Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.64%
2 RESI 4.85%
3 JRE 4.24%
4 REZ 3.00%
5 JPRE 2.86%
6 PPTY 2.73%
7 RITA 2.21%
8 GREI 2.20%
9 FTIF 2.04%
10 PSR 1.91%
11 HOMZ 1.73%
12 GQRE 1.72%
13 XMLV 1.56%
14 CRED 1.42%
15 RWR 1.25%
16 NBGR 1.24%
17 ROOF 1.19%
18 USRT 1.12%
19 HSMV 1.11%
20 FRI 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.95M (14.11%) 240.58K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 43.95M (13.80%) 2.17M
Increased by +4.93%
Dec 31, 24
3 NORGES BANK 21.97M (6.89%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 17.80M (5.59%) 2.25M
Increased by +12.64%
Mar 31, 24
5 State Street Corp 17.77M (5.58%) 399.02K
Increased by +2.25%
Dec 31, 24
6 Principal Financial Group Inc 15.68M (4.92%) -306.96K
Decreased by -1.96%
Mar 31, 25
7 JPMorgan Chase & Co 13.81M (4.33%) -12.43M
Decreased by -90.01%
Dec 31, 24
8 FMR Inc 8.98M (2.82%) 757.77K
Increased by +8.44%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 8.72M (2.74%) 675.08K
Increased by +7.74%
Dec 31, 24
10 Cohen & Steers Inc 7.84M (2.46%) -860.77K
Decreased by -10.99%
Dec 31, 24
11 Geode Capital Management, LLC 6.67M (2.09%) -21.80K
Decreased by -0.33%
Dec 31, 24
12 Amvescap Plc. 6.29M (1.98%) 4.09M
Increased by +65.06%
Dec 31, 24
13 Citadel Advisors Llc 5.84M (1.83%) 4.76M
Increased by +81.46%
Sep 30, 23
14 Deutsche Bank AG 5.26M (1.65%) 576.63K
Increased by +10.96%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 4.94M (1.55%) 28.38K
Increased by +0.58%
Dec 31, 24
16 Resolution Capital Limited 4.62M (1.45%) 212.76K
Increased by +4.61%
Sep 30, 23
17 CenterSquare Investment Management LLC 4.51M (1.41%) 3.34M
Increased by +74.05%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.33M (1.36%) 110.02K
Increased by +2.54%
Dec 31, 24
19 Northern Trust Corp 4.18M (1.31%) 1.20M
Increased by +28.65%
Dec 31, 24
20 Duff & Phelps Inv Mgmt Co (IL) 4.17M (1.31%) 614.65K
Increased by +14.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.66M (3.97%) -25.03K
Decreased by -0.20%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 10.27M (3.22%) -33.13K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.90M (3.11%) 25.57K
Increased by +0.26%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 9.83M (3.09%) 5.89K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 7.84M (2.46%) -166.98K
Decreased by -2.13%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.89M (1.53%) 60.05K
Increased by +1.23%
Mar 31, 25
7 Principal Real Estate Securities R5 4.83M (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 4.39M (1.38%) -101.88K
Decreased by -2.32%
Mar 31, 25
9 Fidelity US REIT Mother Fund 3.98M (1.25%) 335.00K
Increased by +8.43%
Sep 17, 24
10 T. Rowe Price Real Assets Tr I-D 3.97M (1.25%) 648.05K
Increased by +16.32%
Dec 31, 24
11 T. Rowe Price Real Assets Tr I-Z 3.93M (1.23%) -36.05K
Decreased by -0.92%
Mar 31, 25
12 JPM US Mid Cap Value-MA 3.49M (1.10%) 65.82K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 3.49M (1.10%) 65.82K
Increased by +1.89%
Mar 31, 25
14 JPM US Mid Cap Value-Composite 3.15M (0.99%) -34.54K
Decreased by -1.10%
Jun 30, 24
15 Cohen & Steers Realty Shares L 2.83M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
16 Cohen & Steers Instl Realty Shares 2.78M (0.87%) -188.39K
Decreased by -6.78%
Mar 31, 25
17 T. Rowe Price Real Assets 2.54M (0.80%) -166.50K
Decreased by -6.56%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.53M (0.80%) -29.96K
Decreased by -1.18%
Mar 31, 25
19 JPM Large Cap Value - MA 2.44M (0.77%) 2.44M
Increased by +100.00%
Mar 31, 25
20 JPM US Large Cap Value-Composite 2.44M (0.77%) 2.44M
Increased by +100.00%
Mar 31, 25