Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 4.17%
2 SRET 3.36%
3 KBWY 3.19%
4 JRE 3.10%
5 REIT 2.96%
6 AREA 2.58%
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 JPRE 2.03%
14 RORE 1.85%
15 REAI 1.60%
16 RIET 1.31%
17 DES 1.31%
18 BLDG 1.26%
19 PFI 1.22%
20 XMLV 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.10M (15.77%) 704.77K
Increased by +1.80%
Mar 31, 26
2 Vanguard Group Inc 35.43M (14.29%) 481.23K
Increased by +1.36%
Dec 31, 25
3 Principal Financial Group Inc 25.05M (10.10%) 98.77K
Increased by +0.39%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 23.14M (9.33%) 23.14M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 12.10M (4.88%) 198.31K
Increased by +1.64%
Mar 31, 26
6 State Street Corporation 11.71M (4.72%) -789.28K
Decreased by -6.74%
Mar 31, 24
7 Vanguard Capital Management, LLC 11.23M (4.53%) 11.23M
Increased by +100.00%
Mar 31, 26
8 JPMorgan Chase & Co 8.20M (3.31%) 5.57M
Increased by +67.91%
Mar 31, 26
9 Geode Capital Management, LLC 7.45M (3.00%) 432.21K
Increased by +5.80%
Mar 31, 26
10 Nuveen, LLC 6.67M (2.69%) -629.97K
Decreased by -9.44%
Mar 31, 26
11 Bank of America Corp 5.41M (2.18%) -493.38K
Decreased by -9.12%
Mar 31, 26
12 Charles Schwab Investment Management Inc 4.77M (1.93%) 49.76K
Increased by +1.04%
Mar 31, 26
13 Engineers Gate Manager LP 4.54M (1.83%) -1.51M
Decreased by -33.31%
Dec 31, 25
14 CenterSquare Investment Management LLC 3.88M (1.56%) 1.22M
Increased by +31.55%
Mar 31, 26
15 LaSalle Investment Management Securities LLC 3.82M (1.54%) 290.40K
Increased by +7.59%
Mar 31, 26
16 Northern Trust Corp 3.82M (1.54%) 174.86K
Increased by +4.57%
Mar 31, 26
17 The Goldman Sachs Group Inc 3.73M (1.51%) 1.25M
Increased by +33.57%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 3.73M (1.50%) 269.79K
Increased by +7.24%
Mar 31, 26
19 FMR Inc 3.40M (1.37%) -64.93K
Decreased by -1.91%
Mar 31, 26
20 Nuveen Asset Management, LLC 3.38M (1.36%) 795.90K
Increased by +23.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.25M (3.73%) -30.38K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 8.55M (3.45%) 1.61K
Increased by +0.02%
May 29, 26
3 Principal Real Estate Securities R5 8.10M (3.27%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 7.99M (3.22%) 23.48K
Increased by +0.29%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 7.54M (3.04%) 271.44K
Increased by +3.60%
Sep 30, 24
6 iShares Russell 2000 ETF 5.96M (2.41%) 55.12K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 5.81M (2.34%) -10.92K
Decreased by -0.19%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 3.73M (1.51%) 28.36K
Increased by +0.76%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 2.85M (1.15%) 26.68K
Increased by +0.94%
Apr 30, 26
10 Principal US REIT Fund Tr-II 2.60M (1.05%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Small Cap Index 2.46M (0.99%) 116.07K
Increased by +4.72%
Mar 31, 26
12 Janus Henderson US Real Estate MA 2.45M (0.99%) 2.45M
Increased by +99.97%
Dec 31, 23
13 Fidelity® Small Cap Index 2.25M (0.91%) 60.04K
Increased by +2.67%
Oct 31, 23
14 iShares Russell 2000 Value ETF 2.15M (0.87%) 0.00
Increased by 0.00%
May 29, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 1.91M (0.77%) 7.17K
Increased by +0.38%
Apr 30, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 1.82M (0.74%) -45.61K
Decreased by -2.50%
Jul 31, 25
17 Delaware Sm-Cap Val Eq 1.81M (0.73%) 1.81M
Increased by +100.00%
Mar 31, 26
18 Schwab US REIT ETF™ 1.78M (0.72%) 836.00
Increased by +0.05%
May 30, 26
19 Nomura Small Cap Value A 1.78M (0.72%) -29.30K
Decreased by -1.64%
Apr 30, 26
20 Nikko World REIT Mother 1.76M (0.71%) -145.20K
Decreased by -8.24%
Aug 21, 23