Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 7.20%
2 DRNZ 5.35%
3 RESI 5.12%
4 SPRE 4.96%
5 JRE_old 4.63%
6 NURE 4.28%
7 HAUS 4.27%
8 IRET 3.54%
9 REIT 3.10%
10 BYRE 2.95%
11 RNTY 2.70%
12 REZ 2.63%
13 SMIG 2.51%
14 JRE 2.45%
15 GREI 2.41%
16 RITA 2.36%
17 RORE 2.33%
18 UDI 2.29%
19 CSRE 2.19%
20 RLTY 2.08%

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 6.83M (3.55%) -22.30K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 6.58M (3.42%) 1.24K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 5.86M (3.05%) 11.41K
Increased by +0.19%
Apr 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 4.24M (2.21%) -9.20K
Decreased by -0.22%
Apr 30, 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%) -4.92K
Decreased by -0.18%
Apr 30, 26
14 Vanguard Small Cap Growth Index Inv 2.38M (1.24%) -1.56K
Decreased by -0.07%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.14%) 22.39K
Increased by +1.02%
Apr 30, 26
16 SPDR® S&P Dividend ETF 2.11M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
17 T. Rowe Price US Large-Cap Core Tr-E 2.06M (1.07%) -60.09K
Decreased by -2.92%
Mar 31, 26
18 T. Rowe Price US Large-Cap Core Eq Comp 1.97M (1.03%) 97.74K
Increased by +4.95%
Mar 31, 26
19 T. Rowe Price US Large-Cap Core 1.97M (1.02%) -3.72K
Decreased by -0.19%
Apr 30, 26
20 MFS Mid Cap Value A 1.93M (1.00%) 0.00
Increased by 0.00%
Apr 30, 26