Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 NURE 4.80%
3 JRE_old 4.40%
4 HAUS 4.35%
5 REZ 4.03%
6 UTRN 4.03%
7 REIT 3.83%
8 CSRE 3.61%
9 IRET 3.58%
10 EWRE 3.23%
11 RSPR 2.98%
12 GQRE 2.71%
13 DFRA 2.56%
14 WREI 2.44%
15 PSR 2.26%
16 ICF 2.05%
17 RORE 1.87%
18 PPTY 1.87%
19 VGSR 1.79%
20 JPRE 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.49M (16.45%) 53.04K
Increased by +0.51%
Jun 30, 25
2 BlackRock Inc 6.82M (10.70%) -186.48K
Decreased by -2.73%
Mar 31, 25
3 Cohen & Steers Inc 5.57M (8.73%) 1.29M
Increased by +23.24%
Jun 30, 25
4 State Street Corporation 5.50M (8.63%) -334.06K
Decreased by -6.07%
Mar 31, 24
5 State Street Corp 5.26M (8.24%) 44.71K
Increased by +0.85%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 3.32M (5.21%) 575.19K
Increased by +17.32%
Jun 30, 25
7 Geode Capital Management, LLC 1.80M (2.82%) 43.27K
Increased by +2.40%
Mar 31, 25
8 Principal Financial Group Inc 1.41M (2.21%) -68.87K
Decreased by -4.88%
Jun 30, 25
9 Wealthquest Corporation 1.25M (1.97%) 1.25M
Increased by +100.00%
Mar 31, 25
10 Northern Trust Corp 1.25M (1.95%) 119.30K
Increased by +9.57%
Mar 31, 25
11 Massachusetts Financial Services Company 1.24M (1.95%) -770.00
Decreased by -0.06%
Jun 30, 25
12 Legal & General Group PLC 930.06K (1.46%) -18.73K
Decreased by -2.01%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 923.70K (1.45%) -14.52K
Decreased by -1.57%
Jun 30, 25
14 FMR Inc 864.31K (1.35%) -95.95K
Decreased by -11.10%
Sep 30, 24
15 Ameriprise Financial Inc 854.61K (1.34%) 52.79K
Increased by +6.18%
Mar 31, 25
16 Resolution Capital Limited 848.63K (1.33%) 26.66K
Increased by +3.14%
Jun 30, 25
17 Deutsche Bank AG 848.49K (1.33%) -154.89K
Decreased by -18.25%
Sep 30, 24
18 NORGES BANK 844.89K (1.32%) -806.10K
Decreased by -95.41%
Jun 30, 25
19 Charles Schwab Investment Management Inc 800.66K (1.26%) 22.51K
Increased by +2.81%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 793.12K (1.24%) 14.60K
Increased by +1.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.39M (3.75%) 2.86K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.03M (3.18%) 1.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.02M (3.17%) -48.81K
Decreased by -2.41%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 1.83M (2.86%) 13.07K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 1.59M (2.50%) -233.61K
Decreased by -14.67%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 1.44M (2.25%) 15.51K
Increased by +1.08%
Jul 31, 25
7 Cohen & Steers Realty Shares L 859.00K (1.35%) 109.22K
Increased by +12.71%
Jun 30, 25
8 Cohen & Steers Instl Realty Shares 853.04K (1.34%) 77.16K
Increased by +9.04%
Jun 30, 25
9 Fidelity 500 Index 815.80K (1.28%) 4.92K
Increased by +0.60%
Jun 30, 25
10 SPDR® S&P 500 ETF 801.22K (1.26%) -11.78K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 788.30K (1.24%) 3.38K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 779.90K (1.22%) -4.10K
Decreased by -0.53%
Mar 31, 25
13 T. Rowe Price U.S. Value Equity Tr-D 771.47K (1.21%) 285.53K
Increased by +37.01%
Jun 30, 25
14 iShares Core S&P 500 ETF 769.06K (1.21%) 3.50K
Increased by +0.45%
Jul 31, 25
15 Cohen & Steers Real Estate Opportunities 760.74K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
16 Cohen & Steers Real Estate Securities A 760.74K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P 500 ETF Trust 759.90K (1.19%) 1.71K
Increased by +0.23%
Apr 30, 24
18 T. Rowe Price Real Assets Tr I-D 750.54K (1.18%) 21.11K
Increased by +2.81%
Jun 30, 25
19 Fidelity® 500 Index 747.91K (1.17%) 4.76K
Increased by +0.64%
Nov 30, 23
20 T. Rowe Price Real Assets Tr I-Z 729.44K (1.14%) 45.11K
Increased by +6.18%
Mar 31, 25