Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 5.22%
2 SRHR 2.94%
3 BYRE 2.77%
4 RDOG 2.37%
5 TBG 2.36%
6 WTRE 1.64%
7 RIET 1.59%
8 JRE 1.32%
9 REIT 1.00%
10 IPO 0.98%
11 WTV 0.90%
12 RITA 0.89%
13 OPTZ 0.29%
14 JPRE 0.29%
15 USRT 0.27%
16 IYR 0.19%
17 REET 0.18%
18 DFAR 0.17%
19 FRI 0.17%
20 ERET 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 NORGES BANK 13.78M (23.85%) -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 (12.81%) 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 (4.79%) 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 (2.59%) 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 2.54M (4.40%) -8.59K
Decreased by -0.34%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.16M (3.74%) 28.29K
Increased by +1.31%
Apr 30, 26
4 Vanguard Small Cap Index 1.57M (2.71%) -4.75K
Decreased by -0.30%
Apr 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 1.01M (1.75%) 7.34K
Increased by +0.73%
Apr 30, 26
8 FullerThaler Behavioral Small-Cap Value 966.89K (1.67%) 152.64K
Increased by +15.79%
Mar 31, 26
9 Undiscovered Managers Behavioral Val L 905.58K (1.57%) 0.00
Increased by 0.00%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 643.32K (1.11%) 5.37K
Increased by +0.83%
Apr 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 599.29K (1.04%) -206.00
Decreased by -0.03%
May 29, 26
13 Baillie Gifford American B Inc 460.15K (0.80%) 468.00
Increased by +0.10%
Apr 30, 26
14 Baillie Gifford US Equity Growth 456.25K (0.79%) -958.50K
Decreased by -210.08%
Apr 30, 26
15 Vanguard Real Estate II Index 450.94K (0.78%) 841.00
Increased by +0.19%
Apr 30, 26
16 State St Russell Sm/Mid Cp® Indx SL Cl I 432.19K (0.75%) 5.40K
Increased by +1.25%
Apr 30, 26
17 T. Rowe Price Real Assets Tr I-D 423.30K (0.73%) -41.48K
Decreased by -9.80%
Mar 31, 26
18 Schwab US REIT ETF™ 403.37K (0.70%) 188.00
Increased by +0.05%
May 30, 26
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 343.51K (0.59%) 0.00
Increased by 0.00%
Apr 30, 26
20 DFA Real Estate Securities I 328.93K (0.57%) -33.27K
Decreased by -10.11%
Apr 30, 26