Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.46%
2 ICAP 3.62%
3 KBWY 2.67%
4 PSR 2.51%
5 PPTY 2.01%
6 SCAP 1.90%
7 JRE 1.80%
8 IRET 1.65%
9 REAI 1.48%
10 GBLD 1.47%
11 REIT 1.42%
12 NBGR 1.33%
13 RIET 1.27%
14 GRNR 1.18%
15 DRW 1.11%
16 XMVM 1.11%
17 WTRE 1.07%
18 RISN 1.04%
19 FLCV 1.03%
20 NXTE 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.40M (15.45%) -271.51K
Decreased by -1.66%
Dec 31, 24
2 BlackRock Inc 15.01M (14.14%) -1.36M
Decreased by -9.04%
Dec 31, 24
3 NORGES BANK 9.06M (8.53%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 5.77M (5.44%) -576.79K
Decreased by -9.99%
Mar 31, 24
5 State Street Corp 5.73M (5.40%) 74.74K
Increased by +1.30%
Dec 31, 24
6 Principal Financial Group Inc 4.86M (4.58%) 218.16K
Increased by +4.49%
Dec 31, 24
7 Resolution Capital Limited 4.49M (4.23%) 500.63K
Increased by +11.16%
Dec 31, 24
8 Apg Investments Us Inc 4.38M (4.13%) -744.03K
Decreased by -16.98%
Dec 31, 24
9 Canada Pension Plan Investment Board 3.87M (3.65%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 3.27M (3.08%) 193.29K
Increased by +5.92%
Dec 31, 24
11 Amvescap Plc. 3.15M (2.96%) -223.50K
Decreased by -7.10%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 3.00M (2.83%) 680.87K
Increased by +22.67%
Dec 31, 24
13 PGGM Investments 2.96M (2.78%) -330.47K
Decreased by -11.18%
Dec 31, 24
14 Rush Island Management, LP 2.71M (2.55%) 2.71M
Increased by +100.00%
Dec 31, 24
15 UBS Group AG 2.66M (2.51%) 2.55M
Increased by +95.66%
Dec 31, 24
16 JPMorgan Chase & Co 2.58M (2.43%) -15.69K
Decreased by -0.61%
Sep 30, 24
17 RIMA MANAGEMENT, LLC 2.49M (2.35%) -1.10M
Decreased by -44.11%
Mar 31, 24
18 Charles Schwab Investment Management Inc 2.20M (2.07%) 28.90K
Increased by +1.31%
Dec 31, 24
19 Northern Trust Corp 2.10M (1.97%) 1.09M
Increased by +51.80%
Dec 31, 24
20 Geode Capital Management, LLC 2.07M (1.95%) 14.20K
Increased by +0.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.29M (4.04%) -27.71K
Decreased by -0.65%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.67M (3.45%) 2.57K
Increased by +0.07%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 3.45M (3.25%) 2.60K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 3.01M (2.84%) 2.46K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.99M (1.87%) -6.40K
Decreased by -0.32%
Feb 28, 25
6 T. Rowe Price Real Assets Tr I-Z 1.73M (1.63%) 218.76K
Increased by +12.63%
Dec 31, 24
7 T. Rowe Price Small-Cap Value 1.73M (1.63%) -1.25K
Decreased by -0.07%
Jan 31, 25
8 Principal Real Estate Securities R5 1.63M (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.51%) 2.18K
Increased by +0.14%
Feb 28, 25
10 AMOne Shinko US-REIT Open 1.26M (1.19%) -374.70K
Decreased by -29.64%
Mar 5, 24
11 Baron Real Estate Institutional 1.20M (1.13%) 1.20M
Increased by +100.00%
Dec 31, 24
12 Baron Real Estate Strategy 1.20M (1.13%) 1.20M
Increased by +100.00%
Dec 31, 24
13 T. Rowe Price Real Assets 1.10M (1.04%) -35.76K
Decreased by -3.24%
Jan 31, 25
14 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.06M (0.99%) 26.78K
Increased by +2.54%
Jan 31, 25
15 T. Rowe Price U.S. SC Value Eq Tr-Z 974.88K (0.92%) 244.47K
Increased by +25.08%
Dec 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 858.30K (0.81%) 8.16K
Increased by +0.95%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 833.98K (0.79%) 156.00
Increased by +0.02%
Jan 31, 24
18 Macquarie Mid Cap Income Opps I 777.97K (0.73%) 0.00
Increased by 0.00%
Jan 31, 25
19 Macquarie US Mid Cap Income Opps 777.97K (0.73%) 19.71K
Increased by +2.53%
Dec 31, 24
20 Delaware Ivy Mid Cap Income Opps I 758.26K (0.71%) 0.00
Increased by 0.00%
Oct 31, 24