Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.78%
2 TSRS 2.33%
3 HAPS 1.23%
4 VRAI 1.10%
5 PPTY 0.45%
6 FPRO 0.32%
7 GQRE 0.29%
8 FYC 0.28%
9 BBRE 0.25%
10 CRED 0.24%
11 USRT 0.21%
12 SEIS 0.19%
13 DFAR 0.19%
14 FRI 0.19%
15 RNSC 0.18%
16 FSGS 0.18%
17 SCHH 0.17%
18 IWN 0.17%
19 FREL 0.16%
20 VTWV 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.15M (14.43%) -127.30K
Decreased by -1.14%
Dec 31, 25
2 BlackRock Inc 9.67M (12.52%) 369.01K
Increased by +3.82%
Mar 31, 26
3 Principal Financial Group Inc 7.73M (10.01%) 1.54M
Increased by +19.92%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.03M (9.10%) 7.03M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.40M (4.40%) 3.40M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.68M (3.47%) -44.75K
Decreased by -1.67%
Mar 31, 26
7 State Street Corporation 2.50M (3.23%) -252.94K
Decreased by -10.12%
Mar 31, 24
8 FMR Inc 2.11M (2.73%) 1.42K
Increased by +0.07%
Mar 31, 26
9 Geode Capital Management, LLC 2.07M (2.68%) 59.04K
Increased by +2.86%
Mar 31, 26
10 Charles Schwab Investment Management Inc 1.40M (1.82%) 23.68K
Increased by +1.69%
Mar 31, 26
11 Millennium Management LLC 1.28M (1.66%) -628.15K
Decreased by -49.00%
Mar 31, 26
12 Nuveen Asset Management, LLC 1.19M (1.55%) 315.38K
Increased by +26.42%
Dec 31, 24
13 The Goldman Sachs Group Inc 1.10M (1.42%) 167.89K
Increased by +15.27%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.07M (1.39%) 80.98K
Increased by +7.56%
Mar 31, 26
15 Balyasny Asset Management LLC 968.16K (1.25%) 509.52K
Increased by +52.63%
Jun 30, 25
16 Qube Research & Technologies 931.34K (1.21%) -118.86K
Decreased by -12.76%
Mar 31, 26
17 Northern Trust Corp 913.96K (1.18%) 46.77K
Increased by +5.12%
Mar 31, 26
18 CenterSquare Investment Management LLC 785.53K (1.02%) -502.28K
Decreased by -63.94%
Mar 31, 26
19 Citadel Advisors Llc 751.35K (0.97%) -40.77K
Decreased by -5.43%
Jun 30, 25
20 Hudson Bay Capital Management LP 740.69K (0.96%) -83.23K
Decreased by -11.24%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Real Estate Securities R5 2.95M (3.82%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Real Estate Index Investor 2.88M (3.73%) -9.60K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.46M (3.19%) 10.98K
Increased by +0.45%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.28M (2.96%) 261.38K
Increased by +11.45%
Sep 30, 24
5 iShares Russell 2000 ETF 1.91M (2.48%) 17.68K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.79M (2.32%) -3.04K
Decreased by -0.17%
Apr 30, 26
7 Principal US REIT Fund Tr-II 952.70K (1.23%) 20.07K
Increased by +2.11%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 874.55K (1.13%) 7.15K
Increased by +0.82%
Apr 30, 26
9 Fidelity Small Cap Index 769.66K (1.00%) 1.53K
Increased by +0.20%
Mar 31, 26
10 iShares Russell 2000 Value ETF 684.46K (0.89%) 0.00
Increased by 0.00%
May 29, 26
11 Fidelity® Small Cap Index 664.88K (0.86%) 16.93K
Increased by +2.55%
Oct 31, 23
12 Vanguard Small Cap Value Index Inv 572.87K (0.74%) 1.94K
Increased by +0.34%
Apr 30, 26
13 Schwab US REIT ETF™ 550.19K (0.71%) 256.00
Increased by +0.05%
May 30, 26
14 Principal U.S. Small Cap Equity 546.60K (0.71%) -71.70K
Decreased by -13.12%
Mar 31, 26
15 Principal U.S. Small Cap Select Equity 546.60K (0.71%) -71.70K
Decreased by -13.12%
Mar 31, 26
16 Neuberger Berman REIT 543.38K (0.70%) 131.00
Increased by +0.02%
Jun 30, 25
17 Neuberger Berman Real Estate Tr 540.88K (0.70%) -3.96K
Decreased by -0.73%
Jul 31, 25
18 Principal SmallCap R5 513.60K (0.66%) -33.00K
Decreased by -6.43%
Apr 30, 26
19 Vanguard Real Estate II Index 511.19K (0.66%) 628.00
Increased by +0.12%
Apr 30, 26
20 Vanguard Small Cap Growth Index Inv 501.18K (0.65%) -392.00
Decreased by -0.08%
Apr 30, 26