Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.43%
2 HAPS 1.33%
3 VRAI 1.07%
4 PPTY 0.45%
5 SVAL 0.40%
6 FPRO 0.37%
7 GQRE 0.30%
8 FYC 0.28%
9 BBRE 0.24%
10 CRED 0.23%
11 USRT 0.20%
12 SEIS 0.19%
13 FRI 0.19%
14 FSGS 0.18%
15 RNSC 0.18%
16 DFAR 0.18%
17 SCHH 0.17%
18 IWN 0.17%
19 VTWV 0.16%
20 FREL 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.38M (14.76%) 475.41K
Increased by +4.18%
Jun 30, 25
2 BlackRock Inc 7.70M (9.99%) -240.25K
Decreased by -3.12%
Jun 30, 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%) -323.00
Decreased by -0.01%
Jun 30, 25
5 State Street Corporation 2.50M (3.24%) -252.94K
Decreased by -10.12%
Mar 31, 24
6 Millennium Management LLC 2.37M (3.07%) -258.38K
Decreased by -10.92%
Jun 30, 25
7 Geode Capital Management, LLC 1.99M (2.58%) 2.17K
Increased by +0.11%
Jun 30, 25
8 FMR Inc 1.89M (2.46%) 330.89K
Increased by +17.47%
Jun 30, 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 Vision Capital Corp 989.47K (1.28%) 639.47K
Increased by +64.63%
Jun 30, 25
12 Northern Trust Corp 987.86K (1.28%) -24.21K
Decreased by -2.45%
Jun 30, 25
13 Balyasny Asset Management LLC 968.16K (1.26%) 509.52K
Increased by +52.63%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 958.97K (1.24%) 15.28K
Increased by +1.59%
Jun 30, 25
15 CenterSquare Investment Management LLC 880.63K (1.14%) -367.78K
Decreased by -41.76%
Dec 31, 24
16 Neuberger Berman Group LLC 870.85K (1.13%) -9.11K
Decreased by -1.05%
Jun 30, 25
17 Nuveen, LLC 853.77K (1.11%) -188.78K
Decreased by -22.11%
Jun 30, 25
18 Schroder Investment Management Group 807.36K (1.05%) -88.90K
Decreased by -11.01%
Jun 30, 25
19 Citadel Advisors Llc 751.35K (0.97%) -40.77K
Decreased by -5.43%
Jun 30, 25
20 Goldman Sachs Group Inc 722.46K (0.94%) 27.20K
Increased by +3.77%
Jun 30, 25

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%
Jul 31, 25
5 iShares Russell 2000 ETF 1.96M (2.54%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 1.88M (2.44%) -12.55K
Decreased by -0.67%
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 789.21K (1.02%) -2.33K
Decreased by -0.29%
Jun 30, 25
9 iShares Russell 2000 Value ETF 689.08K (0.89%) 0.00
Increased by 0.00%
Aug 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 594.87K (0.77%) 18.43K
Increased by +3.10%
Jul 31, 25
13 Neuberger Berman REIT 543.38K (0.70%) 131.00
Increased by +0.02%
Jun 30, 25
14 Neuberger Berman Real Estate Tr 540.88K (0.70%) -3.96K
Decreased by -0.73%
Jul 31, 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™ 493.05K (0.64%) 1.57K
Increased by +0.32%
Aug 30, 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 State St Russell Sm/Mid Cp® Indx SL Cl I 424.72K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25