Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 NURE 4.92%
3 SPRE 4.71%
4 JRE_old 4.63%
5 HAUS 4.51%
6 BYRE 3.58%
7 JRE 3.41%
8 IRET 3.29%
9 REZ 2.79%
10 RITA 2.64%
11 JPRE 2.60%
12 REIT 2.54%
13 GREI 2.41%
14 RORE 2.33%
15 AREA 2.08%
16 SMIG 1.93%
17 REGL 1.76%
18 PSR 1.70%
19 REAI 1.52%
20 ICF 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.15M (13.34%) 97.31K
Increased by +0.39%
Mar 31, 25
2 BlackRock Inc 24.56M (13.03%) -1.10M
Decreased by -4.48%
Mar 31, 25
3 State Street Corp 13.03M (6.91%) 2.65M
Increased by +20.36%
Mar 31, 25
4 Aristotle Capital Management LLC 10.21M (5.42%) -295.81K
Decreased by -2.90%
Mar 31, 25
5 State Street Corporation 9.98M (5.29%) -796.86K
Decreased by -7.99%
Mar 31, 24
6 Cohen & Steers Inc 6.68M (3.54%) -827.43K
Decreased by -12.39%
Dec 31, 24
7 Principal Financial Group Inc 6.35M (3.37%) 278.19K
Increased by +4.38%
Mar 31, 25
8 Victory Capital Management Inc. 5.33M (2.83%) 699.88K
Increased by +13.13%
Mar 31, 25
9 JPMorgan Chase & Co 4.21M (2.23%) 474.50K
Increased by +11.27%
Mar 31, 25
10 Geode Capital Management, LLC 4.05M (2.15%) 163.66K
Increased by +4.04%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 3.80M (2.02%) -2.73M
Decreased by -71.78%
Mar 31, 25
12 Amvescap Plc. 3.44M (1.82%) -480.22K
Decreased by -13.97%
Mar 31, 25
13 Boston Partners Global Investors, Inc 2.90M (1.54%) -73.84K
Decreased by -2.55%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 2.72M (1.44%) 26.77K
Increased by +0.98%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.68M (1.42%) 153.27K
Increased by +5.72%
Jun 30, 24
16 Goldman Sachs Group Inc 2.65M (1.41%) 1.13M
Increased by +42.47%
Dec 31, 23
17 Charles Schwab Investment Management Inc 2.60M (1.38%) 43.86K
Increased by +1.69%
Mar 31, 25
18 Northern Trust Corp 2.50M (1.33%) 69.10K
Increased by +2.76%
Mar 31, 25
19 Canada Pension Plan Investment Board 2.47M (1.31%) -38.60K
Decreased by -1.56%
Sep 30, 23
20 NORGES BANK 2.45M (1.30%) -1.32M
Decreased by -53.84%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.73M (3.57%) -75.27K
Decreased by -1.12%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 6.20M (3.29%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.53M (2.93%) 3.09K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 5.32M (2.83%) 3.43K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.34M (2.30%) 19.70K
Increased by +0.45%
May 31, 25
6 Sycamore Mid Cap Value Comp 3.39M (1.80%) 3.30M
Increased by +97.23%
Mar 31, 25
7 Victory Sycamore Established Value R 3.39M (1.80%) 407.00K
Increased by +12.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.98M (1.58%) 24.92K
Increased by +0.84%
May 31, 25
9 Vanguard Windsor™ II Inv 2.83M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 2.39M (1.27%) -14.81K
Decreased by -0.62%
May 31, 25
11 SPDR® S&P Dividend ETF 2.25M (1.20%) -767.00
Decreased by -0.03%
May 31, 25
12 JHancock Disciplined Value Mid Cap I 2.09M (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
13 T. Rowe Price Real Assets Tr I-D 1.76M (0.93%) -75.51K
Decreased by -4.30%
Mar 31, 25
14 T. Rowe Price Real Assets Tr I-Z 1.76M (0.93%) -75.51K
Decreased by -4.30%
Mar 31, 25
15 Principal Real Estate Securities R5 1.68M (0.89%) 29.37K
Increased by +1.75%
May 31, 25
16 T. Rowe Price US Large-Cap Core 1.63M (0.86%) 172.66K
Increased by +10.59%
Dec 31, 23
17 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.86%) 172.66K
Increased by +10.59%
Dec 31, 23
18 Principal Equity Income A 1.60M (0.85%) 0.00
Increased by 0.00%
May 31, 25
19 Daiwa US-REIT Open Mother Fund 1.57M (0.83%) 1.57M
Increased by +100.00%
Sep 17, 24
20 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.80%) 185.19K
Increased by +12.31%
Dec 31, 23