Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSRS 4.93%
2 IRET 3.29%
3 XMLV 1.39%
4 RLTY 1.30%
5 VRAI 1.21%
6 JPSV 1.06%
7 PSR 1.02%
8 IQRA 1.02%
9 PPTY 1.00%
10 CRED 0.93%
11 GQRE 0.79%
12 SCDS 0.77%
13 PAMC 0.61%
14 RWR 0.59%
15 BBRE 0.58%
16 PSC 0.57%
17 CVY 0.56%
18 VGSR 0.55%
19 JPRE 0.53%
20 USRT 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.65M (16.23%) -68.17K
Decreased by -0.21%
Mar 31, 26
2 Vanguard Group Inc 30.50M (15.16%) -1.12M
Decreased by -3.66%
Dec 31, 25
3 Cohen & Steers Inc 26.01M (12.92%) -310.25K
Decreased by -1.19%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 18.91M (9.40%) 18.91M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 12.48M (6.20%) -1.02M
Decreased by -8.20%
Mar 31, 24
6 State Street Corp 12.09M (6.01%) -129.76K
Decreased by -1.07%
Mar 31, 26
7 Vanguard Capital Management, LLC 9.35M (4.64%) 9.35M
Increased by +100.00%
Mar 31, 26
8 CenterSquare Investment Management LLC 7.90M (3.92%) -339.00K
Decreased by -4.29%
Mar 31, 26
9 Macquarie Group Ltd 7.41M (3.68%) -1.38M
Decreased by -18.66%
Sep 30, 25
10 Fuller & Thaler Asset Management Inc 6.98M (3.47%) -7.48M
Decreased by -107.16%
Mar 31, 26
11 JPMorgan Chase & Co 6.51M (3.24%) -213.59K
Decreased by -3.28%
Mar 31, 26
12 Delaware Management Holdings Inc 6.24M (3.10%) -529.70K
Decreased by -8.49%
Mar 31, 26
13 Geode Capital Management, LLC 6.09M (3.03%) 211.86K
Increased by +3.48%
Mar 31, 26
14 Bank of America Corp 5.95M (2.96%) -81.48K
Decreased by -1.37%
Mar 31, 26
15 Goodwin Daniel L 5.13M (2.55%) 0.00
Increased by 0.00%
Sep 30, 23
16 Charles Schwab Investment Management Inc 3.94M (1.96%) 127.99K
Increased by +3.25%
Mar 31, 26
17 Millennium Management LLC 3.89M (1.93%) 567.28K
Increased by +14.60%
Dec 31, 24
18 Nuveen Asset Management, LLC 3.24M (1.61%) 15.06K
Increased by +0.46%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.20M (1.59%) 10.29K
Increased by +0.32%
Mar 31, 26
20 Northern Trust Corp 3.14M (1.56%) 37.32K
Increased by +1.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.03M (3.99%) -26.20K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 7.34M (3.65%) 1.38K
Increased by +0.02%
May 29, 26
3 Cohen & Steers Real Estate Opportunities 7.06M (3.51%) 0.00
Increased by 0.00%
Mar 31, 26
4 Cohen & Steers Real Estate Securities A 7.06M (3.51%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 6.96M (3.46%) 4.31K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 6.57M (3.27%) 16.66K
Increased by +0.25%
Apr 30, 26
7 FullerThaler Behavioral Small-Cap Value 6.16M (3.06%) 75.12K
Increased by +1.22%
Mar 31, 26
8 Undiscovered Managers Behavioral Val L 5.78M (2.87%) 0.00
Increased by 0.00%
Apr 30, 26
9 Cohen & Steers Instl Realty Shares 5.31M (2.64%) 0.00
Increased by 0.00%
Mar 31, 26
10 iShares Russell 2000 ETF 5.24M (2.60%) 48.36K
Increased by +0.92%
May 29, 26
11 Fuller & Thaler Behavrl Small-Cap Value 4.85M (2.41%) -76.42K
Decreased by -1.57%
Sep 30, 23
12 Cohen & Steers Realty Shares L 4.83M (2.40%) -62.52K
Decreased by -1.30%
Mar 31, 26
13 Vanguard Small Cap Index 4.77M (2.37%) -8.99K
Decreased by -0.19%
Apr 30, 26
14 Delaware US Small Cap Core Equity (SMA) 3.45M (1.71%) -40.36K
Decreased by -1.17%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 3.45M (1.71%) -40.36K
Decreased by -1.17%
Mar 31, 24
16 Delaware Small Cap Core I 3.34M (1.66%) 0.00
Increased by 0.00%
Oct 31, 24
17 Macquarie Small Cap Core I 3.24M (1.61%) -243.43K
Decreased by -7.51%
Jul 31, 25
18 Vanguard Small Cap Growth Index Inv 2.67M (1.33%) -2.09K
Decreased by -0.08%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.21%) 22.14K
Increased by +0.91%
Apr 30, 26
20 Nomura US Small Cap Core Equity 2.43M (1.21%) 84.37K
Increased by +3.46%
Mar 31, 26