Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 PSR 3.79%
3 KBWY 3.75%
4 SRET 3.19%
5 AREA 2.67%
6 GLRY 2.65%
7 GRI_old 2.47%
8 REZ 2.35%
9 HIPS 2.35%
10 DIV 2.21%
11 FTIF 2.20%
12 REIT 2.13%
13 RORE 2.02%
14 BRNY 1.87%
15 IRET 1.71%
16 CRED 1.65%
17 REAI 1.62%
18 PXMG 1.61%
19 RIET 1.57%
20 SYE 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.55M (13.71%) 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 Northern Trust Corp 3.27M (1.14%) 1.08M
Increased by +33.08%
Dec 31, 24
13 Bank of New York Mellon Corp 3.12M (1.08%) 188.48K
Increased by +6.03%
Mar 31, 25
14 JPMorgan Chase & Co 2.98M (1.03%) 1.29M
Increased by +43.23%
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 Morgan Stanley - Brokerage Accounts 2.17M (0.75%) -15.18K
Decreased by -0.70%
Mar 31, 25
18 Balyasny Asset Management LLC 2.14M (0.74%) -646.08K
Decreased by -30.20%
Sep 30, 24
19 CenterSquare Investment Management LLC 2.12M (0.74%) -581.03K
Decreased by -27.35%
Mar 31, 25
20 Amundi 2.04M (0.71%) 321.88K
Increased by +15.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.13M (3.51%) -172.62K
Decreased by -1.70%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 9.13M (3.16%) -29.43K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.04M (3.14%) 149.24K
Increased by +1.65%
Apr 30, 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 7.08M (2.45%) 42.18K
Increased by +0.60%
Apr 30, 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 (1.59%) 14.43K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.36M (1.51%) 22.79K
Increased by +0.52%
Apr 30, 25
10 Daiwa US-REIT Open Mother Fund 2.70M (0.93%) 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 2.23M (0.77%) -24.71K
Decreased by -1.11%
Apr 30, 25
14 Vanguard Real Estate II Index 1.74M (0.60%) 1.21K
Increased by +0.07%
Apr 30, 25
15 Schwab US REIT ETF™ 1.69M (0.59%) 1.61K
Increased by +0.10%
Apr 30, 25
16 Fidelity Extended Market Index 1.57M (0.54%) 92.92K
Increased by +5.93%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.55M (0.54%) 35.73K
Increased by +2.30%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 1.55M (0.54%) 35.73K
Increased by +2.30%
Apr 30, 25
19 DFA Real Estate Securities I 1.54M (0.53%) 34.82K
Increased by +2.27%
Mar 31, 25
20 Fidelity High Dividend ETF 1.37M (0.48%) 4.51K
Increased by +0.33%
Jan 30, 25