Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 4.81%
2 NRSH 4.74%
3 DTRE 4.65%
4 PSR 4.55%
5 FFR 4.31%
6 IRET 3.35%
7 REIT 3.30%
8 JRE 3.06%
9 INDS 3.04%
10 PPTY 2.75%
11 AFSC 2.72%
12 RITA 2.39%
13 RDOG 2.11%
14 CSMD 1.76%
15 ACSV 1.65%
16 PSCF 1.64%
17 GSC 1.58%
18 SMIG 1.55%
19 DRW 1.53%
20 SCDV 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.80M (17.08%) 9.96K
Increased by +0.06%
Mar 31, 26
2 Vanguard Group Inc 15.64M (15.00%) 10.14K
Increased by +0.06%
Dec 31, 25
3 FMR Inc 11.49M (11.02%) 687.27K
Increased by +5.98%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 10.32M (9.90%) 10.32M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.80M (5.57%) -4.64K
Decreased by -0.08%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.64M (4.45%) 4.64M
Increased by +100.00%
Mar 31, 26
7 Principal Financial Group Inc 4.19M (4.02%) 2.98M
Increased by +71.15%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 4.09M (3.92%) -1.06M
Decreased by -25.97%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 3.95M (3.79%) 93.31K
Increased by +2.36%
Mar 31, 26
10 State Street Corporation 3.82M (3.66%) -309.20K
Decreased by -8.10%
Mar 31, 24
11 NORGES BANK 2.87M (2.75%) 73.70K
Increased by +2.57%
Dec 31, 25
12 Geode Capital Management, LLC 2.75M (2.64%) 30.51K
Increased by +1.11%
Mar 31, 26
13 Charles Schwab Investment Management Inc 2.14M (2.06%) 63.58K
Increased by +2.97%
Mar 31, 26
14 Resolution Capital Limited 1.62M (1.56%) 101.71K
Increased by +6.26%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.58M (1.52%) 36.95K
Increased by +2.33%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.54M (1.48%) -62.17K
Decreased by -4.03%
Mar 31, 26
17 Amvescap Plc. 1.50M (1.44%) -397.00
Decreased by -0.03%
Mar 31, 26
18 American Century Companies Inc 1.47M (1.41%) -130.17K
Decreased by -8.88%
Mar 31, 26
19 PGGM Investments 1.46M (1.40%) -52.08K
Decreased by -3.56%
Sep 30, 23
20 Northern Trust Corp 1.45M (1.39%) 115.27K
Increased by +7.94%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.41M (6.15%) 920.00
Increased by +0.01%
Jun 30, 26
2 Vanguard Real Estate Index Investor 4.04M (3.88%) 62.25K
Increased by +1.54%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.38M (3.24%) 70.27K
Increased by +2.08%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 3.09M (2.96%) 2.31K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 2.77M (2.65%) 16.43K
Increased by +0.59%
Jun 30, 26
6 Fidelity US REIT Mother Fund 2.45M (2.35%) 79.20K
Increased by +3.23%
Mar 17, 25
7 Vanguard Small Cap Index 2.44M (2.34%) 41.46K
Increased by +1.70%
Jun 30, 26
8 T. Rowe Price Real Assets Tr I-Z 2.18M (2.09%) 385.13K
Increased by +17.67%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-D 2.17M (2.09%) -7.42K
Decreased by -0.34%
Jun 30, 26
10 Strategic Advisers Fidelity US TtlStk 1.97M (1.89%) 0.00
Increased by 0.00%
May 31, 26
11 Vanguard Small Cap Value Index Inv 1.55M (1.48%) 2.93K
Increased by +0.19%
Jun 30, 26
12 AMOne Shinko US-REIT Open 1.49M (1.43%) 162.96K
Increased by +10.91%
Mar 5, 24
13 Vanguard Small Cap Growth Index Inv 1.41M (1.36%) -2.20K
Decreased by -0.16%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.17%) 41.52K
Increased by +3.40%
Jun 30, 26
15 T. Rowe Price Real Assets 1.21M (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
16 T. Rowe Price Small-Cap Value 1.11M (1.06%) 68.30K
Increased by +6.18%
Jun 30, 26
17 TIAA-CREF Real Estate Sec Instl 1.10M (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
18 Nuveen Real Estate Sec Sel Instl 1.10M (1.06%) -600.00
Decreased by -0.05%
Feb 29, 24
19 Fidelity Small Cap Index 1.02M (0.97%) 8.40K
Increased by +0.83%
Apr 30, 26
20 iShares Russell 2000 Value ETF 997.01K (0.96%) -6.88K
Decreased by -0.69%
Jun 30, 26