Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 BKGI 3.60%
3 SRET 3.34%
4 KBWY 3.14%
5 REZ 2.72%
6 GLRY 2.50%
7 GRI_old 2.47%
8 DIV 2.43%
9 REIT 2.40%
10 HIPS 2.35%
11 FTIF 2.20%
12 PSR 2.11%
13 RORE 2.02%
14 CRED 1.82%
15 REAI 1.80%
16 BRNY 1.76%
17 IRET 1.71%
18 RIET 1.63%
19 PXMG 1.61%
20 SYE 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.77M (13.88%) 1.21M
Increased by +2.97%
Jun 30, 25
2 BlackRock Inc 34.54M (11.76%) 65.99K
Increased by +0.19%
Jun 30, 25
3 State Street Corp 14.59M (4.97%) 671.47K
Increased by +4.60%
Jun 30, 25
4 State Street Corporation 12.51M (4.26%) -1.08M
Decreased by -8.64%
Mar 31, 24
5 Cohen & Steers Inc 9.61M (3.27%) -18.47M
Decreased by -192.20%
Jun 30, 25
6 Geode Capital Management, LLC 7.38M (2.51%) 326.60K
Increased by +4.43%
Jun 30, 25
7 Daiwa Securities Group Inc 5.35M (1.82%) 510.07K
Increased by +9.53%
Mar 31, 25
8 Charles Schwab Investment Management Inc 4.20M (1.43%) 100.46K
Increased by +2.39%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 4.10M (1.40%) 45.23K
Increased by +1.10%
Jun 30, 25
10 CenterSquare Investment Management LLC 3.60M (1.23%) 1.47M
Increased by +40.97%
Jun 30, 25
11 Bank of New York Mellon Corp 3.52M (1.20%) 398.93K
Increased by +11.33%
Jun 30, 25
12 AQR Capital Management LLC 3.46M (1.18%) 602.83K
Increased by +17.40%
Jun 30, 25
13 NORGES BANK 3.32M (1.13%) 412.90K
Increased by +12.42%
Jun 30, 25
14 JPMorgan Chase & Co 2.98M (1.02%) 1.29M
Increased by +43.23%
Mar 31, 25
15 Northern Trust Corp 2.98M (1.01%) 59.95K
Increased by +2.01%
Jun 30, 25
16 Deutsche Bank AG 2.88M (0.98%) 1.81M
Increased by +62.87%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 2.79M (0.95%) 2.41M
Increased by +86.43%
Jun 30, 25
18 Bank of America Corp 2.61M (0.89%) -684.58K
Decreased by -26.19%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 2.58M (0.88%) 403.73K
Increased by +15.67%
Jun 30, 25
20 Amvescap Plc. 2.45M (0.83%) 34.48K
Increased by +1.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.47M (3.56%) 11.62K
Increased by +0.11%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 9.42M (3.21%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.08M (3.09%) -212.25K
Decreased by -2.34%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 8.18M (2.78%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 7.03M (2.39%) -45.77K
Decreased by -0.65%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 4.52M (1.54%) 8.45K
Increased by +0.19%
Jul 31, 25
7 Daiwa US-REIT Open Mother Fund 3.63M (1.24%) 937.84K
Increased by +25.80%
Mar 17, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 3.11M (1.06%) -1.35M
Decreased by -43.41%
Jul 31, 25
9 SPDR® S&P MIDCAP 400 ETF Trust 2.22M (0.75%) -55.46K
Decreased by -2.50%
Jul 31, 25
10 Schwab US REIT ETF™ 1.84M (0.63%) 5.90K
Increased by +0.32%
Aug 30, 25
11 Vanguard Real Estate II Index 1.82M (0.62%) 1.21K
Increased by +0.07%
Jul 31, 25
12 Cohen & Steers Instl Realty Shares 1.65M (0.56%) -3.78M
Decreased by -229.44%
Jun 30, 25
13 Cohen & Steers Realty Shares L 1.65M (0.56%) -3.42M
Decreased by -207.83%
Jun 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 1.61M (0.55%) 4.70K
Increased by +0.29%
Jul 31, 25
15 Cohen & Steers Real Estate Opportunities 1.59M (0.54%) -997.58K
Decreased by -62.63%
Jun 30, 25
16 Cohen & Steers Real Estate Securities A 1.59M (0.54%) -997.58K
Decreased by -62.63%
Jun 30, 25
17 Fidelity Extended Market Index 1.56M (0.53%) 7.44K
Increased by +0.48%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.55M (0.53%) 35.73K
Increased by +2.30%
Apr 30, 25
19 DFA Real Estate Securities I 1.52M (0.52%) -23.73K
Decreased by -1.56%
Jul 31, 25
20 Invesco S&P MidCap Momentum ETF 1.47M (0.50%) 7.18K
Increased by +0.49%
Aug 29, 25