Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.38%
2 PSR 4.84%
3 IRET 3.83%
4 SRHR 3.68%
5 FOVL 2.65%
6 PRVT 2.51%
7 REIT 1.80%
8 GBLD 1.68%
9 PPTY 1.50%
10 BLDG 1.50%
11 BYRE 1.34%
12 XMLV 1.34%
13 WTRE 1.20%
14 JPRE 1.18%
15 DRW 1.02%
16 GRNR 0.91%
17 PZD 0.88%
18 FNK 0.67%
19 ERTH 0.66%
20 CRED 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.96M (15.40%) -163.37K
Decreased by -0.65%
Dec 31, 25
2 BlackRock Inc 24.22M (14.95%) 396.07K
Increased by +1.64%
Dec 31, 25
3 Principal Financial Group Inc 12.68M (7.83%) -208.22K
Decreased by -1.64%
Mar 31, 26
4 State Street Corp 8.33M (5.14%) -160.56K
Decreased by -1.93%
Dec 31, 25
5 State Street Corporation 7.69M (4.75%) -763.73K
Decreased by -9.93%
Mar 31, 24
6 Apg Investments Us Inc 7.31M (4.51%) -84.21K
Decreased by -1.15%
Mar 31, 26
7 Alyeska Investment Group, L.P. 5.18M (3.19%) 3.91M
Increased by +75.54%
Dec 31, 25
8 Massachusetts Financial Services Company 4.30M (2.65%) 1.15M
Increased by +26.68%
Mar 31, 26
9 JPMorgan Chase & Co 4.19M (2.59%) 2.07M
Increased by +49.46%
Mar 31, 26
10 Citadel Advisors Llc 3.96M (2.45%) 2.46M
Increased by +62.01%
Dec 31, 25
11 CenterSquare Investment Management LLC 3.86M (2.38%) -1.99M
Decreased by -51.67%
Mar 31, 26
12 Geode Capital Management, LLC 3.45M (2.13%) 47.63K
Increased by +1.38%
Dec 31, 25
13 Amvescap Plc. 3.37M (2.08%) 71.43K
Increased by +2.12%
Mar 31, 26
14 Weiss Multi-Strategy Advisers Llc 3.32M (2.05%) 673.90K
Increased by +20.27%
Dec 31, 23
15 Resolution Capital Limited 3.01M (1.86%) -1.55M
Decreased by -51.50%
Dec 31, 25
16 Charles Schwab Investment Management Inc 2.82M (1.74%) 122.85K
Increased by +4.35%
Dec 31, 25
17 Rush Island Management, LP 2.74M (1.69%) -269.87K
Decreased by -9.84%
Mar 31, 25
18 Northern Trust Corp 2.73M (1.68%) 30.06K
Increased by +1.10%
Mar 31, 26
19 Jennison Associates LLC 2.72M (1.68%) 54.88K
Increased by +2.02%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 2.55M (1.58%) 98.63K
Increased by +3.86%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.25M (3.86%) -27.23K
Decreased by -0.44%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 5.66M (3.50%) -2.85K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 5.35M (3.30%) 30.57K
Increased by +0.57%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 4.75M (2.93%) 4.68K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 3.88M (2.39%) 66.27K
Increased by +1.71%
Mar 31, 26
6 Principal Real Estate Securities R5 3.88M (2.39%) 50.00K
Increased by +1.29%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 2.47M (1.52%) 18.23K
Increased by +0.74%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.16%) 42.88K
Increased by +2.29%
Mar 31, 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%) 34.62K
Increased by +2.73%
Mar 31, 26
12 Principal US REIT Fund Tr-II 1.25M (0.77%) 186.66K
Increased by +14.92%
Mar 31, 26
13 Schwab US REIT ETF™ 1.18M (0.73%) 0.00
Increased by 0.00%
Apr 30, 26
14 AEW Global Diversified REIT (EPRA) 1.13M (0.70%) -289.95K
Decreased by -25.65%
Dec 31, 23
15 BNP Paribas US Small Cap ClassicC 1.11M (0.69%) -55.17K
Decreased by -4.95%
Mar 31, 26
16 Jennison SMid Cap Core Equity 1.11M (0.68%) 0.00
Increased by 0.00%
Mar 31, 26
17 PGIM Jennison Small Company A 1.11M (0.68%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Real Estate II Index 1.11M (0.68%) 8.27K
Increased by +0.75%
Mar 31, 26
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.06M (0.65%) 16.89K
Increased by +1.60%
Mar 31, 26
20 Resolution Capital Global Property Secs 1.04M (0.64%) 333.69K
Increased by +32.01%
Dec 31, 24