Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 PSR 3.79%
3 BKGI 3.74%
4 KBWY 3.65%
5 SRET 3.46%
6 REZ 2.85%
7 GLRY 2.80%
8 GRI_old 2.47%
9 REIT 2.44%
10 HIPS 2.35%
11 DIV 2.33%
12 FTIF 2.20%
13 RORE 2.02%
14 CRED 1.88%
15 REAI 1.79%
16 BRNY 1.76%
17 IRET 1.71%
18 RIET 1.62%
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 34.47M (11.73%) -54.64K
Decreased by -0.16%
Mar 31, 25
3 State Street Corp 13.92M (4.74%) 487.36K
Increased by +3.50%
Mar 31, 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 7.05M (2.40%) 121.85K
Increased by +1.73%
Mar 31, 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 Deutsche Bank AG 3.39M (1.15%) -697.83K
Decreased by -20.61%
Dec 31, 23
11 NORGES BANK 3.32M (1.13%) 412.90K
Increased by +12.42%
Jun 30, 25
12 Bank of America Corp 3.30M (1.12%) 891.89K
Increased by +27.04%
Mar 31, 25
13 Bank of New York Mellon Corp 3.12M (1.06%) 188.48K
Increased by +6.03%
Mar 31, 25
14 JPMorgan Chase & Co 2.98M (1.02%) 1.29M
Increased by +43.23%
Mar 31, 25
15 Northern Trust Corp 2.92M (0.99%) -356.70K
Decreased by -12.22%
Mar 31, 25
16 AQR Capital Management LLC 2.86M (0.97%) 2.32M
Increased by +81.16%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 2.79M (0.95%) 2.41M
Increased by +86.43%
Jun 30, 25
18 Amvescap Plc. 2.42M (0.82%) 1.33M
Increased by +55.01%
Mar 31, 25
19 LaSalle Investment Management Securities LLC 2.31M (0.79%) 1.44M
Increased by +62.33%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 2.17M (0.74%) -15.18K
Decreased by -0.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.46M (3.56%) 6.97K
Increased by +0.07%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 9.43M (3.21%) -16.94K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.29M (3.16%) 246.75K
Increased by +2.65%
Jun 30, 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 7.07M (2.41%) -36.24K
Decreased by -0.51%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 4.51M (1.54%) -58.07K
Decreased by -1.29%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.46M (1.52%) 55.86K
Increased by +1.25%
Jun 30, 25
8 Daiwa US-REIT Open Mother Fund 3.63M (1.24%) 937.84K
Increased by +25.80%
Mar 17, 25
9 SPDR® S&P MIDCAP 400 ETF Trust 2.27M (0.77%) 96.19K
Increased by +4.23%
Jun 30, 25
10 Vanguard Real Estate II Index 1.82M (0.62%) 14.12K
Increased by +0.78%
Jun 30, 25
11 Schwab US REIT ETF™ 1.81M (0.62%) 3.54K
Increased by +0.20%
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 1.55M (0.53%) 11.42K
Increased by +0.73%
Jun 30, 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 1.55M (0.53%) -42.51K
Decreased by -2.75%
Jun 30, 25
20 Invesco S&P MidCap Momentum ETF 1.36M (0.46%) 2.97K
Increased by +0.22%
Jul 31, 25