Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 NURE 5.08%
3 HAUS 4.58%
4 JRE_old 4.40%
5 REIT 4.27%
6 UTRN 4.03%
7 REZ 3.86%
8 RNTY 3.69%
9 IRET 3.58%
10 RSPR 3.36%
11 EWRE 3.23%
12 JPRE 2.83%
13 RITA 2.79%
14 GQRE 2.71%
15 WREI 2.44%
16 PSR 2.26%
17 ICF 2.21%
18 PPTY 2.04%
19 DFRA 2.02%
20 CSRE 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.30M (16.20%) -46.57K
Decreased by -0.45%
Dec 31, 25
2 BlackRock Inc 7.26M (11.42%) 306.29K
Increased by +4.22%
Mar 31, 26
3 State Street Corporation 5.50M (8.66%) -334.06K
Decreased by -6.07%
Mar 31, 24
4 Vanguard Portfolio Management, LLC 5.49M (8.64%) 5.49M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.23M (8.22%) -22.24K
Decreased by -0.43%
Mar 31, 26
6 Cohen & Steers Inc 4.84M (7.62%) -1.16M
Decreased by -23.88%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.20M (6.61%) 4.20M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 3.35M (5.27%) -9.61K
Decreased by -0.29%
Mar 31, 26
9 Valeo Financial Advisors, LLC 2.98M (4.69%) 2.98M
Increased by +99.93%
Jun 30, 25
10 Geode Capital Management, LLC 1.92M (3.03%) 50.76K
Increased by +2.64%
Mar 31, 26
11 Principal Financial Group Inc 1.67M (2.62%) -11.57K
Decreased by -0.69%
Mar 31, 26
12 Wealthquest Corporation 1.25M (1.97%) 1.25M
Increased by +100.00%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 995.81K (1.57%) 57.17K
Increased by +5.74%
Mar 31, 26
14 Amvescap Plc. 939.24K (1.48%) 104.23K
Increased by +11.10%
Mar 31, 26
15 Daiwa Securities Group Inc 924.80K (1.46%) -181.17K
Decreased by -19.59%
Mar 31, 26
16 Legal & General Group PLC 902.92K (1.42%) -47.83K
Decreased by -5.30%
Mar 31, 26
17 Charles Schwab Investment Management Inc 887.50K (1.40%) 39.80K
Increased by +4.48%
Mar 31, 26
18 NORGES BANK 881.57K (1.39%) 36.68K
Increased by +4.16%
Dec 31, 25
19 Ameriprise Financial Inc 880.83K (1.39%) -1.19K
Decreased by -0.13%
Dec 31, 25
20 Deutsche Bank AG 871.68K (1.37%) 247.65K
Increased by +28.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.39M (3.76%) -7.82K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.05M (3.23%) 4.42K
Increased by +0.22%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.03M (3.20%) 1.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.83M (2.88%) 13.07K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 1.67M (2.63%) 29.66K
Increased by +1.77%
Apr 30, 26
6 T. Rowe Price U.S. Value Equity Tr-D 891.35K (1.40%) 30.41K
Increased by +3.41%
Mar 31, 26
7 Cohen & Steers Instl Realty Shares 875.26K (1.38%) -71.93K
Decreased by -8.22%
Mar 31, 26
8 iShares Core S&P 500 ETF 848.87K (1.34%) 2.62K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 825.81K (1.30%) 2.83K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 801.22K (1.26%) -11.78K
Decreased by -1.47%
Mar 31, 25
11 Cohen & Steers Realty Shares L 783.15K (1.23%) -88.86K
Decreased by -11.35%
Mar 31, 26
12 SPDR® S&P 500® ETF Trust 779.90K (1.23%) -4.10K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 778.31K (1.22%) 9.61K
Increased by +1.24%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 772.55K (1.22%) 814.00
Increased by +0.11%
May 31, 26
15 Daiwa US-REIT Open Mother Fund 772.06K (1.21%) 327.83K
Increased by +42.46%
Sep 17, 25
16 SPDR® S&P 500 ETF Trust 759.90K (1.20%) 1.71K
Increased by +0.23%
Apr 30, 24
17 Cohen & Steers Real Estate Opportunities 758.32K (1.19%) -158.58K
Decreased by -20.91%
Dec 31, 25
18 Cohen & Steers Real Estate Securities A 758.32K (1.19%) -158.58K
Decreased by -20.91%
Dec 31, 25
19 Fidelity® 500 Index 747.91K (1.18%) 4.76K
Increased by +0.64%
Nov 30, 23
20 Vanguard Small Cap Index 742.76K (1.17%) -1.64K
Decreased by -0.22%
Apr 30, 26