Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.80%
2 INDS 4.45%
3 UTRN 4.05%
4 KBWY 3.27%
5 PSR 2.77%
6 FOVL 2.47%
7 CRED 2.34%
8 PPTY 2.15%
9 DESK 2.08%
10 FTIF 2.01%
11 GQRE 1.99%
12 CALF 1.93%
13 IRET 1.76%
14 FEMD 1.64%
15 XMMO 1.60%
16 RWR 1.59%
17 WREI 1.58%
18 FLOW 1.57%
19 RIET 1.56%
20 KVLE 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.44M (14.02%) -188.48K
Decreased by -0.62%
Dec 31, 25
2 BlackRock Inc 28.06M (12.93%) 311.56K
Increased by +1.11%
Sep 30, 25
3 State Street Corp 12.33M (5.68%) 119.82K
Increased by +0.97%
Sep 30, 25
4 State Street Corporation 12.07M (5.56%) -841.05K
Decreased by -6.97%
Mar 31, 24
5 JPMorgan Chase & Co 9.34M (4.30%) 4.24M
Increased by +45.40%
Sep 30, 25
6 Geode Capital Management, LLC 4.80M (2.21%) 110.31K
Increased by +2.30%
Dec 31, 25
7 Massachusetts Financial Services Company 4.21M (1.94%) 441.53K
Increased by +10.48%
Dec 31, 25
8 Amvescap Plc. 3.89M (1.79%) 3.14M
Increased by +80.65%
Sep 30, 25
9 Dimensional Fund Advisors, Inc. 3.19M (1.47%) 20.59K
Increased by +0.64%
Dec 31, 25
10 Cohen & Steers Inc 3.12M (1.44%) -3.64M
Decreased by -116.63%
Jun 30, 24
11 Charles Schwab Investment Management Inc 2.95M (1.36%) 143.88K
Increased by +4.88%
Dec 31, 25
12 NORGES BANK 2.86M (1.32%) 432.23K
Increased by +15.12%
Dec 31, 25
13 Legal & General Group PLC 2.70M (1.24%) 128.76K
Increased by +4.77%
Dec 31, 25
14 Northern Trust Corp 2.63M (1.21%) -96.57K
Decreased by -3.68%
Sep 30, 25
15 PGGM Investments 2.60M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 2.57M (1.18%) 310.81K
Increased by +12.10%
Jun 30, 25
17 Bank of New York Mellon Corp 2.15M (0.99%) -82.30K
Decreased by -3.82%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 1.82M (0.84%) -27.36K
Decreased by -1.51%
Sep 30, 25
19 Pacer Advisors, INC. 1.75M (0.81%) 1.60M
Increased by +91.05%
Mar 31, 25
20 Equity Investment Corp 1.63M (0.75%) 43.67K
Increased by +2.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.19M (3.77%) 16.56K
Increased by +0.20%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 7.08M (3.26%) 141.47K
Increased by +2.00%
Feb 28, 26
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%) 20.81K
Increased by +0.30%
Feb 28, 26
5 Vanguard Small Cap Index 4.98M (2.29%) 11.79K
Increased by +0.24%
Feb 28, 26
6 Vanguard Small Cap Value Index Inv 3.20M (1.47%) 9.07K
Increased by +0.28%
Feb 28, 26
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 2.39M (1.10%) 22.35K
Increased by +0.94%
Feb 28, 26
9 MFS Mid Cap Value Equity 1.99M (0.92%) -80.45K
Decreased by -4.05%
Dec 31, 25
10 MFS Mid Cap Value A 1.96M (0.90%) 808.49K
Increased by +41.29%
Jan 31, 26
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 State Street® SPDR® S&P MIDCAP 400® ETF 1.61M (0.74%) 17.12K
Increased by +1.07%
Feb 28, 26
16 Schwab US REIT ETF™ 1.52M (0.70%) 3.41K
Increased by +0.23%
Feb 28, 26
17 Vanguard Mid-Cap Value ETF 1.51M (0.70%) 2.89K
Increased by +0.19%
Nov 30, 24
18 Vanguard Real Estate II Index 1.43M (0.66%) -5.91K
Decreased by -0.41%
Feb 28, 26
19 JPM US Mid Cap Value-Composite 1.42M (0.66%) 113.69K
Increased by +7.99%
Dec 31, 23
20 Pacer US Small Cap Cash Cows 100 ETF 1.33M (0.61%) -5.38K
Decreased by -0.40%
May 30, 25