Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SILJ 9.94%
2 NRSH 4.38%
3 FFR 4.36%
4 AGMI 4.20%
5 SRHR 4.03%
6 AZTD 3.96%
7 DTRE 3.86%
8 REIT 3.82%
9 INDS 3.12%
10 IRET 2.96%
11 RORE 2.69%
12 JRE 2.56%
13 SPRE 2.52%
14 PRVT 2.51%
15 RITA 2.07%
16 GDXJ 1.70%
17 REAI 1.58%
18 PSR 1.36%
19 ROOF 1.31%
20 WTRE 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.32M (14.69%) 3.58M
Increased by +18.53%
Dec 31, 24
2 Vanguard Group Inc 19.19M (14.59%) 304.59K
Increased by +1.59%
Dec 31, 24
3 State Street Corporation 6.72M (5.11%) -632.10K
Decreased by -9.40%
Mar 31, 24
4 State Street Corp 6.69M (5.08%) 134.66K
Increased by +2.01%
Dec 31, 24
5 Amvescap Plc. 4.28M (3.25%) 1.90M
Increased by +44.50%
Dec 31, 24
6 Blackstone Inc 3.98M (3.03%) -1.02M
Decreased by -25.64%
Dec 31, 24
7 CenterSquare Investment Management LLC 2.67M (2.03%) -2.04M
Decreased by -76.45%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.51M (1.91%) 12.56K
Increased by +0.50%
Dec 31, 24
9 Geode Capital Management, LLC 2.48M (1.89%) 14.30K
Increased by +0.58%
Dec 31, 24
10 AllianceBernstein L.P. 2.43M (1.85%) 130.82K
Increased by +5.38%
Dec 31, 24
11 JPMorgan Chase & Co 2.38M (1.81%) -4.33M
Decreased by -182.27%
Dec 31, 24
12 Macquarie Group Ltd 2.23M (1.70%) -169.74K
Decreased by -7.60%
Dec 31, 24
13 Charles Schwab Investment Management Inc 2.21M (1.68%) 23.28K
Increased by +1.06%
Dec 31, 24
14 Victory Capital Management Inc. 2.18M (1.66%) 149.00K
Increased by +6.84%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.96M (1.49%) -26.23K
Decreased by -1.34%
Dec 31, 24
16 Deutsche Bank AG 1.88M (1.43%) 675.31K
Increased by +35.95%
Dec 31, 24
17 Ameriprise Financial Inc 1.82M (1.38%) -32.56K
Decreased by -1.79%
Dec 31, 24
18 NORGES BANK 1.81M (1.37%) 24.99K
Increased by +1.38%
Dec 31, 24
19 Millennium Management LLC 1.76M (1.34%) 1.13M
Increased by +64.32%
Mar 31, 24
20 Cohen & Steers Inc 1.74M (1.32%) -1.43M
Decreased by -81.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.06M (3.85%) -61.44K
Decreased by -1.21%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 4.32M (3.29%) 7.55K
Increased by +0.17%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.19M (3.19%) 2.80K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.18M (3.18%) 1.95K
Increased by +0.05%
Feb 28, 25
5 Vanguard Small Cap Index 3.38M (2.57%) 2.75K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 2.23M (1.69%) -7.98K
Decreased by -0.36%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.53%) 7.08K
Increased by +0.35%
Feb 28, 25
8 Victory Small Cap Value CIT (Net 75) 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
9 Victory Sycamore Small Company Opp R 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
10 Columbia Select Mid Cap Value SMA Cmp 1.08M (0.82%) 1.08M
Increased by +99.99%
Dec 31, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 1.07M (0.81%) 10.18K
Increased by +0.95%
Feb 28, 25
12 Daiwa US-REIT Open Mother Fund 1.04M (0.79%) -437.34K
Decreased by -41.95%
Sep 19, 23
13 Columbia Focused Mid Cap Value 980.83K (0.75%) 0.00
Increased by 0.00%
Dec 31, 24
14 Columbia Select Mid Cap Value Instl 980.83K (0.75%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Real Estate II Index 848.88K (0.65%) -4.62K
Decreased by -0.54%
Feb 28, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 802.25K (0.61%) 1.40K
Increased by +0.17%
Feb 28, 25
17 JHancock Small Cap Core NAV 800.23K (0.61%) 71.46K
Increased by +8.93%
Feb 28, 25
18 Nikko World REIT Mother 774.14K (0.59%) -146.25K
Decreased by -18.89%
Aug 21, 24
19 Schwab US REIT ETF™ 758.14K (0.58%) 1.60K
Increased by +0.21%
Mar 29, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 748.05K (0.57%) -54.20K
Decreased by -7.25%
Mar 31, 25