Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.03%
2 INDS 4.58%
3 UTRN 4.05%
4 PSR 3.81%
5 KBWY 3.27%
6 FOVL 2.47%
7 REIT 2.46%
8 CRED 2.34%
9 PPTY 2.12%
10 FTIF 2.01%
11 GQRE 2.00%
12 DESK 1.95%
13 CALF 1.93%
14 IRET 1.76%
15 FEMD 1.62%
16 XMMO 1.59%
17 XMLV 1.59%
18 WREI 1.58%
19 RIET 1.58%
20 FLOW 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.44M (13.82%) -188.48K
Decreased by -0.62%
Dec 31, 25
2 BlackRock Inc 28.36M (12.88%) 301.00K
Increased by +1.06%
Dec 31, 25
3 State Street Corp 12.25M (5.56%) -77.94K
Decreased by -0.64%
Dec 31, 25
4 State Street Corporation 12.07M (5.48%) -841.05K
Decreased by -6.97%
Mar 31, 24
5 Geode Capital Management, LLC 4.80M (2.18%) 110.31K
Increased by +2.30%
Dec 31, 25
6 Amvescap Plc. 4.49M (2.04%) 587.05K
Increased by +13.07%
Mar 31, 26
7 Massachusetts Financial Services Company 4.19M (1.90%) -22.08K
Decreased by -0.53%
Mar 31, 26
8 JPMorgan Chase & Co 3.36M (1.53%) 60.36K
Increased by +1.80%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 3.35M (1.52%) 155.86K
Increased by +4.66%
Mar 31, 26
10 Cohen & Steers Inc 3.12M (1.42%) -3.64M
Decreased by -116.63%
Jun 30, 24
11 Charles Schwab Investment Management Inc 2.95M (1.34%) 143.88K
Increased by +4.88%
Dec 31, 25
12 NORGES BANK 2.86M (1.30%) 432.23K
Increased by +15.12%
Dec 31, 25
13 Legal & General Group PLC 2.74M (1.25%) 44.12K
Increased by +1.61%
Mar 31, 26
14 Northern Trust Corp 2.66M (1.21%) 49.40K
Increased by +1.86%
Mar 31, 26
15 PGGM Investments 2.60M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
16 Bank of New York Mellon Corp 2.35M (1.07%) 37.65K
Increased by +1.60%
Mar 31, 26
17 UBS Asset Mgmt Americas Inc 2.21M (1.00%) 41.93K
Increased by +1.90%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.00M (0.91%) 180.72K
Increased by +9.05%
Dec 31, 25
19 HSBC Holdings PLC 1.85M (0.84%) 994.00K
Increased by +53.87%
Dec 31, 25
20 Pacer Advisors, INC. 1.75M (0.80%) 1.60M
Increased by +91.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.16M (3.70%) -31.58K
Decreased by -0.39%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 7.40M (3.36%) -3.73K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 7.13M (3.24%) 214.75K
Increased by +3.01%
Mar 31, 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 5.20M (2.36%) 221.37K
Increased by +4.26%
Mar 31, 26
6 Vanguard Small Cap Value Index Inv 3.31M (1.50%) 112.09K
Increased by +3.39%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.11%) 59.49K
Increased by +2.43%
Mar 31, 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 (0.86%) -29.33K
Decreased by -1.54%
Mar 31, 26
10 MFS Mid Cap Value Equity 1.90M (0.86%) -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 1.65M (0.75%) 45.00K
Increased by +2.72%
Mar 31, 26
16 Schwab US REIT ETF™ 1.54M (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
17 Vanguard Mid-Cap Value ETF 1.51M (0.69%) 2.89K
Increased by +0.19%
Nov 30, 24
18 Invesco S&P MidCap Momentum ETF 1.49M (0.68%) 3.52K
Increased by +0.24%
Apr 30, 26
19 Vanguard Real Estate II Index 1.44M (0.65%) 10.37K
Increased by +0.72%
Mar 31, 26
20 JPM US Mid Cap Value-Composite 1.42M (0.65%) 113.69K
Increased by +7.99%
Dec 31, 23