Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 8.32%
2 JRE_old 5.76%
3 NURE 4.87%
4 HAUS 4.41%
5 UTRN 3.97%
6 PSR 3.79%
7 RITA 3.70%
8 JRE 3.50%
9 RSPR 3.25%
10 ERNZ 3.23%
11 EWRE 3.18%
12 FPRO 3.16%
13 REIT 2.78%
14 REZ 2.75%
15 RNTY 2.65%
16 PRVT 2.51%
17 JPRE 2.33%
18 RDOG 2.15%
19 IQRA 2.11%
20 SPHD 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.90M (17.06%) -393.98K
Decreased by -0.79%
Dec 31, 25
2 BlackRock Inc 36.18M (12.37%) -1.09M
Decreased by -3.02%
Mar 31, 26
3 NORGES BANK 29.49M (10.08%) 55.41K
Increased by +0.19%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 26.26M (8.98%) 26.26M
Increased by +100.00%
Mar 31, 26
5 Capital Research Global Investors 25.63M (8.76%) 11.37M
Increased by +44.36%
Mar 31, 26
6 State Street Corp 21.56M (7.37%) -356.55K
Decreased by -1.65%
Mar 31, 26
7 State Street Corporation 21.25M (7.27%) -1.26M
Decreased by -5.93%
Mar 31, 24
8 Cohen & Steers Inc 20.77M (7.10%) -3.50M
Decreased by -16.85%
Mar 31, 26
9 Vanguard Capital Management, LLC 20.47M (7.00%) 20.47M
Increased by +100.00%
Mar 31, 26
10 FMR Inc 13.70M (4.68%) -232.37K
Decreased by -1.70%
Mar 31, 26
11 Amvescap Plc. 13.70M (4.68%) 3.42M
Increased by +25.00%
Mar 31, 26
12 Geode Capital Management, LLC 8.75M (2.99%) 194.29K
Increased by +2.22%
Mar 31, 26
13 CenterSquare Investment Management LLC 8.37M (2.86%) -1.02M
Decreased by -12.18%
Mar 31, 26
14 Wellington Management Company LLP 6.49M (2.22%) 136.40K
Increased by +2.10%
Mar 31, 26
15 JPMorgan Chase & Co 5.69M (1.95%) 2.34M
Increased by +41.18%
Mar 31, 26
16 Charles Schwab Investment Management Inc 5.01M (1.71%) 68.19K
Increased by +1.36%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 4.85M (1.66%) 145.62K
Increased by +3.00%
Mar 31, 26
18 CBRE Investment Management Listed Real Assets LLC 4.69M (1.60%) 320.40K
Increased by +6.84%
Dec 31, 25
19 Northern Trust Corp 4.57M (1.56%) 62.76K
Increased by +1.37%
Mar 31, 26
20 Daiwa Securities Group Inc 4.45M (1.52%) -743.28K
Decreased by -16.69%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 13.94M (4.76%) 9.64M
Increased by +69.21%
Mar 31, 26
2 Capital Group American Mutual Comp 13.94M (4.76%) 9.64M
Increased by +69.21%
Mar 31, 26
3 Vanguard Real Estate Index Investor 11.65M (3.98%) -38.18K
Decreased by -0.33%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 10.46M (3.57%) 43.15K
Increased by +0.41%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 10.44M (3.57%) 6.80K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 8.57M (2.93%) 65.45K
Increased by +0.76%
May 31, 25
7 Vanguard 500 Index Investor 7.80M (2.67%) 141.92K
Increased by +1.82%
Apr 30, 26
8 Vanguard Small Cap Index 7.57M (2.59%) -16.53K
Decreased by -0.22%
Apr 30, 26
9 Fidelity US REIT Mother Fund 6.19M (2.12%) 812.80K
Increased by +13.13%
Mar 17, 25
10 AMOne Shinko US-REIT Open 5.43M (1.86%) 3.05M
Increased by +56.14%
Mar 5, 24
11 American Funds Invmt Co of Amer A 5.40M (1.85%) 5.40M
Increased by +100.00%
Mar 31, 26
12 Capital Group Investment Co of Amer Comp 5.40M (1.85%) 5.40M
Increased by +100.00%
Mar 31, 26
13 Invesco S&P 500® Equal Weight ETF 4.66M (1.59%) 8.94K
Increased by +0.19%
May 29, 26
14 Vanguard Small Cap Growth Index Inv 4.24M (1.45%) -2.54K
Decreased by -0.06%
Apr 30, 26
15 iShares Core S&P 500 ETF 3.96M (1.36%) 12.14K
Increased by +0.31%
May 29, 26
16 Fidelity 500 Index 3.85M (1.32%) 13.25K
Increased by +0.34%
Apr 30, 26
17 American Funds Income Fund of Amer A 3.83M (1.31%) -266.52K
Decreased by -6.97%
Dec 31, 25
18 SPDR® S&P 500 ETF 3.74M (1.28%) -54.10K
Decreased by -1.44%
Mar 31, 25
19 State Street® SPDR® S&P 500® ETF 3.67M (1.25%) 4.90K
Increased by +0.13%
May 29, 26
20 SPDR® S&P 500® ETF Trust 3.65M (1.25%) -19.12K
Decreased by -0.52%
Mar 31, 25