Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.80%
2 REAI 4.54%
3 FFR 4.26%
4 DTRE 4.18%
5 NETL 3.99%
6 SRHR 3.95%
7 IRET 3.44%
8 FPRO 3.36%
9 INDS 2.98%
10 TSRS 2.90%
11 REIT 2.83%
12 PRVT 2.53%
13 TMFS 2.50%
14 RDOG 2.37%
15 GRI_old 2.25%
16 JRE 2.04%
17 PPTY 2.00%
18 PSR 1.95%
19 GDIV 1.62%
20 XVOL 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.50M (14.45%) 800.61K
Increased by +2.91%
Sep 30, 25
2 Vanguard Group Inc 25.72M (13.52%) -122.37K
Decreased by -0.48%
Dec 31, 25
3 FMR Inc 13.57M (7.13%) 71.21K
Increased by +0.52%
Dec 31, 25
4 State Street Corp 9.40M (4.94%) -136.92K
Decreased by -1.46%
Sep 30, 25
5 State Street Corporation 9.21M (4.84%) -816.87K
Decreased by -8.87%
Mar 31, 24
6 NORGES BANK 8.04M (4.23%) 245.05K
Increased by +3.05%
Dec 31, 25
7 Massachusetts Financial Services Company 4.63M (2.44%) -75.54K
Decreased by -1.63%
Dec 31, 24
8 Geode Capital Management, LLC 3.83M (2.01%) 65.50K
Increased by +1.71%
Dec 31, 25
9 Nuveen Asset Management, LLC 3.68M (1.93%) 204.95K
Increased by +5.57%
Dec 31, 24
10 CBRE Investment Management Listed Real Assets LLC 3.62M (1.90%) -288.73K
Decreased by -7.97%
Dec 31, 25
11 AllianceBernstein L.P. 3.56M (1.87%) -387.31K
Decreased by -10.87%
Sep 30, 25
12 Earnest Partners LLC 3.48M (1.83%) -162.81K
Decreased by -4.67%
Dec 31, 25
13 Charles Schwab Investment Management Inc 3.42M (1.80%) 120.46K
Increased by +3.52%
Dec 31, 25
14 JPMorgan Chase & Co 2.99M (1.57%) 1.67M
Increased by +55.71%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 2.87M (1.51%) 37.89K
Increased by +1.32%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 2.87M (1.51%) -51.67K
Decreased by -1.80%
Jun 30, 24
17 BTIM Corp 2.81M (1.48%) -132.28K
Decreased by -4.70%
Dec 31, 25
18 Nuveen, LLC 2.61M (1.37%) -66.21K
Decreased by -2.54%
Dec 31, 25
19 Deutsche Bank AG 2.19M (1.15%) -405.56K
Decreased by -18.49%
Sep 30, 24
20 Channing Capital Management, LLC 2.19M (1.15%) 3.98K
Increased by +0.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.98M (3.67%) 12.17K
Increased by +0.17%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 6.03M (3.17%) 262.09K
Increased by +4.34%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 5.91M (3.11%) 8.86K
Increased by +0.15%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 5.78M (3.04%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Fidelity US REIT Mother Fund 5.03M (2.64%) 1.90M
Increased by +37.83%
Mar 17, 25
6 Vanguard Small Cap Index 4.24M (2.23%) 10.03K
Increased by +0.24%
Feb 28, 26
7 Fidelity Real Estate Investment Port 2.73M (1.43%) 160.34K
Increased by +5.88%
Jan 31, 26
8 Vanguard Small Cap Value Index Inv 2.72M (1.43%) 7.74K
Increased by +0.28%
Feb 28, 26
9 MFS Mid Cap Value A 2.19M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 2.19M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
11 BlackRock Equity Dividend Instl 2.16M (1.14%) -21.22K
Decreased by -0.98%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.07%) 19.87K
Increased by +0.98%
Feb 28, 26
13 Fidelity SAI Real Estate Fund 1.98M (1.04%) 40.00K
Increased by +2.02%
Jan 31, 26
14 SPDR® S&P MIDCAP 400 ETF Trust 1.43M (0.75%) -35.77K
Decreased by -2.50%
Jul 31, 25
15 State Street® SPDR® S&P MIDCAP 400® ETF 1.37M (0.72%) 14.59K
Increased by +1.07%
Feb 28, 26
16 EARNEST Small Cap Value 1.34M (0.71%) 1.34M
Increased by +99.85%
Dec 31, 23
17 Scout Mid Cap Equity 1.31M (0.69%) 25.68K
Increased by +1.97%
Dec 31, 25
18 Schwab US REIT ETF™ 1.29M (0.68%) 2.93K
Increased by +0.23%
Feb 28, 26
19 Fidelity Low-Priced Stock 1.27M (0.67%) 121.87K
Increased by +9.61%
Jun 30, 25
20 Carillon Scout Mid Cap I 1.26M (0.66%) -15.84K
Decreased by -1.25%
Dec 31, 25