Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 8.30%
2 RESI 5.12%
3 NURE 5.10%
4 SPRE 4.90%
5 HAUS 4.78%
6 JRE_old 4.63%
7 REIT 3.87%
8 DRNZ 3.59%
9 IRET 3.54%
10 BYRE 2.95%
11 RNTY 2.72%
12 REZ 2.52%
13 PSR 2.50%
14 SMIG 2.45%
15 RITA 2.44%
16 GREI 2.41%
17 JRE 2.37%
18 RORE 2.33%
19 UDI 2.25%
20 RLTY 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.48M (13.25%) 592.01K
Increased by +2.32%
Dec 31, 25
2 BlackRock Inc 23.90M (12.43%) -2.96M
Decreased by -12.37%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 17.77M (9.24%) 1.82M
Increased by +10.25%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 15.86M (8.24%) 15.86M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 11.69M (6.08%) -1.29M
Decreased by -11.02%
Mar 31, 26
6 Cohen & Steers Inc 11.03M (5.74%) 416.99K
Increased by +3.78%
Mar 31, 26
7 State Street Corporation 9.98M (5.19%) -796.86K
Decreased by -7.99%
Mar 31, 24
8 Aristotle Capital Management LLC 8.62M (4.48%) -225.22K
Decreased by -2.61%
Mar 31, 26
9 Vanguard Capital Management, LLC 8.41M (4.37%) 8.41M
Increased by +100.00%
Mar 31, 26
10 Principal Financial Group Inc 6.44M (3.35%) 66.77K
Increased by +1.04%
Mar 31, 26
11 Victory Capital Management Inc. 5.43M (2.82%) -1.23M
Decreased by -22.66%
Mar 31, 26
12 Geode Capital Management, LLC 4.78M (2.48%) 65.54K
Increased by +1.37%
Mar 31, 26
13 JPMorgan Chase & Co 4.75M (2.47%) 1.08M
Increased by +22.83%
Mar 31, 26
14 Massachusetts Financial Services Company 4.32M (2.25%) -194.01K
Decreased by -4.49%
Mar 31, 26
15 Daiwa Securities Group Inc 3.53M (1.83%) -130.14K
Decreased by -3.69%
Mar 31, 26
16 Charles Schwab Investment Management Inc 2.91M (1.51%) 106.26K
Increased by +3.65%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 2.81M (1.46%) 19.26K
Increased by +0.69%
Mar 31, 26
18 Amvescap Plc. 2.74M (1.43%) -695.50K
Decreased by -25.36%
Jun 30, 25
19 Boston Partners Global Investors, Inc 2.73M (1.42%) -118.65K
Decreased by -4.34%
Mar 31, 26
20 Goldman Sachs Group Inc 2.65M (1.38%) 1.13M
Increased by +42.47%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 7.01M (3.65%) 106.34K
Increased by +1.52%
Jun 30, 26
2 iShares Core S&P Mid-Cap ETF 6.60M (3.43%) -35.80K
Decreased by -0.54%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 6.15M (3.20%) 296.66K
Increased by +4.82%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 5.32M (2.77%) 3.43K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.45M (2.31%) 208.74K
Increased by +4.69%
Jun 30, 26
6 T. Rowe Price U.S. Value Equity Tr-D 3.64M (1.89%) 45.23K
Increased by +1.24%
Jun 30, 26
7 Victory Sycamore Established Value R 3.45M (1.79%) -130.00K
Decreased by -3.77%
Jun 30, 26
8 Sycamore Mid Cap Value Comp 3.39M (1.76%) 3.30M
Increased by +97.23%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-D 2.99M (1.55%) 83.62K
Increased by +2.80%
Jun 30, 26
10 Vanguard Windsor II Inv 2.83M (1.47%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Windsor™ II Inv 2.83M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
12 T. Rowe Price US Value Equity Composite 2.70M (1.40%) 244.00K
Increased by +9.04%
Mar 31, 26
13 T. Rowe Price Value 2.68M (1.39%) -16.46K
Decreased by -0.61%
Jun 30, 26
14 Vanguard Small Cap Growth Index Inv 2.57M (1.34%) 185.07K
Increased by +7.20%
Jun 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.16%) 35.55K
Increased by +1.60%
Jun 30, 26
16 T. Rowe Price US Large-Cap Core Tr-E 2.16M (1.12%) 100.59K
Increased by +4.66%
Jun 30, 26
17 SPDR® S&P Dividend ETF 2.11M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
18 Cohen & Steers Instl Realty Shares 2.06M (1.07%) 1.05M
Increased by +51.17%
Jun 30, 26
19 T. Rowe Price US Large-Cap Core 1.97M (1.02%) -2.06K
Decreased by -0.10%
Jun 30, 26
20 T. Rowe Price US Large-Cap Core Eq Comp 1.97M (1.02%) -5.78K
Decreased by -0.29%
Jun 30, 26