Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.46%
2 FFR 4.31%
3 DTRE 4.10%
4 IRET 2.94%
5 BOUT 2.75%
6 AFSC 2.72%
7 INDS 2.69%
8 SPRE 2.26%
9 PPTY 2.25%
10 RDOG 2.11%
11 PSR 1.80%
12 PSCF 1.67%
13 CSMD 1.60%
14 DRW 1.53%
15 SMIG 1.50%
16 GREI 1.42%
17 GDVD 1.23%
18 WTRE 1.22%
19 ROOF 1.08%
20 VRAI 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.78M (18.17%) 7.89M
Increased by +44.38%
Dec 31, 24
2 Vanguard Group Inc 15.26M (15.59%) 1.48M
Increased by +9.73%
Dec 31, 24
3 FMR Inc 11.23M (11.47%) 628.12K
Increased by +5.59%
Dec 31, 24
4 State Street Corp 5.81M (5.94%) 1.66M
Increased by +28.56%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 5.15M (5.26%) 210.70K
Increased by +4.09%
Dec 31, 24
6 State Street Corporation 3.82M (3.90%) -309.20K
Decreased by -8.10%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 3.63M (3.71%) -657.08K
Decreased by -18.08%
Dec 31, 24
8 Geode Capital Management, LLC 2.43M (2.49%) 19.90K
Increased by +0.82%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.00M (2.04%) 393.63K
Increased by +19.67%
Dec 31, 24
10 American Century Companies Inc 1.88M (1.92%) -318.15K
Decreased by -16.96%
Dec 31, 24
11 Northern Trust Corp 1.85M (1.89%) 628.07K
Increased by +34.03%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.84M (1.88%) 110.61K
Increased by +6.02%
Dec 31, 24
13 Amvescap Plc. 1.83M (1.87%) -2.48M
Decreased by -135.47%
Dec 31, 24
14 Principal Financial Group Inc 1.65M (1.69%) -3.11M
Decreased by -188.47%
Mar 31, 25
15 Deutsche Bank AG 1.55M (1.58%) 1.15M
Increased by +74.20%
Dec 31, 24
16 PGGM Investments 1.46M (1.49%) -52.08K
Decreased by -3.56%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 1.44M (1.47%) 38.77K
Increased by +2.70%
Dec 31, 24
18 Resolution Capital Limited 1.42M (1.45%) -552.39K
Decreased by -38.96%
Dec 31, 24
19 Schroder Investment Management Group 1.32M (1.34%) -367.09K
Decreased by -27.89%
Sep 30, 24
20 Thrivent Financial For Lutherans 1.29M (1.32%) 14.99K
Increased by +1.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.05M (6.19%) -5.17K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 3.81M (3.89%) -6.36K
Decreased by -0.17%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.16M (3.22%) 15.16K
Increased by +0.48%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 3.09M (3.16%) 2.31K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 2.49M (2.54%) -56.28K
Decreased by -2.26%
Mar 31, 25
6 iShares Russell 2000 ETF 2.44M (2.49%) -19.78K
Decreased by -0.81%
Apr 29, 25
7 Fidelity US REIT Mother Fund 2.37M (2.43%) -481.80K
Decreased by -20.29%
Sep 17, 24
8 T. Rowe Price Real Assets Tr I-Z 2.18M (2.23%) 385.13K
Increased by +17.67%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-D 1.79M (1.83%) -126.69K
Decreased by -7.06%
Dec 31, 24
10 T. Rowe Price Small-Cap Value 1.66M (1.70%) -357.00
Decreased by -0.02%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.57%) 13.43K
Increased by +0.88%
Mar 31, 25
12 AMOne Shinko US-REIT Open 1.49M (1.53%) 162.96K
Increased by +10.91%
Mar 5, 24
13 Principal Real Estate Securities R5 1.48M (1.51%) -379.82K
Decreased by -25.74%
Dec 31, 24
14 T. Rowe Price Real Assets 1.41M (1.44%) 150.30K
Increased by +10.69%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 1.40M (1.43%) -34.14K
Decreased by -2.45%
Mar 31, 25
16 TIAA-CREF Real Estate Sec Instl 1.10M (1.12%) 0.00
Increased by 0.00%
Dec 31, 23
17 Nuveen Real Estate Sec Sel Instl 1.10M (1.12%) -600.00
Decreased by -0.05%
Feb 29, 24
18 American Century Small Cap Value Inv 1.05M (1.08%) -230.00K
Decreased by -21.80%
Mar 31, 25
19 American Century U.S. Small Cap Value 1.05M (1.08%) -230.00K
Decreased by -21.80%
Mar 31, 25
20 T. Rowe Price U.S. SC Value Eq Tr-Z 972.97K (0.99%) 48.72K
Increased by +5.01%
Mar 31, 25