Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.12%
2 INDS 4.80%
3 UTRN 4.05%
4 SRET 3.74%
5 KBWY 3.27%
6 FOVL 2.47%
7 DESK 2.22%
8 FTIF 2.01%
9 CRED 1.98%
10 CALF 1.93%
11 GQRE 1.93%
12 PPTY 1.82%
13 IRET 1.76%
14 JPRE 1.72%
15 PAMC 1.70%
16 WREI 1.58%
17 FLOW 1.57%
18 RWR 1.51%
19 RIET 1.50%
20 XMLV 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.78M (14.19%) 32.19K
Increased by +0.10%
Jun 30, 25
2 BlackRock Inc 27.36M (12.62%) -164.98K
Decreased by -0.60%
Mar 31, 25
3 State Street Corp 12.46M (5.74%) 368.28K
Increased by +2.96%
Mar 31, 25
4 State Street Corporation 12.07M (5.57%) -841.05K
Decreased by -6.97%
Mar 31, 24
5 JPMorgan Chase & Co 5.11M (2.36%) 3.75M
Increased by +73.31%
Mar 31, 25
6 Geode Capital Management, LLC 4.52M (2.08%) -190.16K
Decreased by -4.21%
Mar 31, 25
7 Massachusetts Financial Services Company 3.72M (1.71%) -502.37K
Decreased by -13.52%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 3.12M (1.44%) -52.27K
Decreased by -1.67%
Jun 30, 25
9 Cohen & Steers Inc 3.12M (1.44%) -3.64M
Decreased by -116.63%
Jun 30, 24
10 Charles Schwab Investment Management Inc 2.77M (1.28%) 106.88K
Increased by +3.86%
Jun 30, 25
11 Northern Trust Corp 2.70M (1.24%) 55.62K
Increased by +2.06%
Mar 31, 25
12 PGGM Investments 2.60M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 2.57M (1.18%) 310.81K
Increased by +12.10%
Jun 30, 25
14 Legal & General Group PLC 2.55M (1.18%) 120.50K
Increased by +4.72%
Jun 30, 25
15 NORGES BANK 2.43M (1.12%) -131.15K
Decreased by -5.40%
Jun 30, 25
16 Bank of New York Mellon Corp 2.25M (1.04%) 10.11K
Increased by +0.45%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.02M (0.93%) -63.87K
Decreased by -3.15%
Mar 31, 25
18 Equity Investment Corp 1.95M (0.90%) 78.66K
Increased by +4.04%
Mar 31, 25
19 Pacer Advisors, INC. 1.75M (0.81%) 1.60M
Increased by +91.05%
Mar 31, 25
20 UBS Group AG 1.60M (0.74%) -310.40K
Decreased by -19.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.14M (3.75%) 9.43K
Increased by +0.12%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.14M (3.29%) -12.81K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 6.95M (3.20%) 4.42K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.87M (3.17%) -157.77K
Decreased by -2.30%
Jul 31, 25
5 Vanguard Small Cap Index 5.32M (2.45%) -34.66K
Decreased by -0.65%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 3.42M (1.58%) 6.54K
Increased by +0.19%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 2.40M (1.11%) 22.81K
Increased by +0.95%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.35M (1.08%) -1.02M
Decreased by -43.31%
Jul 31, 25
9 MFS Mid Cap Value A 2.12M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
10 MFS Mid Cap Value Equity 2.12M (0.98%) 77.77K
Increased by +3.66%
Jun 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 1.68M (0.77%) -41.95K
Decreased by -2.50%
Jul 31, 25
15 Vanguard Mid-Cap Value ETF 1.51M (0.70%) 2.89K
Increased by +0.19%
Nov 30, 24
16 JPM US Mid Cap Value-Composite 1.42M (0.66%) 113.69K
Increased by +7.99%
Dec 31, 23
17 Vanguard Real Estate II Index 1.42M (0.65%) 1.72K
Increased by +0.12%
Jul 31, 25
18 Schwab US REIT ETF™ 1.37M (0.63%) 2.67K
Increased by +0.20%
Jul 31, 25
19 Pacer US Small Cap Cash Cows 100 ETF 1.33M (0.61%) -5.38K
Decreased by -0.40%
May 30, 25
20 JPM US Mid Cap Value-MA 1.31M (0.60%) 1.31M
Increased by +99.74%
Sep 30, 23