Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SILJ 9.48%
2 NRSH 4.38%
3 FFR 4.36%
4 DTRE 4.33%
5 AGMI 4.17%
6 SRHR 4.16%
7 AZTD 3.96%
8 REIT 3.90%
9 JRE 3.23%
10 INDS 3.06%
11 IRET 3.04%
12 SPRE 2.71%
13 RORE 2.69%
14 PRVT 2.51%
15 RITA 2.08%
16 GDXJ 1.67%
17 PSR 1.60%
18 REAI 1.56%
19 ROOF 1.31%
20 IQRA 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.35M (14.71%) 158.69K
Increased by +0.82%
Mar 31, 25
2 BlackRock Inc 17.99M (13.68%) -1.32M
Decreased by -7.35%
Mar 31, 25
3 State Street Corp 6.75M (5.13%) 62.05K
Increased by +0.92%
Mar 31, 25
4 State Street Corporation 6.72M (5.11%) -632.10K
Decreased by -9.40%
Mar 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 Morgan Stanley - Brokerage Accounts 2.64M (2.01%) 131.03K
Increased by +4.96%
Mar 31, 25
8 Geode Capital Management, LLC 2.56M (1.94%) 75.87K
Increased by +2.97%
Mar 31, 25
9 AllianceBernstein L.P. 2.43M (1.85%) 130.82K
Increased by +5.38%
Dec 31, 24
10 CenterSquare Investment Management LLC 2.38M (1.81%) -294.67K
Decreased by -12.38%
Mar 31, 25
11 Charles Schwab Investment Management Inc 2.21M (1.68%) 6.98K
Increased by +0.32%
Mar 31, 25
12 CBRE Investment Management Listed Real Assets LLC 2.07M (1.57%) 1.64M
Increased by +79.22%
Mar 31, 25
13 Prudential Financial Inc 2.03M (1.54%) 1.24M
Increased by +60.94%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.95M (1.48%) -10.27K
Decreased by -0.53%
Mar 31, 25
15 Deutsche Bank AG 1.85M (1.41%) -23.71K
Decreased by -1.28%
Mar 31, 25
16 NORGES BANK 1.81M (1.37%) 24.99K
Increased by +1.38%
Dec 31, 24
17 Millennium Management LLC 1.76M (1.34%) 1.13M
Increased by +64.32%
Mar 31, 24
18 JPMorgan Chase & Co 1.75M (1.33%) -628.14K
Decreased by -35.92%
Mar 31, 25
19 Cohen & Steers Inc 1.74M (1.32%) -1.43M
Decreased by -81.87%
Sep 30, 23
20 Citadel Advisors Llc 1.72M (1.31%) -183.72K
Decreased by -10.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.96M (3.77%) -87.36K
Decreased by -1.76%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 4.29M (3.26%) -13.83K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.24M (3.23%) 57.21K
Increased by +1.35%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.19M (3.19%) 2.80K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 3.32M (2.53%) 19.94K
Increased by +0.60%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 2.15M (1.63%) 6.80K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.56%) 17.06K
Increased by +0.83%
Apr 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 1.05M (0.79%) -11.63K
Decreased by -1.11%
Apr 30, 25
11 Daiwa US-REIT Open Mother Fund 1.04M (0.79%) -437.34K
Decreased by -41.95%
Sep 19, 23
12 Columbia Focused Mid Cap Value 980.83K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
13 Columbia Select Mid Cap Value Instl 980.83K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
14 Columbia Select Mid Cap Value SMA Cmp 980.83K (0.75%) 980.80K
Increased by +100.00%
Mar 31, 25
15 Thrivent Mid Cap Stock A 949.38K (0.72%) 293.30K
Increased by +30.89%
Feb 28, 25
16 JHancock Small Cap Core NAV 854.95K (0.65%) 54.71K
Increased by +6.40%
Mar 31, 25
17 Vanguard Real Estate II Index 854.68K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
18 Schwab US REIT ETF™ 795.32K (0.60%) 756.00
Increased by +0.10%
Apr 30, 25
19 Nikko World REIT Mother 774.14K (0.59%) -146.25K
Decreased by -18.89%
Aug 21, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 758.89K (0.58%) 10.83K
Increased by +1.43%
Apr 30, 25