Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 FPRO 4.36%
3 PSR 3.75%
4 RSPR 3.14%
5 EWRE 3.10%
6 PAYR 2.84%
7 JRE 2.84%
8 DDIV 2.70%
9 KBWY 2.59%
10 FDV 2.42%
11 SPHD 2.36%
12 DEMZ 2.14%
13 SPDV 2.11%
14 GQRE 2.00%
15 NBGR 1.95%
16 ICF 1.90%
17 XLRE 1.68%
18 IRET 1.64%
19 DESK 1.59%
20 VGSR 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.57M (16.50%) -43.61K
Decreased by -0.04%
Dec 31, 25
2 BlackRock Inc 80.75M (12.27%) 396.77K
Increased by +0.49%
Dec 31, 25
3 State Street Corp 47.42M (7.20%) 35.30K
Increased by +0.07%
Dec 31, 25
4 Cohen & Steers Inc 46.42M (7.05%) 3.69M
Increased by +7.94%
Dec 31, 25
5 State Street Corporation 45.15M (6.86%) 1.72M
Increased by +3.81%
Dec 31, 23
6 FMR Inc 27.84M (4.23%) -328.99K
Decreased by -1.18%
Dec 31, 25
7 JPMorgan Chase & Co 21.55M (3.27%) 4.75M
Increased by +22.03%
Mar 31, 26
8 Amvescap Plc. 19.30M (2.93%) 2.29M
Increased by +11.85%
Mar 31, 26
9 Geode Capital Management, LLC 19.14M (2.91%) 223.94K
Increased by +1.17%
Dec 31, 25
10 Nuveen Asset Management, LLC 15.00M (2.28%) -1.34M
Decreased by -8.92%
Dec 31, 24
11 Capital Research Global Investors 14.99M (2.28%) -5.06M
Decreased by -33.73%
Dec 31, 23
12 Apg Investments Us Inc 14.80M (2.25%) 2.15M
Increased by +14.51%
Mar 31, 26
13 Daiwa Securities Group Inc 11.73M (1.78%) -463.80K
Decreased by -3.95%
Dec 31, 25
14 Federated Hermes Inc 11.30M (1.72%) 650.61K
Increased by +5.76%
Dec 31, 25
15 Canada Pension Plan Investment Board 11.11M (1.69%) 10.60K
Increased by +0.10%
Dec 31, 25
16 NORGES BANK 10.64M (1.62%) 2.27M
Increased by +21.30%
Dec 31, 25
17 Charles Schwab Investment Management Inc 10.63M (1.62%) 458.84K
Increased by +4.31%
Dec 31, 25
18 Resolution Capital Limited 10.58M (1.61%) -5.47M
Decreased by -51.73%
Jun 30, 25
19 Citadel Advisors Llc 10.51M (1.60%) 4.40M
Increased by +41.81%
Sep 30, 23
20 CenterSquare Investment Management LLC 10.50M (1.60%) -2.40M
Decreased by -22.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.21M (3.83%) -96.04K
Decreased by -0.38%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 21.61M (3.28%) 169.34K
Increased by +0.78%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 21.34M (3.24%) 15.24K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 19.33M (2.94%) 144.95K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 17.16M (2.61%) -255.40K
Decreased by -1.49%
Mar 31, 26
6 Vanguard Small Cap Index 15.69M (2.38%) 255.45K
Increased by +1.63%
Mar 31, 26
7 Fidelity US REIT Mother Fund 13.15M (2.00%) 1.82M
Increased by +13.85%
Mar 17, 25
8 Federated Hermes Strategic Value Div IS 11.63M (1.77%) 1.71M
Increased by +14.70%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 9.98M (1.52%) 73.05K
Increased by +0.73%
Mar 31, 26
10 Cohen & Steers Instl Realty Shares 9.20M (1.40%) 793.30K
Increased by +8.63%
Mar 31, 26
11 iShares Core S&P 500 ETF 8.72M (1.32%) 25.61K
Increased by +0.29%
Apr 30, 26
12 Fidelity 500 Index 8.61M (1.31%) -9.38K
Decreased by -0.11%
Mar 31, 26
13 Cohen & Steers Realty Shares L 8.18M (1.24%) 504.05K
Increased by +6.16%
Mar 31, 26
14 SPDR® S&P 500 ETF 8.15M (1.24%) -332.44K
Decreased by -4.08%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 8.14M (1.24%) -43.09K
Decreased by -0.53%
Mar 31, 25
16 Daiwa US-REIT Open Mother Fund 8.12M (1.23%) 1.68M
Increased by +20.65%
Sep 17, 25
17 SPDR® S&P 500® ETF 8.12M (1.23%) 100.44K
Increased by +1.24%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 8.11M (1.23%) 26.26K
Increased by +0.32%
Apr 30, 26
19 SPDR® S&P 500 ETF Trust 8.10M (1.23%) 47.40K
Increased by +0.59%
Mar 28, 24
20 Federated Hermes Strategic Val Dividend 7.72M (1.17%) 1.01M
Increased by +13.03%
Jun 30, 25