Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.42%
2 REAI 1.73%
3 FPRO 1.59%
4 RORE 1.55%
5 VRAI 1.21%
6 XSLV 1.04%
7 XSHQ 0.77%
8 PSR 0.76%
9 IQRA 0.76%
10 NBGR 0.66%
11 PSCF 0.63%
12 MDIV 0.55%
13 HSMV 0.52%
14 USVM 0.46%
15 SIXL 0.43%
16 SMLV 0.41%
17 OMFS 0.38%
18 CRED 0.36%
19 FYC 0.35%
20 GQRE 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.04M (18.31%) -1.05M
Decreased by -4.55%
Mar 31, 26
2 Vanguard Group Inc 20.41M (16.22%) -32.39K
Decreased by -0.16%
Dec 31, 25
3 FMR Inc 18.89M (15.01%) 1.58M
Increased by +8.36%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 14.15M (11.24%) 14.15M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 7.15M (5.68%) -36.31K
Decreased by -0.51%
Mar 31, 26
6 State Street Corporation 6.86M (5.45%) -551.54K
Decreased by -8.04%
Mar 31, 24
7 Vanguard Capital Management, LLC 5.68M (4.51%) 5.68M
Increased by +100.00%
Mar 31, 26
8 Jennison Associates LLC 4.59M (3.64%) 1.92M
Increased by +41.94%
Mar 31, 26
9 Resolution Capital Limited 3.94M (3.13%) 1.68M
Increased by +42.57%
Mar 31, 26
10 Westwood Holdings Group Inc 3.55M (2.82%) -268.87K
Decreased by -7.58%
Mar 31, 26
11 Geode Capital Management, LLC 3.38M (2.69%) 99.00K
Increased by +2.93%
Mar 31, 26
12 Wellington Management Company LLP 2.72M (2.16%) -1.89M
Decreased by -69.30%
Mar 31, 26
13 Charles Schwab Investment Management Inc 2.57M (2.04%) 57.18K
Increased by +2.22%
Mar 31, 26
14 Citadel Advisors Llc 2.18M (1.73%) -253.69K
Decreased by -11.65%
Mar 31, 26
15 Amvescap Plc. 2.13M (1.69%) 1.42M
Increased by +66.72%
Sep 30, 24
16 CenterSquare Investment Management LLC 2.09M (1.66%) -83.57K
Decreased by -4.00%
Jun 30, 24
17 Hudson Bay Capital Management LP 1.95M (1.55%) 624.64K
Increased by +32.05%
Jun 30, 25
18 Nuveen, LLC 1.95M (1.55%) 988.69K
Increased by +50.80%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.87M (1.48%) 40.48K
Increased by +2.17%
Mar 31, 26
20 Northern Trust Corp 1.69M (1.34%) 25.53K
Increased by +1.51%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.63M (6.07%) 2.79K
Increased by +0.04%
May 29, 26
2 Fidelity US REIT Mother Fund 5.20M (4.13%) 512.00K
Increased by +9.85%
Mar 17, 25
3 Vanguard Real Estate Index Investor 4.67M (3.71%) -15.70K
Decreased by -0.34%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 4.07M (3.24%) 17.66K
Increased by +0.43%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.97M (3.16%) 235.41K
Increased by +5.93%
Sep 30, 24
6 iShares Russell 2000 ETF 3.07M (2.44%) 28.39K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.90M (2.31%) -5.03K
Decreased by -0.17%
Apr 30, 26
8 Fidelity Real Estate Investment Port 2.20M (1.75%) -250.00K
Decreased by -11.35%
Apr 30, 26
9 PGIM Jennison Small Company A 2.01M (1.60%) 26.46K
Increased by +1.31%
Apr 30, 26
10 Jennison SMid Cap Core Equity 1.99M (1.58%) 1.20M
Increased by +60.27%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 1.86M (1.48%) 11.34K
Increased by +0.61%
Apr 30, 26
12 Fidelity SAI Real Estate Fund 1.83M (1.45%) 0.00
Increased by 0.00%
Apr 30, 26
13 Nikko World REIT Mother 1.77M (1.41%) -538.72K
Decreased by -30.42%
Jul 5, 23
14 Fidelity® Real Estate Investment Port 1.70M (1.35%) 45.00K
Increased by +2.65%
Nov 30, 23
15 Fidelity Advisor® Strategic Div & Inc® I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
16 Fidelity Advisor® Strategic Real Ret I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.13%) 14.60K
Increased by +1.03%
Apr 30, 26
18 Fidelity Small Cap Index 1.26M (1.00%) 2.90K
Increased by +0.23%
Mar 31, 26
19 FIAM Small Cap Core Composite 1.21M (0.96%) -19.50K
Decreased by -1.61%
Dec 31, 25
20 Fidelity Advisor Strategic Real Ret I 1.20M (0.95%) -19.00K
Decreased by -1.59%
Feb 28, 25