Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRI_old 2.22%
2 JPRE 0.81%
3 NXTE 0.78%
4 DESK 0.72%
5 WREI 0.69%
6 FYT 0.59%
7 NBGR 0.57%
8 GYLD 0.51%
9 AFSM 0.50%
10 SRS 0.45%
11 REK 0.45%
12 GRNR 0.40%
13 RZV 0.27%
14 ISMD 0.22%
15 USVM 0.18%
16 ETHO 0.16%
17 GQRE 0.15%
18 PSC 0.15%
19 RNSC 0.14%
20 PFF 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.54M (13.19%) -4.98M
Decreased by -30.14%
Dec 31, 24
2 BlackRock Inc 13.94M (11.12%) -13.14M
Decreased by -94.26%
Dec 31, 24
3 Balyasny Asset Management LLC 10.05M (8.02%) 7.30M
Increased by +72.64%
Dec 31, 24
4 State Street Corporation 8.64M (6.90%) -670.49K
Decreased by -7.76%
Mar 31, 24
5 Millennium Management LLC 7.38M (5.89%) 5.55M
Increased by +75.22%
Dec 31, 24
6 Charles Schwab Investment Management Inc 5.67M (4.52%) 458.78K
Increased by +8.09%
Dec 31, 24
7 State Street Corp 4.75M (3.79%) -3.64M
Decreased by -76.66%
Dec 31, 24
8 Canada Pension Plan Investment Board 4.32M (3.45%) 0.00
Increased by 0.00%
Dec 31, 24
9 Goldman Sachs Group Inc 4.09M (3.26%) 1.99M
Increased by +48.73%
Dec 31, 24
10 Legal & General Group PLC 4.01M (3.20%) 30.87K
Increased by +0.77%
Dec 31, 24
11 Blackstone Inc 3.80M (3.03%) 0.00
Increased by 0.00%
Dec 31, 24
12 Neuberger Berman Group LLC 3.73M (2.97%) -199.52K
Decreased by -5.35%
Dec 31, 24
13 Geode Capital Management, LLC 3.49M (2.78%) 61.87K
Increased by +1.77%
Dec 31, 24
14 Prudential Financial Inc 3.03M (2.42%) 2.36M
Increased by +77.79%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.74M (2.19%) -430.56K
Decreased by -15.69%
Dec 31, 24
16 D. E. Shaw & Co LP 2.61M (2.08%) 1.28M
Increased by +48.94%
Dec 31, 24
17 Jane Street Group LLC 2.58M (2.06%) 2.21M
Increased by +85.40%
Dec 31, 24
18 Citadel Advisors Llc 2.56M (2.04%) 1.19M
Increased by +46.35%
Dec 31, 24
19 Presima Inc. 2.50M (2.00%) 185.70K
Increased by +7.41%
Dec 31, 24
20 AQR Capital Management LLC 2.49M (1.98%) -491.24K
Decreased by -19.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.11M (7.27%) 0.00
Increased by 0.00%
Nov 27, 24
2 Vanguard Real Estate Index Investor 5.12M (4.08%) -1.29K
Decreased by -0.03%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.47M (3.56%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.45M (3.55%) 0.00
Increased by 0.00%
Mar 31, 25
5 FID DC L&G Heitman Property Fund 3.61M (2.88%) 813.15K
Increased by +22.56%
Dec 31, 24
6 Schwab Fundamental U.S. Small CompanyETF 3.44M (2.74%) 0.00
Increased by 0.00%
Apr 29, 25
7 iShares Russell 2000 ETF 3.43M (2.73%) 579.00
Increased by +0.02%
Apr 30, 25
8 Undrly L&G Heitman Property 2.79M (2.23%) 481.76K
Increased by +17.26%
Sep 30, 24
9 Neuberger Berman REIT 2.22M (1.77%) 9.68K
Increased by +0.44%
Mar 31, 25
10 Neuberger Berman Real Estate Tr 2.22M (1.77%) -30.95K
Decreased by -1.40%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.76%) 70.80K
Increased by +3.22%
Mar 31, 25
12 Northern Tr Presima Glbl Rl Estt Concntr 2.11M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
13 Schwab Fundamental US Small Company ETF 2.10M (1.67%) 0.00
Increased by 0.00%
Mar 29, 24
14 Vanguard Small Cap Index 1.80M (1.44%) 1.47K
Increased by +0.08%
Feb 28, 25
15 Nuveen Real Estate Sec Sel R6 1.75M (1.40%) 700.29K
Increased by +40.02%
Feb 28, 25
16 Fidelity Global Innovators Cl F 1.45M (1.16%) -792.56K
Decreased by -54.53%
Dec 31, 24
17 iShares S&P Small-Cap 600 Value ETF 1.44M (1.15%) 0.00
Increased by 0.00%
Nov 27, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.44M (1.15%) 0.00
Increased by 0.00%
Oct 31, 24
19 JPMorgan Realty Income ETF 1.42M (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Small Cap Index 1.39M (1.11%) 0.00
Increased by 0.00%
Feb 28, 25