Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKGI 4.25%
2 OLD 4.10%
3 PSR 3.87%
4 SRET 3.70%
5 THRV 3.56%
6 KBWY 3.39%
7 REZ 3.10%
8 GLRY 2.82%
9 AREA 2.54%
10 GRI_old 2.47%
11 REIT 2.40%
12 HIPS 2.35%
13 FTIF 2.20%
14 CRED 2.15%
15 RORE 2.02%
16 DIV 1.91%
17 REAI 1.80%
18 GQRE 1.77%
19 IRET 1.71%
20 PXMG 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.16M (14.31%) 7.64K
Increased by +0.02%
Dec 31, 25
2 BlackRock Inc 35.41M (12.02%) 874.45K
Increased by +2.47%
Sep 30, 25
3 Cohen & Steers Inc 17.13M (5.81%) 7.52M
Increased by +43.90%
Sep 30, 25
4 State Street Corp 14.63M (4.96%) 33.60K
Increased by +0.23%
Sep 30, 25
5 State Street Corporation 12.51M (4.25%) -1.08M
Decreased by -8.64%
Mar 31, 24
6 Geode Capital Management, LLC 8.52M (2.89%) 734.77K
Increased by +8.63%
Dec 31, 25
7 JPMorgan Chase & Co 6.83M (2.32%) 4.91M
Increased by +71.89%
Sep 30, 25
8 Amvescap Plc. 4.94M (1.68%) 2.49M
Increased by +50.43%
Sep 30, 25
9 Charles Schwab Investment Management Inc 4.46M (1.52%) 174.06K
Increased by +3.90%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 4.31M (1.46%) 103.20K
Increased by +2.39%
Dec 31, 25
11 Bank of New York Mellon Corp 3.76M (1.28%) 239.13K
Increased by +6.36%
Sep 30, 25
12 Deutsche Bank AG 3.62M (1.23%) 392.57K
Increased by +10.86%
Dec 31, 25
13 AQR Capital Management LLC 3.53M (1.20%) 539.19K
Increased by +15.29%
Dec 31, 25
14 NORGES BANK 3.52M (1.20%) 198.67K
Increased by +5.64%
Dec 31, 25
15 CenterSquare Investment Management LLC 3.35M (1.14%) 47.02K
Increased by +1.40%
Dec 31, 25
16 Bank of America Corp 3.20M (1.09%) 584.05K
Increased by +18.26%
Sep 30, 25
17 Daiwa Securities Group Inc 3.06M (1.04%) 1.40M
Increased by +45.82%
Sep 30, 25
18 Northern Trust Corp 2.96M (1.00%) -19.77K
Decreased by -0.67%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 2.94M (1.00%) 368.84K
Increased by +12.52%
Sep 30, 25
20 UBS Asset Mgmt Americas Inc 2.79M (0.95%) 2.41M
Increased by +86.43%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.04M (3.75%) 34.23K
Increased by +0.31%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 9.55M (3.24%) 1.71M
Increased by +17.94%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 9.34M (3.17%) 31.52K
Increased by +0.34%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 8.18M (2.78%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 6.71M (2.28%) 16.42K
Increased by +0.24%
Feb 28, 26
6 Vanguard Small Cap Value Index Inv 4.31M (1.46%) 12.26K
Increased by +0.28%
Feb 28, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 3.22M (1.09%) 29.21K
Increased by +0.91%
Feb 28, 26
8 SPDR® S&P MIDCAP 400 ETF Trust 2.22M (0.75%) -55.46K
Decreased by -2.50%
Jul 31, 25
9 State Street® SPDR® S&P MIDCAP 400® ETF 2.17M (0.74%) 23.09K
Increased by +1.07%
Feb 28, 26
10 Cohen & Steers Real Estate Opportunities 2.09M (0.71%) -451.98K
Decreased by -21.66%
Dec 31, 25
11 Cohen & Steers Real Estate Securities A 2.09M (0.71%) -451.98K
Decreased by -21.66%
Dec 31, 25
12 Cohen & Steers Instl Realty Shares 2.08M (0.70%) -807.82K
Decreased by -38.93%
Dec 31, 25
13 Schwab US REIT ETF™ 2.04M (0.69%) 4.67K
Increased by +0.23%
Feb 28, 26
14 Daiwa US-REIT Open Mother Fund 2.02M (0.69%) -1.61M
Decreased by -79.84%
Sep 17, 25
15 Vanguard Real Estate II Index 1.93M (0.66%) -5.84K
Decreased by -0.30%
Feb 28, 26
16 Cohen & Steers Realty Shares L 1.89M (0.64%) -960.45K
Decreased by -50.94%
Dec 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 1.72M (0.58%) 25.20K
Increased by +1.47%
Feb 28, 26
18 Fidelity High Dividend ETF 1.66M (0.56%) 3.87K
Increased by +0.23%
Feb 27, 26
19 DFA Real Estate Securities I 1.56M (0.53%) 8.29K
Increased by +0.53%
Jan 31, 26
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.55M (0.53%) 35.73K
Increased by +2.30%
Apr 30, 25