Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.32%
2 PSR 4.84%
3 SRHR 3.94%
4 IRET 3.83%
5 FOVL 2.65%
6 PRVT 2.51%
7 REIT 2.08%
8 GBLD 1.68%
9 BLDG 1.62%
10 PPTY 1.58%
11 BYRE 1.47%
12 XMLV 1.34%
13 JPRE 1.27%
14 WTRE 1.20%
15 DRW 1.02%
16 GRNR 0.91%
17 PZD 0.88%
18 FNK 0.71%
19 ERTH 0.68%
20 CRED 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.96M (15.41%) -163.37K
Decreased by -0.65%
Dec 31, 25
2 BlackRock Inc 23.78M (14.68%) -437.02K
Decreased by -1.84%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 16.48M (10.17%) 16.48M
Increased by +100.00%
Mar 31, 26
4 Principal Financial Group Inc 12.68M (7.83%) -208.22K
Decreased by -1.64%
Mar 31, 26
5 State Street Corp 8.23M (5.08%) -101.87K
Decreased by -1.24%
Mar 31, 26
6 State Street Corporation 7.69M (4.75%) -763.73K
Decreased by -9.93%
Mar 31, 24
7 Vanguard Capital Management, LLC 7.51M (4.64%) 7.51M
Increased by +100.00%
Mar 31, 26
8 Apg Investments Us Inc 7.31M (4.51%) -84.21K
Decreased by -1.15%
Mar 31, 26
9 Citadel Advisors Llc 4.63M (2.86%) 670.68K
Increased by +14.47%
Mar 31, 26
10 Massachusetts Financial Services Company 4.30M (2.65%) 1.15M
Increased by +26.68%
Mar 31, 26
11 JPMorgan Chase & Co 4.19M (2.59%) 2.07M
Increased by +49.46%
Mar 31, 26
12 CenterSquare Investment Management LLC 3.86M (2.38%) -1.99M
Decreased by -51.67%
Mar 31, 26
13 Geode Capital Management, LLC 3.47M (2.14%) 19.11K
Increased by +0.55%
Mar 31, 26
14 Amvescap Plc. 3.37M (2.08%) 71.43K
Increased by +2.12%
Mar 31, 26
15 Weiss Multi-Strategy Advisers Llc 3.32M (2.05%) 673.90K
Increased by +20.27%
Dec 31, 23
16 Alyeska Investment Group, L.P. 3.11M (1.92%) -2.07M
Decreased by -66.51%
Mar 31, 26
17 Charles Schwab Investment Management Inc 3.02M (1.87%) 198.39K
Increased by +6.57%
Mar 31, 26
18 Resolution Capital Limited 3.01M (1.86%) -1.55M
Decreased by -51.50%
Dec 31, 25
19 Rush Island Management, LP 2.74M (1.69%) -269.87K
Decreased by -9.84%
Mar 31, 25
20 Northern Trust Corp 2.73M (1.68%) 30.06K
Increased by +1.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.23M (3.85%) -20.61K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 5.70M (3.52%) 1.07K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 5.36M (3.31%) 15.99K
Increased by +0.30%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 4.75M (2.93%) 4.68K
Increased by +0.10%
Sep 30, 24
5 Principal Real Estate Securities R5 3.87M (2.39%) -7.30K
Decreased by -0.19%
Apr 30, 26
6 Vanguard Small Cap Index 3.87M (2.39%) -12.30K
Decreased by -0.32%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 2.49M (1.54%) 18.61K
Increased by +0.75%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.17%) 18.28K
Increased by +0.97%
Apr 30, 26
9 Vanguard Strategic Equity Inv 1.54M (0.95%) 155.99K
Increased by +10.12%
Mar 31, 26
10 SPDR® S&P MIDCAP 400 ETF Trust 1.29M (0.79%) -32.18K
Decreased by -2.50%
Jul 31, 25
11 State Street® SPDR® S&P MIDCAP 400® ETF 1.27M (0.78%) 4.78K
Increased by +0.38%
Apr 30, 26
12 Principal US REIT Fund Tr-II 1.25M (0.77%) 0.00
Increased by 0.00%
Apr 30, 26
13 Schwab US REIT ETF™ 1.19M (0.73%) 556.00
Increased by +0.05%
May 30, 26
14 AEW Global Diversified REIT (EPRA) 1.13M (0.70%) -289.95K
Decreased by -25.65%
Dec 31, 23
15 PGIM Jennison Small Company A 1.12M (0.69%) 14.77K
Increased by +1.31%
Apr 30, 26
16 BNP Paribas US Small Cap ClassicC 1.12M (0.69%) 284.00
Increased by +0.03%
Apr 30, 26
17 Jennison SMid Cap Core Equity 1.11M (0.68%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Real Estate II Index 1.11M (0.68%) 573.00
Increased by +0.05%
Apr 30, 26
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.07M (0.66%) 16.99K
Increased by +1.58%
Apr 30, 26
20 Resolution Capital Global Property Secs 1.04M (0.64%) 333.69K
Increased by +32.01%
Dec 31, 24