Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 14.84%
2 SPRE 12.22%
3 DTCR 11.17%
4 VPN 11.05%
5 IDGT 10.08%
6 JRE 9.93%
7 REAI 9.86%
8 REIT 9.79%
9 IGN 9.72%
10 JPRE 9.06%
11 BYRE 7.92%
12 CRED 7.67%
13 FPRO 7.62%
14 FFR 7.61%
15 ICF 7.49%
16 BYTE 7.20%
17 DTRE 6.91%
18 XLRE 6.29%
19 USRT 6.24%
20 FRI 6.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.13M (13.47%) 222.22K
Increased by +1.69%
Jun 30, 25
2 BlackRock Inc 10.94M (11.22%) 598.69K
Increased by +5.47%
Jun 30, 25
3 Valeo Financial Advisors, LLC 8.16M (8.37%) 8.15M
Increased by +99.97%
Jun 30, 25
4 State Street Corp 6.25M (6.41%) 220.98K
Increased by +3.54%
Jun 30, 25
5 State Street Corporation 5.79M (5.94%) -400.86K
Decreased by -6.92%
Mar 31, 24
6 Geode Capital Management, LLC 2.51M (2.57%) -3.69K
Decreased by -0.15%
Jun 30, 25
7 FMR Inc 2.36M (2.43%) 93.69K
Increased by +3.96%
Jun 30, 25
8 JPMorgan Chase & Co 2.29M (2.34%) 695.42K
Increased by +30.42%
Jun 30, 25
9 Cohen & Steers Inc 2.23M (2.29%) -173.17K
Decreased by -7.75%
Jun 30, 25
10 Principal Financial Group Inc 1.91M (1.96%) 10.69K
Increased by +0.56%
Jun 30, 25
11 Goldman Sachs Group Inc 1.75M (1.79%) 938.54K
Increased by +53.68%
Dec 31, 23
12 Wellington Management Company LLP 1.73M (1.78%) -71.81K
Decreased by -4.15%
Mar 31, 25
13 Northern Trust Corp 1.50M (1.54%) -25.25K
Decreased by -1.68%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 1.47M (1.51%) 45.19K
Increased by +3.08%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.34M (1.38%) 9.86K
Increased by +0.73%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 1.24M (1.28%) 95.89K
Increased by +7.71%
Mar 31, 25
17 Apg Investments Us Inc 1.21M (1.24%) 11.21K
Increased by +0.93%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 1.18M (1.21%) -277.24K
Decreased by -23.41%
Dec 31, 24
19 Bank of America Corp 1.16M (1.19%) 29.19K
Increased by +2.52%
Sep 30, 24
20 Legal & General Group PLC 1.15M (1.18%) -2.01K
Decreased by -0.17%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.63M (3.73%) 4.23K
Increased by +0.12%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.07M (3.15%) -70.55K
Decreased by -2.29%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.01M (3.08%) 2.16K
Increased by +0.07%
Sep 30, 24
4 Vanguard 500 Index Investor 2.42M (2.48%) -354.76K
Decreased by -14.65%
Jul 31, 25
5 Fidelity 500 Index 1.24M (1.27%) 533.00
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 1.21M (1.24%) -6.77K
Decreased by -0.56%
Mar 31, 25
7 SPDR® S&P 500® ETF 1.18M (1.21%) 14.42K
Increased by +1.22%
Aug 31, 25
8 SPDR® S&P 500® ETF Trust 1.18M (1.21%) -6.16K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 1.18M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.13M (1.16%) -8.85K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 1.09M (1.12%) 6.94K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 1.06M (1.08%) 4.04K
Increased by +0.38%
Jul 31, 25
13 The Real Estate Select Sector SPDR® 694.20K (0.71%) 7.75K
Increased by +1.12%
Aug 29, 25
14 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
15 Vanguard Real Estate II Index 633.03K (0.65%) 594.00
Increased by +0.09%
Jul 31, 25
16 Principal Real Estate Securities R5 616.21K (0.63%) 42.24K
Increased by +6.86%
Jul 31, 25
17 American Funds Capital Income Bldr A 606.31K (0.62%) -284.58K
Decreased by -46.94%
Dec 31, 23
18 Vanguard Institutional Index I 591.38K (0.61%) -6.50K
Decreased by -1.10%
Jul 31, 25
19 T. Rowe Price Real Assets Tr I-D 586.00K (0.60%) 14.61K
Increased by +2.49%
Jun 30, 25
20 Real Estate Select Sector SPDR® 572.62K (0.59%) -1.67K
Decreased by -0.29%
Mar 28, 24