Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.72%
2 VPN 12.43%
3 DTCR 12.43%
4 SPRE 11.83%
5 IGN 9.72%
6 FPRO 9.65%
7 REAI 9.60%
8 REIT 9.10%
9 JRE 9.08%
10 CRED 8.74%
11 IDGT 8.58%
12 JPRE 8.29%
13 BYRE 8.16%
14 FFR 7.61%
15 ICF 7.57%
16 BYTE 7.20%
17 XLRE 6.91%
18 GQRE 6.81%
19 DTRE 6.52%
20 USRT 6.27%

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 11.13M (11.33%) 334.18K
Increased by +3.00%
Mar 31, 26
3 Valeo Financial Advisors, LLC 8.16M (8.30%) 8.15M
Increased by +99.97%
Jun 30, 25
4 Vanguard Capital Management, LLC 6.39M (6.50%) 6.39M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.08M (6.19%) -133.80K
Decreased by -2.20%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.00M (6.11%) 6.00M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 5.79M (5.90%) -400.86K
Decreased by -6.92%
Mar 31, 24
8 Cohen & Steers Inc 2.83M (2.88%) 222.40K
Increased by +7.85%
Mar 31, 26
9 FMR Inc 2.82M (2.87%) 4.57K
Increased by +0.16%
Mar 31, 26
10 Geode Capital Management, LLC 2.48M (2.52%) -88.88K
Decreased by -3.59%
Mar 31, 26
11 Principal Financial Group Inc 1.98M (2.02%) 27.64K
Increased by +1.40%
Mar 31, 26
12 JPMorgan Chase & Co 1.96M (2.00%) -232.69K
Decreased by -11.87%
Mar 31, 26
13 Goldman Sachs Group Inc 1.75M (1.78%) 938.54K
Increased by +53.68%
Dec 31, 23
14 Northern Trust Corp 1.50M (1.53%) 53.00
Increased by +0.00%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 1.46M (1.48%) -18.44K
Decreased by -1.26%
Mar 31, 26
16 The Goldman Sachs Group Inc 1.29M (1.32%) 387.85K
Increased by +29.98%
Sep 30, 25
17 NORGES BANK 1.28M (1.31%) 162.90K
Increased by +12.68%
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 3.64M (3.71%) -11.93K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 3.13M (3.19%) 9.67K
Increased by +0.31%
Apr 30, 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 2.55M (2.59%) 45.34K
Increased by +1.78%
Apr 30, 26
5 iShares Core S&P 500 ETF 1.29M (1.32%) 3.93K
Increased by +0.30%
May 29, 26
6 Fidelity 500 Index 1.26M (1.28%) 4.33K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 1.21M (1.23%) -6.77K
Decreased by -0.56%
Mar 31, 25
8 State Street® SPDR® S&P 500® ETF 1.18M (1.21%) 1.25K
Increased by +0.11%
May 31, 26
9 SPDR® S&P 500® ETF 1.18M (1.20%) 14.42K
Increased by +1.22%
Aug 31, 25
10 SPDR® S&P 500® ETF Trust 1.18M (1.20%) -6.16K
Decreased by -0.52%
Mar 31, 25
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 1.10M (1.12%) 5.68K
Increased by +0.52%
Apr 30, 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 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
16 Principal Real Estate Securities R5 650.20K (0.66%) -13.62K
Decreased by -2.09%
Apr 30, 26
17 Vanguard Real Estate II Index 646.45K (0.66%) 464.00
Increased by +0.07%
Apr 30, 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