Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRET 4.44%
2 BYRE 3.15%
3 DIV 2.26%
4 RORE 1.81%
5 OLD 1.80%
6 SMHB 1.64%
7 REAI 1.52%
8 PSR 1.18%
9 SMCP 0.90%
10 GYLD 0.87%
11 REZ 0.73%
12 MDIV 0.73%
13 USVM 0.67%
14 AFSM 0.58%
15 FXED 0.54%
16 DES 0.51%
17 WREI 0.45%
18 GQRE 0.45%
19 PPTY 0.38%
20 AREA 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.36M (14.48%) -68.10K
Decreased by -1.07%
Mar 31, 25
2 BlackRock Inc 4.57M (10.42%) 1.76K
Increased by +0.04%
Mar 31, 25
3 State Street Corp 1.93M (4.39%) 35.72K
Increased by +1.85%
Mar 31, 25
4 State Street Corporation 1.88M (4.28%) -221.79K
Decreased by -11.80%
Mar 31, 24
5 Principal Financial Group Inc 1.63M (3.71%) -20.01K
Decreased by -1.23%
Mar 31, 25
6 Geode Capital Management, LLC 1.18M (2.69%) 65.12K
Increased by +5.52%
Mar 31, 25
7 Macquarie Group Ltd 1.05M (2.40%) -62.64K
Decreased by -5.96%
Mar 31, 25
8 Bank of America Corp 878.48K (2.00%) 259.69K
Increased by +29.56%
Mar 31, 25
9 Charles Schwab Investment Management Inc 770.34K (1.76%) -106.50K
Decreased by -13.83%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 634.32K (1.45%) -112.00
Decreased by -0.02%
Mar 31, 25
11 Northern Trust Corp 613.79K (1.40%) 101.81K
Increased by +16.59%
Dec 31, 24
12 NORGES BANK 610.70K (1.39%) 66.11K
Increased by +10.82%
Dec 31, 24
13 Bank of New York Mellon Corp 588.87K (1.34%) 31.45K
Increased by +5.34%
Mar 31, 25
14 American Century Companies Inc 588.11K (1.34%) -12.77K
Decreased by -2.17%
Sep 30, 23
15 Land & Buildings Investment Mgmt, LLC 586.95K (1.34%) 119.89K
Increased by +20.43%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 583.43K (1.33%) 31.85K
Increased by +5.46%
Mar 31, 25
17 LaSalle Investment Management Securities LLC 583.25K (1.33%) -28.03K
Decreased by -4.81%
Mar 31, 25
18 CenterSquare Investment Management LLC 495.97K (1.13%) 101.54K
Increased by +20.47%
Mar 31, 25
19 Millennium Management LLC 488.35K (1.11%) 464.73K
Increased by +95.16%
Dec 31, 24
20 Sumitomo Mitsui Trust Group Inc 478.90K (1.09%) 15.50K
Increased by +3.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.70M (3.88%) -28.04K
Decreased by -1.64%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.39M (3.17%) 15.04K
Increased by +1.08%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.38M (3.14%) 71.17K
Increased by +5.16%
Sep 30, 24
4 Vanguard Small Cap Index 1.09M (2.48%) 5.70K
Increased by +0.52%
Apr 30, 25
5 iShares Russell 2000 ETF 1.09M (2.48%) 184.00
Increased by +0.02%
Apr 30, 25
6 Principal Real Estate Securities R5 841.54K (1.92%) 0.00
Increased by 0.00%
Apr 30, 25
7 Delaware Small Cap Value A 812.25K (1.85%) 0.00
Increased by 0.00%
Sep 30, 24
8 Macquarie Small Cap Value A 709.20K (1.62%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 704.41K (1.60%) 2.23K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 697.29K (1.59%) 3.91K
Increased by +0.56%
Apr 30, 25
11 American Century Small Cap Value Inv 470.00K (1.07%) -10.00K
Decreased by -2.13%
Sep 30, 23
12 American Century U.S. Small Cap Value 470.00K (1.07%) -10.00K
Decreased by -2.13%
Sep 30, 23
13 Fidelity Small Cap Index 420.10K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Russell 2000 Value ETF 412.19K (0.94%) -1.40K
Decreased by -0.34%
Apr 30, 25
15 Fidelity® Small Cap Index 408.63K (0.93%) 11.82K
Increased by +2.89%
Oct 31, 23
16 Nikko World REIT Mother 343.28K (0.78%) 11.19K
Increased by +3.26%
Aug 21, 24
17 Vanguard Real Estate II Index 293.56K (0.67%) 607.00
Increased by +0.21%
Apr 30, 25
18 Macquarie VIP Small Cap Value Series Std 281.50K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
19 Schwab US REIT ETF™ 272.83K (0.62%) 259.00
Increased by +0.09%
Apr 30, 25
20 Delaware VIP Small Cap Value Series Std 263.50K (0.60%) 32.70K
Increased by +12.41%
Dec 31, 23