Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 1.59%
2 REIT 1.25%
3 VRAI 1.14%
4 PPTY 0.33%
5 GQRE 0.29%
6 FYC 0.28%
7 CRED 0.22%
8 SEIS 0.19%
9 FRI 0.19%
10 VTWV 0.19%
11 USRT 0.19%
12 RNSC 0.18%
13 FSGS 0.18%
14 IWN 0.18%
15 DFAR 0.17%
16 SCHH 0.17%
17 FREL 0.15%
18 BBSC 0.14%
19 REET 0.13%
20 SMLF 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.91M (14.16%) 181.42K
Increased by +1.66%
Mar 31, 25
2 BlackRock Inc 7.94M (10.31%) 283.53K
Increased by +3.57%
Mar 31, 25
3 Principal Financial Group Inc 4.46M (5.79%) 99.20K
Increased by +2.22%
Mar 31, 25
4 State Street Corp 2.81M (3.65%) 104.69K
Increased by +3.72%
Mar 31, 25
5 State Street Corporation 2.50M (3.24%) -252.94K
Decreased by -10.12%
Mar 31, 24
6 Millennium Management LLC 2.46M (3.19%) 839.54K
Increased by +34.17%
Dec 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 1.31M (1.71%) 36.40K
Increased by +2.77%
Mar 31, 25
10 Nuveen Asset Management, LLC 1.19M (1.55%) 315.38K
Increased by +26.42%
Dec 31, 24
11 Northern Trust Corp 1.01M (1.32%) 275.74K
Increased by +27.17%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 943.70K (1.22%) 35.39K
Increased by +3.75%
Mar 31, 25
13 Schroder Investment Management Group 896.26K (1.16%) 20.44K
Increased by +2.28%
Mar 31, 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 Goldman Sachs Group Inc 695.26K (0.90%) 276.47K
Increased by +39.77%
Mar 31, 25
17 V3 Capital Management, LP 641.13K (0.83%) -58.20K
Decreased by -9.08%
Sep 30, 23
18 Prudential Financial Inc 630.88K (0.82%) -126.82K
Decreased by -20.10%
Sep 30, 24
19 JPMorgan Chase & Co 612.07K (0.79%) -69.55K
Decreased by -11.36%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 599.75K (0.78%) 71.44K
Increased by +11.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.89M (3.76%) -39.32K
Decreased by -1.36%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.35M (3.05%) 69.68K
Increased by +2.97%
Apr 30, 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 2.10M (2.72%) 38.91K
Increased by +1.86%
Apr 30, 25
5 iShares Russell 2000 ETF 1.93M (2.50%) 326.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.85M (2.40%) 13.69K
Increased by +0.74%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.55%) 1.10K
Increased by +0.09%
Apr 30, 25
8 Fidelity Small Cap Index 779.34K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
9 iShares Russell 2000 Value ETF 729.78K (0.95%) -2.48K
Decreased by -0.34%
Apr 30, 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 597.11K (0.78%) 1.83K
Increased by +0.31%
Apr 30, 25
12 Principal US REIT Fund Tr-II 548.94K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
13 Neuberger Berman Real Estate Tr 547.12K (0.71%) 4.22K
Increased by +0.77%
Apr 30, 25
14 Neuberger Berman REIT 543.25K (0.71%) 543.25K
Increased by +100.00%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 513.15K (0.67%) -389.00
Decreased by -0.08%
Apr 30, 25
16 Vanguard Real Estate II Index 498.24K (0.65%) 1.67K
Increased by +0.33%
Apr 30, 25
17 UWS Schroder Global Prpty Sec B 472.59K (0.61%) -8.61K
Decreased by -1.82%
Mar 31, 25
18 Schwab US REIT ETF™ 464.45K (0.60%) 441.00
Increased by +0.09%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 457.32K (0.59%) 2.13K
Increased by +0.46%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 457.32K (0.59%) 2.13K
Increased by +0.46%
Apr 30, 25