Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.62%
2 PSR 4.84%
3 SRHR 4.14%
4 IRET 3.83%
5 FOVL 2.65%
6 PRVT 2.51%
7 JPRE 1.81%
8 PPTY 1.81%
9 GBLD 1.67%
10 REIT 1.49%
11 RFV 1.25%
12 WTRE 1.20%
13 BLDG 1.15%
14 XMLV 1.13%
15 DRW 1.02%
16 ERTH 0.93%
17 GRNR 0.91%
18 PZD 0.88%
19 IQRA 0.83%
20 PXMV 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.57M (15.40%) -186.47K
Decreased by -0.73%
Jun 30, 25
2 BlackRock Inc 22.38M (13.48%) 157.04K
Increased by +0.70%
Mar 31, 25
3 Principal Financial Group Inc 12.82M (7.72%) -501.26K
Decreased by -3.91%
Jun 30, 25
4 State Street Corp 8.57M (5.16%) 352.57K
Increased by +4.11%
Mar 31, 25
5 Apg Investments Us Inc 7.86M (4.73%) 123.07K
Increased by +1.57%
Jun 30, 25
6 State Street Corporation 7.69M (4.63%) -763.73K
Decreased by -9.93%
Mar 31, 24
7 Resolution Capital Limited 5.92M (3.56%) 33.10K
Increased by +0.56%
Jun 30, 25
8 CenterSquare Investment Management LLC 5.18M (3.12%) -417.33K
Decreased by -8.05%
Mar 31, 25
9 Jennison Associates LLC 3.54M (2.13%) 1.20M
Increased by +33.97%
Jun 30, 25
10 Weiss Multi-Strategy Advisers Llc 3.32M (2.00%) 673.90K
Increased by +20.27%
Dec 31, 23
11 Geode Capital Management, LLC 3.30M (1.99%) 224.65K
Increased by +6.81%
Mar 31, 25
12 Massachusetts Financial Services Company 3.23M (1.95%) 440.96K
Increased by +13.64%
Jun 30, 25
13 Rush Island Management, LP 2.74M (1.65%) -269.87K
Decreased by -9.84%
Mar 31, 25
14 Charles Schwab Investment Management Inc 2.64M (1.59%) -1.62K
Decreased by -0.06%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.50M (1.50%) -1.39M
Decreased by -55.50%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.43M (1.46%) -2.68K
Decreased by -0.11%
Jun 30, 25
17 GRS Advisors, LLC 2.08M (1.25%) 2.08M
Increased by +100.00%
Dec 31, 24
18 PGGM Investments 2.05M (1.23%) 50.96K
Increased by +2.49%
Sep 30, 23
19 Hudson Bay Capital Management LP 1.96M (1.18%) 528.31K
Increased by +26.93%
Mar 31, 25
20 Millennium Management LLC 1.93M (1.16%) 1.90M
Increased by +98.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.24M (3.76%) 7.99K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 5.47M (3.29%) -9.85K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.26M (3.17%) -138.28K
Decreased by -2.63%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.75M (2.86%) 4.68K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 4.08M (2.45%) -24.83K
Decreased by -0.61%
Jul 31, 25
6 Principal Real Estate Securities R5 3.69M (2.22%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 2.63M (1.58%) 7.33K
Increased by +0.28%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.08%) -784.32K
Decreased by -43.54%
Jul 31, 25
9 Vanguard Strategic Equity Inv 1.70M (1.03%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 1.29M (0.77%) -32.18K
Decreased by -2.50%
Jul 31, 25
11 AEW Global Diversified REIT (EPRA) 1.13M (0.68%) -289.95K
Decreased by -25.65%
Dec 31, 23
12 Jennison SMid Cap Core Equity 1.11M (0.67%) 29.05K
Increased by +2.62%
Jun 30, 25
13 PGIM Jennison Small Company A 1.11M (0.67%) 3.17K
Increased by +0.29%
Jul 31, 25
14 Vanguard Real Estate II Index 1.09M (0.65%) 694.00
Increased by +0.06%
Jul 31, 25
15 Schwab US REIT ETF™ 1.05M (0.63%) 2.06K
Increased by +0.20%
Jul 31, 25
16 Resolution Capital Global Property Secs 1.04M (0.63%) 333.69K
Increased by +32.01%
Dec 31, 24
17 Principal US REIT Fund Tr-II 991.60K (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 967.07K (0.58%) 0.00
Increased by 0.00%
Jul 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 941.27K (0.57%) 9.10K
Increased by +0.97%
Apr 30, 25
20 iShares S&P Mid-Cap 400 Value ETF 931.99K (0.56%) -1.51K
Decreased by -0.16%
Jul 31, 25