Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 4.59%
2 KBWY 4.45%
3 ACTV 3.80%
4 LSAT 3.57%
5 RDOG 2.45%
6 GRI_old 2.15%
7 RIET 1.76%
8 REZ 1.42%
9 SMDY 1.20%
10 WREI 0.53%
11 SMMV 0.53%
12 USRT 0.53%
13 IYR 0.48%
14 IJJ 0.44%
15 REET 0.36%
16 SRS 0.36%
17 REK 0.36%
18 ERET 0.27%
19 XJH 0.24%
20 ISCV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 59.97M (17.24%) -1.49M
Decreased by -2.48%
Jun 30, 25
2 BlackRock Inc 49.29M (14.17%) 4.25M
Increased by +8.61%
Jun 30, 25
3 Vanguard Group Inc 47.39M (13.62%) -963.14K
Decreased by -2.03%
Jun 30, 25
4 State Street Corporation 19.42M (5.58%) -1.89M
Decreased by -9.74%
Mar 31, 24
5 Starboard Value LP 19.29M (5.54%) -781.33K
Decreased by -4.05%
Jun 30, 25
6 State Street Corp 18.45M (5.30%) -586.34K
Decreased by -3.18%
Jun 30, 25
7 Rush Island Management, LP 14.26M (4.10%) 1.73M
Increased by +12.12%
Jun 30, 25
8 Daiwa Securities Group Inc 12.28M (3.53%) -146.10K
Decreased by -1.19%
Jun 30, 25
9 Apg Investments Us Inc 11.86M (3.41%) 1.71M
Increased by +14.39%
Jun 30, 25
10 Principal Financial Group Inc 11.25M (3.23%) -62.33K
Decreased by -0.55%
Jun 30, 24
11 Amvescap Plc. 7.08M (2.03%) -2.29M
Decreased by -32.36%
Dec 31, 23
12 Massachusetts Financial Services Company 6.86M (1.97%) 893.94K
Increased by +13.03%
Jun 30, 25
13 JPMorgan Chase & Co 6.79M (1.95%) 683.21K
Increased by +10.05%
Jun 30, 25
14 Geode Capital Management, LLC 6.78M (1.95%) -131.71K
Decreased by -1.94%
Jun 30, 25
15 Goldman Sachs Group Inc 6.03M (1.73%) 5.18M
Increased by +85.79%
Jun 30, 24
16 Bank of America Corp 5.96M (1.71%) -12.42M
Decreased by -208.26%
Dec 31, 24
17 Royal Bank of Canada 5.68M (1.63%) 4.80M
Increased by +84.41%
Sep 30, 24
18 Charles Schwab Investment Management Inc 5.56M (1.60%) 92.11K
Increased by +1.66%
Jun 30, 25
19 Mariner Value Strategies, LLC 5.52M (1.59%) -5.45M
Decreased by -98.67%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 4.87M (1.40%) -332.47K
Decreased by -6.83%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.39M (3.56%) 14.88K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 11.58M (3.33%) -357.50K
Decreased by -3.09%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 11.44M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 11.08M (3.18%) -233.08K
Decreased by -2.10%
Jul 31, 25
5 Cohen & Steers Real Estate Opportunities 9.11M (2.62%) 0.00
Increased by 0.00%
Jun 30, 25
6 Cohen & Steers Real Estate Securities A 9.11M (2.62%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 8.54M (2.45%) -57.16K
Decreased by -0.67%
Jul 31, 25
8 Cohen & Steers Instl Realty Shares 8.43M (2.42%) 0.00
Increased by 0.00%
Jun 30, 25
9 Daiwa US-REIT Open Mother Fund 8.38M (2.41%) -299.75K
Decreased by -3.58%
Mar 17, 25
10 Cohen & Steers Realty Shares L 7.29M (2.10%) 144.81K
Increased by +1.99%
Jun 30, 25
11 Nuance Mid Cap Value Institutional 5.57M (1.60%) -360.14K
Decreased by -6.47%
Jan 31, 24
12 Vanguard Small Cap Growth Index Inv 4.81M (1.38%) -6.06K
Decreased by -0.13%
Jul 31, 25
13 Nuance Mid Cap Value Separate Account 4.04M (1.16%) -4.00M
Decreased by -98.79%
Mar 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 3.78M (1.09%) -1.66M
Decreased by -43.97%
Jul 31, 25
15 BlackRock Equity Dividend Instl 3.71M (1.07%) -49.95K
Decreased by -1.35%
Jul 31, 25
16 Principal Real Estate Securities R5 3.35M (0.96%) 0.00
Increased by 0.00%
Aug 31, 24
17 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
18 Cohen & Steers Qty Inc Realty 3.05M (0.88%) -295.89K
Decreased by -9.70%
Jun 30, 25
19 MFS Global Real Estate I 3.02M (0.87%) -99.33K
Decreased by -3.28%
Jul 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 2.69M (0.77%) -67.34K
Decreased by -2.50%
Jul 31, 25