Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 SPRE 4.92%
3 NURE 4.81%
4 HAUS 4.48%
5 UTRN 3.95%
6 KONG 3.72%
7 PSR 3.53%
8 IRET 3.43%
9 EWRE 3.19%
10 JPRE 3.16%
11 JRE 3.12%
12 RSPR 2.98%
13 LBAY 2.97%
14 REZ 2.79%
15 PRVT 2.52%
16 RORE 2.06%
17 RITA 1.99%
18 REIT 1.90%
19 PXMG 1.90%
20 GQRE 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.09M (16.27%) -80.45K
Decreased by -0.47%
Jun 30, 25
2 BlackRock Inc 11.05M (10.52%) -952.87K
Decreased by -8.62%
Mar 31, 25
3 State Street Corp 7.30M (6.96%) 161.15K
Increased by +2.21%
Mar 31, 25
4 State Street Corporation 7.27M (6.92%) 341.86K
Increased by +4.70%
Mar 31, 24
5 Victory Capital Management Inc. 4.34M (4.13%) -59.57K
Decreased by -1.37%
Mar 31, 25
6 FMR Inc 3.35M (3.19%) 106.24K
Increased by +3.17%
Mar 31, 25
7 Geode Capital Management, LLC 2.91M (2.77%) 93.82K
Increased by +3.22%
Mar 31, 25
8 Viking Global Investors LP 2.79M (2.66%) -573.61K
Decreased by -20.57%
Mar 31, 25
9 CenterSquare Investment Management LLC 2.61M (2.49%) 91.75K
Increased by +3.51%
Mar 31, 25
10 Wellington Management Company LLP 1.89M (1.80%) -378.60K
Decreased by -20.01%
Jun 30, 25
11 JPMorgan Chase & Co 1.86M (1.77%) 273.97K
Increased by +14.70%
Mar 31, 25
12 Amvescap Plc. 1.77M (1.68%) -1.20M
Decreased by -68.14%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.60M (1.53%) 66.04K
Increased by +4.12%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.52M (1.45%) -40.70K
Decreased by -2.68%
Jun 30, 25
15 D1 Capital Partners L.P. 1.48M (1.41%) -150.23K
Decreased by -10.17%
Dec 31, 23
16 Northern Trust Corp 1.45M (1.38%) 31.95K
Increased by +2.20%
Mar 31, 25
17 NORGES BANK 1.42M (1.35%) -194.99K
Decreased by -13.72%
Jun 30, 25
18 Jacobs Levy Equity Management, Inc. 1.21M (1.15%) -189.78K
Decreased by -15.69%
Mar 31, 25
19 PGGM Investments 1.19M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
20 Maverick Capital Ltd 1.17M (1.11%) 46.33K
Increased by +3.97%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.97M (3.78%) 4.73K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.37M (3.21%) 2.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.35M (3.19%) -85.59K
Decreased by -2.55%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.03M (2.89%) 23.50K
Increased by +0.77%
May 31, 25
5 Vanguard 500 Index Investor 2.65M (2.52%) -387.46K
Decreased by -14.65%
Jul 31, 25
6 Sycamore Mid Cap Value Comp 2.64M (2.52%) 2.55M
Increased by +96.46%
Mar 31, 25
7 Victory Sycamore Established Value R 2.62M (2.50%) -20.00K
Decreased by -0.76%
Jun 30, 25
8 Vanguard Small Cap Index 2.59M (2.47%) -16.91K
Decreased by -0.65%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.67M (1.59%) 3.32K
Increased by +0.20%
Jul 31, 25
10 Daiwa US-REIT Open Mother Fund 1.65M (1.57%) 35.15K
Increased by +2.13%
Sep 19, 23
11 Cohen & Steers Real Estate Opportunities 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
12 Cohen & Steers Real Estate Securities A 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
13 Fidelity 500 Index 1.35M (1.29%) 7.51K
Increased by +0.55%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.31M (1.25%) 5.61K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.53%
Mar 31, 25
17 iShares Core S&P 500 ETF 1.28M (1.22%) 5.80K
Increased by +0.45%
Jul 31, 25
18 SPDR® S&P 500 ETF Trust 1.26M (1.20%) 2.83K
Increased by +0.22%
Apr 30, 24
19 Fidelity® 500 Index 1.24M (1.18%) 7.92K
Increased by +0.64%
Nov 30, 23
20 Invesco S&P 500® Equal Weight ETF 1.20M (1.15%) 330.00
Increased by +0.03%
Jul 31, 25