Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.33%
2 JPRE 2.47%
3 JPSV 1.37%
4 XMLV 1.17%
5 VRAI 1.10%
6 PSR 1.03%
7 IQRA 1.02%
8 CRED 0.93%
9 PPTY 0.81%
10 SCDS 0.79%
11 GQRE 0.66%
12 PSC 0.57%
13 PAMC 0.57%
14 CVY 0.56%
15 RWR 0.50%
16 BBRE 0.49%
17 USRT 0.43%
18 FRI 0.42%
19 VTWV 0.39%
20 IWN 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.54M (16.30%) -3.00M
Decreased by -8.45%
Mar 31, 25
2 Vanguard Group Inc 33.29M (15.27%) -213.26K
Decreased by -0.64%
Mar 31, 25
3 State Street Corp 12.67M (5.81%) 13.68K
Increased by +0.11%
Mar 31, 25
4 State Street Corporation 12.48M (5.72%) -1.02M
Decreased by -8.20%
Mar 31, 24
5 JPMorgan Chase & Co 11.17M (5.12%) -1.05M
Decreased by -9.40%
Mar 31, 25
6 Macquarie Group Ltd 8.87M (4.07%) -131.46K
Decreased by -1.48%
Mar 31, 25
7 Cohen & Steers Inc 7.17M (3.29%) 552.24K
Increased by +7.70%
Mar 31, 25
8 CenterSquare Investment Management LLC 5.96M (2.73%) 3.41M
Increased by +57.19%
Mar 31, 25
9 Geode Capital Management, LLC 5.84M (2.68%) 174.29K
Increased by +2.98%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 5.84M (2.68%) 459.75K
Increased by +7.87%
Mar 31, 25
11 Bank of America Corp 5.18M (2.38%) 1.40M
Increased by +26.97%
Mar 31, 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 3.70M (1.69%) -29.73K
Decreased by -0.80%
Mar 31, 25
16 NORGES BANK 3.62M (1.66%) 1.01M
Increased by +27.93%
Dec 31, 24
17 Northern Trust Corp 3.58M (1.64%) -44.00K
Decreased by -1.23%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.24M (1.49%) 15.06K
Increased by +0.46%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.22M (1.48%) -38.82K
Decreased by -1.20%
Mar 31, 25
20 Nuveen, LLC 3.13M (1.44%) 3.13M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.16M (3.74%) 2.80K
Increased by +0.03%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 7.18M (3.29%) 468.00
Increased by +0.01%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.06M (3.24%) 20.36K
Increased by +0.29%
Jun 30, 25
4 Cohen & Steers Real Estate Opportunities 7.06M (3.24%) 906.13K
Increased by +12.84%
Jun 30, 25
5 Cohen & Steers Real Estate Securities A 7.06M (3.24%) 906.13K
Increased by +12.84%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 6.96M (3.19%) 4.31K
Increased by +0.06%
Sep 30, 24
7 FullerThaler Behavioral Small-Cap Value 6.83M (3.13%) 1.59M
Increased by +23.28%
May 31, 25
8 Undiscovered Managers Behavioral Val L 6.56M (3.01%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Index 5.37M (2.46%) -173.68K
Decreased by -3.24%
Jun 30, 25
10 iShares Russell 2000 ETF 5.36M (2.46%) -86.63K
Decreased by -1.62%
Jul 30, 25
11 Fuller & Thaler Behavrl Small-Cap Value 4.85M (2.23%) -76.42K
Decreased by -1.57%
Sep 30, 23
12 Macquarie Small Cap Core I 3.48M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
13 Delaware US Small Cap Core Equity (SMA) 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 3.45M (1.58%) -40.36K
Decreased by -1.17%
Mar 31, 24
15 Cohen & Steers Realty Shares L 3.39M (1.56%) 3.39M
Increased by +100.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 3.38M (1.55%) -38.66K
Decreased by -1.14%
Jun 30, 25
17 Cohen & Steers Instl Realty Shares 3.35M (1.54%) 3.35M
Increased by +100.00%
Jun 30, 25
18 Delaware Small Cap Core I 3.34M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
19 Vanguard Small Cap Growth Index Inv 3.01M (1.38%) -42.00K
Decreased by -1.40%
Jun 30, 25
20 Fidelity Small Cap Index 2.22M (1.02%) 4.91K
Increased by +0.22%
May 31, 25