Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.04%
2 INDS 4.56%
3 UTRN 4.05%
4 PSR 3.82%
5 KBWY 3.27%
6 REIT 2.48%
7 FOVL 2.47%
8 CRED 2.34%
9 PPTY 2.10%
10 GQRE 2.06%
11 FTIF 2.01%
12 CALF 1.93%
13 DESK 1.81%
14 IRET 1.76%
15 FEMD 1.65%
16 XMLV 1.61%
17 XMMO 1.58%
18 WREI 1.58%
19 FLOW 1.57%
20 RWR 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.44M (13.83%) -188.48K
Decreased by -0.62%
Dec 31, 25
2 BlackRock Inc 30.11M (13.68%) 1.75M
Increased by +5.82%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 19.15M (8.70%) 19.15M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 12.34M (5.60%) 87.37K
Increased by +0.71%
Mar 31, 26
5 State Street Corporation 12.07M (5.48%) -841.05K
Decreased by -6.97%
Mar 31, 24
6 Vanguard Capital Management, LLC 9.99M (4.54%) 9.99M
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 4.91M (2.23%) 118.31K
Increased by +2.41%
Mar 31, 26
8 Amvescap Plc. 4.49M (2.04%) 587.05K
Increased by +13.07%
Mar 31, 26
9 Massachusetts Financial Services Company 4.19M (1.90%) -22.08K
Decreased by -0.53%
Mar 31, 26
10 JPMorgan Chase & Co 3.36M (1.53%) 60.36K
Increased by +1.80%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 3.35M (1.52%) 155.86K
Increased by +4.66%
Mar 31, 26
12 Cohen & Steers Inc 3.12M (1.42%) -3.64M
Decreased by -116.63%
Jun 30, 24
13 Charles Schwab Investment Management Inc 3.05M (1.38%) 98.63K
Increased by +3.24%
Mar 31, 26
14 NORGES BANK 2.86M (1.30%) 432.23K
Increased by +15.12%
Dec 31, 25
15 Legal & General Group PLC 2.74M (1.25%) 44.12K
Increased by +1.61%
Mar 31, 26
16 Northern Trust Corp 2.66M (1.21%) 49.40K
Increased by +1.86%
Mar 31, 26
17 PGGM Investments 2.60M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
18 Bank of New York Mellon Corp 2.35M (1.07%) 37.65K
Increased by +1.60%
Mar 31, 26
19 UBS Asset Mgmt Americas Inc 2.21M (1.00%) 41.93K
Increased by +1.90%
Mar 31, 26
20 Nuveen, LLC 2.13M (0.97%) 1.56M
Increased by +73.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.13M (3.69%) -26.57K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 7.43M (3.38%) 1.40K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 7.16M (3.25%) 25.64K
Increased by +0.36%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 6.95M (3.16%) 4.42K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 5.19M (2.36%) -10.43K
Decreased by -0.20%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 3.33M (1.51%) 23.25K
Increased by +0.70%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.12%) 25.95K
Increased by +1.05%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 2.40M (1.09%) 22.81K
Increased by +0.95%
May 31, 25
9 MFS Mid Cap Value A 1.90M (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
10 MFS Mid Cap Value Equity 1.90M (0.87%) -82.16K
Decreased by -4.31%
Mar 31, 26
11 Cohen & Steers Real Estate Opportunities 1.71M (0.78%) 1.57M
Increased by +91.45%
Dec 31, 23
12 Cohen & Steers Real Estate Securities A 1.71M (0.78%) 1.57M
Increased by +91.45%
Dec 31, 23
13 Daiwa US-REIT Open Mother Fund 1.69M (0.77%) 882.15K
Increased by +52.34%
Mar 18, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 1.68M (0.76%) -41.95K
Decreased by -2.50%
Jul 31, 25
15 State Street® SPDR® S&P MIDCAP 400® ETF 1.66M (0.75%) 6.24K
Increased by +0.38%
Apr 30, 26
16 Invesco S&P MidCap Momentum ETF 1.56M (0.71%) 2.11K
Increased by +0.14%
May 29, 26
17 Schwab US REIT ETF™ 1.55M (0.70%) 728.00
Increased by +0.05%
May 30, 26
18 Vanguard Mid-Cap Value ETF 1.51M (0.69%) 2.89K
Increased by +0.19%
Nov 30, 24
19 Vanguard Real Estate II Index 1.44M (0.66%) 871.00
Increased by +0.06%
Apr 30, 26
20 JPM US Mid Cap Value-Composite 1.42M (0.65%) 113.69K
Increased by +7.99%
Dec 31, 23