Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 13.23%
2 VPN 12.39%
3 DTCR 12.39%
4 SPRE 12.30%
5 IGN 9.72%
6 REIT 9.45%
7 JPRE 9.13%
8 IDGT 8.77%
9 JRE 8.17%
10 BYRE 7.88%
11 CRED 7.62%
12 FFR 7.61%
13 ICF 7.59%
14 FPRO 7.51%
15 BYTE 7.20%
16 XLRE 7.00%
17 DTRE 6.81%
18 FRI 6.59%
19 USRT 6.20%
20 WTRE 6.03%

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 10.34M (10.61%) 277.40K
Increased by +2.68%
Mar 31, 25
3 State Street Corp 6.03M (6.18%) 31.23K
Increased by +0.52%
Mar 31, 25
4 State Street Corporation 5.79M (5.94%) -400.86K
Decreased by -6.92%
Mar 31, 24
5 Geode Capital Management, LLC 2.51M (2.58%) 99.39K
Increased by +3.96%
Mar 31, 25
6 FMR Inc 2.27M (2.33%) 5.95K
Increased by +0.26%
Mar 31, 25
7 Cohen & Steers Inc 2.23M (2.29%) -173.17K
Decreased by -7.75%
Jun 30, 25
8 Principal Financial Group Inc 1.91M (1.96%) 10.69K
Increased by +0.56%
Jun 30, 25
9 Goldman Sachs Group Inc 1.75M (1.79%) 938.54K
Increased by +53.68%
Dec 31, 23
10 Wellington Management Company LLP 1.73M (1.78%) -71.81K
Decreased by -4.15%
Mar 31, 25
11 JPMorgan Chase & Co 1.59M (1.63%) 282.75K
Increased by +17.78%
Mar 31, 25
12 Northern Trust Corp 1.52M (1.56%) 40.73K
Increased by +2.67%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.47M (1.51%) 45.19K
Increased by +3.08%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.34M (1.38%) 9.86K
Increased by +0.73%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 1.24M (1.28%) 95.89K
Increased by +7.71%
Mar 31, 25
16 Apg Investments Us Inc 1.21M (1.24%) 11.21K
Increased by +0.93%
Jun 30, 25
17 Capital Research & Mgmt Co - Division 3 1.18M (1.21%) -277.24K
Decreased by -23.41%
Dec 31, 24
18 Bank of America Corp 1.16M (1.19%) 29.19K
Increased by +2.52%
Sep 30, 24
19 Legal & General Group PLC 1.15M (1.18%) -2.01K
Decreased by -0.17%
Jun 30, 25
20 Nomura Holdings Inc 1.15M (1.18%) 576.81K
Increased by +50.10%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.63M (3.72%) 2.68K
Increased by +0.07%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.14M (3.23%) 17.99K
Increased by +0.57%
Jun 30, 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 2.78M (2.85%) 8.05K
Increased by +0.29%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 2.77M (2.84%) 18.93K
Increased by +0.68%
May 31, 25
6 Fidelity 500 Index 1.24M (1.27%) 11.46K
Increased by +0.92%
Jun 30, 25
7 SPDR® S&P 500 ETF 1.21M (1.24%) -6.77K
Decreased by -0.56%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.20M (1.23%) 5.07K
Increased by +0.42%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 1.18M (1.21%) -6.16K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 1.17M (1.20%) 5.34K
Increased by +0.46%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 1.13M (1.16%) -8.85K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 1.09M (1.12%) 6.94K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 1.05M (1.08%) -9.66K
Decreased by -0.92%
Jun 30, 25
14 The Real Estate Select Sector SPDR® 683.76K (0.70%) -1.70K
Decreased by -0.25%
Jul 31, 25
15 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
16 Vanguard Real Estate II Index 632.43K (0.65%) 4.81K
Increased by +0.76%
Jun 30, 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 597.88K (0.61%) 450.00
Increased by +0.08%
Jun 30, 25
19 T. Rowe Price Real Assets Tr I-D 586.00K (0.60%) 14.61K
Increased by +2.49%
Jun 30, 25
20 Principal Real Estate Securities R5 573.97K (0.59%) 7.64K
Increased by +1.33%
Jun 30, 25