Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRET 4.33%
2 BYRE 4.26%
3 JRE 3.88%
4 KBWY 3.86%
5 AREA 3.54%
6 REIT 2.77%
7 GRI_old 2.55%
8 OLD 2.43%
9 SMHB 2.38%
10 HIPS 2.34%
11 RDOG 2.25%
12 BLLD 2.11%
13 RORE 1.85%
14 REAI 1.77%
15 RIET 1.57%
16 DES 1.26%
17 XMLV 1.23%
18 REZ 0.97%
19 SDIV 0.91%
20 PAMC 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.02M (15.81%) 1.42M
Increased by +3.84%
Dec 31, 24
2 Vanguard Group Inc 34.99M (14.95%) 68.35K
Increased by +0.20%
Dec 31, 24
3 Principal Financial Group Inc 22.11M (9.44%) 536.25K
Increased by +2.43%
Dec 31, 24
4 State Street Corp 12.19M (5.21%) 497.45K
Increased by +4.08%
Dec 31, 24
5 State Street Corporation 11.71M (5.00%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 JPMorgan Chase & Co 10.31M (4.41%) -9.46M
Decreased by -91.74%
Dec 31, 24
7 Geode Capital Management, LLC 6.38M (2.73%) 86.73K
Increased by +1.36%
Dec 31, 24
8 Charles Schwab Investment Management Inc 4.70M (2.01%) 3.08K
Increased by +0.07%
Dec 31, 24
9 LSV Asset Management 4.28M (1.83%) -69.60K
Decreased by -1.63%
Dec 31, 24
10 Northern Trust Corp 4.17M (1.78%) 905.47K
Increased by +21.72%
Dec 31, 24
11 Bank of America Corp 4.12M (1.76%) -738.20K
Decreased by -17.91%
Dec 31, 24
12 Bank of New York Mellon Corp 4.04M (1.73%) 463.60K
Increased by +11.48%
Dec 31, 24
13 HHG PLC 3.50M (1.50%) 657.95K
Increased by +18.77%
Dec 31, 24
14 Nuveen Asset Management, LLC 3.38M (1.44%) 795.90K
Increased by +23.56%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 3.35M (1.43%) -30.14K
Decreased by -0.90%
Dec 31, 24
16 Deutsche Bank AG 3.29M (1.41%) -14.35K
Decreased by -0.44%
Jun 30, 24
17 Wellington Management Company LLP 3.21M (1.37%) 808.21K
Increased by +25.22%
Dec 31, 24
18 NORGES BANK 2.83M (1.21%) 46.65K
Increased by +1.65%
Dec 31, 24
19 Apg Investments Us Inc 2.56M (1.09%) 575.00K
Increased by +22.43%
Jun 30, 24
20 Citadel Advisors Llc 2.56M (1.09%) 960.40K
Increased by +37.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.04M (3.86%) -21.73K
Decreased by -0.24%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.69M (3.29%) 5.77K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 7.44M (3.18%) 6.03K
Increased by +0.08%
Feb 28, 25
4 Principal Real Estate Securities R5 7.10M (3.03%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 6.21M (2.65%) -73.07K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 6.04M (2.58%) 4.93K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 3.98M (1.70%) -13.03K
Decreased by -0.33%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 3.60M (1.54%) 5.09K
Increased by +0.14%
Feb 28, 25
9 Janus Henderson US Real Estate MA 2.45M (1.05%) 2.45M
Increased by +99.97%
Dec 31, 23
10 Fidelity Small Cap Index 2.40M (1.03%) 35.96K
Increased by +1.50%
Dec 31, 24
11 Fidelity® Small Cap Index 2.25M (0.96%) 60.04K
Increased by +2.67%
Oct 31, 23
12 iShares Russell 2000 Value ETF 2.20M (0.94%) -16.64K
Decreased by -0.76%
Feb 28, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.91M (0.82%) 18.21K
Increased by +0.95%
Feb 28, 25
14 Principal US REIT Fund Tr-II 1.91M (0.81%) -24.19K
Decreased by -1.27%
Feb 28, 25
15 Nikko World REIT Mother 1.76M (0.75%) -145.20K
Decreased by -8.24%
Aug 21, 23
16 Janus Henderson Global Eq-Property Eq 1.65M (0.71%) 326.92K
Increased by +19.80%
Dec 31, 24
17 Xtrackers MSCI World Swap ETF 1C 1.63M (0.70%) -454.73K
Decreased by -27.94%
Oct 31, 24
18 Janus Henderson Hrzn GlblPtyEqsI2USD 1.62M (0.69%) -28.43K
Decreased by -1.75%
Jan 31, 25
19 BlackRock Global Equity Mkt Netrl Instl 1.55M (0.66%) 141.38K
Increased by +9.12%
Feb 28, 25
20 Vanguard Real Estate II Index 1.52M (0.65%) 7.74K
Increased by +0.51%
Feb 28, 25