Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.96%
2 LPRE 4.95%
3 RTL_old 3.77%
4 IRET 3.61%
5 TSRS 3.54%
6 JPRE 2.98%
7 TMFS 2.97%
8 JRE 2.92%
9 SMIG 2.66%
10 RORE 2.22%
11 KSCD 2.10%
12 LOTI 2.09%
13 IVRA 1.81%
14 PXSG 1.80%
15 XMLV 1.75%
16 REIT 1.50%
17 ICAP 1.48%
18 SMMV 1.47%
19 HSMV 1.43%
20 BLDG 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.06M (13.65%) 785.87K
Increased by +4.89%
Sep 30, 25
2 Vanguard Group Inc 15.73M (13.38%) 84.57K
Increased by +0.54%
Dec 31, 25
3 Cohen & Steers Inc 13.45M (11.43%) 1.05M
Increased by +7.85%
Sep 30, 25
4 State Street Corp 5.79M (4.93%) 27.55K
Increased by +0.48%
Sep 30, 25
5 State Street Corporation 5.07M (4.31%) -468.54K
Decreased by -9.25%
Mar 31, 24
6 JPMorgan Chase & Co 4.03M (3.43%) 2.82M
Increased by +69.81%
Sep 30, 25
7 CenterSquare Investment Management LLC 3.30M (2.81%) 402.94K
Increased by +12.21%
Dec 31, 25
8 Long Pond Capital, LP 3.03M (2.58%) 0.00
Increased by 0.00%
Dec 31, 24
9 Zimmer Partners LP 2.99M (2.54%) 2.95M
Increased by +98.50%
Dec 31, 23
10 Geode Capital Management, LLC 2.51M (2.13%) 117.35K
Increased by +4.68%
Dec 31, 25
11 Principal Financial Group Inc 2.38M (2.02%) -128.13K
Decreased by -5.39%
Sep 30, 25
12 Daiwa Securities Group Inc 2.36M (2.01%) 15.39K
Increased by +0.65%
Sep 30, 25
13 Two Sigma Advisers, LLC 2.26M (1.92%) 92.40K
Increased by +4.09%
Dec 31, 25
14 Deutsche Bank AG 2.18M (1.85%) -420.21K
Decreased by -19.31%
Dec 31, 25
15 Macquarie Group Ltd 1.97M (1.68%) 62.57K
Increased by +3.17%
Sep 30, 25
16 Charles Schwab Investment Management Inc 1.96M (1.66%) 132.47K
Increased by +6.77%
Dec 31, 25
17 American Century Companies Inc 1.75M (1.49%) -143.02K
Decreased by -8.17%
Mar 31, 25
18 Prudential Financial Inc 1.71M (1.46%) -84.98K
Decreased by -4.96%
Sep 30, 25
19 Two Sigma Investments LLC 1.69M (1.44%) -34.97K
Decreased by -2.07%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 1.68M (1.43%) 56.61K
Increased by +3.37%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.29M (3.65%) 165.69K
Increased by +3.86%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 3.71M (3.15%) 523.95K
Increased by +14.13%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.08%) 29.17K
Increased by +0.80%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.21M (2.73%) 1.77K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 2.61M (2.22%) 5.62K
Increased by +0.22%
Feb 28, 26
6 Cohen & Steers Real Estate Opportunities 2.41M (2.05%) 0.00
Increased by 0.00%
Dec 31, 25
7 Cohen & Steers Real Estate Securities A 2.41M (2.05%) 0.00
Increased by 0.00%
Dec 31, 25
8 Cohen & Steers Instl Realty Shares 2.26M (1.92%) 305.05K
Increased by +13.49%
Dec 31, 25
9 Cohen & Steers Realty Shares L 2.06M (1.75%) 128.06K
Increased by +6.21%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 1.68M (1.43%) 4.77K
Increased by +0.28%
Feb 28, 26
11 Daiwa US-REIT Open Mother Fund 1.47M (1.25%) 0.00
Increased by 0.00%
Sep 17, 25
12 Principal Real Estate Securities R5 1.28M (1.09%) 1.13M
Increased by +88.25%
Jan 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.06%) 10.51K
Increased by +0.84%
Feb 28, 26
14 American Century Mid Cap Value Inv 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
15 American Century U.S. Mid Cap Value 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
16 Delaware Small Cap Value A 842.40K (0.72%) -35.00K
Decreased by -4.15%
Oct 31, 24
17 State Street® SPDR® S&P MIDCAP 400® ETF 841.25K (0.72%) 8.96K
Increased by +1.07%
Feb 28, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 841.13K (0.72%) -21.05K
Decreased by -2.50%
Jul 31, 25
19 Schwab US REIT ETF™ 793.75K (0.67%) 1.77K
Increased by +0.22%
Feb 28, 26
20 Nikko World REIT Mother 755.46K (0.64%) 0.00
Increased by 0.00%
Aug 21, 23