Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.71%
2 RTL_old 3.77%
3 IRET 3.61%
4 JRE 3.09%
5 SMIG 2.65%
6 RORE 2.22%
7 KSCD 2.10%
8 PXSG 1.80%
9 XMLV 1.51%
10 ICAP 1.48%
11 SMMV 1.48%
12 REIT 1.47%
13 HSMV 1.44%
14 PSR 1.28%
15 BLDG 1.27%
16 VRAI 1.13%
17 GQRE 1.02%
18 OSCV 1.00%
19 VFMV 0.94%
20 RWR 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.91M (13.85%) 363.68K
Increased by +2.44%
Mar 31, 25
2 BlackRock Inc 13.00M (12.07%) -362.92K
Decreased by -2.79%
Mar 31, 25
3 Cohen & Steers Inc 9.87M (9.16%) 99.19K
Increased by +1.01%
Mar 31, 25
4 State Street Corp 5.38M (5.00%) 119.52K
Increased by +2.22%
Mar 31, 25
5 State Street Corporation 5.07M (4.70%) -468.54K
Decreased by -9.25%
Mar 31, 24
6 Long Pond Capital, LP 3.03M (2.81%) 0.00
Increased by 0.00%
Dec 31, 24
7 Zimmer Partners LP 2.99M (2.78%) 2.95M
Increased by +98.50%
Dec 31, 23
8 Principal Financial Group Inc 2.67M (2.48%) -58.99K
Decreased by -2.21%
Mar 31, 25
9 Deutsche Bank AG 2.53M (2.35%) 5.83K
Increased by +0.23%
Mar 31, 25
10 Geode Capital Management, LLC 2.51M (2.33%) 377.34K
Increased by +15.04%
Mar 31, 25
11 CenterSquare Investment Management LLC 2.43M (2.26%) 234.64K
Increased by +9.65%
Mar 31, 25
12 Daiwa Securities Group Inc 2.36M (2.19%) 125.60K
Increased by +5.32%
Mar 31, 25
13 JPMorgan Chase & Co 2.34M (2.17%) 353.88K
Increased by +15.13%
Mar 31, 25
14 Two Sigma Advisers, LLC 2.08M (1.93%) 920.10K
Increased by +44.28%
Mar 31, 25
15 Macquarie Group Ltd 1.93M (1.80%) -172.07K
Decreased by -8.90%
Mar 31, 25
16 Prudential Financial Inc 1.87M (1.73%) 928.08K
Increased by +49.67%
Mar 31, 25
17 American Century Companies Inc 1.75M (1.63%) -143.02K
Decreased by -8.17%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.73M (1.60%) 330.52K
Increased by +19.14%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.70M (1.57%) 49.65K
Increased by +2.93%
Mar 31, 25
20 FMR Inc 1.66M (1.54%) -575.84K
Decreased by -34.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.98M (3.70%) 98.33K
Increased by +2.47%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 3.58M (3.32%) 1.87K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.45M (3.21%) 11.80K
Increased by +0.34%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.21M (2.98%) 1.77K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 2.70M (2.51%) 11.94K
Increased by +0.44%
May 31, 25
6 Cohen & Steers Real Estate Opportunities 2.41M (2.24%) 351.13K
Increased by +14.57%
Jun 30, 25
7 Cohen & Steers Real Estate Securities A 2.41M (2.24%) 351.13K
Increased by +14.57%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.74M (1.61%) -1.49K
Decreased by -0.09%
May 31, 25
9 Cohen & Steers Realty Shares L 1.67M (1.55%) 786.63K
Increased by +47.01%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.55%) 14.14K
Increased by +0.85%
May 31, 25
11 Cohen & Steers Instl Realty Shares 1.66M (1.54%) 674.72K
Increased by +40.60%
Jun 30, 25
12 Daiwa US-REIT Open Mother Fund 1.47M (1.36%) -41.98K
Decreased by -2.86%
Mar 17, 25
13 American Century Mid Cap Value Inv 883.83K (0.82%) -167.64K
Decreased by -18.97%
Dec 31, 24
14 American Century U.S. Mid Cap Value 883.83K (0.82%) -167.64K
Decreased by -18.97%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 862.18K (0.80%) 35.79K
Increased by +4.15%
Jun 30, 25
16 Delaware Small Cap Value A 842.40K (0.78%) -35.00K
Decreased by -4.15%
Oct 31, 24
17 Macquarie Small Cap Value A 820.40K (0.76%) 0.00
Increased by 0.00%
May 31, 25
18 Nikko World REIT Mother 755.46K (0.70%) 0.00
Increased by 0.00%
Aug 21, 23
19 Carillon Scout Mid Cap I 723.05K (0.67%) -108.65K
Decreased by -15.03%
Jun 30, 25
20 Scout Mid Cap Equity 723.05K (0.67%) -108.65K
Decreased by -15.03%
Jun 30, 25