Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.30%
2 VPN 13.44%
3 DTCR 13.44%
4 REAI 9.83%
5 RITA 9.27%
6 IGN 9.18%
7 IDGT 8.98%
8 CSRE 8.50%
9 DTRE 8.24%
10 JRE 7.64%
11 PSR 7.50%
12 FFR 7.15%
13 SRHR 6.43%
14 CRED 6.07%
15 RNTY 5.83%
16 JPRE 5.83%
17 WTRE 5.79%
18 ROOF 5.71%
19 PZD 5.32%
20 CLOU 5.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.26M (16.89%) 854.83K
Increased by +1.58%
Dec 31, 25
2 BlackRock Inc 37.94M (11.81%) 587.97K
Increased by +1.55%
Sep 30, 25
3 Cohen & Steers Inc 23.73M (7.38%) -143.67K
Decreased by -0.61%
Sep 30, 25
4 NORGES BANK 22.00M (6.85%) 150.78K
Increased by +0.69%
Dec 31, 25
5 State Street Corp 20.42M (6.36%) 11.36K
Increased by +0.06%
Sep 30, 25
6 State Street Corporation 19.50M (6.07%) -1.69M
Decreased by -8.67%
Mar 31, 24
7 JPMorgan Chase & Co 9.39M (2.92%) 4.03M
Increased by +42.90%
Sep 30, 25
8 Geode Capital Management, LLC 9.23M (2.87%) 197.18K
Increased by +2.14%
Dec 31, 25
9 Bank of America Corp 8.93M (2.78%) 405.51K
Increased by +4.54%
Sep 30, 25
10 Apg Investments Us Inc 8.62M (2.68%) -21.06K
Decreased by -0.24%
Dec 31, 25
11 Canada Pension Plan Investment Board 7.46M (2.32%) -1.08K
Decreased by -0.01%
Dec 31, 25
12 Northern Trust Corp 5.65M (1.76%) 471.38K
Increased by +8.35%
Sep 30, 25
13 Goldman Sachs Group Inc 5.02M (1.56%) 3.01M
Increased by +59.83%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 4.81M (1.50%) 151.66K
Increased by +3.15%
Dec 31, 25
15 UBS Asset Mgmt Americas Inc 4.81M (1.50%) 4.20M
Increased by +87.28%
Sep 30, 25
16 FMR Inc 4.30M (1.34%) -473.04K
Decreased by -11.01%
Dec 31, 25
17 Charles Schwab Investment Management Inc 4.22M (1.31%) 251.35K
Increased by +5.96%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 4.12M (1.28%) 135.19K
Increased by +3.28%
Sep 30, 25
19 Daiwa Securities Group Inc 4.12M (1.28%) -14.22K
Decreased by -0.35%
Sep 30, 25
20 Amvescap Plc. 4.09M (1.27%) 109.31K
Increased by +2.67%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.84M (4.00%) 108.93K
Increased by +0.85%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 10.86M (3.38%) 44.76K
Increased by +0.41%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 10.38M (3.23%) 166.04K
Increased by +1.60%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 9.00M (2.80%) 63.95K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 8.30M (2.59%) 79.26K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 7.47M (2.32%) 26.07K
Increased by +0.35%
Feb 28, 26
7 Cohen & Steers Instl Realty Shares 4.65M (1.45%) 928.75K
Increased by +19.99%
Dec 31, 25
8 Cohen & Steers Realty Shares L 4.22M (1.31%) 632.28K
Increased by +14.98%
Dec 31, 25
9 Cohen & Steers Real Estate Opportunities 4.20M (1.31%) 643.20K
Increased by +15.31%
Dec 31, 25
10 Cohen & Steers Real Estate Securities A 4.20M (1.31%) 643.20K
Increased by +15.31%
Dec 31, 25
11 iShares Core S&P 500 ETF 4.12M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 4.10M (1.28%) 19.01K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500 ETF 3.94M (1.23%) -1.14K
Decreased by -0.03%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 3.83M (1.19%) -20.09K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 3.82M (1.19%) 47.06K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 3.80M (1.18%) -28.76K
Decreased by -0.76%
Feb 28, 26
17 SPDR® S&P 500 ETF Trust 3.58M (1.12%) 8.10K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 3.53M (1.10%) 22.45K
Increased by +0.64%
Nov 30, 23
19 Vanguard Value Index Inv 3.20M (1.00%) 36.86K
Increased by +1.15%
Feb 28, 26
20 Daiwa US-REIT Open Mother Fund 2.67M (0.83%) 35.61K
Increased by +1.34%
Sep 17, 25