Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.32%
2 JPSV 1.40%
3 XMLV 1.18%
4 VRAI 1.15%
5 PSR 1.02%
6 IQRA 1.02%
7 CRED 0.93%
8 PPTY 0.82%
9 SCDS 0.75%
10 GQRE 0.66%
11 PAMC 0.61%
12 PSC 0.57%
13 CVY 0.56%
14 JPRE 0.53%
15 BBRE 0.50%
16 RWR 0.50%
17 USRT 0.44%
18 FRI 0.41%
19 DFAR 0.40%
20 SVAL 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.03M (15.14%) -258.69K
Decreased by -0.78%
Jun 30, 25
2 BlackRock Inc 32.44M (14.87%) -3.10M
Decreased by -9.54%
Jun 30, 25
3 Cohen & Steers Inc 20.83M (9.55%) 13.65M
Increased by +65.56%
Jun 30, 25
4 State Street Corp 12.61M (5.78%) -59.23K
Decreased by -0.47%
Jun 30, 25
5 State Street Corporation 12.48M (5.72%) -1.02M
Decreased by -8.20%
Mar 31, 24
6 JPMorgan Chase & Co 12.42M (5.69%) 1.25M
Increased by +10.07%
Jun 30, 25
7 Macquarie Group Ltd 8.79M (4.03%) -82.42K
Decreased by -0.94%
Jun 30, 25
8 Fuller & Thaler Asset Management Inc 7.71M (3.53%) 1.87M
Increased by +24.25%
Jun 30, 25
9 CenterSquare Investment Management LLC 7.40M (3.39%) 1.44M
Increased by +19.43%
Jun 30, 25
10 Bank of America Corp 5.96M (2.73%) 773.02K
Increased by +12.98%
Jun 30, 25
11 Geode Capital Management, LLC 5.88M (2.70%) 40.02K
Increased by +0.68%
Jun 30, 25
12 Goodwin Daniel L 5.13M (2.35%) 0.00
Increased by 0.00%
Sep 30, 23
13 Deutsche Bank AG 5.02M (2.30%) -2.52M
Decreased by -50.20%
Dec 31, 23
14 Millennium Management LLC 3.89M (1.78%) 567.28K
Increased by +14.60%
Dec 31, 24
15 Charles Schwab Investment Management Inc 3.76M (1.72%) 61.98K
Increased by +1.65%
Jun 30, 25
16 Northern Trust Corp 3.47M (1.59%) -105.61K
Decreased by -3.04%
Jun 30, 25
17 Nuveen Asset Management, LLC 3.24M (1.49%) 15.06K
Increased by +0.46%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 3.11M (1.43%) -113.95K
Decreased by -3.66%
Jun 30, 25
19 Amvescap Plc. 2.97M (1.36%) 794.65K
Increased by +26.73%
Dec 31, 24
20 NORGES BANK 2.89M (1.33%) -726.67K
Decreased by -25.13%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.17M (3.74%) 12.28K
Increased by +0.15%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.15M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
3 Cohen & Steers Real Estate Opportunities 7.06M (3.24%) 906.13K
Increased by +12.84%
Jun 30, 25
4 Cohen & Steers Real Estate Securities A 7.06M (3.24%) 906.13K
Increased by +12.84%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 6.96M (3.19%) 4.31K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 6.87M (3.15%) -188.20K
Decreased by -2.74%
Jul 31, 25
7 FullerThaler Behavioral Small-Cap Value 6.82M (3.13%) -3.31K
Decreased by -0.05%
Jun 30, 25
8 Undiscovered Managers Behavioral Val L 6.54M (3.00%) -13.50K
Decreased by -0.21%
Jul 31, 25
9 iShares Russell 2000 ETF 5.37M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
10 Vanguard Small Cap Index 5.34M (2.45%) -31.41K
Decreased by -0.59%
Jul 31, 25
11 Fuller & Thaler Behavrl Small-Cap Value 4.85M (2.23%) -76.42K
Decreased by -1.57%
Sep 30, 23
12 Delaware US Small Cap Core Equity (SMA) 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
14 Cohen & Steers Realty Shares L 3.39M (1.56%) 3.39M
Increased by +100.00%
Jun 30, 25
15 Cohen & Steers Instl Realty Shares 3.35M (1.54%) 3.35M
Increased by +100.00%
Jun 30, 25
16 Delaware Small Cap Core I 3.34M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
17 Macquarie Small Cap Core I 3.24M (1.49%) -243.43K
Decreased by -7.51%
Jul 31, 25
18 Vanguard Small Cap Growth Index Inv 3.00M (1.38%) -7.85K
Decreased by -0.26%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.36M (1.08%) -1.02M
Decreased by -43.40%
Jul 31, 25
20 Fidelity Small Cap Index 2.23M (1.02%) 14.79K
Increased by +0.66%
Jun 30, 25