Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REAI 1.56%
2 RORE 1.55%
3 VRAI 0.94%
4 XSLV 0.92%
5 PSR 0.76%
6 IQRA 0.76%
7 PSCF 0.69%
8 NBGR 0.66%
9 PPTY 0.56%
10 HSMV 0.54%
11 USVM 0.46%
12 FYC 0.35%
13 CRED 0.34%
14 GQRE 0.33%
15 EES 0.32%
16 ESIX 0.30%
17 WREI 0.30%
18 JPSE 0.28%
19 PSC 0.27%
20 VGSR 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.73M (18.94%) 1.70M
Increased by +7.17%
Dec 31, 24
2 Vanguard Group Inc 19.96M (15.93%) 213.48K
Increased by +1.07%
Dec 31, 24
3 FMR Inc 14.75M (11.77%) 835.88K
Increased by +5.67%
Dec 31, 24
4 State Street Corp 7.36M (5.88%) 373.24K
Increased by +5.07%
Dec 31, 24
5 State Street Corporation 6.86M (5.47%) -551.54K
Decreased by -8.04%
Mar 31, 24
6 Geode Capital Management, LLC 3.19M (2.55%) 82.32K
Increased by +2.58%
Dec 31, 24
7 Jennison Associates LLC 3.17M (2.53%) 203.57K
Increased by +6.42%
Dec 31, 24
8 Westwood Holdings Group Inc 2.91M (2.33%) -156.43K
Decreased by -5.37%
Dec 31, 24
9 Resolution Capital Limited 2.90M (2.31%) 71.29K
Increased by +2.46%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.35M (1.87%) 75.50K
Increased by +3.22%
Dec 31, 24
11 Amvescap Plc. 2.13M (1.70%) 1.42M
Increased by +66.72%
Sep 30, 24
12 Millennium Management LLC 2.09M (1.67%) 1.34M
Increased by +63.94%
Sep 30, 24
13 CenterSquare Investment Management LLC 2.09M (1.67%) -83.57K
Decreased by -4.00%
Jun 30, 24
14 Northern Trust Corp 1.97M (1.57%) 421.51K
Increased by +21.38%
Dec 31, 24
15 Hudson Bay Capital Management LP 1.80M (1.44%) 646.96K
Increased by +35.92%
Dec 31, 24
16 American Century Companies Inc 1.79M (1.43%) 291.13K
Increased by +16.27%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.77M (1.41%) 10.08K
Increased by +0.57%
Dec 31, 24
18 Bank of New York Mellon Corp 1.70M (1.36%) 105.44K
Increased by +6.21%
Dec 31, 24
19 Nuveen Asset Management, LLC 1.69M (1.34%) 253.28K
Increased by +15.03%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.67M (1.33%) -273.78K
Decreased by -16.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.96M (6.35%) -1.85K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 4.77M (3.81%) 76.91K
Increased by +1.61%
Feb 28, 25
3 Fidelity US REIT Mother Fund 4.69M (3.74%) 245.00K
Increased by +5.23%
Sep 17, 24
4 Vanguard Total Stock Mkt Idx Inv 3.88M (3.10%) 2.68K
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 3.34M (2.66%) -39.27K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 3.19M (2.54%) 2.60K
Increased by +0.08%
Feb 28, 25
7 Fidelity Real Estate Investment Port 2.38M (1.90%) 29.10K
Increased by +1.22%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 2.10M (1.68%) -7.43K
Decreased by -0.35%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.51%) 2.47K
Increased by +0.13%
Feb 28, 25
10 Nikko World REIT Mother 1.77M (1.41%) -538.72K
Decreased by -30.42%
Jul 5, 23
11 Fidelity® Real Estate Investment Port 1.70M (1.36%) 45.00K
Increased by +2.65%
Nov 30, 23
12 Fidelity Advisor® Strategic Div & Inc® I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
13 Fidelity Advisor® Strategic Real Ret I 1.63M (1.30%) 44.50K
Increased by +2.72%
Oct 31, 23
14 FIAM Small Cap Core Composite 1.41M (1.13%) -17.90K
Decreased by -1.27%
Sep 30, 24
15 FIAM Small Cap Core CIT Cl B 1.39M (1.11%) 45.20K
Increased by +3.25%
Dec 31, 24
16 Jennison SMid Cap Core Equity 1.34M (1.07%) 158.54K
Increased by +11.81%
Dec 31, 24
17 PGIM Jennison Small Company A 1.34M (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Small Cap Index 1.30M (1.03%) 30.45K
Increased by +2.35%
Dec 31, 24
19 Fidelity Advisor Strategic Div & Inc I 1.22M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Advisor Strategic Real Ret I 1.22M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24