Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 4.48%
2 BYRE 2.77%
3 RDOG 2.20%
4 TBG 2.17%
5 SRHR 1.92%
6 WTRE 1.64%
7 RIET 1.52%
8 JRE 1.32%
9 REIT 1.00%
10 IPO 0.96%
11 RITA 0.85%
12 WTV 0.79%
13 OPTZ 0.29%
14 JPRE 0.29%
15 USRT 0.23%
16 DFAR 0.17%
17 FRI 0.17%
18 IYR 0.17%
19 VNQ 0.16%
20 SCHH 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 NORGES BANK 13.78M (23.86%) -160.67K
Decreased by -1.17%
Dec 31, 25
2 Vanguard Group Inc 9.06M (15.68%) -52.13K
Decreased by -0.58%
Dec 31, 25
3 D1 Capital Partners L.P. 7.40M (12.82%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.70M (9.87%) 5.70M
Increased by +100.00%
Mar 31, 26
5 BlackRock Inc 4.92M (8.52%) 388.37K
Increased by +7.89%
Mar 31, 26
6 Bank of America Corp 3.61M (6.25%) 3.17M
Increased by +87.69%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.89M (5.01%) 2.89M
Increased by +100.00%
Mar 31, 26
8 Darlington Partners Capital Management, LP 2.77M (4.80%) 1.16M
Increased by +42.02%
Mar 31, 26
9 AQR Capital Management LLC 2.69M (4.66%) 1.36M
Increased by +50.58%
Mar 31, 26
10 Baillie Gifford & Co Limited. 2.56M (4.42%) -231.16K
Decreased by -9.05%
Mar 31, 26
11 HighTower Advisors, LLC 2.16M (3.73%) 1.47M
Increased by +68.09%
Mar 31, 26
12 State Street Corp 1.97M (3.41%) -49.33K
Decreased by -2.50%
Mar 31, 26
13 Geode Capital Management, LLC 1.50M (2.60%) 39.43K
Increased by +2.63%
Mar 31, 26
14 UBS Group AG 1.41M (2.44%) 510.18K
Increased by +36.21%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 1.12M (1.94%) -833.03K
Decreased by -74.45%
Mar 31, 26
16 Charles Schwab Investment Management Inc 1.04M (1.80%) 112.16K
Increased by +10.80%
Mar 31, 26
17 GRS Advisors, LLC 966.23K (1.67%) -549.01K
Decreased by -56.82%
Mar 31, 26
18 Canada Pension Plan Investment Board 954.25K (1.65%) 954.25K
Increased by +100.00%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 947.60K (1.64%) -4.07M
Decreased by -429.48%
Mar 31, 26
20 Bank of New York Mellon Corp 934.33K (1.62%) 543.44K
Increased by +58.16%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Mid Cap Growth MA 2.69M (4.66%) 2.69M
Increased by +100.00%
Sep 30, 25
2 Vanguard Real Estate Index Investor 2.59M (4.49%) 41.31K
Increased by +1.59%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.18M (3.77%) 9.67K
Increased by +0.44%
Jun 30, 26
4 Vanguard Small Cap Index 1.57M (2.71%) -624.00
Decreased by -0.04%
Jun 30, 26
5 Vanguard US Growth Investor 1.41M (2.45%) 0.00
Increased by 0.00%
Mar 31, 26
6 AMOne Foreign REIT Passive Fund MF 1.21M (2.09%) 1.18M
Increased by +97.62%
Oct 14, 25
7 Vanguard Small Cap Value Index Inv 994.87K (1.72%) -15.05K
Decreased by -1.51%
Jun 30, 26
8 FullerThaler Behavioral Small-Cap Value 965.91K (1.67%) -980.00
Decreased by -0.10%
May 31, 26
9 Undiscovered Managers Behavioral Val L 905.58K (1.57%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 653.75K (1.13%) 7.79K
Increased by +1.19%
Jun 30, 26
11 Daiwa Global REIT Index Mother Fund 610.93K (1.06%) 14.93K
Increased by +2.44%
Sep 8, 25
12 WisdomTree US Value ETF 576.57K (1.00%) 404.00
Increased by +0.07%
Jun 30, 26
13 Vanguard Real Estate II Index 454.50K (0.79%) 4.23K
Increased by +0.93%
Jun 30, 26
14 Schwab US REIT ETF™ 440.43K (0.76%) 0.00
Increased by 0.00%
Jun 30, 26
15 Baillie Gifford US Equity Growth 437.40K (0.76%) -18.85K
Decreased by -4.31%
May 31, 26
16 Baillie Gifford American B Inc 435.73K (0.75%) -24.42K
Decreased by -5.61%
May 31, 26
17 T. Rowe Price Real Assets Tr I-D 423.30K (0.73%) -41.48K
Decreased by -9.80%
Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 414.79K (0.72%) -17.40K
Decreased by -4.19%
Jun 30, 26
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 353.82K (0.61%) 10.31K
Increased by +2.91%
May 31, 26
20 DFA Real Estate Securities I 321.43K (0.56%) -7.50K
Decreased by -2.33%
May 31, 26