Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSRS 4.59%
2 IRET 3.29%
3 RLTY 1.30%
4 XMLV 1.29%
5 VRAI 1.15%
6 JPSV 1.02%
7 PSR 1.02%
8 IQRA 1.02%
9 PPTY 0.97%
10 CRED 0.93%
11 SCDS 0.73%
12 GQRE 0.66%
13 PAMC 0.61%
14 PSC 0.57%
15 RWR 0.56%
16 BBRE 0.56%
17 CVY 0.56%
18 JPRE 0.53%
19 VGSR 0.52%
20 USRT 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.72M (16.26%) 90.87K
Increased by +0.28%
Dec 31, 25
2 Vanguard Group Inc 30.50M (15.16%) -1.12M
Decreased by -3.66%
Dec 31, 25
3 Cohen & Steers Inc 26.32M (13.08%) 5.49M
Increased by +20.85%
Dec 31, 25
4 State Street Corporation 12.48M (6.20%) -1.02M
Decreased by -8.20%
Mar 31, 24
5 State Street Corp 12.22M (6.07%) -284.24K
Decreased by -2.33%
Dec 31, 25
6 CenterSquare Investment Management LLC 7.90M (3.93%) -339.00K
Decreased by -4.29%
Mar 31, 26
7 Macquarie Group Ltd 7.41M (3.68%) -1.38M
Decreased by -18.66%
Sep 30, 25
8 Fuller & Thaler Asset Management Inc 6.98M (3.47%) -7.48M
Decreased by -107.16%
Mar 31, 26
9 Delaware Management Holdings Inc 6.77M (3.36%) 6.77M
Increased by +100.00%
Dec 31, 25
10 JPMorgan Chase & Co 6.51M (3.24%) -213.59K
Decreased by -3.28%
Mar 31, 26
11 Bank of America Corp 6.03M (3.00%) -334.58K
Decreased by -5.55%
Dec 31, 25
12 Geode Capital Management, LLC 5.88M (2.92%) -54.31K
Decreased by -0.92%
Dec 31, 25
13 Goodwin Daniel L 5.13M (2.55%) 0.00
Increased by 0.00%
Sep 30, 23
14 Millennium Management LLC 3.89M (1.93%) 567.28K
Increased by +14.60%
Dec 31, 24
15 Charles Schwab Investment Management Inc 3.81M (1.89%) 93.58K
Increased by +2.45%
Dec 31, 25
16 Nuveen Asset Management, LLC 3.24M (1.61%) 15.06K
Increased by +0.46%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 3.20M (1.59%) 10.29K
Increased by +0.32%
Mar 31, 26
18 Northern Trust Corp 3.14M (1.56%) 37.32K
Increased by +1.19%
Mar 31, 26
19 Amvescap Plc. 2.97M (1.48%) 794.65K
Increased by +26.73%
Dec 31, 24
20 Long Pond Capital, LP 2.71M (1.35%) 2.71M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.06M (4.00%) -28.77K
Decreased by -0.36%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 7.31M (3.63%) -3.68K
Decreased by -0.05%
Apr 30, 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 6.56M (3.26%) -240.48K
Decreased by -3.67%
Mar 31, 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%) 73.50K
Increased by +1.27%
Mar 31, 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 5.16M (2.56%) 43.52K
Increased by +0.84%
Apr 30, 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%) -142.46K
Decreased by -2.98%
Mar 31, 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%) -58.03K
Decreased by -2.17%
Mar 31, 26
19 Nomura Small Cap Core I 2.43M (1.21%) -77.50K
Decreased by -3.18%
Mar 31, 26
20 Nomura US Small Cap Core Equity 2.43M (1.21%) 84.37K
Increased by +3.46%
Mar 31, 26