Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.76%
2 TSRS 2.22%
3 HAPS 1.23%
4 VRAI 1.10%
5 PPTY 0.45%
6 SVAL 0.39%
7 FPRO 0.34%
8 GQRE 0.29%
9 FYC 0.28%
10 BBRE 0.25%
11 CRED 0.24%
12 USRT 0.22%
13 SEIS 0.19%
14 DFAR 0.19%
15 FRI 0.19%
16 RNSC 0.18%
17 FSGS 0.18%
18 SCHH 0.17%
19 IWN 0.17%
20 FREL 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.15M (14.48%) -127.30K
Decreased by -1.14%
Dec 31, 25
2 BlackRock Inc 7.79M (10.12%) 88.55K
Increased by +1.14%
Sep 30, 25
3 Principal Financial Group Inc 4.73M (6.15%) 60.40K
Increased by +1.28%
Sep 30, 25
4 State Street Corp 2.82M (3.66%) 6.09K
Increased by +0.22%
Sep 30, 25
5 State Street Corporation 2.50M (3.25%) -252.94K
Decreased by -10.12%
Mar 31, 24
6 FMR Inc 2.10M (2.73%) 76.53K
Increased by +3.64%
Dec 31, 25
7 Geode Capital Management, LLC 2.01M (2.61%) -321.00
Decreased by -0.02%
Dec 31, 25
8 Millennium Management LLC 1.91M (2.48%) 553.18K
Increased by +28.96%
Dec 31, 25
9 Charles Schwab Investment Management Inc 1.38M (1.79%) 12.18K
Increased by +0.88%
Dec 31, 25
10 CenterSquare Investment Management LLC 1.29M (1.67%) 1.10M
Increased by +85.72%
Dec 31, 25
11 Nuveen Asset Management, LLC 1.19M (1.55%) 315.38K
Increased by +26.42%
Dec 31, 24
12 Qube Research & Technologies 1.05M (1.36%) 200.58K
Increased by +19.10%
Dec 31, 25
13 JPMorgan Chase & Co 1.05M (1.36%) 487.79K
Increased by +46.57%
Sep 30, 25
14 Vision Capital Corp 1.02M (1.32%) -88.49K
Decreased by -8.70%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 990.39K (1.29%) -17.91K
Decreased by -1.81%
Dec 31, 25
16 Balyasny Asset Management LLC 968.16K (1.26%) 509.52K
Increased by +52.63%
Jun 30, 25
17 Northern Trust Corp 966.66K (1.26%) -21.20K
Decreased by -2.19%
Sep 30, 25
18 Schroder Investment Management Group 963.25K (1.25%) 135.33K
Increased by +14.05%
Dec 31, 25
19 DePrince Race & Zollo Inc 955.03K (1.24%) 955.03K
Increased by +100.00%
Dec 31, 25
20 The Goldman Sachs Group Inc 799.69K (1.04%) 77.23K
Increased by +9.66%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.90M (3.76%) -2.52K
Decreased by -0.09%
Feb 28, 26
2 Principal Real Estate Securities R5 2.88M (3.74%) 2.88M
Increased by +100.00%
Jan 31, 26
3 Vanguard Total Stock Mkt Idx Inv 2.43M (3.16%) 19.35K
Increased by +0.80%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.28M (2.97%) 261.38K
Increased by +11.45%
Sep 30, 24
5 iShares Russell 2000 ETF 1.94M (2.52%) 477.85K
Increased by +24.59%
Feb 28, 26
6 Vanguard Small Cap Index 1.76M (2.29%) 3.71K
Increased by +0.21%
Feb 28, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 846.77K (1.10%) 8.00K
Increased by +0.94%
Feb 28, 26
8 Principal US REIT Fund Tr-II 795.37K (1.03%) 187.39K
Increased by +23.56%
Jan 31, 26
9 Fidelity Small Cap Index 768.83K (1.00%) -24.10K
Decreased by -3.14%
Dec 31, 25
10 iShares Russell 2000 Value ETF 692.00K (0.90%) 17.97K
Increased by +2.60%
Feb 28, 26
11 Fidelity® Small Cap Index 664.88K (0.86%) 16.93K
Increased by +2.55%
Oct 31, 23
12 Principal U.S. Small Cap Equity 618.30K (0.80%) 618.30K
Increased by +100.00%
Dec 31, 25
13 Principal U.S. Small Cap Select Equity 618.30K (0.80%) 618.30K
Increased by +100.00%
Dec 31, 25
14 Principal SmallCap R5 587.10K (0.76%) 587.10K
Increased by +100.00%
Jan 31, 26
15 Vanguard Small Cap Value Index Inv 565.93K (0.74%) 1.50K
Increased by +0.27%
Feb 28, 26
16 Neuberger Berman REIT 543.38K (0.71%) 131.00
Increased by +0.02%
Jun 30, 25
17 Neuberger Berman Real Estate Tr 540.88K (0.70%) -3.96K
Decreased by -0.73%
Jul 31, 25
18 Schwab US REIT ETF™ 537.11K (0.70%) 2.10K
Increased by +0.39%
Feb 28, 26
19 Vanguard Real Estate II Index 506.80K (0.66%) -2.23K
Decreased by -0.44%
Feb 28, 26
20 Vanguard Small Cap Growth Index Inv 488.74K (0.63%) -191.00
Decreased by -0.04%
Feb 28, 26