Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.87%
2 INDS 4.49%
3 UTRN 4.05%
4 SRET 3.63%
5 KBWY 3.27%
6 JPRE 2.53%
7 DESK 2.13%
8 FTIF 2.01%
9 CRED 1.90%
10 RIET 1.74%
11 IRET 1.69%
12 FLOW 1.58%
13 WREI 1.58%
14 RWR 1.41%
15 PPTY 1.38%
16 XMLV 1.32%
17 BDVG 1.22%
18 FRI 1.19%
19 USRT 1.18%
20 REK 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.82M (14.19%) 242.58K
Increased by +0.79%
Dec 31, 24
2 BlackRock Inc 27.53M (12.68%) 594.28K
Increased by +2.16%
Dec 31, 24
3 State Street Corp 12.09M (5.57%) 316.20K
Increased by +2.62%
Dec 31, 24
4 State Street Corporation 12.07M (5.56%) -841.05K
Decreased by -6.97%
Mar 31, 24
5 Geode Capital Management, LLC 4.71M (2.17%) 135.09K
Increased by +2.87%
Dec 31, 24
6 Massachusetts Financial Services Company 4.02M (1.85%) 906.62K
Increased by +22.54%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 3.17M (1.46%) -10.23K
Decreased by -0.32%
Dec 31, 24
8 Cohen & Steers Inc 3.12M (1.44%) -3.64M
Decreased by -116.63%
Jun 30, 24
9 Charles Schwab Investment Management Inc 2.64M (1.22%) 43.20K
Increased by +1.64%
Dec 31, 24
10 Northern Trust Corp 2.64M (1.22%) 758.63K
Increased by +28.72%
Dec 31, 24
11 PGGM Investments 2.60M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
12 NORGES BANK 2.56M (1.18%) 34.31K
Increased by +1.34%
Dec 31, 24
13 Legal & General Group PLC 2.35M (1.08%) -102.78K
Decreased by -4.38%
Dec 31, 24
14 Bank of New York Mellon Corp 2.24M (1.03%) -10.35K
Decreased by -0.46%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 2.19M (1.01%) 134.52K
Increased by +6.15%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.09M (0.96%) 138.05K
Increased by +6.61%
Dec 31, 24
17 UBS Group AG 1.91M (0.88%) 462.34K
Increased by +24.16%
Dec 31, 24
18 Equity Investment Corp 1.87M (0.86%) 389.11K
Increased by +20.80%
Dec 31, 24
19 Ameriprise Financial Inc 1.56M (0.72%) -223.13K
Decreased by -14.29%
Sep 30, 23
20 Daiwa Securities Group Inc 1.37M (0.63%) -993.75K
Decreased by -72.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.36M (3.85%) -106.33K
Decreased by -1.27%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.12M (3.28%) 5.34K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.89M (3.17%) 15.73K
Increased by +0.23%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.53%) 16.59K
Increased by +0.50%
Feb 28, 25
5 Vanguard Small Cap Index 2.79M (1.29%) 2.27K
Increased by +0.08%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 2.36M (1.09%) 10.30K
Increased by +0.44%
Feb 28, 25
7 MFS Mid Cap Value A 2.05M (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
8 MFS Mid Cap Value Equity 2.05M (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 1.84M (0.85%) -4.42K
Decreased by -0.24%
Feb 28, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 1.77M (0.81%) 16.80K
Increased by +0.95%
Feb 28, 25
11 Cohen & Steers Real Estate Opportunities 1.71M (0.79%) 1.57M
Increased by +91.45%
Dec 31, 23
12 Cohen & Steers Real Estate Securities A 1.71M (0.79%) 1.57M
Increased by +91.45%
Dec 31, 23
13 Daiwa US-REIT Open Mother Fund 1.69M (0.78%) 882.15K
Increased by +52.34%
Mar 18, 24
14 Vanguard Mid-Cap Value ETF 1.51M (0.70%) 2.89K
Increased by +0.19%
Nov 30, 24
15 JPM US Mid Cap Value-Composite 1.42M (0.66%) 113.69K
Increased by +7.99%
Dec 31, 23
16 Vanguard Real Estate II Index 1.40M (0.65%) -7.65K
Decreased by -0.54%
Feb 28, 25
17 JPM US Mid Cap Value-MA 1.31M (0.60%) 1.31M
Increased by +99.74%
Sep 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.31M (0.60%) 2.40K
Increased by +0.18%
Feb 28, 25
19 iShares S&P Mid-Cap 400 Value ETF 1.30M (0.60%) -954.00
Decreased by -0.07%
Feb 28, 25
20 Schwab US REIT ETF™ 1.25M (0.58%) 0.00
Increased by 0.00%
Feb 28, 25