Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.72%
2 SRET 3.77%
3 REIT 3.54%
4 JRE 3.29%
5 KBWY 3.19%
6 AREA 2.58%
7 GRI_old 2.55%
8 OLD 2.43%
9 SMHB 2.38%
10 HIPS 2.34%
11 RDOG 2.25%
12 BLLD 2.11%
13 RORE 1.85%
14 RIET 1.62%
15 REAI 1.60%
16 JPRE 1.55%
17 XMLV 1.44%
18 BLDG 1.31%
19 DES 1.31%
20 DBSC 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.10M (14.97%) 690.32K
Increased by +1.86%
Sep 30, 25
2 Vanguard Group Inc 35.43M (14.30%) 481.23K
Increased by +1.36%
Dec 31, 25
3 Principal Financial Group Inc 20.52M (8.28%) -474.62K
Decreased by -2.31%
Sep 30, 25
4 State Street Corp 12.16M (4.91%) -139.10K
Decreased by -1.14%
Sep 30, 25
5 State Street Corporation 11.71M (4.73%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 Nuveen, LLC 7.30M (2.95%) 1.63M
Increased by +22.25%
Dec 31, 25
7 JPMorgan Chase & Co 7.18M (2.90%) 4.49M
Increased by +62.59%
Sep 30, 25
8 Geode Capital Management, LLC 7.02M (2.83%) 198.12K
Increased by +2.82%
Dec 31, 25
9 Bank of America Corp 5.22M (2.11%) 447.53K
Increased by +8.57%
Sep 30, 25
10 Charles Schwab Investment Management Inc 4.72M (1.91%) 334.74K
Increased by +7.09%
Dec 31, 25
11 Engineers Gate Manager LP 4.54M (1.83%) -1.51M
Decreased by -33.31%
Dec 31, 25
12 Bank of New York Mellon Corp 4.04M (1.63%) -135.60K
Decreased by -3.36%
Sep 30, 25
13 Northern Trust Corp 3.93M (1.59%) 43.93K
Increased by +1.12%
Sep 30, 25
14 LaSalle Investment Management Securities LLC 3.53M (1.43%) 3.53M
Increased by +100.00%
Dec 31, 25
15 FMR Inc 3.47M (1.40%) 169.91K
Increased by +4.90%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 3.46M (1.39%) 56.46K
Increased by +1.63%
Dec 31, 25
17 Nuveen Asset Management, LLC 3.38M (1.36%) 795.90K
Increased by +23.56%
Dec 31, 24
18 Deutsche Bank AG 3.29M (1.33%) -14.35K
Decreased by -0.44%
Jun 30, 24
19 LSV Asset Management 3.27M (1.32%) -348.90K
Decreased by -10.67%
Dec 31, 25
20 Citadel Advisors Llc 3.12M (1.26%) 2.43M
Increased by +77.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.32M (3.76%) 374.16K
Increased by +4.01%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 8.05M (3.25%) 711.34K
Increased by +8.84%
Feb 28, 26
3 Principal Real Estate Securities R5 7.99M (3.22%) 4.17M
Increased by +52.25%
Jan 31, 26
4 Vanguard Total Stock Mkt Idx Inv 7.92M (3.20%) 16.21K
Increased by +0.20%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 7.54M (3.04%) 271.44K
Increased by +3.60%
Sep 30, 24
6 iShares Russell 2000 ETF 5.81M (2.35%) 825.45K
Increased by +14.20%
Feb 28, 26
7 Vanguard Small Cap Index 5.66M (2.29%) 13.73K
Increased by +0.24%
Feb 28, 26
8 Vanguard Small Cap Value Index Inv 3.64M (1.47%) 10.38K
Increased by +0.29%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 2.71M (1.10%) 26.76K
Increased by +0.99%
Feb 28, 26
10 Janus Henderson US Real Estate MA 2.45M (0.99%) 2.45M
Increased by +99.97%
Dec 31, 23
11 Fidelity Small Cap Index 2.35M (0.95%) -69.53K
Decreased by -2.96%
Dec 31, 25
12 Fidelity® Small Cap Index 2.25M (0.91%) 60.04K
Increased by +2.67%
Oct 31, 23
13 Principal US REIT Fund Tr-II 2.21M (0.89%) -22.45K
Decreased by -1.02%
Jan 31, 26
14 iShares Russell 2000 Value ETF 2.05M (0.83%) -241.53K
Decreased by -11.77%
Feb 28, 26
15 Nomura Small Cap Value A 1.84M (0.74%) 1.84M
Increased by +100.00%
Jan 31, 26
16 State Street® SPDR® S&P MIDCAP 400® ETF 1.83M (0.74%) 19.48K
Increased by +1.07%
Feb 28, 26
17 SPDR® S&P MIDCAP 400 ETF Trust 1.82M (0.74%) -45.61K
Decreased by -2.50%
Jul 31, 25
18 Nikko World REIT Mother 1.76M (0.71%) -145.20K
Decreased by -8.24%
Aug 21, 23
19 Schwab US REIT ETF™ 1.73M (0.70%) 4.17K
Increased by +0.24%
Feb 28, 26
20 Vanguard Real Estate II Index 1.63M (0.66%) 54.94K
Increased by +3.37%
Feb 28, 26