Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 4.93%
2 FFR 4.11%
3 KBWY 2.94%
4 RDOG 2.52%
5 DRW 2.33%
6 LPRE 2.05%
7 GREI 1.99%
8 JRE 1.79%
9 PSR 1.51%
10 IRET 1.51%
11 RIET 1.46%
12 REIT 1.36%
13 ROOF 1.21%
14 BLLD 1.21%
15 SMCO 0.92%
16 EPMB 0.79%
17 ACSV 0.70%
18 WTRE 0.69%
19 IQRA 0.69%
20 DES 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.60M (13.56%) 388.81K
Increased by +1.01%
Dec 31, 25
2 Vanguard Portfolio Management, LLC 23.75M (8.34%) 23.75M
Increased by +100.00%
Mar 31, 26
3 BlackRock Inc 21.73M (7.63%) -546.90K
Decreased by -2.52%
Mar 31, 26
4 Fuller & Thaler Asset Management Inc 17.05M (5.99%) -17.54M
Decreased by -102.86%
Mar 31, 26
5 FMR Inc 15.12M (5.31%) 4.11M
Increased by +27.19%
Mar 31, 26
6 Canada Pension Plan Investment Board 14.73M (5.17%) 8.65M
Increased by +58.77%
Mar 31, 26
7 Vanguard Capital Management, LLC 12.85M (4.51%) 12.85M
Increased by +100.00%
Mar 31, 26
8 Apg Investments Us Inc 12.82M (4.50%) 684.58K
Increased by +5.34%
Mar 31, 26
9 NORGES BANK 11.87M (4.17%) -533.53K
Decreased by -4.49%
Dec 31, 25
10 Ancora Advisors LLC 11.62M (4.08%) 89.92K
Increased by +0.77%
Mar 31, 26
11 State Street Corporation 10.52M (3.70%) -1.13M
Decreased by -10.78%
Mar 31, 24
12 State Street Corp 10.38M (3.65%) -329.71K
Decreased by -3.18%
Mar 31, 26
13 Cohen & Steers Inc 10.01M (3.52%) -1.51M
Decreased by -15.06%
Dec 31, 25
14 Principal Financial Group Inc 8.23M (2.89%) -6.93M
Decreased by -84.30%
Sep 30, 25
15 Baupost Group LLC 7.78M (2.73%) 4.31M
Increased by +55.33%
Mar 31, 26
16 American Century Companies Inc 7.14M (2.51%) -774.76K
Decreased by -10.85%
Mar 31, 26
17 LaSalle Investment Management Securities LLC 6.96M (2.45%) 157.63K
Increased by +2.26%
Mar 31, 26
18 Charles Schwab Investment Management Inc 6.61M (2.32%) 764.61K
Increased by +11.56%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 5.77M (2.03%) 440.89K
Increased by +7.64%
Mar 31, 26
20 Geode Capital Management, LLC 5.46M (1.92%) 64.14K
Increased by +1.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 13.88M (4.87%) 219.25K
Increased by +1.58%
Mar 31, 26
2 Undiscovered Managers Behavioral Val L 12.99M (4.56%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Real Estate Index Investor 10.57M (3.71%) -34.85K
Decreased by -0.33%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 9.20M (3.23%) 30.17K
Increased by +0.33%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 8.97M (3.15%) 6.88K
Increased by +0.08%
Sep 30, 24
6 Fidelity US REIT Mother Fund 7.08M (2.49%) 1.36M
Increased by +19.27%
Mar 17, 25
7 Vanguard Small Cap Index 6.56M (2.30%) -6.79K
Decreased by -0.10%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 4.22M (1.48%) 32.10K
Increased by +0.76%
Apr 30, 26
9 American Century Small Cap Value Inv 4.00M (1.40%) -770.00K
Decreased by -19.25%
Mar 31, 26
10 American Century U.S. Small Cap Value 4.00M (1.40%) -770.00K
Decreased by -19.25%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 3.21M (1.13%) 36.26K
Increased by +1.13%
Apr 30, 26
12 Principal Real Estate Securities R5 3.17M (1.11%) -2.30M
Decreased by -72.47%
Jul 31, 25
13 American Funds American Mutual A 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
14 Capital Group American Mutual Comp 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
15 Cohen & Steers Real Estate Opportunities 2.68M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
16 Cohen & Steers Real Estate Securities A 2.68M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
17 Fidelity SAI Real Estate Fund 2.60M (0.91%) 184.70K
Increased by +7.09%
May 31, 25
18 Davenport Small Cap Focus 2.50M (0.88%) 0.00
Increased by 0.00%
Apr 30, 26
19 Cohen & Steers Instl Realty Shares 2.28M (0.80%) 0.00
Increased by 0.00%
Dec 31, 25
20 Daiwa US-REIT Open Mother Fund 2.07M (0.73%) -1.21M
Decreased by -58.27%
Sep 17, 25