Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 4.59%
2 SRET 4.33%
3 KBWY 3.89%
4 JRE 3.64%
5 AREA 3.13%
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 RIET 1.61%
15 REAI 1.56%
16 DES 1.22%
17 XMLV 1.11%
18 REZ 0.97%
19 SDIV 0.91%
20 JPSV 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.86M (16.52%) 1.84M
Increased by +4.74%
Mar 31, 25
2 Vanguard Group Inc 34.85M (14.82%) -138.60K
Decreased by -0.40%
Mar 31, 25
3 Principal Financial Group Inc 21.68M (9.22%) -432.49K
Decreased by -2.00%
Mar 31, 25
4 State Street Corp 12.28M (5.22%) 93.89K
Increased by +0.76%
Mar 31, 25
5 State Street Corporation 11.71M (4.98%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 Geode Capital Management, LLC 6.56M (2.79%) 176.46K
Increased by +2.69%
Mar 31, 25
7 Bank of America Corp 4.88M (2.07%) 754.58K
Increased by +15.47%
Mar 31, 25
8 Charles Schwab Investment Management Inc 4.71M (2.00%) 6.32K
Increased by +0.13%
Mar 31, 25
9 LSV Asset Management 4.26M (1.81%) -22.70K
Decreased by -0.53%
Mar 31, 25
10 Northern Trust Corp 4.17M (1.77%) 905.47K
Increased by +21.72%
Dec 31, 24
11 Bank of New York Mellon Corp 4.11M (1.75%) 74.56K
Increased by +1.81%
Mar 31, 25
12 JPMorgan Chase & Co 3.99M (1.69%) -6.33M
Decreased by -158.66%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.40M (1.45%) 55.43K
Increased by +1.63%
Mar 31, 25
14 Nuveen Asset Management, LLC 3.38M (1.44%) 795.90K
Increased by +23.56%
Dec 31, 24
15 Deutsche Bank AG 3.29M (1.40%) -14.35K
Decreased by -0.44%
Jun 30, 24
16 HHG PLC 3.21M (1.36%) -297.14K
Decreased by -9.26%
Mar 31, 25
17 NORGES BANK 2.83M (1.20%) 46.65K
Increased by +1.65%
Dec 31, 24
18 Wellington Management Company LLP 2.81M (1.20%) -391.87K
Decreased by -13.93%
Mar 31, 25
19 Citadel Advisors Llc 2.56M (1.09%) 960.40K
Increased by +37.56%
Jun 30, 24
20 Amvescap Plc. 2.56M (1.09%) 229.71K
Increased by +8.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.88M (3.77%) -148.69K
Decreased by -1.67%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 7.66M (3.26%) -24.71K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.64M (3.25%) 169.78K
Increased by +2.22%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 7.54M (3.21%) 271.44K
Increased by +3.60%
Sep 30, 24
5 Principal Real Estate Securities R5 7.10M (3.02%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Index 5.97M (2.54%) 33.48K
Increased by +0.56%
Apr 30, 25
7 iShares Russell 2000 ETF 5.88M (2.50%) 992.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 3.86M (1.64%) 12.13K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.65M (1.55%) 17.10K
Increased by +0.47%
Apr 30, 25
10 Janus Henderson US Real Estate MA 2.45M (1.04%) 2.45M
Increased by +99.97%
Dec 31, 23
11 Fidelity Small Cap Index 2.38M (1.01%) 14.72K
Increased by +0.62%
Feb 28, 25
12 Fidelity® Small Cap Index 2.25M (0.96%) 60.04K
Increased by +2.67%
Oct 31, 23
13 iShares Russell 2000 Value ETF 2.23M (0.95%) -7.56K
Decreased by -0.34%
Apr 30, 25
14 Principal US REIT Fund Tr-II 1.91M (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.87M (0.79%) -20.72K
Decreased by -1.11%
Apr 30, 25
16 Nikko World REIT Mother 1.76M (0.75%) -145.20K
Decreased by -8.24%
Aug 21, 23
17 Janus Henderson Global Eq-Property Eq 1.65M (0.70%) 326.92K
Increased by +19.80%
Dec 31, 24
18 Xtrackers MSCI World Swap ETF 1C 1.63M (0.69%) -454.73K
Decreased by -27.94%
Oct 31, 24
19 Vanguard Real Estate II Index 1.53M (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
20 Nuveen Real Estate Sec Sel R6 1.50M (0.64%) 0.00
Increased by 0.00%
Mar 31, 25