Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.62%
2 VPN 14.73%
3 DTCR 14.73%
4 SPRE 12.80%
5 REIT 11.08%
6 JRE 10.01%
7 REAI 9.99%
8 IDGT 9.98%
9 IGN 9.72%
10 ICF 9.20%
11 FPRO 8.94%
12 DTRE 8.85%
13 CRED 8.74%
14 BYRE 8.40%
15 JPRE 8.03%
16 FFR 7.61%
17 BYTE 7.20%
18 XLRE 7.07%
19 USRT 6.52%
20 DRN 6.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.40M (13.69%) 107.23K
Increased by +0.80%
Dec 31, 25
2 BlackRock Inc 10.82M (11.05%) -122.29K
Decreased by -1.13%
Sep 30, 25
3 Valeo Financial Advisors, LLC 8.16M (8.33%) 8.15M
Increased by +99.97%
Jun 30, 25
4 State Street Corp 6.26M (6.40%) 11.45K
Increased by +0.18%
Sep 30, 25
5 State Street Corporation 5.79M (5.92%) -400.86K
Decreased by -6.92%
Mar 31, 24
6 JPMorgan Chase & Co 5.75M (5.88%) 3.46M
Increased by +60.25%
Sep 30, 25
7 FMR Inc 2.81M (2.88%) 150.13K
Increased by +5.34%
Dec 31, 25
8 Geode Capital Management, LLC 2.57M (2.62%) 25.38K
Increased by +0.99%
Dec 31, 25
9 Cohen & Steers Inc 2.12M (2.16%) -117.27K
Decreased by -5.54%
Sep 30, 25
10 Principal Financial Group Inc 1.97M (2.01%) 56.59K
Increased by +2.87%
Sep 30, 25
11 Goldman Sachs Group Inc 1.75M (1.79%) 938.54K
Increased by +53.68%
Dec 31, 23
12 Wellington Management Company LLP 1.73M (1.77%) -71.81K
Decreased by -4.15%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.53M (1.56%) 59.35K
Increased by +3.89%
Sep 30, 25
14 Northern Trust Corp 1.49M (1.52%) -8.37K
Decreased by -0.56%
Sep 30, 25
15 The Goldman Sachs Group Inc 1.29M (1.32%) 387.85K
Increased by +29.98%
Sep 30, 25
16 NORGES BANK 1.28M (1.31%) 162.90K
Increased by +12.68%
Dec 31, 25
17 Charles Schwab Investment Management Inc 1.26M (1.29%) 74.87K
Increased by +5.94%
Dec 31, 25
18 Legal & General Group PLC 1.24M (1.26%) 117.10K
Increased by +9.48%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 1.22M (1.25%) -4.12K
Decreased by -0.34%
Dec 31, 25
20 Apg Investments Us Inc 1.20M (1.23%) -7.97K
Decreased by -0.66%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.67M (3.75%) 17.05K
Increased by +0.46%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.11M (3.17%) 15.76K
Increased by +0.51%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.01M (3.07%) 2.16K
Increased by +0.07%
Sep 30, 24
4 Vanguard 500 Index Investor 2.52M (2.58%) 23.69K
Increased by +0.94%
Feb 28, 26
5 iShares Core S&P 500 ETF 1.25M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 1.25M (1.27%) 5.78K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 1.21M (1.24%) -6.77K
Decreased by -0.56%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.18M (1.21%) 14.42K
Increased by +1.22%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 1.18M (1.20%) -6.16K
Decreased by -0.52%
Mar 31, 25
10 State Street® SPDR® S&P 500® ETF 1.15M (1.18%) -8.72K
Decreased by -0.76%
Feb 28, 26
11 SPDR® S&P 500 ETF Trust 1.13M (1.15%) -8.85K
Decreased by -0.78%
Mar 31, 24
12 Vanguard Growth Index Investor 1.13M (1.15%) 3.45K
Increased by +0.31%
Feb 28, 26
13 Fidelity® 500 Index 1.09M (1.11%) 6.94K
Increased by +0.64%
Nov 30, 23
14 The Real Estate Select Sector SPDR® 694.20K (0.71%) 7.75K
Increased by +1.12%
Aug 29, 25
15 Principal Real Estate Securities R5 655.50K (0.67%) 103.94K
Increased by +15.86%
Jan 31, 26
16 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
17 Vanguard Real Estate II Index 641.28K (0.66%) -1.02K
Decreased by -0.16%
Feb 28, 26
18 T. Rowe Price Real Assets Tr I-D 613.80K (0.63%) -14.99K
Decreased by -2.44%
Dec 31, 25
19 American Funds Capital Income Bldr A 606.31K (0.62%) -284.58K
Decreased by -46.94%
Dec 31, 23
20 Real Estate Select Sector SPDR® 572.62K (0.59%) -1.67K
Decreased by -0.29%
Mar 28, 24