Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.03%
2 INDS 4.41%
3 UTRN 4.05%
4 SRET 3.66%
5 KBWY 3.27%
6 JPRE 2.50%
7 DESK 2.10%
8 FTIF 2.01%
9 GQRE 1.88%
10 CRED 1.87%
11 RIET 1.85%
12 IRET 1.74%
13 FLOW 1.61%
14 WREI 1.58%
15 PPTY 1.41%
16 RWR 1.40%
17 BDVG 1.38%
18 XMLV 1.32%
19 FRI 1.21%
20 USRT 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (14.17%) -73.81K
Decreased by -0.24%
Mar 31, 25
2 BlackRock Inc 27.36M (12.61%) -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 (5.56%) -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 4.22M (1.94%) 195.47K
Increased by +4.63%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 3.17M (1.46%) 3.23K
Increased by +0.10%
Mar 31, 25
9 Cohen & Steers Inc 3.12M (1.44%) -3.64M
Decreased by -116.63%
Jun 30, 24
10 Charles Schwab Investment Management Inc 2.66M (1.23%) 20.50K
Increased by +0.77%
Mar 31, 25
11 Northern Trust Corp 2.64M (1.22%) 758.63K
Increased by +28.72%
Dec 31, 24
12 PGGM Investments 2.60M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 NORGES BANK 2.56M (1.18%) 34.31K
Increased by +1.34%
Dec 31, 24
14 Legal & General Group PLC 2.43M (1.12%) 83.40K
Increased by +3.43%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 2.26M (1.04%) 68.41K
Increased by +3.03%
Mar 31, 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 UBS Group AG 1.91M (0.88%) 462.34K
Increased by +24.16%
Dec 31, 24
20 Ameriprise Financial Inc 1.56M (0.72%) -223.13K
Decreased by -14.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.21M (3.78%) -121.77K
Decreased by -1.48%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 7.09M (3.27%) -22.86K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.02M (3.24%) 99.00K
Increased by +1.41%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.95M (3.20%) 4.42K
Increased by +0.06%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 3.39M (1.56%) 19.92K
Increased by +0.59%
Apr 30, 25
6 Vanguard Small Cap Index 2.75M (1.27%) 16.77K
Increased by +0.61%
Apr 30, 25
7 Vanguard Mid Cap Index Institutional 2.38M (1.10%) 22.56K
Increased by +0.95%
Apr 30, 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 1.78M (0.82%) 5.61K
Increased by +0.32%
Apr 30, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 1.73M (0.80%) -19.21K
Decreased by -1.11%
Apr 30, 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 Vanguard Real Estate II Index 1.41M (0.65%) 10.49K
Increased by +0.74%
Apr 30, 25
18 Pacer US Small Cap Cash Cows 100 ETF 1.41M (0.65%) -5.38K
Decreased by -0.38%
Apr 30, 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