Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 IRET 3.43%
4 RSPR 3.24%
5 EWRE 3.03%
6 DDIV 2.92%
7 DVOL 2.68%
8 COPJ 2.52%
9 RITA 2.37%
10 GQRE 1.70%
11 JPEF 1.65%
12 WREI 1.47%
13 SPYD 1.34%
14 VGSR 1.32%
15 PPTY 1.32%
16 DESK 1.31%
17 VRAI 1.24%
18 RWR 1.20%
19 IQRA 1.19%
20 USRT 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.18M (17.34%) -118.10K
Decreased by -0.42%
Mar 31, 25
2 BlackRock Inc 21.58M (13.28%) -284.35K
Decreased by -1.32%
Mar 31, 25
3 NORGES BANK 17.08M (10.51%) 23.96K
Increased by +0.14%
Dec 31, 24
4 State Street Corporation 11.92M (7.33%) -952.56K
Decreased by -7.99%
Mar 31, 24
5 State Street Corp 11.77M (7.25%) 108.13K
Increased by +0.92%
Mar 31, 25
6 JPMorgan Chase & Co 11.57M (7.12%) 432.40K
Increased by +3.74%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 9.91M (6.10%) -530.74K
Decreased by -5.36%
Mar 31, 25
8 Principal Financial Group Inc 9.03M (5.56%) -148.19K
Decreased by -1.64%
Mar 31, 25
9 Amvescap Plc. 5.37M (3.31%) 2.94M
Increased by +54.79%
Dec 31, 24
10 Geode Capital Management, LLC 4.72M (2.91%) 152.40K
Increased by +3.23%
Mar 31, 25
11 Boston Partners Global Investors, Inc 3.93M (2.42%) -88.03K
Decreased by -2.24%
Mar 31, 25
12 Resolution Capital Limited 2.96M (1.82%) -774.64K
Decreased by -26.20%
Dec 31, 23
13 Northern Trust Corp 2.78M (1.71%) 1.09M
Increased by +39.07%
Dec 31, 24
14 Goldman Sachs Group Inc 2.65M (1.63%) 1.34M
Increased by +50.72%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 2.63M (1.62%) -62.33K
Decreased by -2.37%
Mar 31, 25
16 CBRE Investment Management Listed Real Assets LLC 2.52M (1.55%) 979.13K
Increased by +38.83%
Mar 31, 25
17 Capital World Investors 2.42M (1.49%) -2.69M
Decreased by -111.09%
Mar 31, 24
18 FMR Inc 2.37M (1.46%) 260.59K
Increased by +10.98%
Mar 31, 25
19 Charles Schwab Investment Management Inc 2.35M (1.45%) 19.68K
Increased by +0.84%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 2.27M (1.40%) 139.80K
Increased by +6.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.47M (3.98%) -107.60K
Decreased by -1.66%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.83M (3.59%) 82.47K
Increased by +1.42%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.77M (3.55%) -74.50K
Decreased by -1.29%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.61M (2.84%) 73.03K
Increased by +1.58%
Apr 30, 25
5 Vanguard Small Cap Index 4.55M (2.80%) 28.08K
Increased by +0.62%
Apr 30, 25
6 Principal Real Estate Securities R5 3.07M (1.89%) -96.13K
Decreased by -3.13%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 2.94M (1.81%) 9.33K
Increased by +0.32%
Apr 30, 25
8 T. Rowe Price Real Assets Tr I-D 2.92M (1.80%) -104.29K
Decreased by -3.57%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-Z 2.92M (1.80%) -104.29K
Decreased by -3.57%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 2.80M (1.72%) -92.84K
Decreased by -3.31%
Mar 31, 25
11 American Funds Income Fund of Amer A 2.42M (1.49%) -779.30K
Decreased by -32.18%
Mar 31, 24
12 Fidelity US REIT Mother Fund 2.34M (1.44%) -201.07K
Decreased by -8.60%
Mar 15, 24
13 JPM US Mid Cap Value-MA 2.24M (1.38%) 42.17K
Increased by +1.89%
Mar 31, 25
14 JPMorgan Mid Cap Value L 2.24M (1.38%) 42.17K
Increased by +1.89%
Mar 31, 25
15 JPM US Mid Cap Value-Composite 2.22M (1.37%) 742.47K
Increased by +33.45%
Jun 30, 24
16 T. Rowe Price Mid-Cap Value 2.17M (1.33%) -533.00
Decreased by -0.02%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Value Equity 2.17M (1.33%) -62.79K
Decreased by -2.90%
Mar 31, 25
18 Vanguard Mid Cap Index Institutional 2.07M (1.27%) -982.00
Decreased by -0.05%
Jan 31, 24
19 Fidelity 500 Index 2.05M (1.26%) 1.96K
Increased by +0.10%
Mar 31, 25
20 JPM America Equity A (dist) USD 2.04M (1.25%) -189.36K
Decreased by -9.29%
Apr 30, 25