Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 JPRE 3.74%
4 DDIV 3.55%
5 IRET 3.43%
6 RSPR 3.27%
7 EWRE 3.03%
8 DVOL 2.95%
9 BYRE 2.19%
10 COPJ 2.15%
11 HUSV 1.80%
12 GQRE 1.74%
13 PPTY 1.70%
14 ICF 1.66%
15 WREI 1.47%
16 XLRE 1.40%
17 VGSR 1.37%
18 BLDG 1.33%
19 RWR 1.31%
20 SPYD 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.86M (17.01%) 625.00
Increased by +0.00%
Dec 31, 25
2 BlackRock Inc 21.24M (12.96%) -441.48K
Decreased by -2.08%
Sep 30, 25
3 JPMorgan Chase & Co 20.55M (12.54%) 10.18M
Increased by +49.54%
Sep 30, 25
4 NORGES BANK 17.15M (10.47%) 28.86K
Increased by +0.17%
Dec 31, 25
5 State Street Corp 12.40M (7.57%) 368.03K
Increased by +2.97%
Sep 30, 25
6 State Street Corporation 11.92M (7.27%) -952.56K
Decreased by -7.99%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 9.54M (5.82%) -338.46K
Decreased by -3.55%
Sep 30, 25
8 Principal Financial Group Inc 9.07M (5.54%) -347.05K
Decreased by -3.83%
Sep 30, 25
9 Geode Capital Management, LLC 4.92M (3.00%) 67.74K
Increased by +1.38%
Dec 31, 25
10 Amvescap Plc. 3.97M (2.43%) -1.86M
Decreased by -46.92%
Sep 30, 25
11 Boston Partners Global Investors, Inc 3.48M (2.12%) -63.69K
Decreased by -1.83%
Dec 31, 25
12 Resolution Capital Limited 2.96M (1.80%) -774.64K
Decreased by -26.20%
Dec 31, 23
13 Northern Trust Corp 2.80M (1.71%) -36.37K
Decreased by -1.30%
Sep 30, 25
14 Goldman Sachs Group Inc 2.65M (1.62%) 1.34M
Increased by +50.72%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 2.60M (1.59%) 39.36K
Increased by +1.51%
Dec 31, 25
16 Charles Schwab Investment Management Inc 2.58M (1.57%) 126.14K
Increased by +4.90%
Dec 31, 25
17 UBS Asset Mgmt Americas Inc 2.52M (1.54%) 251.55K
Increased by +9.97%
Jun 30, 25
18 FMR Inc 2.51M (1.53%) -12.67K
Decreased by -0.50%
Dec 31, 25
19 Nuveen, LLC 2.43M (1.48%) -120.24K
Decreased by -4.96%
Dec 31, 25
20 Capital World Investors 2.42M (1.48%) -2.69M
Decreased by -111.09%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.49M (3.96%) 56.90K
Increased by +0.88%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 5.77M (3.52%) 67.74K
Increased by +1.17%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 5.77M (3.52%) -74.50K
Decreased by -1.29%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.64M (2.83%) 29.14K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 4.23M (2.58%) 40.08K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 4.15M (2.54%) 9.54K
Increased by +0.23%
Feb 28, 26
7 Principal Real Estate Securities R5 3.37M (2.06%) 1.65M
Increased by +48.88%
Jan 31, 26
8 T. Rowe Price Real Assets Tr I-Z 2.92M (1.78%) -104.29K
Decreased by -3.57%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.67M (1.63%) 7.57K
Increased by +0.28%
Feb 28, 26
10 Invesco S&P 500® Equal Weight ETF 2.54M (1.55%) -1.08K
Decreased by -0.04%
Feb 27, 26
11 JHancock Disciplined Value Mid Cap I 2.52M (1.54%) 19.74K
Increased by +0.78%
Jan 31, 26
12 American Funds Income Fund of Amer A 2.42M (1.48%) -779.30K
Decreased by -32.18%
Mar 31, 24
13 T. Rowe Price Real Assets Tr I-D 2.42M (1.48%) -338.94K
Decreased by -14.01%
Dec 31, 25
14 JPM US Mid Cap Value-Composite 2.32M (1.41%) 196.35K
Increased by +8.48%
Dec 31, 25
15 JPM US Mid Cap Value-MA 2.24M (1.37%) 42.17K
Increased by +1.89%
Mar 31, 25
16 JPMorgan Mid Cap Value L 2.21M (1.35%) -110.65K
Decreased by -5.02%
Jan 31, 26
17 iShares Core S&P 500 ETF 2.10M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 2.09M (1.28%) 9.70K
Increased by +0.46%
Jan 31, 26
19 T. Rowe Price US Mid-Cap Value Equity 2.09M (1.27%) -28.64K
Decreased by -1.37%
Dec 31, 25
20 T. Rowe Price Mid-Cap Value 2.08M (1.27%) -7.45K
Decreased by -0.36%
Jan 31, 26