Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRNZ 6.93%
2 NURE 5.54%
3 LPRE 5.24%
4 SPRE 5.15%
5 RESI 5.12%
6 HAUS 4.82%
7 JRE_old 4.63%
8 IRET 3.61%
9 BYRE 2.95%
10 RNTY 2.93%
11 REZ 2.89%
12 SMIG 2.89%
13 REIT 2.63%
14 UDI 2.58%
15 JRE 2.54%
16 RITA 2.42%
17 GREI 2.41%
18 RORE 2.33%
19 JPRE 2.20%
20 TSRS 2.18%

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 24.48M (12.73%) -161.98K
Decreased by -0.66%
Sep 30, 25
3 State Street Corp 13.26M (6.90%) -6.37K
Decreased by -0.05%
Sep 30, 25
4 State Street Corporation 9.98M (5.19%) -796.86K
Decreased by -7.99%
Mar 31, 24
5 Aristotle Capital Management LLC 8.84M (4.60%) -543.96K
Decreased by -6.15%
Dec 31, 25
6 Cohen & Steers Inc 8.37M (4.35%) 7.35M
Increased by +87.83%
Sep 30, 25
7 JPMorgan Chase & Co 7.33M (3.81%) 2.61M
Increased by +35.57%
Sep 30, 25
8 Principal Financial Group Inc 6.86M (3.56%) -180.91K
Decreased by -2.64%
Sep 30, 25
9 Victory Capital Management Inc. 6.82M (3.55%) 1.67M
Increased by +24.54%
Sep 30, 25
10 Geode Capital Management, LLC 4.61M (2.40%) 540.57K
Increased by +11.72%
Sep 30, 25
11 Massachusetts Financial Services Company 4.52M (2.35%) -859.83K
Decreased by -19.04%
Dec 31, 25
12 T. Rowe Price Associates, Inc. 3.95M (2.05%) 342.00K
Increased by +8.66%
Sep 30, 25
13 Daiwa Securities Group Inc 3.15M (1.64%) 2.26M
Increased by +71.73%
Sep 30, 25
14 Boston Partners Global Investors, Inc 2.90M (1.51%) 60.85K
Increased by +2.10%
Sep 30, 25
15 Charles Schwab Investment Management Inc 2.80M (1.46%) 88.06K
Increased by +3.14%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 2.79M (1.45%) 40.81K
Increased by +1.46%
Dec 31, 25
17 Amvescap Plc. 2.74M (1.43%) -695.50K
Decreased by -25.36%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 2.68M (1.39%) 153.27K
Increased by +5.72%
Jun 30, 24
19 Goldman Sachs Group Inc 2.65M (1.38%) 1.13M
Increased by +42.47%
Dec 31, 23
20 CenterSquare Investment Management LLC 2.43M (1.27%) 469.78K
Increased by +19.31%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.87M (3.57%) 21.06K
Increased by +0.31%
Jan 31, 26
2 iShares Core S&P Mid-Cap ETF 6.26M (3.26%) 348.90K
Increased by +5.57%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 5.78M (3.01%) 11.05K
Increased by +0.19%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 5.32M (2.77%) 3.43K
Increased by +0.06%
Sep 30, 24
5 Victory Sycamore Established Value R 4.47M (2.32%) -193.03K
Decreased by -4.32%
Dec 31, 25
6 Vanguard Small Cap Index 4.17M (2.17%) 163.00
Increased by +0.00%
Jan 31, 26
7 Sycamore Mid Cap Value Comp 3.39M (1.76%) 3.30M
Increased by +97.23%
Mar 31, 25
8 T. Rowe Price U.S. Value Equity Tr-D 3.16M (1.64%) 3.16M
Increased by +100.00%
Dec 31, 25
9 Vanguard Windsor II Inv 2.83M (1.47%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Windsor™ II Inv 2.83M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price Value 2.70M (1.40%) 244.00K
Increased by +9.04%
Jan 31, 26
12 T. Rowe Price Real Assets Tr I-D 2.47M (1.28%) 428.66K
Increased by +17.35%
Dec 31, 25
13 T. Rowe Price US Value Equity Composite 2.46M (1.28%) 2.46M
Increased by +100.00%
Dec 31, 25
14 Vanguard Small Cap Growth Index Inv 2.32M (1.21%) -35.96K
Decreased by -1.55%
Jan 31, 26
15 T. Rowe Price US Large-Cap Core Tr-E 2.12M (1.10%) 2.12M
Increased by +100.00%
Dec 31, 25
16 SPDR® S&P Dividend ETF 2.11M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.09%) 5.62K
Increased by +0.27%
Jan 31, 26
18 JHancock Disciplined Value Mid Cap I 2.06M (1.07%) -55.87K
Decreased by -2.71%
Dec 31, 25
19 MFS Mid Cap Value Equity 2.01M (1.05%) -81.57K
Decreased by -4.05%
Dec 31, 25
20 MFS Mid Cap Value A 1.99M (1.03%) 1.99M
Increased by +100.00%
Jan 31, 26