Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.25%
2 AREA 4.16%
3 ACTV 3.44%
4 GRI_old 2.15%
5 RIET 1.55%
6 REZ 1.33%
7 SMDY 1.20%
8 WREI 0.53%
9 USRT 0.50%
10 SMMV 0.48%
11 IYR 0.45%
12 IJJ 0.41%
13 SRS 0.36%
14 REK 0.36%
15 REET 0.34%
16 ERET 0.30%
17 XJH 0.22%
18 JKL 0.22%
19 ISCV 0.22%
20 IJH 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 59.97M (18.25%) -1.49M
Decreased by -2.48%
Jun 30, 25
2 Vanguard Group Inc 47.39M (14.42%) -963.14K
Decreased by -2.03%
Jun 30, 25
3 BlackRock Inc 45.05M (13.71%) 1.06M
Increased by +2.36%
Mar 31, 25
4 State Street Corporation 19.42M (5.91%) -1.89M
Decreased by -9.74%
Mar 31, 24
5 Starboard Value LP 19.29M (5.87%) -781.33K
Decreased by -4.05%
Jun 30, 25
6 State Street Corp 19.04M (5.79%) 646.79K
Increased by +3.40%
Mar 31, 25
7 Rush Island Management, LP 14.26M (4.34%) 1.73M
Increased by +12.12%
Jun 30, 25
8 Daiwa Securities Group Inc 12.43M (3.78%) 146.18K
Increased by +1.18%
Mar 31, 25
9 Apg Investments Us Inc 11.86M (3.61%) 1.71M
Increased by +14.39%
Jun 30, 25
10 Principal Financial Group Inc 11.25M (3.42%) -62.33K
Decreased by -0.55%
Jun 30, 24
11 Canada Pension Plan Investment Board 10.94M (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
12 Amvescap Plc. 7.08M (2.15%) -2.29M
Decreased by -32.36%
Dec 31, 23
13 Geode Capital Management, LLC 6.91M (2.10%) 190.88K
Increased by +2.76%
Mar 31, 25
14 Massachusetts Financial Services Company 6.86M (2.09%) 893.94K
Increased by +13.03%
Jun 30, 25
15 JPMorgan Chase & Co 6.11M (1.86%) 4.67M
Increased by +76.35%
Mar 31, 25
16 Goldman Sachs Group Inc 6.03M (1.84%) 5.18M
Increased by +85.79%
Jun 30, 24
17 Bank of America Corp 5.96M (1.81%) -12.42M
Decreased by -208.26%
Dec 31, 24
18 Royal Bank of Canada 5.68M (1.73%) 4.80M
Increased by +84.41%
Sep 30, 24
19 Charles Schwab Investment Management Inc 5.56M (1.69%) 92.11K
Increased by +1.66%
Jun 30, 25
20 Mariner Value Strategies, LLC 5.52M (1.68%) -5.45M
Decreased by -98.67%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.37M (3.77%) 7.38K
Increased by +0.06%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 11.58M (3.52%) -357.50K
Decreased by -3.09%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 11.45M (3.48%) -20.57K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 11.31M (3.44%) 41.48K
Increased by +0.37%
Jun 30, 25
5 Cohen & Steers Real Estate Opportunities 9.11M (2.77%) 0.00
Increased by 0.00%
Jun 30, 25
6 Cohen & Steers Real Estate Securities A 9.11M (2.77%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 8.59M (2.61%) -257.71K
Decreased by -3.00%
Jun 30, 25
8 Cohen & Steers Instl Realty Shares 8.43M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
9 Daiwa US-REIT Open Mother Fund 8.38M (2.55%) -299.75K
Decreased by -3.58%
Mar 17, 25
10 Cohen & Steers Realty Shares L 7.29M (2.22%) 144.81K
Increased by +1.99%
Jun 30, 25
11 Nuance Mid Cap Value Institutional 5.57M (1.69%) -360.14K
Decreased by -6.47%
Jan 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 5.44M (1.65%) -91.49K
Decreased by -1.68%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 4.82M (1.47%) -53.34K
Decreased by -1.11%
Jun 30, 25
14 Nuance Mid Cap Value Separate Account 4.04M (1.23%) -4.00M
Decreased by -98.79%
Mar 31, 24
15 BlackRock Equity Dividend Instl 3.76M (1.14%) -33.94K
Decreased by -0.90%
Jun 30, 25
16 Principal Real Estate Securities R5 3.35M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
17 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 MFS Global Real Estate I 3.12M (0.95%) 718.10K
Increased by +22.99%
Jun 30, 25
19 Cohen & Steers Qty Inc Realty 3.05M (0.93%) -295.89K
Decreased by -9.70%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 2.76M (0.84%) 23.05K
Increased by +0.84%
Jun 30, 25