Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.89%
2 FFR 4.31%
3 DTRE 4.12%
4 IRET 3.18%
5 BOUT 2.75%
6 INDS 2.72%
7 AFSC 2.72%
8 SPRE 2.35%
9 PPTY 2.26%
10 RDOG 2.11%
11 PSR 1.80%
12 PSCF 1.62%
13 DRW 1.53%
14 CSMD 1.48%
15 GREI 1.42%
16 FPRO 1.36%
17 BLDG 1.26%
18 GDVD 1.23%
19 WTRE 1.13%
20 ROOF 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.51M (17.29%) -272.18K
Decreased by -1.55%
Mar 31, 25
2 Vanguard Group Inc 15.29M (15.10%) 34.93K
Increased by +0.23%
Mar 31, 25
3 FMR Inc 11.43M (11.29%) 205.53K
Increased by +1.80%
Mar 31, 25
4 State Street Corp 5.71M (5.64%) -100.60K
Decreased by -1.76%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 5.27M (5.20%) 125.94K
Increased by +2.39%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 4.16M (4.11%) 523.95K
Increased by +12.60%
Mar 31, 25
7 State Street Corporation 3.82M (3.77%) -309.20K
Decreased by -8.10%
Mar 31, 24
8 Geode Capital Management, LLC 2.54M (2.51%) 104.42K
Increased by +4.11%
Mar 31, 25
9 Amvescap Plc. 1.93M (1.91%) 95.71K
Increased by +4.96%
Mar 31, 25
10 Northern Trust Corp 1.90M (1.87%) 49.49K
Increased by +2.61%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.88M (1.86%) 45.58K
Increased by +2.42%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.86M (1.84%) -141.81K
Decreased by -7.63%
Mar 31, 25
13 Principal Financial Group Inc 1.65M (1.63%) -3.11M
Decreased by -188.47%
Mar 31, 25
14 Resolution Capital Limited 1.61M (1.59%) 192.27K
Increased by +11.94%
Mar 31, 25
15 American Century Companies Inc 1.61M (1.59%) -267.60K
Decreased by -16.64%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.47M (1.46%) 38.06K
Increased by +2.58%
Mar 31, 25
17 PGGM Investments 1.46M (1.44%) -52.08K
Decreased by -3.56%
Sep 30, 23
18 Schroder Investment Management Group 1.32M (1.30%) -367.09K
Decreased by -27.89%
Sep 30, 24
19 Nuveen, LLC 1.31M (1.30%) 1.31M
Increased by +100.00%
Mar 31, 25
20 Macquarie Group Ltd 1.31M (1.29%) 34.15K
Increased by +2.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.00M (5.92%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 3.82M (3.77%) 77.47K
Increased by +2.03%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.20M (3.16%) 1.75K
Increased by +0.05%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.09M (3.05%) 2.31K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 2.52M (2.48%) 11.82K
Increased by +0.47%
May 31, 25
6 iShares Russell 2000 ETF 2.48M (2.45%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity US REIT Mother Fund 2.37M (2.34%) -481.80K
Decreased by -20.29%
Sep 17, 24
8 T. Rowe Price Real Assets Tr I-D 2.18M (2.15%) 385.13K
Increased by +17.67%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-Z 2.18M (2.15%) 385.13K
Increased by +17.67%
Mar 31, 25
10 T. Rowe Price Small-Cap Value 1.66M (1.64%) -357.00
Decreased by -0.02%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.54%) 10.23K
Increased by +0.66%
May 31, 25
12 AMOne Shinko US-REIT Open 1.49M (1.47%) 162.96K
Increased by +10.91%
Mar 5, 24
13 Principal Real Estate Securities R5 1.48M (1.46%) -379.82K
Decreased by -25.74%
Dec 31, 24
14 T. Rowe Price Real Assets 1.41M (1.39%) 150.30K
Increased by +10.69%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 1.39M (1.37%) -7.94K
Decreased by -0.57%
May 31, 25
16 TIAA-CREF Real Estate Sec Instl 1.10M (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
17 Nuveen Real Estate Sec Sel Instl 1.10M (1.09%) -600.00
Decreased by -0.05%
Feb 29, 24
18 American Century Small Cap Value Inv 1.05M (1.04%) -230.00K
Decreased by -21.80%
Mar 31, 25
19 American Century U.S. Small Cap Value 1.05M (1.04%) -230.00K
Decreased by -21.80%
Mar 31, 25
20 Fidelity Small Cap Index 990.26K (0.98%) 36.80K
Increased by +3.72%
Mar 31, 25