Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 4.97%
2 FFR 4.11%
3 KBWY 3.12%
4 RDOG 2.66%
5 DRW 2.33%
6 LPRE 2.19%
7 GREI 1.99%
8 JRE 1.79%
9 RIET 1.62%
10 PSR 1.51%
11 IRET 1.51%
12 REIT 1.36%
13 ROOF 1.21%
14 BLLD 1.21%
15 SMCO 0.92%
16 EPMB 0.79%
17 ACSV 0.73%
18 WTRE 0.69%
19 IQRA 0.69%
20 DES 0.69%

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 BlackRock Inc 22.27M (7.82%) 1.25M
Increased by +5.60%
Dec 31, 25
3 Fuller & Thaler Asset Management Inc 17.05M (5.99%) -17.54M
Decreased by -102.86%
Mar 31, 26
4 Apg Investments Us Inc 12.82M (4.50%) 684.58K
Increased by +5.34%
Mar 31, 26
5 NORGES BANK 11.87M (4.17%) -533.53K
Decreased by -4.49%
Dec 31, 25
6 Ancora Advisors LLC 11.53M (4.05%) 11.53M
Increased by +100.00%
Dec 31, 25
7 FMR Inc 11.01M (3.87%) -6.59M
Decreased by -59.89%
Dec 31, 25
8 State Street Corp 10.71M (3.76%) 75.81K
Increased by +0.71%
Dec 31, 25
9 State Street Corporation 10.52M (3.70%) -1.13M
Decreased by -10.78%
Mar 31, 24
10 Cohen & Steers Inc 10.01M (3.52%) -1.51M
Decreased by -15.06%
Dec 31, 25
11 Principal Financial Group Inc 8.23M (2.89%) -6.93M
Decreased by -84.30%
Sep 30, 25
12 American Century Companies Inc 7.91M (2.78%) -617.00
Decreased by -0.01%
Dec 31, 25
13 Baupost Group LLC 7.78M (2.73%) 4.31M
Increased by +55.33%
Mar 31, 26
14 LaSalle Investment Management Securities LLC 6.96M (2.45%) 157.63K
Increased by +2.26%
Mar 31, 26
15 Canada Pension Plan Investment Board 6.07M (2.13%) 6.07M
Increased by +100.00%
Dec 31, 25
16 Charles Schwab Investment Management Inc 5.85M (2.05%) 251.22K
Increased by +4.29%
Dec 31, 25
17 Long Pond Capital, LP 5.82M (2.05%) -1.93M
Decreased by -33.16%
Dec 31, 25
18 Geode Capital Management, LLC 5.39M (1.89%) 1.02M
Increased by +18.96%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 5.33M (1.87%) 2.84M
Increased by +53.36%
Dec 31, 25
20 Alyeska Investment Group, L.P. 5.11M (1.79%) 871.37K
Increased by +17.06%
Dec 31, 25

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%) 165.20K
Increased by +1.27%
Mar 31, 26
3 Vanguard Real Estate Index Investor 10.60M (3.72%) -49.80K
Decreased by -0.47%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 9.17M (3.22%) 59.25K
Increased by +0.65%
Mar 31, 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 6.57M (2.31%) 97.54K
Increased by +1.48%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 4.19M (1.47%) 30.86K
Increased by +0.74%
Mar 31, 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 3.18M (1.12%) 71.91K
Increased by +2.26%
Mar 31, 26
12 Principal Real Estate Securities R5 3.17M (1.11%) -2.30M
Decreased by -72.47%
Jul 31, 25
13 Capital Group American Mutual Comp 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
14 American Funds American Mutual A 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
15 Cohen & Steers Real Estate Securities A 2.68M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
16 Cohen & Steers Real Estate Opportunities 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 Fidelity Value 2.58M (0.91%) 267.20K
Increased by +10.36%
Mar 31, 26
19 Davenport Small Cap Focus 2.50M (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
20 Cohen & Steers Instl Realty Shares 2.28M (0.80%) 0.00
Increased by 0.00%
Dec 31, 25