Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SILJ 11.18%
2 AGMI 4.87%
3 FFR 4.36%
4 DTRE 4.35%
5 SRHR 4.11%
6 NRSH 4.03%
7 REIT 3.96%
8 AZTD 3.96%
9 SETM 3.63%
10 IRET 3.31%
11 JRE 3.24%
12 INDS 3.05%
13 SPRE 2.71%
14 RORE 2.69%
15 RITA 2.62%
16 PRVT 2.51%
17 GDXJ 2.23%
18 PSR 1.61%
19 REAI 1.57%
20 CVAR 1.41%

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. 4.36M (3.32%) 87.23K
Increased by +2.00%
Mar 31, 25
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 CenterSquare Investment Management LLC 2.38M (1.81%) -294.67K
Decreased by -12.38%
Mar 31, 25
10 AllianceBernstein L.P. 2.30M (1.75%) -129.24K
Decreased by -5.61%
Mar 31, 25
11 Millennium Management LLC 2.26M (1.72%) 1.39M
Increased by +61.46%
Mar 31, 25
12 Charles Schwab Investment Management Inc 2.21M (1.68%) 6.98K
Increased by +0.32%
Mar 31, 25
13 CBRE Investment Management Listed Real Assets LLC 2.07M (1.57%) 1.64M
Increased by +79.22%
Mar 31, 25
14 Prudential Financial Inc 2.03M (1.54%) 1.24M
Increased by +60.94%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.95M (1.48%) -10.27K
Decreased by -0.53%
Mar 31, 25
16 Deutsche Bank AG 1.85M (1.41%) -23.71K
Decreased by -1.28%
Mar 31, 25
17 NORGES BANK 1.81M (1.37%) 24.99K
Increased by +1.38%
Dec 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 4.91M (3.73%) -52.19K
Decreased by -1.06%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 4.31M (3.28%) 2.26K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.25M (3.23%) 2.20K
Increased by +0.05%
May 31, 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 3.34M (2.54%) 15.64K
Increased by +0.47%
May 31, 25
6 Vanguard Small Cap Value Index Inv 2.15M (1.63%) -1.81K
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.57%) 13.44K
Increased by +0.65%
May 31, 25
8 Thrivent Mid Cap Stock A 1.27M (0.97%) 0.00
Increased by 0.00%
Apr 30, 25
9 Victory Small Cap Value CIT (Net 75) 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
10 Victory Sycamore Small Company Opp R 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
11 AMOne Shinko US-REIT Open 1.13M (0.86%) 1.13M
Increased by +100.00%
Mar 5, 25
12 Daiwa US-REIT Open Mother Fund 1.04M (0.79%) -437.34K
Decreased by -41.95%
Sep 19, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.78%) -23.25K
Decreased by -2.27%
May 31, 25
14 JHancock Small Cap Core NAV 985.03K (0.75%) 0.00
Increased by 0.00%
May 31, 25
15 Columbia Focused Mid Cap Value 980.83K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
16 Columbia Select Mid Cap Value Instl 980.83K (0.75%) 0.00
Increased by 0.00%
May 31, 25
17 Columbia Select Mid Cap Value SMA Cmp 980.83K (0.75%) 980.80K
Increased by +100.00%
Mar 31, 25
18 Vanguard Real Estate II Index 849.26K (0.65%) -5.42K
Decreased by -0.64%
May 31, 25
19 Schwab US REIT ETF™ 807.30K (0.61%) 1.60K
Increased by +0.20%
Jun 28, 25
20 Nikko World REIT Mother 774.14K (0.59%) -146.25K
Decreased by -18.89%
Aug 21, 24