decreased by -0.98%
Jun 30, 25
19 MFS Global Real Estate I 2.09M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
20 BNP Paribas Climate Impact Privl C 2.04M (1.44%) -16.23K
Decreased by -0.79%
Aug 31, 24