Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.46%
2 FFR 4.31%
3 DTRE 4.17%
4 IRET 3.14%
5 INDS 2.94%
6 AFSC 2.93%
7 BOUT 2.75%
8 SPRE 2.47%
9 PPTY 2.42%
10 RDOG 2.11%
11 CSMD 1.86%
12 PSCF 1.83%
13 PSR 1.80%
14 WTRE 1.71%
15 SMIG 1.63%
16 DRW 1.53%
17 GREI 1.42%
18 GDVD 1.23%
19 VRAI 1.14%
20 ROOF 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.78M (18.18%) 7.89M
Increased by +44.38%
Dec 31, 24
2 Vanguard Group Inc 15.26M (15.60%) 1.48M
Increased by +9.73%
Dec 31, 24
3 FMR Inc 11.23M (11.48%) 628.12K
Increased by +5.59%
Dec 31, 24
4 State Street Corp 5.81M (5.95%) 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 Principal Financial Group Inc 4.77M (4.87%) -175.43K
Decreased by -3.68%
Dec 31, 24
7 State Street Corporation 3.82M (3.90%) -309.20K
Decreased by -8.10%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 3.63M (3.72%) -657.08K
Decreased by -18.08%
Dec 31, 24
9 Geode Capital Management, LLC 2.43M (2.49%) 19.90K
Increased by +0.82%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.00M (2.05%) 393.63K
Increased by +19.67%
Dec 31, 24
11 American Century Companies Inc 1.88M (1.92%) -318.15K
Decreased by -16.96%
Dec 31, 24
12 Northern Trust Corp 1.85M (1.89%) 628.07K
Increased by +34.03%
Dec 31, 24
13 Charles Schwab Investment Management Inc 1.84M (1.88%) 110.61K
Increased by +6.02%
Dec 31, 24
14 Amvescap Plc. 1.83M (1.88%) -2.48M
Decreased by -135.47%
Dec 31, 24
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 (1.35%) -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 6.36M (6.50%) -1.34K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 3.81M (3.90%) 63.25K
Increased by +1.66%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.14M (3.21%) 1.53K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 2.55M (2.60%) 2.08K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 2.46M (2.52%) -28.91K
Decreased by -1.17%
Feb 28, 25
6 Fidelity US REIT Mother Fund 2.37M (2.43%) -481.80K
Decreased by -20.29%
Sep 17, 24
7 T. Rowe Price Real Assets Tr I-Z 1.79M (1.84%) -126.69K
Decreased by -7.06%
Dec 31, 24
8 T. Rowe Price Small-Cap Value 1.66M (1.70%) -1.21K
Decreased by -0.07%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.55%) 2.02K
Increased by +0.13%
Feb 28, 25
10 AMOne Shinko US-REIT Open 1.49M (1.53%) 162.96K
Increased by +10.91%
Mar 5, 24
11 Principal Real Estate Securities R5 1.48M (1.51%) -379.82K
Decreased by -25.74%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 1.43M (1.46%) -7.99K
Decreased by -0.56%
Feb 28, 25
13 American Century Small Cap Value Inv 1.28M (1.31%) -65.00K
Decreased by -5.06%
Dec 31, 24
14 American Century U.S. Small Cap Value 1.28M (1.31%) -65.00K
Decreased by -5.06%
Dec 31, 24
15 T. Rowe Price Real Assets 1.26M (1.29%) 13.61K
Increased by +1.08%
Jan 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 Nuveen Real Estate Sec Sel R6 1.00M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
19 Fidelity Small Cap Index 969.12K (0.99%) -8.26K
Decreased by -0.85%
Dec 31, 24
20 T. Rowe Price U.S. SC Value Eq Tr-Z 924.24K (0.95%) 29.19K
Increased by +3.16%
Dec 31, 24