Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 NURE 5.05%
3 SPRE 4.39%
4 HAUS 4.37%
5 UTRN 3.95%
6 PSR 3.85%
7 RNTY 3.84%
8 KONG 3.72%
9 LPRE 3.70%
10 IRET 3.43%
11 RSPR 3.37%
12 LBAY 3.25%
13 EWRE 3.19%
14 JRE 3.12%
15 TSRS 2.68%
16 REZ 2.56%
17 PRVT 2.52%
18 RORE 2.06%
19 PXMG 1.90%
20 REIT 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.86M (16.53%) -144.17K
Decreased by -0.86%
Dec 31, 25
2 BlackRock Inc 10.13M (9.93%) -518.06K
Decreased by -5.11%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 8.82M (8.65%) 8.82M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 7.27M (7.13%) 341.86K
Increased by +4.70%
Mar 31, 24
5 FMR Inc 7.07M (6.93%) 1.01M
Increased by +14.33%
Mar 31, 26
6 State Street Corp 6.76M (6.62%) -255.10K
Decreased by -3.78%
Mar 31, 26
7 Vanguard Capital Management, LLC 6.71M (6.58%) 6.71M
Increased by +100.00%
Mar 31, 26
8 Viking Global Investors LP 4.72M (4.62%) -49.10K
Decreased by -1.04%
Mar 31, 26
9 Amvescap Plc. 4.06M (3.98%) 609.05K
Increased by +15.00%
Mar 31, 26
10 The Goldman Sachs Group Inc 3.18M (3.12%) 1.07M
Increased by +33.54%
Mar 31, 26
11 Geode Capital Management, LLC 2.95M (2.89%) -41.23K
Decreased by -1.40%
Mar 31, 26
12 Victory Capital Management Inc. 2.95M (2.89%) -239.92K
Decreased by -8.14%
Mar 31, 26
13 CenterSquare Investment Management LLC 2.65M (2.60%) -180.43K
Decreased by -6.81%
Mar 31, 26
14 Long Pond Capital, LP 1.95M (1.91%) 922.96K
Increased by +47.44%
Sep 30, 25
15 Wellington Management Company LLP 1.89M (1.86%) -378.60K
Decreased by -20.01%
Jun 30, 25
16 Maverick Capital Ltd 1.87M (1.83%) 30.08K
Increased by +1.61%
Mar 31, 26
17 Northern Trust Corp 1.85M (1.81%) -54.94K
Decreased by -2.97%
Mar 31, 26
18 Bank of America Corp 1.82M (1.78%) 1.40M
Increased by +77.00%
Dec 31, 25
19 Charles Schwab Investment Management Inc 1.68M (1.65%) 16.08K
Increased by +0.96%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.60M (1.57%) 37.46K
Increased by +2.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.95M (3.87%) -12.96K
Decreased by -0.33%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.37M (3.30%) 2.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.28M (3.22%) 6.80K
Increased by +0.21%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 3.03M (2.97%) 23.50K
Increased by +0.77%
May 31, 25
5 Vanguard 500 Index Investor 2.68M (2.63%) 49.51K
Increased by +1.85%
Apr 30, 26
6 Sycamore Mid Cap Value Comp 2.64M (2.59%) 2.55M
Increased by +96.46%
Mar 31, 25
7 Vanguard Small Cap Index 2.38M (2.34%) -5.00K
Decreased by -0.21%
Apr 30, 26
8 Victory Sycamore Established Value R 1.88M (1.84%) -19.00K
Decreased by -1.01%
Mar 31, 26
9 Strategic Advisers Fidelity US TtlStk 1.68M (1.64%) 49.39K
Increased by +2.94%
Apr 30, 26
10 Daiwa US-REIT Open Mother Fund 1.65M (1.62%) 35.15K
Increased by +2.13%
Sep 19, 23
11 Invesco S&P 500® Equal Weight ETF 1.65M (1.62%) 3.12K
Increased by +0.19%
May 29, 26
12 Vanguard Small Cap Value Index Inv 1.53M (1.50%) 11.34K
Increased by +0.74%
Apr 30, 26
13 Cohen & Steers Real Estate Opportunities 1.40M (1.37%) -157.01K
Decreased by -11.20%
Jun 30, 24
14 Cohen & Steers Real Estate Securities A 1.40M (1.37%) -157.01K
Decreased by -11.20%
Jun 30, 24
15 iShares Core S&P 500 ETF 1.36M (1.34%) 4.14K
Increased by +0.30%
May 29, 26
16 SPDR® S&P 500 ETF 1.33M (1.30%) -19.53K
Decreased by -1.47%
Mar 31, 25
17 Fidelity 500 Index 1.33M (1.30%) 4.56K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500® ETF Trust 1.30M (1.27%) -6.80K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.29M (1.27%) 15.94K
Increased by +1.23%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 1.26M (1.24%) 2.83K
Increased by +0.22%
Apr 30, 24