Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVT 2.63%
2 CSRE 2.15%
3 BLDG 1.31%
4 PPTY 1.27%
5 VRAI 1.20%
6 XSLV 0.89%
7 PSR 0.79%
8 PSCF 0.71%
9 AFSM 0.59%
10 XSMO 0.52%
11 PXSG 0.52%
12 USVM 0.49%
13 FYC 0.44%
14 FPRO 0.40%
15 SLYV 0.34%
16 CVY 0.34%
17 VIOV 0.33%
18 OMFS 0.33%
19 GQRE 0.32%
20 WREI 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.17M (17.45%) 86.49K
Increased by +0.37%
Mar 31, 26
2 Vanguard Group Inc 19.91M (15.00%) -28.59K
Decreased by -0.14%
Dec 31, 25
3 FMR Inc 19.61M (14.77%) -47.34K
Decreased by -0.24%
Mar 31, 26
4 Cohen & Steers Inc 16.27M (12.25%) -2.38M
Decreased by -14.66%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 13.12M (9.88%) 13.12M
Increased by +100.00%
Mar 31, 26
6 T. Rowe Price Associates, Inc. 9.96M (7.50%) 129.99K
Increased by +1.30%
Mar 31, 26
7 State Street Corp 7.38M (5.56%) -86.90K
Decreased by -1.18%
Mar 31, 26
8 State Street Corporation 6.08M (4.58%) -152.70K
Decreased by -2.51%
Mar 31, 24
9 Vanguard Capital Management, LLC 5.87M (4.42%) 5.87M
Increased by +100.00%
Mar 31, 26
10 Massachusetts Financial Services Company 5.22M (3.93%) -357.09K
Decreased by -6.85%
Mar 31, 26
11 Wellington Management Company LLP 3.75M (2.82%) 1.69M
Increased by +44.99%
Mar 31, 26
12 Geode Capital Management, LLC 3.50M (2.64%) 106.61K
Increased by +3.05%
Mar 31, 26
13 The Goldman Sachs Group Inc 3.06M (2.31%) 414.05K
Increased by +13.52%
Mar 31, 26
14 Nuveen, LLC 3.02M (2.27%) 2.26M
Increased by +74.84%
Mar 31, 26
15 Balyasny Asset Management LLC 2.65M (2.00%) 1.06M
Increased by +39.93%
Mar 31, 25
16 AllianceBernstein L.P. 2.46M (1.85%) 25.89K
Increased by +1.05%
Mar 31, 26
17 Charles Schwab Investment Management Inc 2.45M (1.84%) 52.08K
Increased by +2.13%
Mar 31, 26
18 Alyeska Investment Group, L.P. 2.12M (1.60%) -1.23M
Decreased by -57.84%
Mar 31, 26
19 Heitman Real Estate Securities LLC 2.03M (1.53%) 246.25K
Increased by +12.12%
Dec 31, 25
20 Engineers Gate Manager LP 2.02M (1.52%) -1.73M
Decreased by -85.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.96M (5.99%) 2.90K
Increased by +0.04%
May 29, 26
2 Cohen & Steers Real Estate Opportunities 6.76M (5.09%) -2.06M
Decreased by -30.53%
Mar 31, 26
3 Cohen & Steers Real Estate Securities A 6.76M (5.09%) -2.06M
Decreased by -30.53%
Mar 31, 26
4 T. Rowe Price Real Assets Tr I-D 5.82M (4.38%) 100.96K
Increased by +1.74%
Mar 31, 26
5 Strategic Advisers Fidelity US TtlStk 5.23M (3.94%) 45.00K
Increased by +0.86%
Apr 30, 26
6 Vanguard Real Estate Index Investor 4.86M (3.66%) -16.31K
Decreased by -0.34%
Apr 30, 26
7 T. Rowe Price Real Assets Tr I-Z 4.86M (3.66%) 170.19K
Increased by +3.50%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 4.21M (3.17%) 18.10K
Increased by +0.43%
Apr 30, 26
9 Vanguard US Total Market Shares ETF 3.38M (2.55%) 221.60K
Increased by +6.55%
Sep 30, 24
10 T. Rowe Price Real Assets 3.26M (2.46%) 28.42K
Increased by +0.87%
Apr 30, 26
11 iShares Russell 2000 ETF 3.18M (2.40%) 29.43K
Increased by +0.92%
May 29, 26
12 Vanguard Small Cap Index 3.02M (2.28%) -4.69K
Decreased by -0.16%
Apr 30, 26
13 Fidelity Small Cap Value Fund 2.42M (1.83%) 0.00
Increased by 0.00%
Mar 31, 26
14 Fidelity VIP Mid Cap Initial 2.42M (1.82%) 0.00
Increased by 0.00%
Apr 30, 26
15 Vanguard Small Cap Value Index Inv 1.94M (1.46%) 13.41K
Increased by +0.69%
Apr 30, 26
16 MFS Global Real Estate I 1.86M (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity US REIT Mother Fund 1.59M (1.19%) 349.00K
Increased by +22.00%
Mar 17, 25
18 Nuveen Real Estate Sec Sel R6 1.50M (1.13%) -20.94K
Decreased by -1.40%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.11%) 15.84K
Increased by +1.07%
Apr 30, 26
20 Fidelity Small Cap Index 1.30M (0.98%) 3.54K
Increased by +0.27%
Mar 31, 26