Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.74%
2 SPRE 4.70%
3 FFR 4.31%
4 DTRE 4.14%
5 IRET 3.47%
6 JRE 3.35%
7 INDS 2.77%
8 AFSC 2.72%
9 PPTY 2.69%
10 RITA 2.20%
11 RDOG 2.11%
12 REIT 1.98%
13 PSR 1.80%
14 ACSV 1.73%
15 PSCF 1.67%
16 GSC 1.64%
17 CSMD 1.63%
18 DRW 1.53%
19 SMIG 1.53%
20 GREI 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.90M (17.54%) 330.06K
Increased by +1.84%
Sep 30, 25
2 Vanguard Group Inc 15.64M (15.32%) 10.14K
Increased by +0.06%
Dec 31, 25
3 FMR Inc 10.80M (10.58%) -696.39K
Decreased by -6.45%
Dec 31, 25
4 State Street Corp 5.90M (5.78%) -44.68K
Decreased by -0.76%
Sep 30, 25
5 T. Rowe Price Investment Management,Inc. 5.15M (5.04%) 670.17K
Increased by +13.01%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 4.01M (3.93%) 120.53K
Increased by +3.01%
Sep 30, 25
7 State Street Corporation 3.82M (3.74%) -309.20K
Decreased by -8.10%
Mar 31, 24
8 NORGES BANK 2.87M (2.81%) 73.70K
Increased by +2.57%
Dec 31, 25
9 Geode Capital Management, LLC 2.72M (2.66%) 17.92K
Increased by +0.66%
Dec 31, 25
10 JPMorgan Chase & Co 2.50M (2.45%) 1.41M
Increased by +56.35%
Sep 30, 25
11 Charles Schwab Investment Management Inc 2.08M (2.04%) 72.91K
Increased by +3.51%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.66M (1.62%) -126.86K
Decreased by -7.66%
Sep 30, 25
13 American Century Companies Inc 1.60M (1.56%) -193.55K
Decreased by -12.13%
Dec 31, 25
14 Amvescap Plc. 1.56M (1.53%) -517.14K
Decreased by -33.09%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 1.55M (1.52%) 31.02K
Increased by +2.00%
Dec 31, 25
16 Resolution Capital Limited 1.52M (1.49%) 179.72K
Increased by +11.81%
Dec 31, 25
17 PGGM Investments 1.46M (1.43%) -52.08K
Decreased by -3.56%
Sep 30, 23
18 Northern Trust Corp 1.40M (1.37%) -27.76K
Decreased by -1.99%
Sep 30, 25
19 Tandem Investment Advisors Inc 1.37M (1.34%) -47.00K
Decreased by -3.43%
Dec 31, 25
20 Nuveen, LLC 1.31M (1.29%) 1.31M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.26M (6.13%) 2.20K
Increased by +0.04%
Mar 31, 26
2 Vanguard Real Estate Index Investor 3.85M (3.77%) -15.08K
Decreased by -0.39%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 3.29M (3.23%) 16.02K
Increased by +0.49%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.09M (3.03%) 2.31K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 2.48M (2.43%) -20.26K
Decreased by -0.82%
Mar 31, 26
6 Fidelity US REIT Mother Fund 2.45M (2.40%) 79.20K
Increased by +3.23%
Mar 17, 25
7 Vanguard Small Cap Index 2.41M (2.36%) 56.84K
Increased by +2.36%
Mar 31, 26
8 T. Rowe Price Real Assets Tr I-D 2.18M (2.14%) -5.78K
Decreased by -0.26%
Mar 31, 26
9 T. Rowe Price Real Assets Tr I-Z 2.18M (2.14%) 385.13K
Increased by +17.67%
Mar 31, 25
10 Strategic Advisers Fidelity US TtlStk 1.90M (1.86%) 204.81K
Increased by +10.76%
Feb 28, 26
11 Vanguard Small Cap Value Index Inv 1.53M (1.50%) 22.59K
Increased by +1.48%
Mar 31, 26
12 AMOne Shinko US-REIT Open 1.49M (1.46%) 162.96K
Increased by +10.91%
Mar 5, 24
13 Vanguard Small Cap Growth Index Inv 1.41M (1.38%) -2.20K
Decreased by -0.16%
Jul 31, 25
14 T. Rowe Price Real Assets 1.21M (1.19%) -16.95K
Decreased by -1.40%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.14%) 37.46K
Increased by +3.22%
Mar 31, 26
16 TIAA-CREF Real Estate Sec Instl 1.10M (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
17 Nuveen Real Estate Sec Sel Instl 1.10M (1.08%) -600.00
Decreased by -0.05%
Feb 29, 24
18 T. Rowe Price Small-Cap Value 1.04M (1.02%) -14.90K
Decreased by -1.43%
Mar 31, 26
19 Fidelity Small Cap Index 994.44K (0.97%) -12.13K
Decreased by -1.22%
Jan 31, 26
20 T. Rowe Price U.S. SC Value Eq Tr-Z 972.97K (0.95%) 48.72K
Increased by +5.01%
Mar 31, 25