Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 NURE 4.95%
3 SPRE 4.85%
4 HAUS 4.57%
5 UTRN 3.95%
6 KONG 3.72%
7 PSR 3.53%
8 IRET 3.43%
9 EWRE 3.19%
10 RSPR 3.16%
11 JRE 3.12%
12 REZ 2.97%
13 JPRE 2.66%
14 PRVT 2.52%
15 RITA 2.08%
16 RORE 2.06%
17 REIT 2.00%
18 PXMG 1.90%
19 PPTY 1.67%
20 GQRE 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.17M (16.35%) -77.96K
Decreased by -0.45%
Mar 31, 25
2 BlackRock Inc 11.05M (10.52%) -952.87K
Decreased by -8.62%
Mar 31, 25
3 State Street Corp 7.30M (6.95%) 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 2.27M (2.16%) 192.13K
Increased by +8.46%
Mar 31, 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 Goldman Sachs Group Inc 1.69M (1.60%) 539.97K
Increased by +32.04%
Sep 30, 24
14 NORGES BANK 1.62M (1.54%) -2.20M
Decreased by -136.16%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.56M (1.48%) -32.75K
Decreased by -2.10%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.54M (1.46%) 23.49K
Increased by +1.53%
Mar 31, 25
17 D1 Capital Partners L.P. 1.48M (1.41%) -150.23K
Decreased by -10.17%
Dec 31, 23
18 Northern Trust Corp 1.45M (1.38%) 31.95K
Increased by +2.20%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 1.21M (1.15%) -189.78K
Decreased by -15.69%
Mar 31, 25
20 PGGM Investments 1.19M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.00M (3.81%) -68.06K
Decreased by -1.70%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.43M (3.27%) 56.99K
Increased by +1.66%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.37M (3.21%) 2.38K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.01M (2.87%) 48.10K
Increased by +1.60%
Apr 30, 25
5 Vanguard Small Cap Index 2.68M (2.55%) 16.19K
Increased by +0.60%
Apr 30, 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 2.64M (2.52%) -307.00K
Decreased by -11.62%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.73M (1.65%) 5.48K
Increased by +0.32%
Apr 30, 25
9 Daiwa US-REIT Open Mother Fund 1.65M (1.57%) 35.15K
Increased by +2.13%
Sep 19, 23
10 Cohen & Steers Real Estate Opportunities 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
11 Cohen & Steers Real Estate Securities A 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
12 Fidelity 500 Index 1.34M (1.28%) 1.65K
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.28M (1.22%) -5.73K
Decreased by -0.45%
May 31, 25
16 SPDR® S&P 500 ETF Trust 1.26M (1.20%) 2.83K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 1.24M (1.18%) 7.92K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.24M (1.18%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Mid Cap Index Institutional 1.20M (1.14%) -777.00
Decreased by -0.06%
Jan 31, 24
20 Invesco S&P 500® Equal Weight ETF 1.16M (1.11%) 3.94K
Increased by +0.34%
May 30, 25