Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.80%
2 DTRE 4.30%
3 FFR 4.26%
4 NETL 3.98%
5 SRHR 3.95%
6 IRET 3.44%
7 INDS 3.19%
8 FPRO 2.85%
9 REIT 2.83%
10 PRVT 2.53%
11 PPTY 2.41%
12 GRI_old 2.25%
13 TMFS 2.21%
14 RDOG 2.14%
15 JRE 2.04%
16 PSR 1.95%
17 UDI 1.74%
18 GDIV 1.63%
19 XVOL 1.62%
20 REAI 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.13M (14.05%) -50.80K
Decreased by -0.19%
Jun 30, 25
2 BlackRock Inc 24.72M (13.29%) 3.00M
Increased by +12.12%
Mar 31, 25
3 FMR Inc 10.92M (5.87%) 1.89M
Increased by +17.32%
Mar 31, 25
4 State Street Corp 9.40M (5.05%) 223.00K
Increased by +2.37%
Mar 31, 25
5 State Street Corporation 9.21M (4.95%) -816.87K
Decreased by -8.87%
Mar 31, 24
6 NORGES BANK 7.80M (4.19%) 5.57M
Increased by +71.38%
Jun 30, 25
7 Massachusetts Financial Services Company 4.63M (2.49%) -75.54K
Decreased by -1.63%
Dec 31, 24
8 Earnest Partners LLC 3.82M (2.05%) 25.14K
Increased by +0.66%
Mar 31, 25
9 AllianceBernstein L.P. 3.79M (2.04%) 120.44K
Increased by +3.18%
Mar 31, 25
10 Nuveen Asset Management, LLC 3.68M (1.98%) 204.95K
Increased by +5.57%
Dec 31, 24
11 Geode Capital Management, LLC 3.64M (1.96%) 216.13K
Increased by +5.94%
Mar 31, 25
12 Nuveen, LLC 3.60M (1.94%) 3.60M
Increased by +100.00%
Mar 31, 25
13 CBRE Investment Management Listed Real Assets LLC 3.53M (1.90%) 1.60M
Increased by +45.14%
Jun 30, 25
14 Charles Schwab Investment Management Inc 3.23M (1.74%) 19.71K
Increased by +0.61%
Jun 30, 25
15 BTIM Corp 2.97M (1.59%) 23.34K
Increased by +0.79%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 2.87M (1.54%) -51.67K
Decreased by -1.80%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 2.81M (1.51%) -46.84K
Decreased by -1.67%
Jun 30, 25
18 Deutsche Bank AG 2.19M (1.18%) -405.56K
Decreased by -18.49%
Sep 30, 24
19 Vaughan Nelson Scarbrgh & Mccullough LP 2.11M (1.13%) 50.52K
Increased by +2.39%
Jun 30, 25
20 Channing Capital Management, LLC 2.02M (1.09%) -19.41K
Decreased by -0.96%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.92M (3.72%) 3.51K
Increased by +0.05%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 6.08M (3.27%) -10.95K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.01M (3.23%) 17.07K
Increased by +0.28%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.78M (3.11%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Fidelity US REIT Mother Fund 5.03M (2.71%) 1.90M
Increased by +37.83%
Mar 17, 25
6 Vanguard Small Cap Index 4.56M (2.45%) -145.94K
Decreased by -3.20%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 2.91M (1.56%) -115.69K
Decreased by -3.98%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.88M (1.55%) -33.02K
Decreased by -1.15%
Jun 30, 25
9 Fidelity Real Estate Investment Port 2.46M (1.33%) -22.30K
Decreased by -0.90%
Jun 30, 25
10 MFS Mid Cap Value A 2.19M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
11 MFS Mid Cap Value Equity 2.19M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
12 BlackRock Equity Dividend Instl 2.07M (1.11%) -18.70K
Decreased by -0.90%
Jun 30, 25
13 Fidelity SAI Real Estate Fund 1.62M (0.87%) 268.70K
Increased by +16.59%
May 31, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.79%) 24.81K
Increased by +1.69%
Jun 30, 25
15 EARNEST Small Cap Value 1.34M (0.72%) 1.34M
Increased by +99.85%
Dec 31, 23
16 Carillon Scout Mid Cap I 1.29M (0.69%) -53.75K
Decreased by -4.17%
Jun 30, 25
17 Scout Mid Cap Equity 1.29M (0.69%) -53.75K
Decreased by -4.17%
Jun 30, 25
18 Vanguard Real Estate II Index 1.21M (0.65%) 9.27K
Increased by +0.77%
Jun 30, 25
19 Schwab US REIT ETF™ 1.17M (0.63%) 2.28K
Increased by +0.20%
Jul 31, 25
20 Fidelity Low-Priced Stock 1.15M (0.62%) 318.69K
Increased by +27.82%
May 31, 25