Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.79%
2 DTRE 4.37%
3 FFR 4.29%
4 INDS 4.13%
5 SPRE 3.74%
6 IRET 3.25%
7 PSR 3.18%
8 JPRE 3.06%
9 BYRE 3.02%
10 JRE 2.84%
11 SRHR 2.57%
12 VNMC 2.54%
13 RORE 2.54%
14 GRI_old 2.22%
15 HDGE 1.98%
16 SMAP 1.98%
17 WTRE 1.86%
18 DRW 1.81%
19 IQRA 1.75%
20 PPTY 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.20M (13.89%) 207.33K
Increased by +2.88%
Mar 31, 25
2 BlackRock Inc 6.45M (12.44%) 116.38K
Increased by +1.80%
Mar 31, 25
3 Cohen & Steers Inc 2.68M (5.17%) -174.43K
Decreased by -6.51%
Mar 31, 25
4 State Street Corp 2.60M (5.02%) 86.93K
Increased by +3.34%
Mar 31, 25
5 State Street Corporation 2.39M (4.60%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 1.39M (2.69%) -66.30K
Decreased by -4.76%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 1.32M (2.54%) 342.62K
Increased by +25.99%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 1.29M (2.48%) -126.17K
Decreased by -9.80%
Mar 31, 25
9 Principal Financial Group Inc 1.22M (2.36%) 856.97K
Increased by +70.12%
Mar 31, 25
10 FMR Inc 1.21M (2.34%) -368.62K
Decreased by -30.44%
Mar 31, 25
11 Boston Partners Global Investors, Inc 1.20M (2.32%) 146.23K
Increased by +12.16%
Mar 31, 25
12 Nuveen Asset Management, LLC 1.06M (2.05%) -61.13K
Decreased by -5.76%
Dec 31, 24
13 Geode Capital Management, LLC 1.04M (2.02%) 130.12K
Increased by +12.46%
Mar 31, 25
14 JPMorgan Chase & Co 943.02K (1.82%) -109.49K
Decreased by -11.61%
Mar 31, 25
15 Northern Trust Corp 811.20K (1.57%) 387.13K
Increased by +47.72%
Dec 31, 24
16 Daiwa Securities Group Inc 773.27K (1.49%) 65.54K
Increased by +8.48%
Mar 31, 25
17 Goldman Sachs Group Inc 753.12K (1.45%) 311.87K
Increased by +41.41%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 746.80K (1.44%) 32.21K
Increased by +4.31%
Mar 31, 25
19 Balyasny Asset Management LLC 718.89K (1.39%) 210.91K
Increased by +29.34%
Dec 31, 24
20 Deutsche Bank AG 705.83K (1.36%) 222.68K
Increased by +31.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.86M (3.58%) -32.24K
Decreased by -1.74%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 1.68M (3.25%) -5.43K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.67M (3.22%) 24.52K
Increased by +1.47%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.55M (2.99%) 27.37K
Increased by +1.77%
Sep 30, 24
5 Vanguard Small Cap Index 1.31M (2.52%) 7.84K
Increased by +0.60%
Apr 30, 25
6 Cohen & Steers Real Estate Opportunities 882.06K (1.70%) -158.38K
Decreased by -17.96%
Mar 31, 25
7 Cohen & Steers Real Estate Securities A 882.06K (1.70%) -158.38K
Decreased by -17.96%
Mar 31, 25
8 JHancock Disciplined Value Mid Cap I 866.38K (1.67%) -28.25K
Decreased by -3.26%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 844.31K (1.63%) 2.67K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 804.05K (1.55%) 6.26K
Increased by +0.78%
Apr 30, 25
11 T. Rowe Price Real Assets Tr I-D 691.10K (1.33%) 214.26K
Increased by +31.00%
Mar 31, 25
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.33%) 214.26K
Increased by +31.00%
Mar 31, 25
13 T. Rowe Price Small-Cap Stock 473.70K (0.91%) -77.90K
Decreased by -16.45%
Mar 31, 24
14 T. Rowe Price US Small-Cap Core Equity 473.70K (0.91%) -77.90K
Decreased by -16.45%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 447.48K (0.86%) -17.80K
Decreased by -3.98%
Mar 31, 25
16 T. Rowe Price Real Assets 446.97K (0.86%) 116.20K
Increased by +26.00%
Mar 31, 25
17 Bridge Builder Small/Mid Cap Value 434.96K (0.84%) -1.09K
Decreased by -0.25%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 410.20K (0.79%) -4.51K
Decreased by -1.10%
Apr 30, 25
19 VIP Mid Cap Initial 396.30K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
20 Principal Real Estate Securities R5 368.02K (0.71%) 65.48K
Increased by +17.79%
Apr 30, 25