Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.89%
2 INDS 4.37%
3 UTRN 4.05%
4 SRET 3.59%
5 KBWY 3.27%
6 JPRE 3.15%
7 DESK 2.08%
8 FTIF 2.01%
9 CRED 1.83%
10 RIET 1.75%
11 IRET 1.68%
12 WREI 1.58%
13 FLOW 1.49%
14 BDVG 1.38%
15 RWR 1.37%
16 PPTY 1.37%
17 XMLV 1.27%
18 FRI 1.19%
19 USRT 1.14%
20 REK 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.82M (14.20%) 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 8.33M (3.84%) -33.31K
Decreased by -0.40%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 7.11M (3.28%) -3.50K
Decreased by -0.05%
Apr 29, 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 6.92M (3.19%) 28.54K
Increased by +0.41%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.55%) 43.57K
Increased by +1.29%
Mar 31, 25
6 Vanguard Small Cap Index 2.73M (1.26%) -61.05K
Decreased by -2.24%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 2.36M (1.09%) -5.86K
Decreased by -0.25%
Mar 31, 25
8 MFS Mid Cap Value A 2.05M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
9 MFS Mid Cap Value Equity 2.05M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.77M (0.82%) -69.80K
Decreased by -3.94%
Mar 31, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 1.75M (0.81%) -20.63K
Decreased by -1.18%
Mar 31, 25
12 Cohen & Steers Real Estate Opportunities 1.71M (0.79%) 1.57M
Increased by +91.45%
Dec 31, 23
13 Cohen & Steers Real Estate Securities A 1.71M (0.79%) 1.57M
Increased by +91.45%
Dec 31, 23
14 Daiwa US-REIT Open Mother Fund 1.69M (0.78%) 882.15K
Increased by +52.34%
Mar 18, 24
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 Pacer US Small Cap Cash Cows 100 ETF 1.42M (0.65%) -2.39K
Decreased by -0.17%
Apr 29, 25
18 Vanguard Real Estate II Index 1.40M (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
19 Schwab US REIT ETF™ 1.31M (0.61%) 1.25K
Increased by +0.10%
Apr 30, 25
20 JPM US Mid Cap Value-MA 1.31M (0.60%) 1.31M
Increased by +99.74%
Sep 30, 23