Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.26%
2 PSR 2.08%
3 IRET 1.68%
4 REIT 1.49%
5 REAI 1.47%
6 RORE 1.34%
7 BLDG 1.21%
8 CSRE 0.96%
9 PPTY 0.69%
10 JPRE 0.64%
11 FYT 0.60%
12 IQRA 0.42%
13 USVM 0.39%
14 GBLD 0.34%
15 GRNR 0.34%
16 FYC 0.34%
17 FESM 0.33%
18 CVAR 0.31%
19 FSCC 0.29%
20 JPSE 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.46M (13.76%) -55.68K
Decreased by -0.29%
Dec 31, 25
2 BlackRock Inc 16.88M (11.93%) 444.31K
Increased by +2.63%
Mar 31, 26
3 Ameriprise Financial Inc 12.56M (8.88%) 517.09K
Increased by +4.12%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 12.36M (8.74%) 12.36M
Increased by +100.00%
Mar 31, 26
5 Cohen & Steers Inc 10.56M (7.47%) -569.63K
Decreased by -5.39%
Mar 31, 26
6 LaSalle Investment Management Securities LLC 9.06M (6.41%) 3.53M
Increased by +39.02%
Mar 31, 26
7 Southeastern Asset Management Inc 6.47M (4.58%) 2.77M
Increased by +42.78%
Mar 31, 26
8 State Street Corporation 6.23M (4.41%) -712.61K
Decreased by -11.44%
Mar 31, 24
9 State Street Corp 6.00M (4.24%) -41.73K
Decreased by -0.70%
Mar 31, 26
10 Vanguard Capital Management, LLC 5.99M (4.24%) 5.99M
Increased by +100.00%
Mar 31, 26
11 Wellington Management Company LLP 5.92M (4.19%) -69.03K
Decreased by -1.17%
Dec 31, 24
12 Sumitomo Mitsui Trust Group Inc 4.91M (3.47%) 1.75M
Increased by +35.68%
Mar 31, 26
13 Massachusetts Financial Services Company 4.20M (2.97%) -2.59M
Decreased by -61.59%
Jun 30, 24
14 Geode Capital Management, LLC 3.63M (2.56%) 2.32K
Increased by +0.06%
Mar 31, 26
15 Charles Schwab Investment Management Inc 3.27M (2.31%) 90.43K
Increased by +2.76%
Mar 31, 26
16 CenterSquare Investment Management LLC 3.25M (2.30%) -272.72K
Decreased by -8.39%
Mar 31, 26
17 Legal & General Group PLC 2.90M (2.05%) -339.57K
Decreased by -11.70%
Mar 31, 26
18 William Blair Investment Management, LLC 2.89M (2.05%) 93.54K
Increased by +3.23%
Mar 31, 26
19 Nuveen Asset Management, LLC 2.89M (2.04%) 601.08K
Increased by +20.82%
Dec 31, 24
20 Alyeska Investment Group, L.P. 2.83M (2.00%) 2.83M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 6.87M (4.85%) 0.00
Increased by 0.00%
Mar 31, 26
2 Cohen & Steers Real Estate Securities A 6.87M (4.85%) 0.00
Increased by 0.00%
Mar 31, 26
3 Longleaf Partners Small-Cap 6.46M (4.57%) 2.76M
Increased by +42.77%
Mar 31, 26
4 CT (Lux) American Smaller Com 9U USD 5.80M (4.10%) -218.77K
Decreased by -3.77%
Apr 30, 26
5 Vanguard Real Estate Index Investor 5.34M (3.77%) -25.71K
Decreased by -0.48%
Apr 30, 26
6 Vanguard Total Stock Mkt Idx Inv 4.31M (3.05%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 3.96M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 3.41M (2.41%) 31.56K
Increased by +0.92%
May 29, 26
9 CT American Smaller Coms(US) InstAccGBP 3.34M (2.36%) 103.15K
Increased by +3.09%
Apr 30, 26
10 Vanguard Small Cap Index 3.12M (2.21%) -13.38K
Decreased by -0.43%
Apr 30, 26
11 MFS New Discovery Value I 3.00M (2.12%) -74.01K
Decreased by -2.47%
May 31, 24
12 T. Rowe Price Small-Cap Value 2.17M (1.53%) 619.81K
Increased by +28.56%
Apr 30, 26
13 MFS Meridian Prudent Wealth I1 USD 2.15M (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Small Cap Value Index Inv 2.00M (1.42%) 15.31K
Increased by +0.76%
Apr 30, 26
15 FID DC L&G Heitman Property Fund 1.89M (1.34%) -341.62K
Decreased by -18.05%
Mar 31, 26
16 Columbia Small Cap Value Discovery Fund 1.74M (1.23%) 78.60K
Increased by +4.51%
Mar 31, 26
17 Columbia Small Cap Value Discv A 1.74M (1.23%) -4.84K
Decreased by -0.28%
Apr 30, 26
18 Undrly L&G Heitman Property 1.66M (1.17%) -7.98K
Decreased by -0.48%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.10%) 9.78K
Increased by +0.63%
Apr 30, 26
20 Fidelity Small Cap Index 1.39M (0.98%) 3.45K
Increased by +0.25%
Mar 31, 26