Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 9.28%
2 DRNZ 5.42%
3 NURE 5.13%
4 RESI 5.12%
5 SPRE 4.95%
6 JRE_old 4.63%
7 HAUS 4.50%
8 IRET 3.49%
9 BYRE 2.95%
10 RNTY 2.81%
11 REZ 2.79%
12 REIT 2.57%
13 JRE 2.53%
14 GREI 2.41%
15 RORE 2.33%
16 RITA 2.28%
17 SMIG 2.26%
18 JPRE 1.97%
19 CSRE 1.93%
20 UDI 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.00M (13.00%) -150.50K
Decreased by -0.60%
Jun 30, 25
2 BlackRock Inc 24.64M (12.81%) 85.75K
Increased by +0.35%
Jun 30, 25
3 State Street Corp 13.27M (6.90%) 237.09K
Increased by +1.79%
Jun 30, 25
4 State Street Corporation 9.98M (5.19%) -796.86K
Decreased by -7.99%
Mar 31, 24
5 Aristotle Capital Management LLC 9.92M (5.16%) -289.60K
Decreased by -2.92%
Jun 30, 25
6 Principal Financial Group Inc 7.04M (3.66%) 687.25K
Increased by +9.77%
Jun 30, 25
7 Cohen & Steers Inc 6.68M (3.47%) -827.43K
Decreased by -12.39%
Dec 31, 24
8 Victory Capital Management Inc. 5.15M (2.68%) -180.72K
Decreased by -3.51%
Jun 30, 25
9 JPMorgan Chase & Co 4.72M (2.46%) 515.06K
Increased by +10.90%
Jun 30, 25
10 Geode Capital Management, LLC 4.07M (2.12%) 20.60K
Increased by +0.51%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 3.61M (1.88%) -197.66K
Decreased by -5.48%
Jun 30, 25
12 Boston Partners Global Investors, Inc 2.84M (1.48%) -55.54K
Decreased by -1.95%
Jun 30, 25
13 Amvescap Plc. 2.74M (1.43%) -695.50K
Decreased by -25.36%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.68M (1.39%) 153.27K
Increased by +5.72%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.68M (1.39%) -46.98K
Decreased by -1.76%
Jun 30, 25
16 NORGES BANK 2.67M (1.39%) 222.67K
Increased by +8.33%
Jun 30, 25
17 Charles Schwab Investment Management Inc 2.65M (1.38%) 57.48K
Increased by +2.17%
Jun 30, 25
18 Goldman Sachs Group Inc 2.65M (1.38%) 1.13M
Increased by +42.47%
Dec 31, 23
19 Massachusetts Financial Services Company 2.51M (1.30%) 188.98K
Increased by +7.54%
Jun 30, 25
20 Canada Pension Plan Investment Board 2.47M (1.28%) -38.60K
Decreased by -1.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.75M (3.51%) 7.38K
Increased by +0.11%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 6.22M (3.24%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.41M (2.82%) -129.04K
Decreased by -2.38%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 5.32M (2.77%) 3.43K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.18M (2.17%) -27.27K
Decreased by -0.65%
Jul 31, 25
6 Victory Sycamore Established Value R 3.43M (1.78%) 38.00K
Increased by +1.11%
Jun 30, 25
7 Sycamore Mid Cap Value Comp 3.39M (1.76%) 3.30M
Increased by +97.23%
Mar 31, 25
8 Vanguard Windsor™ II Inv 2.83M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 2.35M (1.22%) -5.61K
Decreased by -0.24%
Jul 31, 25
10 SPDR® S&P Dividend ETF 2.11M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.07%) -891.75K
Decreased by -43.41%
Jul 31, 25
12 JHancock Disciplined Value Mid Cap I 2.04M (1.06%) 0.00
Increased by 0.00%
Jul 31, 25
13 T. Rowe Price Real Assets Tr I-D 1.78M (0.93%) 23.68K
Increased by +1.33%
Jun 30, 25
14 T. Rowe Price Real Assets Tr I-Z 1.76M (0.91%) -75.51K
Decreased by -4.30%
Mar 31, 25
15 Principal Real Estate Securities R5 1.68M (0.87%) 0.00
Increased by 0.00%
Jul 31, 25
16 T. Rowe Price US Large-Cap Core 1.63M (0.85%) 172.66K
Increased by +10.59%
Dec 31, 23
17 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.85%) 172.66K
Increased by +10.59%
Dec 31, 23
18 Principal Equity Income A 1.58M (0.82%) 0.00
Increased by 0.00%
Jul 31, 25
19 Daiwa US-REIT Open Mother Fund 1.57M (0.82%) 1.57M
Increased by +100.00%
Sep 17, 24
20 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.78%) 185.19K
Increased by +12.31%
Dec 31, 23