Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.82%
2 PSR 4.84%
3 IRET 3.83%
4 SRHR 3.33%
5 FOVL 2.65%
6 PRVT 2.51%
7 GBLD 1.68%
8 REIT 1.49%
9 PPTY 1.34%
10 BLDG 1.33%
11 BYRE 1.21%
12 WTRE 1.20%
13 XMLV 1.14%
14 DRW 1.02%
15 GRNR 0.91%
16 PZD 0.88%
17 JPRE 0.82%
18 CRED 0.63%
19 IQRA 0.59%
20 ERTH 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.96M (15.08%) -163.37K
Decreased by -0.65%
Dec 31, 25
2 BlackRock Inc 23.82M (14.39%) 2.65M
Increased by +11.12%
Sep 30, 25
3 Principal Financial Group Inc 12.47M (7.53%) -348.69K
Decreased by -2.80%
Sep 30, 25
4 State Street Corp 8.49M (5.13%) -84.65K
Decreased by -1.00%
Sep 30, 25
5 State Street Corporation 7.69M (4.65%) -763.73K
Decreased by -9.93%
Mar 31, 24
6 Apg Investments Us Inc 7.40M (4.47%) -273.40K
Decreased by -3.70%
Dec 31, 25
7 CenterSquare Investment Management LLC 5.85M (3.53%) 179.04K
Increased by +3.06%
Dec 31, 25
8 Alyeska Investment Group, L.P. 5.18M (3.13%) 3.91M
Increased by +75.54%
Dec 31, 25
9 JPMorgan Chase & Co 4.47M (2.70%) 2.13M
Increased by +47.53%
Sep 30, 25
10 Citadel Advisors Llc 3.96M (2.39%) 2.46M
Increased by +62.01%
Dec 31, 25
11 Geode Capital Management, LLC 3.45M (2.08%) 47.63K
Increased by +1.38%
Dec 31, 25
12 Weiss Multi-Strategy Advisers Llc 3.32M (2.01%) 673.90K
Increased by +20.27%
Dec 31, 23
13 Amvescap Plc. 3.17M (1.91%) 1.92M
Increased by +60.51%
Sep 30, 25
14 Massachusetts Financial Services Company 3.15M (1.90%) -333.19K
Decreased by -10.57%
Dec 31, 25
15 Resolution Capital Limited 3.01M (1.82%) -1.55M
Decreased by -51.50%
Dec 31, 25
16 Charles Schwab Investment Management Inc 2.82M (1.70%) 122.85K
Increased by +4.35%
Dec 31, 25
17 Rush Island Management, LP 2.74M (1.66%) -269.87K
Decreased by -9.84%
Mar 31, 25
18 Jennison Associates LLC 2.67M (1.61%) 11.95K
Increased by +0.45%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 2.50M (1.51%) -1.39M
Decreased by -55.50%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 2.46M (1.48%) 26.79K
Increased by +1.09%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.28M (3.79%) 10.04K
Increased by +0.16%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 5.42M (3.27%) 601.30K
Increased by +11.09%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 5.31M (3.21%) 11.48K
Increased by +0.22%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 4.75M (2.87%) 4.68K
Increased by +0.10%
Sep 30, 24
5 Principal Real Estate Securities R5 3.83M (2.31%) 729.84K
Increased by +19.06%
Jan 31, 26
6 Vanguard Small Cap Index 3.81M (2.30%) 8.54K
Increased by +0.22%
Feb 28, 26
7 Vanguard Small Cap Value Index Inv 2.45M (1.48%) 7.00K
Increased by +0.29%
Feb 28, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.11%) 25.49K
Increased by +1.39%
Feb 28, 26
9 Vanguard Strategic Equity Inv 1.39M (0.84%) 0.00
Increased by 0.00%
Dec 31, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 1.29M (0.78%) -32.18K
Decreased by -2.50%
Jul 31, 25
11 State Street® SPDR® S&P MIDCAP 400® ETF 1.23M (0.74%) 13.12K
Increased by +1.07%
Feb 28, 26
12 Schwab US REIT ETF™ 1.16M (0.70%) 3.28K
Increased by +0.28%
Feb 28, 26
13 AEW Global Diversified REIT (EPRA) 1.13M (0.68%) -289.95K
Decreased by -25.65%
Dec 31, 23
14 BNP Paribas US Small Cap ClassicC 1.12M (0.68%) 1.12M
Increased by +100.00%
Jan 31, 26
15 Jennison SMid Cap Core Equity 1.11M (0.67%) 0.00
Increased by 0.00%
Dec 31, 25
16 PGIM Jennison Small Company A 1.11M (0.67%) 0.00
Increased by 0.00%
Feb 28, 26
17 Vanguard Real Estate II Index 1.10M (0.66%) -4.90K
Decreased by -0.45%
Feb 28, 26
18 Principal US REIT Fund Tr-II 1.06M (0.64%) -10.82K
Decreased by -1.02%
Jan 31, 26
19 Resolution Capital Global Property Secs 1.04M (0.63%) 333.69K
Increased by +32.01%
Dec 31, 24
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.03M (0.62%) 41.87K
Increased by +4.08%
Jan 31, 26