Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 5.57%
2 RESI 5.12%
3 JRE_old 4.63%
4 DRNZ 4.52%
5 SPRE 4.42%
6 NURE 4.42%
7 HAUS 4.23%
8 IRET 3.54%
9 BYRE 2.95%
10 RNTY 2.65%
11 REZ 2.59%
12 SMIG 2.48%
13 GREI 2.41%
14 UDI 2.36%
15 RORE 2.33%
16 JRE 2.32%
17 REIT 2.31%
18 RITA 2.30%
19 CSRE 2.19%
20 TSRS 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.85M (13.96%) 2.37M
Increased by +8.84%
Dec 31, 25
2 Vanguard Group Inc 25.48M (13.25%) 592.01K
Increased by +2.32%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 15.95M (8.29%) 12.00M
Increased by +75.24%
Dec 31, 25
4 State Street Corp 12.98M (6.75%) -279.73K
Decreased by -2.15%
Dec 31, 25
5 Cohen & Steers Inc 10.61M (5.52%) 2.25M
Increased by +21.17%
Dec 31, 25
6 State Street Corporation 9.98M (5.19%) -796.86K
Decreased by -7.99%
Mar 31, 24
7 Aristotle Capital Management LLC 8.84M (4.60%) -543.96K
Decreased by -6.15%
Dec 31, 25
8 Victory Capital Management Inc. 6.66M (3.46%) -161.94K
Decreased by -2.43%
Dec 31, 25
9 Principal Financial Group Inc 6.37M (3.31%) -486.76K
Decreased by -7.64%
Dec 31, 25
10 Geode Capital Management, LLC 4.71M (2.45%) 100.36K
Increased by +2.13%
Dec 31, 25
11 Massachusetts Financial Services Company 4.52M (2.35%) -859.83K
Decreased by -19.04%
Dec 31, 25
12 JPMorgan Chase & Co 3.66M (1.90%) -3.67M
Decreased by -100.20%
Dec 31, 25
13 Daiwa Securities Group Inc 3.66M (1.90%) 509.44K
Increased by +13.93%
Dec 31, 25
14 Boston Partners Global Investors, Inc 2.85M (1.48%) -52.11K
Decreased by -1.83%
Dec 31, 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 Goldman Sachs Group Inc 2.65M (1.38%) 1.13M
Increased by +42.47%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 2.51M (1.30%) 1.30M
Increased by +51.67%
Dec 31, 25
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 6.85M (3.56%) -27.18K
Decreased by -0.40%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 6.55M (3.40%) 5.77K
Increased by +0.09%
Apr 29, 26
3 Vanguard Total Stock Mkt Idx Inv 5.85M (3.04%) 35.18K
Increased by +0.60%
Mar 31, 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 4.25M (2.21%) 72.15K
Increased by +1.70%
Mar 31, 26
6 T. Rowe Price U.S. Value Equity Tr-D 3.59M (1.87%) 436.42K
Increased by +12.15%
Mar 31, 26
7 Victory Sycamore Established Value R 3.58M (1.86%) -889.00K
Decreased by -24.83%
Mar 31, 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 2.91M (1.51%) 435.37K
Increased by +14.98%
Mar 31, 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 2.70M (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
14 Vanguard Small Cap Growth Index Inv 2.38M (1.24%) 59.89K
Increased by +2.51%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.13%) 55.42K
Increased by +2.56%
Mar 31, 26
16 SPDR® S&P Dividend ETF 2.11M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
17 JHancock Disciplined Value Mid Cap I 2.08M (1.08%) 0.00
Increased by 0.00%
Feb 28, 26
18 T. Rowe Price US Large-Cap Core Tr-E 2.06M (1.07%) -60.09K
Decreased by -2.92%
Mar 31, 26
19 MFS Mid Cap Value Equity 2.01M (1.05%) -81.57K
Decreased by -4.05%
Dec 31, 25
20 T. Rowe Price US Large-Cap Core 1.97M (1.03%) 0.00
Increased by 0.00%
Mar 31, 26