Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKGI 6.95%
2 SRHR 6.20%
3 DDIV 4.62%
4 SRET 4.19%
5 PSR 4.16%
6 OLD 4.10%
7 KBWY 3.39%
8 JRE 3.27%
9 DVOL 3.12%
10 REZ 3.04%
11 GLRY 2.89%
12 AREA 2.54%
13 CSRE 2.52%
14 GRI_old 2.47%
15 REIT 2.40%
16 PFI 2.39%
17 HIPS 2.35%
18 FTIF 2.20%
19 DIV 2.08%
20 RORE 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.16M (14.21%) 7.64K
Increased by +0.02%
Dec 31, 25
2 BlackRock Inc 37.20M (12.54%) 399.36K
Increased by +1.07%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 27.12M (9.14%) 27.12M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 14.57M (4.91%) -44.78K
Decreased by -0.31%
Mar 31, 26
5 Vanguard Capital Management, LLC 13.23M (4.46%) 13.23M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 12.51M (4.22%) -1.08M
Decreased by -8.64%
Mar 31, 24
7 Cohen & Steers Inc 11.98M (4.04%) -1.47M
Decreased by -12.27%
Mar 31, 26
8 Geode Capital Management, LLC 8.93M (3.01%) 412.18K
Increased by +4.62%
Mar 31, 26
9 Amvescap Plc. 5.92M (2.00%) 554.09K
Increased by +9.35%
Mar 31, 26
10 Charles Schwab Investment Management Inc 4.62M (1.56%) 152.83K
Increased by +3.31%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 4.42M (1.49%) 108.74K
Increased by +2.46%
Mar 31, 26
12 Bank of New York Mellon Corp 4.29M (1.45%) -164.16K
Decreased by -3.82%
Mar 31, 26
13 JPMorgan Chase & Co 3.81M (1.28%) 221.96K
Increased by +5.82%
Mar 31, 26
14 Bank of America Corp 3.79M (1.28%) 131.00K
Increased by +3.45%
Mar 31, 26
15 Deutsche Bank AG 3.62M (1.22%) 392.57K
Increased by +10.86%
Dec 31, 25
16 NORGES BANK 3.52M (1.19%) 198.67K
Increased by +5.64%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.33M (1.12%) 837.28K
Increased by +25.16%
Mar 31, 26
18 Northern Trust Corp 3.12M (1.05%) 230.54K
Increased by +7.38%
Mar 31, 26
19 CenterSquare Investment Management LLC 2.99M (1.01%) -357.41K
Decreased by -11.95%
Mar 31, 26
20 Daiwa Securities Group Inc 2.55M (0.86%) 108.78K
Increased by +4.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.25M (3.79%) 171.50K
Increased by +1.52%
Jun 30, 26
2 iShares Core S&P Mid-Cap ETF 10.14M (3.42%) -54.88K
Decreased by -0.54%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 9.46M (3.19%) 58.77K
Increased by +0.62%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 8.18M (2.76%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 6.83M (2.30%) 28.54K
Increased by +0.42%
Jun 30, 26
6 Vanguard Small Cap Value Index Inv 4.34M (1.46%) -46.01K
Decreased by -1.06%
Jun 30, 26
7 Cohen & Steers Instl Realty Shares 4.02M (1.36%) 2.42M
Increased by +60.18%
Jun 30, 26
8 Cohen & Steers Realty Shares L 3.65M (1.23%) 2.18M
Increased by +59.82%
Jun 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 3.42M (1.15%) 76.21K
Increased by +2.23%
Jun 30, 26
10 Cohen & Steers Real Estate Opportunities 2.44M (0.82%) 825.03K
Increased by +33.80%
Jun 30, 26
11 Cohen & Steers Real Estate Securities A 2.44M (0.82%) 825.03K
Increased by +33.80%
Jun 30, 26
12 Schwab US REIT ETF™ 2.30M (0.78%) 0.00
Increased by 0.00%
Jun 30, 26
13 State Street® SPDR® S&P MIDCAP 400® ETF 2.29M (0.77%) 77.01K
Increased by +3.36%
Jun 30, 26
14 SPDR® S&P MIDCAP 400 ETF Trust 2.22M (0.75%) -55.46K
Decreased by -2.50%
Jul 31, 25
15 Daiwa US-REIT Open Mother Fund 2.02M (0.68%) -1.61M
Decreased by -79.84%
Sep 17, 25
16 Vanguard Real Estate II Index 1.97M (0.66%) 17.12K
Increased by +0.87%
Jun 30, 26
17 Invesco S&P MidCap Momentum ETF 1.92M (0.65%) 9.04K
Increased by +0.47%
Jun 30, 26
18 Fidelity High Dividend ETF 1.79M (0.60%) -1.67K
Decreased by -0.09%
Jun 30, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.79M (0.60%) -25.00K
Decreased by -1.40%
Jun 30, 26
20 DFA Real Estate Securities I 1.59M (0.54%) 0.00
Increased by 0.00%
May 31, 26