Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.80%
2 REAI 4.27%
3 FFR 4.26%
4 DTRE 4.05%
5 SRHR 3.95%
6 NETL 3.89%
7 IRET 3.44%
8 FPRO 3.22%
9 INDS 2.96%
10 REIT 2.83%
11 TSRS 2.82%
12 PRVT 2.53%
13 TMFS 2.47%
14 RDOG 2.37%
15 GRI_old 2.25%
16 JRE 2.04%
17 PSR 1.95%
18 PPTY 1.90%
19 GDIV 1.62%
20 XVOL 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.79M (14.60%) 294.82K
Increased by +1.06%
Dec 31, 25
2 Vanguard Group Inc 25.72M (13.51%) -122.37K
Decreased by -0.48%
Dec 31, 25
3 FMR Inc 13.57M (7.13%) 71.21K
Increased by +0.52%
Dec 31, 25
4 State Street Corporation 9.21M (4.84%) -816.87K
Decreased by -8.87%
Mar 31, 24
5 State Street Corp 9.19M (4.83%) -217.28K
Decreased by -2.37%
Dec 31, 25
6 NORGES BANK 8.04M (4.23%) 245.05K
Increased by +3.05%
Dec 31, 25
7 Massachusetts Financial Services Company 4.63M (2.43%) -75.54K
Decreased by -1.63%
Dec 31, 24
8 Geode Capital Management, LLC 3.83M (2.01%) 65.50K
Increased by +1.71%
Dec 31, 25
9 Nuveen Asset Management, LLC 3.68M (1.93%) 204.95K
Increased by +5.57%
Dec 31, 24
10 CBRE Investment Management Listed Real Assets LLC 3.62M (1.90%) -288.73K
Decreased by -7.97%
Dec 31, 25
11 AllianceBernstein L.P. 3.60M (1.89%) 34.27K
Increased by +0.95%
Dec 31, 25
12 Earnest Partners LLC 3.48M (1.83%) -162.81K
Decreased by -4.67%
Dec 31, 25
13 Charles Schwab Investment Management Inc 3.42M (1.80%) 120.46K
Increased by +3.52%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 2.98M (1.57%) 113.68K
Increased by +3.81%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 2.87M (1.51%) -51.67K
Decreased by -1.80%
Jun 30, 24
16 Nuveen, LLC 2.61M (1.37%) -66.21K
Decreased by -2.54%
Dec 31, 25
17 BTIM Corp 2.55M (1.34%) -263.19K
Decreased by -10.32%
Mar 31, 26
18 Deutsche Bank AG 2.19M (1.15%) -405.56K
Decreased by -18.49%
Sep 30, 24
19 Channing Capital Management, LLC 2.19M (1.15%) 3.98K
Increased by +0.18%
Dec 31, 25
20 JPMorgan Chase & Co 1.90M (1.00%) -1.09M
Decreased by -57.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.95M (3.65%) -26.71K
Decreased by -0.38%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 6.45M (3.39%) -3.25K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 6.05M (3.18%) 139.96K
Increased by +2.31%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 5.78M (3.04%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Fidelity US REIT Mother Fund 5.03M (2.64%) 1.90M
Increased by +37.83%
Mar 17, 25
6 Vanguard Small Cap Index 4.41M (2.32%) 168.29K
Increased by +3.82%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 2.81M (1.47%) 83.05K
Increased by +2.96%
Mar 31, 26
8 Fidelity Real Estate Investment Port 2.67M (1.40%) -34.80K
Decreased by -1.30%
Mar 31, 26
9 MFS Mid Cap Value A 2.19M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 2.19M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
11 BlackRock Equity Dividend Instl 2.15M (1.13%) -9.87K
Decreased by -0.46%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.12%) 100.84K
Increased by +4.72%
Mar 31, 26
13 Fidelity SAI Real Estate Fund 2.00M (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 1.44M (0.76%) 70.65K
Increased by +4.91%
Mar 31, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 1.43M (0.75%) -35.77K
Decreased by -2.50%
Jul 31, 25
16 Scout Mid Cap Equity 1.42M (0.75%) 113.82K
Increased by +8.02%
Mar 31, 26
17 Carillon Scout Mid Cap I 1.40M (0.74%) 136.21K
Increased by +9.73%
Mar 31, 26
18 Schwab US REIT ETF™ 1.34M (0.71%) 0.00
Increased by 0.00%
Apr 30, 26
19 EARNEST Small Cap Value 1.34M (0.71%) 1.34M
Increased by +99.85%
Dec 31, 23
20 Vanguard Real Estate II Index 1.23M (0.65%) 9.39K
Increased by +0.76%
Mar 31, 26