Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFR 4.11%
2 DTRE 3.65%
3 KBWY 2.68%
4 DRW 2.33%
5 RDOG 2.28%
6 GREI 1.99%
7 LPRE 1.84%
8 JRE 1.79%
9 PSR 1.51%
10 IRET 1.51%
11 RIET 1.31%
12 ROOF 1.21%
13 BLLD 1.21%
14 REIT 1.01%
15 SMCO 0.92%
16 EPMB 0.79%
17 WTRE 0.69%
18 IQRA 0.69%
19 BYRE 0.63%
20 DES 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.60M (13.58%) 388.81K
Increased by +1.01%
Dec 31, 25
2 Fuller & Thaler Asset Management Inc 34.59M (12.17%) 16.83M
Increased by +48.66%
Dec 31, 25
3 BlackRock Inc 21.03M (7.40%) -4.23M
Decreased by -20.13%
Sep 30, 25
4 Apg Investments Us Inc 12.14M (4.27%) 0.00
Increased by 0.00%
Dec 31, 25
5 NORGES BANK 11.87M (4.18%) -533.53K
Decreased by -4.49%
Dec 31, 25
6 Ancora Advisors LLC 11.53M (4.05%) 11.53M
Increased by +100.00%
Dec 31, 25
7 Cohen & Steers Inc 11.52M (4.05%) -16.08M
Decreased by -139.59%
Sep 30, 25
8 FMR Inc 11.01M (3.87%) -6.59M
Decreased by -59.89%
Dec 31, 25
9 State Street Corp 10.64M (3.74%) -67.75K
Decreased by -0.64%
Sep 30, 25
10 State Street Corporation 10.52M (3.70%) -1.13M
Decreased by -10.78%
Mar 31, 24
11 Principal Financial Group Inc 8.23M (2.89%) -6.93M
Decreased by -84.30%
Sep 30, 25
12 American Century Companies Inc 7.91M (2.78%) -617.00
Decreased by -0.01%
Dec 31, 25
13 LaSalle Investment Management Securities LLC 6.80M (2.39%) -150.33K
Decreased by -2.21%
Dec 31, 25
14 Canada Pension Plan Investment Board 6.07M (2.14%) 6.07M
Increased by +100.00%
Dec 31, 25
15 Charles Schwab Investment Management Inc 5.85M (2.06%) 251.22K
Increased by +4.29%
Dec 31, 25
16 Long Pond Capital, LP 5.82M (2.05%) -1.93M
Decreased by -33.16%
Dec 31, 25
17 Geode Capital Management, LLC 5.39M (1.90%) 1.02M
Increased by +18.96%
Dec 31, 25
18 Alyeska Investment Group, L.P. 5.11M (1.80%) 871.37K
Increased by +17.06%
Dec 31, 25
19 Daiwa Securities Group Inc 5.00M (1.76%) -1.07K
Decreased by -0.02%
Mar 31, 25
20 Private Management Group Inc 4.71M (1.66%) 707.15K
Increased by +15.01%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 14.25M (5.01%) -7.60K
Decreased by -0.05%
Dec 31, 25
2 Undiscovered Managers Behavioral Val L 12.83M (4.51%) -745.80K
Decreased by -5.81%
Jan 31, 26
3 Vanguard Real Estate Index Investor 10.65M (3.75%) 27.80K
Increased by +0.26%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 9.11M (3.21%) 20.54K
Increased by +0.23%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 8.97M (3.16%) 6.88K
Increased by +0.08%
Sep 30, 24
6 Fidelity US REIT Mother Fund 7.08M (2.49%) 1.36M
Increased by +19.27%
Mar 17, 25
7 Vanguard Small Cap Index 6.47M (2.28%) 18.43K
Increased by +0.28%
Feb 28, 26
8 American Century Small Cap Value Inv 4.77M (1.68%) -185.00K
Decreased by -3.88%
Dec 31, 25
9 American Century U.S. Small Cap Value 4.77M (1.68%) -185.00K
Decreased by -3.88%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 4.15M (1.46%) 11.90K
Increased by +0.29%
Feb 28, 26
11 Fidelity Real Estate Investment Port 3.95M (1.39%) -8.00K
Decreased by -0.20%
Jun 30, 25
12 Principal Real Estate Securities R5 3.17M (1.12%) -2.30M
Decreased by -72.47%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.11M (1.09%) 25.81K
Increased by +0.83%
Feb 28, 26
14 American Funds American Mutual A 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
15 Capital Group American Mutual Comp 2.78M (0.98%) -935.00
Decreased by -0.03%
Dec 31, 23
16 Cohen & Steers Real Estate Opportunities 2.68M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
17 Cohen & Steers Real Estate Securities A 2.68M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
18 Fidelity SAI Real Estate Fund 2.60M (0.92%) 184.70K
Increased by +7.09%
May 31, 25
19 Davenport Small Cap Focus 2.50M (0.88%) 0.00
Increased by 0.00%
Jan 31, 26
20 Cohen & Steers Instl Realty Shares 2.28M (0.80%) 0.00
Increased by 0.00%
Dec 31, 25