Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 1.42%
2 REIT 1.33%
3 VRAI 1.17%
4 PPTY 0.46%
5 FPRO 0.33%
6 GQRE 0.30%
7 FYC 0.28%
8 BBRE 0.24%
9 CRED 0.23%
10 USRT 0.20%
11 FRI 0.20%
12 SEIS 0.19%
13 FSGS 0.18%
14 RNSC 0.18%
15 DFAR 0.18%
16 IWN 0.17%
17 SCHH 0.17%
18 VTWV 0.17%
19 FREL 0.16%
20 BBSC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.38M (14.77%) 475.41K
Increased by +4.18%
Jun 30, 25
2 BlackRock Inc 7.94M (10.30%) 283.53K
Increased by +3.57%
Mar 31, 25
3 Principal Financial Group Inc 4.67M (6.06%) 210.56K
Increased by +4.51%
Jun 30, 25
4 State Street Corp 2.81M (3.65%) 104.69K
Increased by +3.72%
Mar 31, 25
5 Millennium Management LLC 2.62M (3.40%) 166.88K
Increased by +6.36%
Mar 31, 25
6 State Street Corporation 2.50M (3.24%) -252.94K
Decreased by -10.12%
Mar 31, 24
7 Geode Capital Management, LLC 1.99M (2.58%) 52.52K
Increased by +2.64%
Mar 31, 25
8 FMR Inc 1.56M (2.03%) 204.63K
Increased by +13.09%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.41M (1.83%) 93.32K
Increased by +6.63%
Jun 30, 25
10 Nuveen Asset Management, LLC 1.19M (1.55%) 315.38K
Increased by +26.42%
Dec 31, 24
11 Nuveen, LLC 1.04M (1.35%) 1.04M
Increased by +100.00%
Mar 31, 25
12 Northern Trust Corp 1.01M (1.31%) -2.67K
Decreased by -0.26%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 958.97K (1.24%) 15.28K
Increased by +1.59%
Jun 30, 25
14 CenterSquare Investment Management LLC 880.63K (1.14%) -367.78K
Decreased by -41.76%
Dec 31, 24
15 Neuberger Berman Group LLC 879.97K (1.14%) 879.97K
Increased by +100.00%
Mar 31, 25
16 Schroder Investment Management Group 807.36K (1.05%) -88.90K
Decreased by -11.01%
Jun 30, 25
17 Citadel Advisors Llc 792.13K (1.03%) 250.17K
Increased by +31.58%
Mar 31, 25
18 Goldman Sachs Group Inc 722.46K (0.94%) 27.20K
Increased by +3.77%
Jun 30, 25
19 Schonfeld Strategic Advisors LLC 661.90K (0.86%) 432.34K
Increased by +65.32%
Mar 31, 25
20 V3 Capital Management, LP 641.13K (0.83%) -58.20K
Decreased by -9.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.88M (3.73%) 1.88K
Increased by +0.07%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.40M (3.11%) -103.33K
Decreased by -4.31%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.28M (2.96%) 261.38K
Increased by +11.45%
Sep 30, 24
4 Principal Real Estate Securities R5 2.13M (2.76%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Small Cap Index 1.88M (2.44%) -12.55K
Decreased by -0.67%
Jul 31, 25
6 iShares Russell 2000 ETF 1.88M (2.44%) -35.80K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 831.33K (1.08%) -356.05K
Decreased by -42.83%
Jul 31, 25
8 Fidelity Small Cap Index 791.54K (1.03%) 6.38K
Increased by +0.81%
May 31, 25
9 iShares Russell 2000 Value ETF 681.05K (0.88%) 505.00
Increased by +0.07%
Jul 31, 25
10 Fidelity® Small Cap Index 664.88K (0.86%) 16.93K
Increased by +2.55%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 604.15K (0.78%) -530.00
Decreased by -0.09%
Jul 31, 25
12 Principal US REIT Fund Tr-II 576.44K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25
13 Neuberger Berman Real Estate Tr 544.84K (0.71%) 278.00
Increased by +0.05%
Jun 30, 25
14 Neuberger Berman REIT 543.38K (0.70%) 131.00
Increased by +0.02%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 527.37K (0.68%) -200.00
Decreased by -0.04%
Jul 31, 25
16 Vanguard Real Estate II Index 500.45K (0.65%) 0.00
Increased by 0.00%
Jul 31, 25
17 Schwab US REIT ETF™ 484.24K (0.63%) 945.00
Increased by +0.20%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 457.32K (0.59%) 2.13K
Increased by +0.46%
Apr 30, 25
19 DWS Global Real Estate Sec Focus Comp 430.50K (0.56%) 430.50K
Increased by +100.00%
Apr 30, 25
20 UWS Schroder Global Prpty Sec B 426.96K (0.55%) -12.42K
Decreased by -2.91%
Jun 30, 25