Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.64%
2 VPN 12.78%
3 DTCR 12.54%
4 SPRE 12.18%
5 FPRO 10.23%
6 REIT 9.92%
7 REAI 9.85%
8 IGN 9.72%
9 JRE 9.39%
10 CRED 8.74%
11 JPRE 8.56%
12 IDGT 8.54%
13 BYRE 8.43%
14 ICF 7.84%
15 FFR 7.61%
16 XLRE 7.20%
17 BYTE 7.20%
18 DTRE 6.73%
19 RWO 6.29%
20 USRT 6.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.40M (13.64%) 107.23K
Increased by +0.80%
Dec 31, 25
2 BlackRock Inc 10.80M (10.99%) -19.27K
Decreased by -0.18%
Dec 31, 25
3 Valeo Financial Advisors, LLC 8.16M (8.30%) 8.15M
Increased by +99.97%
Jun 30, 25
4 State Street Corp 6.21M (6.32%) -49.03K
Decreased by -0.79%
Dec 31, 25
5 State Street Corporation 5.79M (5.90%) -400.86K
Decreased by -6.92%
Mar 31, 24
6 FMR Inc 2.81M (2.86%) 150.13K
Increased by +5.34%
Dec 31, 25
7 Cohen & Steers Inc 2.61M (2.66%) 493.14K
Increased by +18.90%
Dec 31, 25
8 Geode Capital Management, LLC 2.57M (2.61%) 25.38K
Increased by +0.99%
Dec 31, 25
9 Principal Financial Group Inc 1.98M (2.02%) 27.64K
Increased by +1.40%
Mar 31, 26
10 JPMorgan Chase & Co 1.96M (2.00%) -232.69K
Decreased by -11.87%
Mar 31, 26
11 Goldman Sachs Group Inc 1.75M (1.78%) 938.54K
Increased by +53.68%
Dec 31, 23
12 Wellington Management Company LLP 1.73M (1.76%) -71.81K
Decreased by -4.15%
Mar 31, 25
13 Northern Trust Corp 1.50M (1.53%) 53.00
Increased by +0.00%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 1.48M (1.50%) -50.27K
Decreased by -3.40%
Dec 31, 25
15 The Goldman Sachs Group Inc 1.29M (1.32%) 387.85K
Increased by +29.98%
Sep 30, 25
16 NORGES BANK 1.28M (1.31%) 162.90K
Increased by +12.68%
Dec 31, 25
17 Charles Schwab Investment Management Inc 1.26M (1.28%) 74.87K
Increased by +5.94%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 1.20M (1.23%) -14.44K
Decreased by -1.20%
Mar 31, 26
19 Legal & General Group PLC 1.20M (1.22%) -39.58K
Decreased by -3.31%
Mar 31, 26
20 Apg Investments Us Inc 1.19M (1.22%) -9.02K
Decreased by -0.76%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.65M (3.72%) -14.26K
Decreased by -0.39%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 3.12M (3.18%) 15.57K
Increased by +0.50%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.01M (3.06%) 2.16K
Increased by +0.07%
Sep 30, 24
4 Vanguard 500 Index Investor 2.50M (2.55%) -21.62K
Decreased by -0.86%
Mar 31, 26
5 iShares Core S&P 500 ETF 1.27M (1.29%) 3.71K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 1.25M (1.28%) 5.25K
Increased by +0.42%
Mar 31, 26
7 SPDR® S&P 500 ETF 1.21M (1.23%) -6.77K
Decreased by -0.56%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.18M (1.20%) 14.42K
Increased by +1.22%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 1.18M (1.20%) -6.16K
Decreased by -0.52%
Mar 31, 25
10 State Street® SPDR® S&P 500® ETF 1.17M (1.19%) 3.82K
Increased by +0.33%
Apr 30, 26
11 SPDR® S&P 500 ETF Trust 1.13M (1.15%) -8.85K
Decreased by -0.78%
Mar 31, 24
12 Vanguard Growth Index Investor 1.09M (1.11%) -35.99K
Decreased by -3.30%
Mar 31, 26
13 Fidelity® 500 Index 1.09M (1.11%) 6.94K
Increased by +0.64%
Nov 30, 23
14 The Real Estate Select Sector SPDR® 694.20K (0.71%) 7.75K
Increased by +1.12%
Aug 29, 25
15 Principal Real Estate Securities R5 663.81K (0.68%) 13.09K
Increased by +1.97%
Mar 31, 26
16 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
17 Vanguard Real Estate II Index 645.98K (0.66%) 4.70K
Increased by +0.73%
Mar 31, 26
18 T. Rowe Price Real Assets Tr I-D 615.66K (0.63%) 1.86K
Increased by +0.30%
Mar 31, 26
19 American Funds Capital Income Bldr A 606.31K (0.62%) -284.58K
Decreased by -46.94%
Dec 31, 23
20 Real Estate Select Sector SPDR® 572.62K (0.58%) -1.67K
Decreased by -0.29%
Mar 28, 24