Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 NURE 4.80%
3 PSR 4.01%
4 INDS 3.84%
5 SPRE 3.59%
6 IRET 3.27%
7 LPRE 2.59%
8 REIT 2.44%
9 AREA 2.34%
10 RORE 2.34%
11 JRE 2.28%
12 DFRA 2.16%
13 FTIF 1.92%
14 REZ 1.86%
15 REGL 1.63%
16 RITA 1.53%
17 REAI 1.50%
18 HOMZ 1.50%
19 JPRE 1.42%
20 GHTA 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.22M (15.64%) -402.30K
Decreased by -1.21%
Mar 31, 26
2 Vanguard Group Inc 31.27M (14.72%) -10.53K
Decreased by -0.03%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 19.43M (9.15%) 19.43M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 11.35M (5.34%) -1.13M
Decreased by -9.96%
Mar 31, 24
5 State Street Corp 11.19M (5.27%) -128.07K
Decreased by -1.14%
Mar 31, 26
6 NORGES BANK 10.98M (5.17%) 207.19K
Increased by +1.89%
Dec 31, 25
7 Vanguard Capital Management, LLC 10.24M (4.82%) 10.24M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 7.59M (3.57%) -951.50K
Decreased by -12.53%
Mar 31, 26
9 FMR Inc 7.40M (3.49%) -642.27K
Decreased by -8.68%
Mar 31, 26
10 Canada Pension Plan Investment Board 7.27M (3.42%) 5.68M
Increased by +78.21%
Mar 31, 26
11 Citadel Advisors Llc 5.21M (2.45%) 3.99M
Increased by +76.66%
Dec 31, 25
12 Allspring Global Investments Holdings, LLC 5.07M (2.39%) -25.45K
Decreased by -0.50%
Sep 30, 25
13 Geode Capital Management, LLC 4.75M (2.24%) 40.23K
Increased by +0.85%
Mar 31, 26
14 Principal Financial Group Inc 4.40M (2.07%) -4.36M
Decreased by -99.10%
Sep 30, 23
15 T. Rowe Price Investment Management,Inc. 4.06M (1.91%) -1.78M
Decreased by -43.79%
Mar 31, 26
16 JPMorgan Chase & Co 3.80M (1.79%) 49.55K
Increased by +1.30%
Mar 31, 26
17 Charles Schwab Investment Management Inc 3.59M (1.69%) 175.79K
Increased by +4.90%
Mar 31, 26
18 HSBC Holdings PLC 3.45M (1.63%) 2.46M
Increased by +71.20%
Dec 31, 25
19 Goldman Sachs Group Inc 3.42M (1.61%) 1.12M
Increased by +32.83%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 3.35M (1.58%) 48.27K
Increased by +1.44%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.32M (3.92%) -27.85K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 7.74M (3.64%) 1.45K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 7.26M (3.42%) 16.98K
Increased by +0.23%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 7.14M (3.36%) 5.11K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 5.25M (2.47%) -12.31K
Decreased by -0.23%
Apr 30, 26
6 Allspring Mid Value SMA 3.78M (1.78%) 3.78M
Increased by +99.99%
Jun 30, 25
7 Allspring Special US Mid Cap Value Eq 3.78M (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
8 Allspring Special Mid Cap Value Inst 3.73M (1.75%) -52.40K
Decreased by -1.41%
Jul 31, 25
9 T. Rowe Price Real Assets Tr I-D 3.43M (1.61%) 21.90K
Increased by +0.64%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 3.38M (1.59%) 24.99K
Increased by +0.74%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 3.12M (1.47%) -3.88K
Decreased by -0.12%
Jul 31, 25
12 T. Rowe Price Real Assets Tr I-Z 3.02M (1.42%) 424.28K
Increased by +14.06%
Mar 31, 25
13 American Funds Capital World Gr&Inc A 2.85M (1.34%) 1.85M
Increased by +64.80%
Dec 31, 24
14 Capital Group World Growth & Inc Cmp 2.85M (1.34%) 1.85M
Increased by +64.80%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.21%) 23.60K
Increased by +0.92%
Apr 30, 26
16 Fidelity® Real Estate Investment Port 1.90M (0.89%) -50.60K
Decreased by -2.67%
Nov 30, 23
17 T. Rowe Price Real Assets 1.88M (0.89%) -28.00K
Decreased by -1.49%
Apr 30, 26
18 Fidelity US REIT Mother Fund 1.84M (0.86%) 44.00K
Increased by +2.40%
Sep 16, 25
19 American Funds American Mutual A 1.82M (0.86%) -358.36K
Decreased by -19.67%
Dec 31, 24
20 Capital Group American Mutual Comp 1.82M (0.86%) -358.36K
Decreased by -19.67%
Dec 31, 24