Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 NURE 5.04%
3 SPRE 4.77%
4 JRE_old 4.63%
5 HAUS 4.56%
6 BYRE 3.40%
7 JRE 3.24%
8 IRET 3.20%
9 JPRE 2.91%
10 REZ 2.72%
11 RITA 2.59%
12 REIT 2.46%
13 GREI 2.41%
14 RORE 2.33%
15 AREA 2.11%
16 REGL 1.88%
17 SMIG 1.86%
18 UDI 1.80%
19 REAI 1.52%
20 ICF 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.00M (13.08%) -150.50K
Decreased by -0.60%
Jun 30, 25
2 BlackRock Inc 24.56M (12.85%) -1.10M
Decreased by -4.48%
Mar 31, 25
3 State Street Corp 13.03M (6.82%) 2.65M
Increased by +20.36%
Mar 31, 25
4 Aristotle Capital Management LLC 10.21M (5.34%) -295.81K
Decreased by -2.90%
Mar 31, 25
5 State Street Corporation 9.98M (5.22%) -796.86K
Decreased by -7.99%
Mar 31, 24
6 Principal Financial Group Inc 7.04M (3.68%) 687.25K
Increased by +9.77%
Jun 30, 25
7 Cohen & Steers Inc 6.68M (3.50%) -827.43K
Decreased by -12.39%
Dec 31, 24
8 Victory Capital Management Inc. 5.33M (2.79%) 699.88K
Increased by +13.13%
Mar 31, 25
9 JPMorgan Chase & Co 4.21M (2.20%) 474.50K
Increased by +11.27%
Mar 31, 25
10 Geode Capital Management, LLC 4.05M (2.12%) 163.66K
Increased by +4.04%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 3.61M (1.89%) -197.66K
Decreased by -5.48%
Jun 30, 25
12 Amvescap Plc. 3.44M (1.80%) -480.22K
Decreased by -13.97%
Mar 31, 25
13 Boston Partners Global Investors, Inc 2.90M (1.52%) -73.84K
Decreased by -2.55%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.68M (1.40%) 153.27K
Increased by +5.72%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.68M (1.40%) -46.98K
Decreased by -1.76%
Jun 30, 25
16 NORGES BANK 2.67M (1.40%) 222.67K
Increased by +8.33%
Jun 30, 25
17 Charles Schwab Investment Management Inc 2.65M (1.39%) 57.48K
Increased by +2.17%
Jun 30, 25
18 Goldman Sachs Group Inc 2.65M (1.39%) 1.13M
Increased by +42.47%
Dec 31, 23
19 Massachusetts Financial Services Company 2.51M (1.31%) 188.98K
Increased by +7.54%
Jun 30, 25
20 Northern Trust Corp 2.50M (1.31%) 69.10K
Increased by +2.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.75M (3.53%) 7.38K
Increased by +0.11%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 6.23M (3.26%) -11.22K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.41M (2.83%) -129.04K
Decreased by -2.38%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 5.32M (2.79%) 3.43K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.18M (2.19%) -27.27K
Decreased by -0.65%
Jul 31, 25
6 Victory Sycamore Established Value R 3.43M (1.80%) 38.00K
Increased by +1.11%
Jun 30, 25
7 Sycamore Mid Cap Value Comp 3.39M (1.78%) 3.30M
Increased by +97.23%
Mar 31, 25
8 Vanguard Windsor™ II Inv 2.83M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 2.35M (1.23%) -5.61K
Decreased by -0.24%
Jul 31, 25
10 SPDR® S&P Dividend ETF 2.12M (1.11%) -111.30K
Decreased by -5.24%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.08%) -891.75K
Decreased by -43.41%
Jul 31, 25
12 JHancock Disciplined Value Mid Cap I 2.04M (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
13 T. Rowe Price Real Assets Tr I-D 1.78M (0.93%) 23.68K
Increased by +1.33%
Jun 30, 25
14 T. Rowe Price Real Assets Tr I-Z 1.76M (0.92%) -75.51K
Decreased by -4.30%
Mar 31, 25
15 Principal Real Estate Securities R5 1.68M (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
16 T. Rowe Price US Large-Cap Core 1.63M (0.85%) 172.66K
Increased by +10.59%
Dec 31, 23
17 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.85%) 172.66K
Increased by +10.59%
Dec 31, 23
18 Principal Equity Income A 1.58M (0.83%) -22.58K
Decreased by -1.43%
Jun 30, 25
19 Daiwa US-REIT Open Mother Fund 1.57M (0.82%) 1.57M
Increased by +100.00%
Sep 17, 24
20 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.79%) 185.19K
Increased by +12.31%
Dec 31, 23