Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 SPRE 4.96%
4 BYRE 4.47%
5 NURE 4.19%
6 HAUS 4.08%
7 SRHR 3.94%
8 IRET 3.54%
9 REZ 3.25%
10 LSAT 3.05%
11 RNTY 2.84%
12 FORH 2.64%
13 RITA 2.62%
14 REIT 2.56%
15 NBGR 2.43%
16 RORE 2.28%
17 AREA 2.19%
18 CSRE 2.11%
19 SWIN_old 2.06%
20 BMVP 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.66M (13.71%) -1.62M
Decreased by -9.75%
Dec 31, 25
2 Dodge & Cox 14.27M (11.73%) -225.84K
Decreased by -1.58%
Mar 31, 26
3 BlackRock Inc 10.66M (8.77%) -773.57K
Decreased by -7.25%
Dec 31, 25
4 Cohen & Steers Inc 10.06M (8.27%) -919.35K
Decreased by -9.14%
Dec 31, 25
5 NORGES BANK 6.08M (5.00%) -1.24M
Decreased by -20.40%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 5.56M (4.57%) -813.46K
Decreased by -14.63%
Dec 31, 25
7 State Street Corp 5.30M (4.36%) -81.24K
Decreased by -1.53%
Dec 31, 25
8 State Street Corporation 5.27M (4.34%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 Wellington Management Company LLP 5.04M (4.15%) 554.08K
Increased by +10.99%
Dec 31, 25
10 FMR Inc 4.87M (4.00%) -408.85K
Decreased by -8.40%
Dec 31, 25
11 Massachusetts Financial Services Company 2.53M (2.08%) -154.24K
Decreased by -6.11%
Jun 30, 25
12 Principal Financial Group Inc 2.49M (2.05%) -1.00M
Decreased by -40.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.34M (1.92%) 9.54K
Increased by +0.41%
Dec 31, 25
14 Amvescap Plc. 2.16M (1.78%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.81M (1.49%) 51.59K
Increased by +2.85%
Mar 31, 26
16 CenterSquare Investment Management LLC 1.55M (1.27%) -508.14K
Decreased by -32.78%
Dec 31, 24
17 Daiwa Securities Group Inc 1.51M (1.24%) -293.97K
Decreased by -19.45%
Dec 31, 25
18 UBS Asset Mgmt Americas Inc 1.50M (1.24%) 30.59K
Increased by +2.03%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.47M (1.21%) 105.61K
Increased by +7.18%
Dec 31, 25
20 Citadel Advisors Llc 1.25M (1.03%) -114.35K
Decreased by -9.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.80M (8.88%) -146.40K
Decreased by -1.36%
Mar 31, 26
2 M&G SA Equity Fund B 6.45M (5.31%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.60M (3.79%) -17.66K
Decreased by -0.38%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.95M (3.24%) 2.84K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.91M (3.21%) -5.02K
Decreased by -0.13%
Mar 31, 26
6 Vanguard Equity-Income Inv 3.81M (3.13%) 539.66K
Increased by +14.18%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 2.85M (2.34%) 30.68K
Increased by +1.08%
Jul 31, 25
8 Vanguard Small Cap Index 2.84M (2.34%) 35.42K
Increased by +1.25%
Mar 31, 26
9 Cohen & Steers Instl Realty Shares 2.02M (1.66%) 259.28K
Increased by +12.82%
Mar 31, 26
10 Cohen & Steers Realty Shares L 1.80M (1.48%) 242.93K
Increased by +13.52%
Mar 31, 26
11 Cohen & Steers Real Estate Opportunities 1.76M (1.45%) 198.05K
Increased by +11.26%
Mar 31, 26
12 Cohen & Steers Real Estate Securities A 1.76M (1.45%) 198.05K
Increased by +11.26%
Mar 31, 26
13 Vanguard Small Cap Growth Index Inv 1.59M (1.31%) 31.92K
Increased by +2.01%
Mar 31, 26
14 M&G Balanced Fund A 1.58M (1.30%) 1.58M
Increased by +100.00%
Mar 31, 24
15 T. Rowe Price Mid-Cap Value 1.43M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
16 T. Rowe Price US Mid-Cap Value Equity 1.43M (1.18%) -5.12K
Decreased by -0.36%
Mar 31, 26
17 T. Rowe Price Real Assets Tr I-Z 1.34M (1.10%) 205.83K
Increased by +15.36%
Mar 31, 25
18 Fidelity US REIT Mother Fund 1.33M (1.10%) -104.90K
Decreased by -7.86%
Mar 17, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.07%) 31.90K
Increased by +2.46%
Mar 31, 26
20 Daiwa US-REIT Open Mother Fund 1.24M (1.02%) -549.48K
Decreased by -44.21%
Sep 17, 25