Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 JPRE 3.60%
4 DDIV 3.55%
5 IRET 3.43%
6 RSPR 3.25%
7 EWRE 3.03%
8 DVOL 2.95%
9 COPJ 2.23%
10 BYRE 1.68%
11 DESK 1.63%
12 GQRE 1.60%
13 ICF 1.52%
14 PPTY 1.51%
15 WREI 1.47%
16 HUSV 1.33%
17 SPYD 1.24%
18 BLDG 1.24%
19 VRAI 1.24%
20 VGSR 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.09M (17.16%) -86.48K
Decreased by -0.31%
Jun 30, 25
2 BlackRock Inc 21.68M (13.24%) 100.41K
Increased by +0.46%
Jun 30, 25
3 NORGES BANK 17.12M (10.46%) 42.33K
Increased by +0.25%
Jun 30, 25
4 State Street Corp 12.04M (7.35%) 262.55K
Increased by +2.18%
Jun 30, 25
5 State Street Corporation 11.92M (7.28%) -952.56K
Decreased by -7.99%
Mar 31, 24
6 JPMorgan Chase & Co 10.37M (6.33%) -1.21M
Decreased by -11.62%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 9.88M (6.03%) -31.62K
Decreased by -0.32%
Jun 30, 25
8 Principal Financial Group Inc 9.42M (5.75%) 383.87K
Increased by +4.08%
Jun 30, 25
9 Amvescap Plc. 5.84M (3.57%) -60.89K
Decreased by -1.04%
Jun 30, 25
10 Geode Capital Management, LLC 4.79M (2.92%) 65.72K
Increased by +1.37%
Jun 30, 25
11 Boston Partners Global Investors, Inc 3.47M (2.12%) -459.90K
Decreased by -13.26%
Jun 30, 25
12 Resolution Capital Limited 2.96M (1.81%) -774.64K
Decreased by -26.20%
Dec 31, 23
13 Northern Trust Corp 2.84M (1.74%) -27.80K
Decreased by -0.98%
Jun 30, 25
14 Nuveen, LLC 2.79M (1.70%) 307.81K
Increased by +11.04%
Jun 30, 25
15 Goldman Sachs Group Inc 2.65M (1.62%) 1.34M
Increased by +50.72%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.58M (1.57%) -51.11K
Decreased by -1.98%
Jun 30, 25
17 FMR Inc 2.58M (1.57%) 202.98K
Increased by +7.88%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 2.52M (1.54%) 251.55K
Increased by +9.97%
Jun 30, 25
19 Charles Schwab Investment Management Inc 2.43M (1.48%) 77.98K
Increased by +3.21%
Jun 30, 25
20 Capital World Investors 2.42M (1.48%) -2.69M
Decreased by -111.09%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.41M (3.91%) 7.59K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.77M (3.52%) -74.50K
Decreased by -1.29%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.68M (3.47%) -145.72K
Decreased by -2.56%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 4.64M (2.83%) 29.14K
Increased by +0.63%
May 31, 25
5 Vanguard Small Cap Index 4.41M (2.69%) -28.98K
Decreased by -0.66%
Jul 31, 25
6 Vanguard 500 Index Investor 4.05M (2.47%) -592.69K
Decreased by -14.65%
Jul 31, 25
7 Principal Real Estate Securities R5 3.00M (1.83%) -52.90K
Decreased by -1.77%
Jul 31, 25
8 T. Rowe Price Real Assets Tr I-Z 2.92M (1.78%) -104.29K
Decreased by -3.57%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-D 2.92M (1.78%) -3.92K
Decreased by -0.13%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 2.84M (1.73%) 4.93K
Increased by +0.17%
Jul 31, 25
11 JHancock Disciplined Value Mid Cap I 2.47M (1.51%) 0.00
Increased by 0.00%
Jul 31, 25
12 American Funds Income Fund of Amer A 2.42M (1.48%) -779.30K
Decreased by -32.18%
Mar 31, 24
13 JPM US Mid Cap Value-MA 2.24M (1.37%) 42.17K
Increased by +1.89%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 2.16M (1.32%) -4.32K
Decreased by -0.20%
Jun 30, 25
15 T. Rowe Price Mid-Cap Value 2.16M (1.32%) -3.26K
Decreased by -0.15%
Jul 31, 25
16 Fidelity 500 Index 2.07M (1.26%) 899.00
Increased by +0.04%
Jul 31, 25
17 Vanguard Mid Cap Index Institutional 2.07M (1.26%) -982.00
Decreased by -0.05%
Jan 31, 24
18 SPDR® S&P 500 ETF 2.04M (1.24%) -29.76K
Decreased by -1.46%
Mar 31, 25
19 JPMorgan Mid Cap Value L 2.04M (1.24%) 39.45K
Increased by +1.94%
Jul 31, 25
20 JPM US Mid Cap Value-Composite 2.00M (1.22%) -238.63K
Decreased by -11.95%
Jun 30, 25