Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 NURE 5.04%
3 SPRE 4.73%
4 HAUS 4.30%
5 UTRN 3.95%
6 RNTY 3.75%
7 KONG 3.72%
8 PSR 3.53%
9 IRET 3.43%
10 LBAY 3.25%
11 RSPR 3.23%
12 EWRE 3.19%
13 JRE 3.12%
14 REZ 2.60%
15 PRVT 2.52%
16 JPRE 2.51%
17 RORE 2.06%
18 PXMG 1.90%
19 REIT 1.80%
20 RSMC 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.09M (16.35%) -80.45K
Decreased by -0.47%
Jun 30, 25
2 BlackRock Inc 11.14M (10.66%) 92.02K
Increased by +0.83%
Jun 30, 25
3 State Street Corp 7.45M (7.13%) 147.68K
Increased by +1.98%
Jun 30, 25
4 State Street Corporation 7.27M (6.96%) 341.86K
Increased by +4.70%
Mar 31, 24
5 FMR Inc 4.63M (4.43%) 1.28M
Increased by +27.68%
Jun 30, 25
6 Victory Capital Management Inc. 4.35M (4.16%) 6.77K
Increased by +0.16%
Jun 30, 25
7 Geode Capital Management, LLC 2.96M (2.83%) 51.36K
Increased by +1.73%
Jun 30, 25
8 Viking Global Investors LP 2.72M (2.60%) -72.77K
Decreased by -2.68%
Jun 30, 25
9 CenterSquare Investment Management LLC 2.69M (2.57%) 77.42K
Increased by +2.88%
Jun 30, 25
10 Amvescap Plc. 2.38M (2.27%) 609.70K
Increased by +25.67%
Jun 30, 25
11 Wellington Management Company LLP 1.89M (1.81%) -378.60K
Decreased by -20.01%
Jun 30, 25
12 JPMorgan Chase & Co 1.87M (1.79%) 5.85K
Increased by +0.31%
Jun 30, 25
13 Charles Schwab Investment Management Inc 1.60M (1.53%) 66.04K
Increased by +4.12%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.52M (1.45%) -40.70K
Decreased by -2.68%
Jun 30, 25
15 D1 Capital Partners L.P. 1.48M (1.41%) -150.23K
Decreased by -10.17%
Dec 31, 23
16 Northern Trust Corp 1.42M (1.36%) -29.46K
Decreased by -2.07%
Jun 30, 25
17 NORGES BANK 1.42M (1.36%) -194.99K
Decreased by -13.72%
Jun 30, 25
18 PGGM Investments 1.19M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
19 Maverick Capital Ltd 1.17M (1.12%) 46.33K
Increased by +3.97%
Jun 30, 24
20 Daiwa Securities Group Inc 1.13M (1.08%) -1.30M
Decreased by -114.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.97M (3.79%) 4.73K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.37M (3.22%) 2.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.35M (3.21%) -85.59K
Decreased by -2.55%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.03M (2.90%) 23.50K
Increased by +0.77%
May 31, 25
5 Vanguard 500 Index Investor 2.65M (2.53%) -387.46K
Decreased by -14.65%
Jul 31, 25
6 Sycamore Mid Cap Value Comp 2.64M (2.53%) 2.55M
Increased by +96.46%
Mar 31, 25
7 Victory Sycamore Established Value R 2.62M (2.51%) -20.00K
Decreased by -0.76%
Jun 30, 25
8 Vanguard Small Cap Index 2.59M (2.48%) -16.91K
Decreased by -0.65%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.67M (1.60%) 3.32K
Increased by +0.20%
Jul 31, 25
10 Daiwa US-REIT Open Mother Fund 1.65M (1.58%) 35.15K
Increased by +2.13%
Sep 19, 23
11 Cohen & Steers Real Estate Opportunities 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
12 Cohen & Steers Real Estate Securities A 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
13 Fidelity 500 Index 1.35M (1.30%) 585.00
Increased by +0.04%
Jul 31, 25
14 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.30M (1.24%) -6.80K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.29M (1.24%) 15.94K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 1.29M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 1.26M (1.21%) 2.83K
Increased by +0.22%
Apr 30, 24
19 Fidelity® 500 Index 1.24M (1.19%) 7.92K
Increased by +0.64%
Nov 30, 23
20 Invesco S&P 500® Equal Weight ETF 1.21M (1.15%) 1.74K
Increased by +0.14%
Aug 29, 25