Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 PSR 3.79%
3 BKGI 3.33%
4 KBWY 3.24%
5 SRET 3.11%
6 AREA 2.61%
7 GLRY 2.57%
8 REZ 2.55%
9 GRI_old 2.47%
10 HIPS 2.35%
11 FTIF 2.20%
12 DIV 2.19%
13 REIT 2.15%
14 RORE 2.02%
15 BRNY 1.77%
16 IRET 1.71%
17 CRED 1.65%
18 PXMG 1.61%
19 REAI 1.58%
20 SYE 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.55M (13.72%) 1.49M
Increased by +3.77%
Mar 31, 25
2 BlackRock Inc 34.47M (11.95%) -54.64K
Decreased by -0.16%
Mar 31, 25
3 Cohen & Steers Inc 28.08M (9.74%) 1.86M
Increased by +6.61%
Mar 31, 25
4 State Street Corp 13.92M (4.83%) 487.36K
Increased by +3.50%
Mar 31, 25
5 State Street Corporation 12.51M (4.34%) -1.08M
Decreased by -8.64%
Mar 31, 24
6 Geode Capital Management, LLC 7.05M (2.44%) 121.85K
Increased by +1.73%
Mar 31, 25
7 Daiwa Securities Group Inc 5.35M (1.86%) 510.07K
Increased by +9.53%
Mar 31, 25
8 Charles Schwab Investment Management Inc 4.10M (1.42%) 114.67K
Increased by +2.80%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 4.06M (1.41%) 165.55K
Increased by +4.08%
Mar 31, 25
10 Deutsche Bank AG 3.39M (1.17%) -697.83K
Decreased by -20.61%
Dec 31, 23
11 Bank of America Corp 3.30M (1.14%) 891.89K
Increased by +27.04%
Mar 31, 25
12 Bank of New York Mellon Corp 3.12M (1.08%) 188.48K
Increased by +6.03%
Mar 31, 25
13 JPMorgan Chase & Co 2.98M (1.03%) 1.29M
Increased by +43.23%
Mar 31, 25
14 Northern Trust Corp 2.92M (1.01%) -356.70K
Decreased by -12.22%
Mar 31, 25
15 NORGES BANK 2.91M (1.01%) 665.56K
Increased by +22.87%
Dec 31, 24
16 AQR Capital Management LLC 2.86M (0.99%) 2.32M
Increased by +81.16%
Mar 31, 25
17 Amvescap Plc. 2.42M (0.84%) 1.33M
Increased by +55.01%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 2.17M (0.75%) -15.18K
Decreased by -0.70%
Mar 31, 25
19 Balyasny Asset Management LLC 2.14M (0.74%) -646.08K
Decreased by -30.20%
Sep 30, 24
20 CenterSquare Investment Management LLC 2.12M (0.74%) -581.03K
Decreased by -27.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.45M (3.62%) 326.00K
Increased by +3.12%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 9.15M (3.17%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.05M (3.14%) 5.07K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 8.18M (2.84%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 7.11M (2.46%) 31.93K
Increased by +0.45%
May 31, 25
6 Cohen & Steers Instl Realty Shares 5.43M (1.88%) 54.02K
Increased by +0.99%
Mar 31, 25
7 Cohen & Steers Realty Shares L 5.07M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 4.57M (1.58%) -3.98K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.40M (1.53%) 37.31K
Increased by +0.85%
May 31, 25
10 Daiwa US-REIT Open Mother Fund 2.70M (0.94%) 2.70M
Increased by +100.00%
Sep 17, 24
11 Cohen & Steers Real Estate Opportunities 2.59M (0.90%) 515.00K
Increased by +19.88%
Mar 31, 25
12 Cohen & Steers Real Estate Securities A 2.59M (0.90%) 515.00K
Increased by +19.88%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 2.18M (0.75%) -49.54K
Decreased by -2.28%
May 31, 25
14 Vanguard Real Estate II Index 1.81M (0.63%) 64.27K
Increased by +3.56%
May 31, 25
15 Schwab US REIT ETF™ 1.72M (0.60%) 0.00
Increased by 0.00%
May 31, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 1.59M (0.55%) 35.20K
Increased by +2.22%
May 31, 25
17 DFA Real Estate Securities I 1.57M (0.55%) 36.67K
Increased by +2.33%
Apr 30, 25
18 Fidelity Extended Market Index 1.57M (0.54%) 1.06K
Increased by +0.07%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.55M (0.54%) 35.73K
Increased by +2.30%
Apr 30, 25
20 Fidelity High Dividend ETF 1.37M (0.48%) 4.51K
Increased by +0.33%
Jan 30, 25