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 4.15%
6 HAUS 4.09%
7 SRHR 3.83%
8 IRET 3.54%
9 LSAT 3.05%
10 DFRA 2.99%
11 ABLD 2.99%
12 REZ 2.99%
13 RNTY 2.86%
14 RITA 2.68%
15 FORH 2.64%
16 REIT 2.56%
17 NBGR 2.43%
18 RORE 2.28%
19 AREA 2.19%
20 CSRE 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.66M (13.70%) -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 12.68M (10.43%) 2.02M
Increased by +15.91%
Mar 31, 26
4 Cohen & Steers Inc 12.06M (9.92%) 2.00M
Increased by +16.61%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 10.17M (8.36%) 10.17M
Increased by +100.00%
Mar 31, 26
6 NORGES BANK 6.08M (5.00%) -1.24M
Decreased by -20.40%
Dec 31, 25
7 Wellington Management Company LLP 5.84M (4.80%) 803.05K
Increased by +13.74%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 5.53M (4.55%) -30.65K
Decreased by -0.55%
Mar 31, 26
9 Vanguard Capital Management, LLC 5.45M (4.48%) 5.45M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 5.27M (4.34%) -658.69K
Decreased by -12.49%
Mar 31, 24
11 State Street Corp 5.21M (4.29%) -89.52K
Decreased by -1.72%
Mar 31, 26
12 FMR Inc 4.98M (4.10%) 115.03K
Increased by +2.31%
Mar 31, 26
13 Massachusetts Financial Services Company 2.53M (2.08%) -154.24K
Decreased by -6.11%
Jun 30, 25
14 Principal Financial Group Inc 2.49M (2.05%) -1.00M
Decreased by -40.31%
Sep 30, 24
15 Geode Capital Management, LLC 2.39M (1.96%) 47.52K
Increased by +1.99%
Mar 31, 26
16 Amvescap Plc. 2.16M (1.78%) -419.80K
Decreased by -19.40%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.81M (1.49%) 51.59K
Increased by +2.85%
Mar 31, 26
18 Daiwa Securities Group Inc 1.77M (1.45%) 257.20K
Increased by +14.54%
Mar 31, 26
19 CenterSquare Investment Management LLC 1.55M (1.27%) -508.14K
Decreased by -32.78%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.53M (1.25%) 55.46K
Increased by +3.63%
Mar 31, 26

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 4.59M (3.77%) -15.02K
Decreased by -0.33%
Apr 30, 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 (3.22%) 8.42K
Increased by +0.22%
Apr 30, 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 (2.33%) -5.96K
Decreased by -0.21%
Apr 30, 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%) -215.00
Decreased by -0.01%
Apr 30, 26
14 M&G Balanced Fund A 1.58M (1.30%) 1.58M
Increased by +100.00%
Mar 31, 24
15 T. Rowe Price US Mid-Cap Value Equity 1.43M (1.18%) -5.12K
Decreased by -0.36%
Mar 31, 26
16 T. Rowe Price Mid-Cap Value 1.43M (1.18%) -934.00
Decreased by -0.07%
Apr 30, 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 1.31M (1.08%) 13.60K
Increased by +1.04%
Apr 30, 26
20 Daiwa US-REIT Open Mother Fund 1.24M (1.02%) -549.48K
Decreased by -44.21%
Sep 17, 25