Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 SPRE 4.81%
3 JRE_old 4.63%
4 BYRE 3.66%
5 JRE 3.46%
6 IRET 3.27%
7 JPRE 3.07%
8 REZ 2.79%
9 REIT 2.56%
10 GREI 2.41%
11 RORE 2.33%
12 AREA 2.21%
13 RITA 2.17%
14 PSR 1.75%
15 HOMZ 1.56%
16 REAI 1.53%
17 SMIG 1.52%
18 XMLV 1.32%
19 WREI 1.29%
20 RWR 1.24%

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 Amvescap Plc. 3.92M (2.08%) 3.35M
Increased by +85.56%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 3.80M (2.02%) -2.73M
Decreased by -71.78%
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 Canada Pension Plan Investment Board 2.47M (1.31%) -38.60K
Decreased by -1.56%
Sep 30, 23
19 NORGES BANK 2.45M (1.30%) -1.32M
Decreased by -53.84%
Dec 31, 24
20 Northern Trust Corp 2.43M (1.29%) 735.58K
Increased by +30.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.81M (3.61%) -114.40K
Decreased by -1.68%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 6.19M (3.28%) -19.94K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.52M (2.93%) 80.06K
Increased by +1.45%
Apr 30, 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 4.32M (2.29%) 25.75K
Increased by +0.60%
Apr 30, 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 2.96M (1.57%) 15.65K
Increased by +0.53%
Apr 30, 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 2.40M (1.28%) -1.75K
Decreased by -0.07%
Apr 30, 25
11 SPDR® S&P Dividend ETF 2.26M (1.20%) 118.20K
Increased by +5.23%
Apr 30, 25
12 JHancock Disciplined Value Mid Cap I 2.09M (1.11%) -69.08K
Decreased by -3.31%
Mar 31, 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 1.65M (0.87%) 273.63K
Increased by +16.62%
Apr 30, 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%
Apr 30, 25
19 Daiwa US-REIT Open Mother Fund 1.57M (0.83%) 1.57M
Increased by +100.00%
Sep 17, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.51M (0.80%) -16.73K
Decreased by -1.11%
Apr 30, 25