Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 4.74%
2 SRET 4.33%
3 JRE 4.09%
4 AREA 3.71%
5 KBWY 3.35%
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 1.63%
15 RIET 1.52%
16 BLDG 1.29%
17 DES 1.26%
18 XMLV 1.15%
19 REZ 1.03%
20 SDIV 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.86M (16.47%) 1.84M
Increased by +4.74%
Mar 31, 25
2 Vanguard Group Inc 34.85M (14.77%) -138.60K
Decreased by -0.40%
Mar 31, 25
3 Principal Financial Group Inc 21.68M (9.19%) -432.49K
Decreased by -2.00%
Mar 31, 25
4 State Street Corp 12.28M (5.21%) 93.89K
Increased by +0.76%
Mar 31, 25
5 State Street Corporation 11.71M (4.96%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 Geode Capital Management, LLC 6.56M (2.78%) 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 4.12M (1.75%) -49.38K
Decreased by -1.20%
Mar 31, 25
11 Bank of New York Mellon Corp 4.11M (1.74%) 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 Nuveen, LLC 3.54M (1.50%) 3.54M
Increased by +100.00%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 3.40M (1.44%) 55.43K
Increased by +1.63%
Mar 31, 25
15 Nuveen Asset Management, LLC 3.38M (1.43%) 795.90K
Increased by +23.56%
Dec 31, 24
16 Deutsche Bank AG 3.29M (1.40%) -14.35K
Decreased by -0.44%
Jun 30, 24
17 HHG PLC 3.21M (1.36%) -297.14K
Decreased by -9.26%
Mar 31, 25
18 NORGES BANK 2.83M (1.20%) 46.65K
Increased by +1.65%
Dec 31, 24
19 Wellington Management Company LLP 2.81M (1.19%) -391.87K
Decreased by -13.93%
Mar 31, 25
20 Citadel Advisors Llc 2.56M (1.08%) 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 8.83M (3.74%) 3.42K
Increased by +0.04%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 7.77M (3.29%) 506.00
Increased by +0.01%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.67M (3.25%) 28.29K
Increased by +0.37%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 7.54M (3.20%) 271.44K
Increased by +3.60%
Sep 30, 24
5 Principal Real Estate Securities R5 7.10M (3.01%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 5.82M (2.47%) -186.77K
Decreased by -3.21%
Jun 30, 25
7 iShares Russell 2000 ETF 5.77M (2.45%) -93.28K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Small Cap Value Index Inv 3.71M (1.57%) -148.03K
Decreased by -3.99%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.67M (1.56%) -1.53K
Decreased by -0.04%
Jun 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 2.41M (1.02%) 6.50K
Increased by +0.27%
May 31, 25
12 Fidelity® Small Cap Index 2.25M (0.95%) 60.04K
Increased by +2.67%
Oct 31, 23
13 iShares Russell 2000 Value ETF 2.07M (0.88%) 0.00
Increased by 0.00%
Jul 30, 25
14 Principal US REIT Fund Tr-II 1.91M (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.87M (0.79%) 41.53K
Increased by +2.22%
Jun 30, 25
16 Nikko World REIT Mother 1.76M (0.75%) -145.20K
Decreased by -8.24%
Aug 21, 23
17 Nuveen Real Estate Sec Sel R6 1.65M (0.70%) 0.00
Increased by 0.00%
May 31, 25
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 1.54M (0.65%) 11.45K
Increased by +0.74%
Jun 30, 25
20 Xtrackers S&P 500 Swap ETF 1C 1.51M (0.64%) 0.00
Increased by 0.00%
Jun 30, 25