Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.53%
2 RTL_old 3.77%
3 IRET 3.61%
4 LPRE 3.48%
5 TSRS 3.32%
6 SMIG 2.92%
7 TMFS 2.80%
8 JRE 2.63%
9 RORE 2.22%
10 RLTY 2.20%
11 KSCD 2.10%
12 LOTI 2.07%
13 IVRA 1.81%
14 PXSG 1.80%
15 XMLV 1.60%
16 REIT 1.50%
17 ICAP 1.48%
18 CSRE 1.42%
19 HSMV 1.40%
20 TSCV 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.79M (14.27%) 728.38K
Increased by +4.34%
Dec 31, 25
2 Vanguard Group Inc 15.73M (13.37%) 84.57K
Increased by +0.54%
Dec 31, 25
3 Cohen & Steers Inc 14.09M (11.98%) 649.30K
Increased by +4.61%
Dec 31, 25
4 State Street Corp 5.88M (5.00%) 91.77K
Increased by +1.56%
Dec 31, 25
5 State Street Corporation 5.07M (4.31%) -468.54K
Decreased by -9.25%
Mar 31, 24
6 Principal Financial Group Inc 4.53M (3.85%) 232.53K
Increased by +5.14%
Mar 31, 26
7 CenterSquare Investment Management LLC 3.43M (2.92%) 130.40K
Increased by +3.80%
Mar 31, 26
8 Zimmer Partners LP 3.30M (2.80%) 3.30M
Increased by +100.00%
Mar 31, 26
9 Long Pond Capital, LP 3.03M (2.58%) 0.00
Increased by 0.00%
Dec 31, 24
10 JPMorgan Chase & Co 2.77M (2.35%) -76.69K
Decreased by -2.77%
Mar 31, 26
11 Geode Capital Management, LLC 2.51M (2.13%) 117.35K
Increased by +4.68%
Dec 31, 25
12 Daiwa Securities Group Inc 2.26M (1.92%) -99.41K
Decreased by -4.39%
Dec 31, 25
13 Two Sigma Advisers, LLC 2.26M (1.92%) 92.40K
Increased by +4.09%
Dec 31, 25
14 Macquarie Group Ltd 1.97M (1.68%) 62.57K
Increased by +3.17%
Sep 30, 25
15 Charles Schwab Investment Management Inc 1.96M (1.66%) 132.47K
Increased by +6.77%
Dec 31, 25
16 Prudential Financial Inc 1.91M (1.62%) 113.13K
Increased by +5.93%
Mar 31, 26
17 Delaware Management Holdings Inc 1.78M (1.51%) 1.78M
Increased by +100.00%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 1.77M (1.51%) 89.01K
Increased by +5.03%
Mar 31, 26
19 American Century Companies Inc 1.75M (1.49%) -143.02K
Decreased by -8.17%
Mar 31, 25
20 Two Sigma Investments LLC 1.69M (1.44%) -34.97K
Decreased by -2.07%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.28M (3.64%) -16.77K
Decreased by -0.39%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 4.05M (3.44%) -2.03K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.80M (3.23%) 172.18K
Increased by +4.53%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.21M (2.73%) 1.77K
Increased by +0.06%
Sep 30, 24
5 Cohen & Steers Real Estate Opportunities 2.89M (2.45%) 476.98K
Increased by +16.52%
Mar 31, 26
6 Cohen & Steers Real Estate Securities A 2.89M (2.45%) 476.98K
Increased by +16.52%
Mar 31, 26
7 Cohen & Steers Instl Realty Shares 2.87M (2.44%) 606.30K
Increased by +21.14%
Mar 31, 26
8 Vanguard Small Cap Index 2.77M (2.36%) 161.32K
Increased by +5.82%
Mar 31, 26
9 Cohen & Steers Realty Shares L 2.55M (2.17%) 484.67K
Increased by +19.02%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 1.76M (1.50%) 87.20K
Increased by +4.94%
Mar 31, 26
11 Daiwa US-REIT Open Mother Fund 1.47M (1.25%) 0.00
Increased by 0.00%
Sep 17, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.14%) 90.19K
Increased by +6.73%
Mar 31, 26
13 Principal Real Estate Securities R5 1.28M (1.09%) 20.50K
Increased by +1.60%
Mar 31, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 903.21K (0.77%) 61.96K
Increased by +6.86%
Mar 31, 26
15 American Century Mid Cap Value Inv 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
16 American Century U.S. Mid Cap Value 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
17 Schwab US REIT ETF™ 843.52K (0.72%) 0.00
Increased by 0.00%
Apr 30, 26
18 Delaware Small Cap Value A 842.40K (0.72%) -35.00K
Decreased by -4.15%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 841.13K (0.71%) -21.05K
Decreased by -2.50%
Jul 31, 25
20 Scout Mid Cap Equity 796.73K (0.68%) 63.92K
Increased by +8.02%
Mar 31, 26