Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.28%
2 SRET 4.33%
3 JRE 3.93%
4 AREA 3.60%
5 KBWY 3.05%
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 1.60%
15 RIET 1.45%
16 BLDG 1.22%
17 DES 1.20%
18 XMLV 1.11%
19 REZ 1.01%
20 SDIV 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.41M (15.43%) -2.45M
Decreased by -6.73%
Jun 30, 25
2 Vanguard Group Inc 34.77M (14.74%) -83.44K
Decreased by -0.24%
Jun 30, 25
3 Principal Financial Group Inc 21.00M (8.90%) -681.12K
Decreased by -3.24%
Jun 30, 25
4 State Street Corp 12.30M (5.21%) 15.51K
Increased by +0.13%
Jun 30, 25
5 State Street Corporation 11.71M (4.96%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 Geode Capital Management, LLC 6.61M (2.80%) 55.20K
Increased by +0.83%
Jun 30, 25
7 Bank of America Corp 4.78M (2.02%) -100.34K
Decreased by -2.10%
Jun 30, 25
8 Charles Schwab Investment Management Inc 4.45M (1.89%) -263.91K
Decreased by -5.93%
Jun 30, 25
9 Bank of New York Mellon Corp 4.18M (1.77%) 60.84K
Increased by +1.46%
Jun 30, 25
10 Nuveen, LLC 3.91M (1.66%) 373.46K
Increased by +9.55%
Jun 30, 25
11 Northern Trust Corp 3.89M (1.65%) -233.69K
Decreased by -6.01%
Jun 30, 25
12 LSV Asset Management 3.77M (1.60%) -486.50K
Decreased by -12.90%
Jun 30, 25
13 Nuveen Asset Management, LLC 3.38M (1.43%) 795.90K
Increased by +23.56%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 3.32M (1.41%) -80.67K
Decreased by -2.43%
Jun 30, 25
15 Deutsche Bank AG 3.29M (1.40%) -14.35K
Decreased by -0.44%
Jun 30, 24
16 HHG PLC 3.19M (1.35%) -17.25K
Decreased by -0.54%
Jun 30, 25
17 Engineers Gate Manager LP 3.18M (1.35%) 3.08M
Increased by +96.96%
Jun 30, 25
18 Citadel Advisors Llc 3.12M (1.32%) 2.43M
Increased by +77.81%
Jun 30, 25
19 Apg Investments Us Inc 2.99M (1.27%) 785.47K
Increased by +26.25%
Jun 30, 25
20 NORGES BANK 2.95M (1.25%) 123.09K
Increased by +4.17%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.84M (3.75%) 11.04K
Increased by +0.12%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.74M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 7.54M (3.20%) 271.44K
Increased by +3.60%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.51M (3.18%) -157.88K
Decreased by -2.10%
Jul 31, 25
5 Principal Real Estate Securities R5 7.10M (3.01%) 0.00
Increased by 0.00%
Jul 31, 25
6 iShares Russell 2000 ETF 5.79M (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 5.77M (2.45%) -42.84K
Decreased by -0.74%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 3.71M (1.57%) 2.17K
Increased by +0.06%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.08%) -1.11M
Decreased by -43.49%
Jul 31, 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 2.40M (1.02%) -12.62K
Decreased by -0.53%
Jun 30, 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 2.10M (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
14 Principal US REIT Fund Tr-II 1.91M (0.81%) 0.00
Increased by 0.00%
Jul 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.82M (0.77%) -45.61K
Decreased by -2.50%
Jul 31, 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%
Jul 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%) 1.08K
Increased by +0.07%
Jul 31, 25
20 Schwab US REIT ETF™ 1.51M (0.64%) 4.85K
Increased by +0.32%
Aug 30, 25