Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.66%
2 DTRE 4.52%
3 FFR 4.26%
4 NETL 4.14%
5 SRHR 3.95%
6 IRET 3.39%
7 INDS 3.15%
8 REIT 2.83%
9 PRVT 2.53%
10 RDOG 2.35%
11 GRI_old 2.25%
12 PPTY 2.10%
13 JRE 2.04%
14 PSR 1.95%
15 UDI 1.80%
16 REAI 1.60%
17 GDIV 1.44%
18 NSCS 1.40%
19 XMLV 1.28%
20 ROOF 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.83M (13.89%) -93.80K
Decreased by -0.36%
Dec 31, 24
2 BlackRock Inc 21.72M (11.68%) -1.12M
Decreased by -5.17%
Dec 31, 24
3 State Street Corporation 9.21M (4.95%) -816.87K
Decreased by -8.87%
Mar 31, 24
4 State Street Corp 9.17M (4.93%) 189.31K
Increased by +2.06%
Dec 31, 24
5 FMR Inc 9.02M (4.85%) 2.09M
Increased by +23.15%
Dec 31, 24
6 Massachusetts Financial Services Company 4.63M (2.49%) -75.54K
Decreased by -1.63%
Dec 31, 24
7 Earnest Partners LLC 3.80M (2.04%) 235.62K
Increased by +6.21%
Dec 31, 24
8 Nuveen Asset Management, LLC 3.68M (1.98%) 204.95K
Increased by +5.57%
Dec 31, 24
9 AllianceBernstein L.P. 3.67M (1.97%) -10.02K
Decreased by -0.27%
Dec 31, 24
10 Geode Capital Management, LLC 3.42M (1.84%) 18.01K
Increased by +0.53%
Dec 31, 24
11 Charles Schwab Investment Management Inc 3.12M (1.68%) -44.63K
Decreased by -1.43%
Dec 31, 24
12 BTIM Corp 2.94M (1.58%) 437.53K
Increased by +14.87%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.87M (1.54%) -51.67K
Decreased by -1.80%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.80M (1.50%) -28.33K
Decreased by -1.01%
Dec 31, 24
15 HHG PLC 2.72M (1.46%) -185.19K
Decreased by -6.82%
Dec 31, 24
16 Goldman Sachs Group Inc 2.33M (1.25%) 1.07M
Increased by +45.84%
Dec 31, 23
17 Channing Capital Management, LLC 2.26M (1.22%) 164.28K
Increased by +7.27%
Dec 31, 24
18 NORGES BANK 2.23M (1.20%) 190.31K
Increased by +8.53%
Dec 31, 24
19 Deutsche Bank AG 2.19M (1.18%) -405.56K
Decreased by -18.49%
Sep 30, 24
20 Northern Trust Corp 2.09M (1.12%) 522.57K
Increased by +25.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.95M (3.74%) -8.85K
Decreased by -0.13%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 6.04M (3.25%) -19.48K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.90M (3.18%) 154.80K
Increased by +2.62%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 5.78M (3.11%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.66M (2.50%) 4.72K
Increased by +0.10%
Mar 31, 25
6 Fidelity US REIT Mother Fund 3.13M (1.68%) 1.38M
Increased by +44.26%
Sep 17, 24
7 Vanguard Small Cap Value Index Inv 3.02M (1.62%) -44.82K
Decreased by -1.48%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.87M (1.54%) 97.11K
Increased by +3.39%
Mar 31, 25
9 MFS Mid Cap Value A 2.19M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 2.19M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Real Estate Investment Port 1.75M (0.94%) 60.40K
Increased by +3.46%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 1.49M (0.80%) 17.54K
Increased by +1.18%
Mar 31, 25
13 BlackRock Equity Dividend Instl 1.40M (0.75%) 865.82K
Increased by +61.80%
Mar 31, 25
14 EARNEST Small Cap Value 1.34M (0.72%) 1.34M
Increased by +99.85%
Dec 31, 23
15 Carillon Scout Mid Cap I 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 25
16 Scout Mid Cap Equity 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 25
17 Vanguard Real Estate II Index 1.18M (0.63%) 8.50K
Increased by +0.72%
Mar 31, 25
18 Schwab US REIT ETF™ 1.12M (0.60%) 1.06K
Increased by +0.09%
Apr 30, 25
19 EARNEST Small/Mid Cap Value 1.11M (0.60%) 1.11M
Increased by +99.84%
Dec 31, 23
20 AB Discovery Value Advisor 1.09M (0.59%) 136.64K
Increased by +12.56%
Nov 30, 23