Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.88%
2 JRE_old 5.42%
3 NURE 4.80%
4 HAUS 4.35%
5 BYRE 4.27%
6 REZ 4.18%
7 CSRE 4.03%
8 UTRN 3.98%
9 REIT 3.27%
10 EWRE 3.25%
11 IRET 3.11%
12 RITA 3.01%
13 RSPR 3.00%
14 AREA 2.70%
15 PSR 2.14%
16 ICF 2.11%
17 CRED 1.92%
18 RWR 1.80%
19 ROOF 1.79%
20 NBGR 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.03M (17.00%) 719.37K
Increased by +0.76%
Jun 30, 25
2 Cohen & Steers Inc 69.87M (12.50%) 2.04M
Increased by +2.92%
Jun 30, 25
3 BlackRock Inc 60.93M (10.90%) -786.18K
Decreased by -1.29%
Mar 31, 25
4 NORGES BANK 51.65M (9.24%) 135.47K
Increased by +0.26%
Jun 30, 25
5 State Street Corporation 35.72M (6.39%) -2.72M
Decreased by -7.62%
Mar 31, 24
6 State Street Corp 35.70M (6.39%) 291.98K
Increased by +0.82%
Mar 31, 25
7 FMR Inc 18.94M (3.39%) 115.96K
Increased by +0.61%
Mar 31, 25
8 Principal Financial Group Inc 18.22M (3.26%) -865.54K
Decreased by -4.75%
Jun 30, 25
9 Apg Investments Us Inc 17.22M (3.08%) 623.42K
Increased by +3.62%
Jun 30, 25
10 Geode Capital Management, LLC 15.55M (2.78%) 486.39K
Increased by +3.13%
Mar 31, 25
11 Canada Pension Plan Investment Board 14.44M (2.58%) -1.30M
Decreased by -9.00%
Mar 31, 25
12 Daiwa Securities Group Inc 12.81M (2.29%) 1.12M
Increased by +8.72%
Mar 31, 25
13 CenterSquare Investment Management LLC 10.85M (1.94%) -2.05M
Decreased by -18.85%
Mar 31, 25
14 Goldman Sachs Group Inc 10.85M (1.94%) 7.67M
Increased by +70.68%
Dec 31, 23
15 Amvescap Plc. 10.50M (1.88%) -1.41M
Decreased by -13.41%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 8.48M (1.52%) -38.85K
Decreased by -0.46%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 7.77M (1.39%) -3.06M
Decreased by -39.36%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 7.08M (1.27%) 928.35K
Increased by +13.11%
Jun 30, 25
19 JPMorgan Chase & Co 6.98M (1.25%) -3.97M
Decreased by -56.82%
Mar 31, 25
20 Charles Schwab Investment Management Inc 6.95M (1.24%) 288.34K
Increased by +4.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 21.63M (3.87%) 24.88K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 18.43M (3.30%) 12.39K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 18.31M (3.28%) -431.03K
Decreased by -2.35%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 16.20M (2.90%) 101.99K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 14.11M (2.52%) -2.07M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 12.99M (2.32%) 140.07K
Increased by +1.08%
Jul 31, 25
7 Cohen & Steers Real Estate Opportunities 10.00M (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 10.00M (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
9 Cohen & Steers Realty Shares L 9.20M (1.64%) 383.49K
Increased by +4.17%
Jun 30, 25
10 Cohen & Steers Instl Realty Shares 9.14M (1.63%) -29.34K
Decreased by -0.32%
Jun 30, 25
11 Daiwa US-REIT Open Mother Fund 8.65M (1.55%) 107.85K
Increased by +1.25%
Mar 17, 25
12 Fidelity 500 Index 7.22M (1.29%) 35.11K
Increased by +0.49%
Jun 30, 25
13 SPDR® S&P 500 ETF 7.09M (1.27%) -103.85K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 6.98M (1.25%) 29.82K
Increased by +0.43%
Jul 31, 25
15 SPDR® S&P 500® ETF Trust 6.90M (1.23%) -36.18K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 6.81M (1.22%) 15.39K
Increased by +0.23%
Apr 30, 24
17 iShares Core S&P 500 ETF 6.81M (1.22%) 30.91K
Increased by +0.45%
Jul 31, 25
18 Fidelity® 500 Index 6.70M (1.20%) 42.65K
Increased by +0.64%
Nov 30, 23
19 Principal Real Estate Securities R5 6.21M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
20 Vanguard Growth Index Investor 5.39M (0.96%) 27.88K
Increased by +0.52%
Nov 30, 23