Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 JPRE 3.74%
4 DDIV 3.55%
5 IRET 3.43%
6 RSPR 3.11%
7 EWRE 3.03%
8 DVOL 2.95%
9 COPJ 1.93%
10 HUSV 1.88%
11 GQRE 1.76%
12 BYRE 1.76%
13 ICF 1.64%
14 PPTY 1.61%
15 WREI 1.47%
16 XLRE 1.37%
17 VGSR 1.35%
18 SPYD 1.32%
19 DIVG 1.28%
20 BLDG 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.86M (16.96%) 625.00
Increased by +0.00%
Dec 31, 25
2 BlackRock Inc 20.72M (12.61%) -601.06K
Decreased by -2.90%
Mar 31, 26
3 NORGES BANK 17.15M (10.44%) 28.86K
Increased by +0.17%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 14.99M (9.13%) 14.99M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 12.26M (7.47%) -308.60K
Decreased by -2.52%
Mar 31, 26
6 State Street Corporation 11.92M (7.25%) -952.56K
Decreased by -7.99%
Mar 31, 24
7 Vanguard Capital Management, LLC 11.29M (6.87%) 11.29M
Increased by +100.00%
Mar 31, 26
8 JPMorgan Chase & Co 10.28M (6.26%) 91.83K
Increased by +0.89%
Mar 31, 26
9 Principal Financial Group Inc 10.00M (6.09%) 931.27K
Increased by +9.31%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 8.87M (5.40%) -3.62K
Decreased by -0.04%
Mar 31, 26
11 Geode Capital Management, LLC 5.03M (3.06%) 118.53K
Increased by +2.35%
Mar 31, 26
12 Amvescap Plc. 4.10M (2.49%) -164.24K
Decreased by -4.01%
Mar 31, 26
13 Boston Partners Global Investors, Inc 3.75M (2.28%) 274.83K
Increased by +7.33%
Mar 31, 26
14 Northern Trust Corp 3.27M (1.99%) 607.81K
Increased by +18.61%
Mar 31, 26
15 Resolution Capital Limited 2.96M (1.80%) -774.64K
Decreased by -26.20%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.67M (1.62%) 67.21K
Increased by +2.52%
Mar 31, 26
17 Charles Schwab Investment Management Inc 2.65M (1.62%) 76.27K
Increased by +2.87%
Mar 31, 26
18 Goldman Sachs Group Inc 2.65M (1.61%) 1.34M
Increased by +50.72%
Dec 31, 23
19 Apg Investments Us Inc 2.60M (1.59%) 580.40K
Increased by +22.29%
Mar 31, 26
20 HSBC Holdings PLC 2.58M (1.57%) 1.12M
Increased by +43.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.45M (3.92%) -20.99K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.82M (3.55%) 10.44K
Increased by +0.18%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 5.77M (3.51%) -74.50K
Decreased by -1.29%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.64M (2.83%) 29.14K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 4.27M (2.60%) 76.58K
Increased by +1.79%
Apr 30, 26
6 Vanguard Small Cap Index 4.21M (2.57%) -8.65K
Decreased by -0.21%
Apr 30, 26
7 Principal Real Estate Securities R5 2.94M (1.79%) -414.75K
Decreased by -14.11%
Apr 30, 26
8 T. Rowe Price Real Assets Tr I-Z 2.92M (1.78%) -104.29K
Decreased by -3.57%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.71M (1.65%) 18.78K
Increased by +0.69%
Apr 30, 26
10 JHancock Disciplined Value Mid Cap I 2.63M (1.60%) -164.45K
Decreased by -6.26%
Mar 31, 26
11 American Funds Income Fund of Amer A 2.42M (1.47%) -779.30K
Decreased by -32.18%
Mar 31, 24
12 T. Rowe Price Real Assets Tr I-D 2.40M (1.46%) -23.26K
Decreased by -0.97%
Mar 31, 26
13 JPM US Mid Cap Value-MA 2.24M (1.36%) 42.17K
Increased by +1.89%
Mar 31, 25
14 JPM US Mid Cap Value-Composite 2.23M (1.36%) -87.26K
Decreased by -3.91%
Mar 31, 26
15 iShares Core S&P 500 ETF 2.17M (1.32%) 6.62K
Increased by +0.31%
May 29, 26
16 Invesco S&P 500® Equal Weight ETF 2.16M (1.32%) 4.10K
Increased by +0.19%
May 29, 26
17 Fidelity 500 Index 2.11M (1.28%) 7.25K
Increased by +0.34%
Apr 30, 26
18 T. Rowe Price US Mid-Cap Value Equity 2.08M (1.27%) -7.45K
Decreased by -0.36%
Mar 31, 26
19 T. Rowe Price Mid-Cap Value 2.08M (1.27%) -1.36K
Decreased by -0.07%
Apr 30, 26
20 Vanguard Mid Cap Index Institutional 2.07M (1.26%) -982.00
Decreased by -0.05%
Jan 31, 24