Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRI_old 2.22%
2 JPRE 1.17%
3 DESK 0.96%
4 NXTE 0.88%
5 WREI 0.69%
6 FYT 0.59%
7 NBGR 0.57%
8 GYLD 0.51%
9 AFSM 0.50%
10 REK 0.45%
11 SRS 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 PFF 0.14%
20 RNSC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.34M (10.24%) 392.61K
Increased by +2.74%
Mar 31, 25
2 Vanguard Group Inc 13.86M (9.90%) -2.68M
Decreased by -19.31%
Mar 31, 25
3 State Street Corporation 8.64M (6.17%) -670.49K
Decreased by -7.76%
Mar 31, 24
4 Balyasny Asset Management LLC 7.07M (5.05%) -2.99M
Decreased by -42.28%
Mar 31, 25
5 Charles Schwab Investment Management Inc 6.24M (4.46%) 573.23K
Increased by +9.18%
Mar 31, 25
6 Millennium Management LLC 5.60M (4.00%) -1.78M
Decreased by -31.84%
Mar 31, 25
7 Legal & General Group PLC 5.32M (3.80%) 1.31M
Increased by +24.58%
Mar 31, 25
8 State Street Corp 4.63M (3.30%) -124.91K
Decreased by -2.70%
Mar 31, 25
9 Canada Pension Plan Investment Board 4.32M (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
10 Blackstone Inc 3.80M (2.71%) 0.00
Increased by 0.00%
Mar 31, 25
11 Neuberger Berman Group LLC 3.60M (2.57%) -125.80K
Decreased by -3.49%
Mar 31, 25
12 Nuveen, LLC 3.50M (2.50%) 3.50M
Increased by +100.00%
Mar 31, 25
13 Geode Capital Management, LLC 3.49M (2.49%) 1.25K
Increased by +0.04%
Mar 31, 25
14 Presima Inc. 2.77M (1.98%) 260.79K
Increased by +9.43%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.74M (1.96%) -430.56K
Decreased by -15.69%
Dec 31, 24
16 Conversant Capital LLC 2.72M (1.94%) 2.72M
Increased by +100.00%
Mar 31, 25
17 D. E. Shaw & Co LP 2.61M (1.86%) 1.28M
Increased by +48.94%
Dec 31, 24
18 Jane Street Group LLC 2.58M (1.85%) 2.21M
Increased by +85.40%
Dec 31, 24
19 Citadel Advisors Llc 2.56M (1.83%) 1.19M
Increased by +46.35%
Dec 31, 24
20 Goldman Sachs Group Inc 2.51M (1.79%) -1.58M
Decreased by -62.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.11M (6.51%) 0.00
Increased by 0.00%
Nov 27, 24
2 Vanguard Real Estate Index Investor 4.97M (3.55%) -68.29K
Decreased by -1.37%
May 31, 25
3 FID DC L&G Heitman Property Fund 4.81M (3.43%) 1.20M
Increased by +24.99%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 4.47M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.45M (3.17%) 0.00
Increased by 0.00%
May 31, 25
6 iShares Russell 2000 ETF 3.59M (2.57%) 0.00
Increased by 0.00%
May 31, 25
7 Schwab Fundamental U.S. Small CompanyETF 3.35M (2.39%) -1.15K
Decreased by -0.03%
May 31, 25
8 Undrly L&G Heitman Property 2.79M (1.99%) 481.76K
Increased by +17.26%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.59%) 23.34K
Increased by +1.05%
May 31, 25
10 Neuberger Berman Real Estate Tr 2.22M (1.59%) -10.49K
Decreased by -0.47%
May 31, 25
11 Neuberger Berman REIT 2.22M (1.58%) 9.68K
Increased by +0.44%
Mar 31, 25
12 Schwab Fundamental US Small Company ETF 2.10M (1.50%) 0.00
Increased by 0.00%
Mar 29, 24
13 Northern Tr Presima Glbl Rl Estt Concntr 2.06M (1.47%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Small Cap Index 1.80M (1.29%) 1.47K
Increased by +0.08%
Feb 28, 25
15 Nuveen Real Estate Sec Sel R6 1.75M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Global Innovators Cl F 1.45M (1.03%) -14.86K
Decreased by -1.03%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 1.44M (1.03%) 0.00
Increased by 0.00%
Nov 27, 24
18 JPMorgan Realty Income ETF 1.44M (1.03%) 4.09K
Increased by +0.28%
May 30, 25
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.44M (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
20 Fidelity Small Cap Index 1.38M (0.98%) -17.01K
Decreased by -1.24%
Mar 31, 25