Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 NURE 5.07%
3 HAUS 4.55%
4 JRE_old 4.40%
5 REIT 4.23%
6 UTRN 4.03%
7 REZ 3.75%
8 RNTY 3.61%
9 IRET 3.58%
10 RSPR 3.38%
11 EWRE 3.23%
12 RITA 2.72%
13 GQRE 2.71%
14 WREI 2.44%
15 PSR 2.26%
16 ICF 2.08%
17 PPTY 2.06%
18 JPRE 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 6.95M (10.93%) -291.92K
Decreased by -4.20%
Dec 31, 25
3 Cohen & Steers Inc 6.00M (9.44%) -465.69K
Decreased by -7.76%
Dec 31, 25
4 State Street Corporation 5.50M (8.66%) -334.06K
Decreased by -6.07%
Mar 31, 24
5 State Street Corp 5.25M (8.26%) -63.75K
Decreased by -1.21%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 3.36M (5.28%) -313.56K
Decreased by -9.34%
Dec 31, 25
7 Valeo Financial Advisors, LLC 2.98M (4.69%) 2.98M
Increased by +99.93%
Jun 30, 25
8 Geode Capital Management, LLC 1.87M (2.95%) 22.84K
Increased by +1.22%
Dec 31, 25
9 Principal Financial Group Inc 1.67M (2.62%) -11.57K
Decreased by -0.69%
Mar 31, 26
10 Wealthquest Corporation 1.25M (1.97%) 1.25M
Increased by +100.00%
Mar 31, 25
11 Daiwa Securities Group Inc 1.11M (1.74%) -51.64K
Decreased by -4.67%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 995.81K (1.57%) 57.17K
Increased by +5.74%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 958.09K (1.51%) 228.16K
Increased by +23.81%
Dec 31, 25
14 Amvescap Plc. 939.24K (1.48%) 104.23K
Increased by +11.10%
Mar 31, 26
15 Legal & General Group PLC 902.92K (1.42%) -47.83K
Decreased by -5.30%
Mar 31, 26
16 NORGES BANK 881.57K (1.39%) 36.68K
Increased by +4.16%
Dec 31, 25
17 Ameriprise Financial Inc 880.83K (1.39%) -1.19K
Decreased by -0.13%
Dec 31, 25
18 Deutsche Bank AG 871.68K (1.37%) 247.65K
Increased by +28.41%
Jun 30, 25
19 FMR Inc 864.31K (1.36%) -95.95K
Decreased by -11.10%
Sep 30, 24
20 Boston Partners Global Investors, Inc 860.85K (1.35%) 189.66K
Increased by +22.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.40M (3.77%) -9.35K
Decreased by -0.39%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 2.05M (3.23%) 14.84K
Increased by +0.72%
Mar 31, 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 1.64M (2.58%) -14.74K
Decreased by -0.90%
Mar 31, 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 833.21K (1.31%) 2.47K
Increased by +0.30%
Apr 30, 26
9 Fidelity 500 Index 822.98K (1.29%) 3.35K
Increased by +0.41%
Mar 31, 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 Daiwa US-REIT Open Mother Fund 772.06K (1.21%) 327.83K
Increased by +42.46%
Sep 17, 25
15 State Street® SPDR® S&P 500® ETF 765.11K (1.20%) 2.48K
Increased by +0.32%
Apr 30, 26
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 744.40K (1.17%) 13.05K
Increased by +1.75%
Mar 31, 26