Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 NURE 4.86%
4 SPRE 4.82%
5 HAUS 4.57%
6 BYRE 4.47%
7 SRHR 4.36%
8 REZ 3.63%
9 IRET 3.54%
10 LSAT 3.34%
11 RNTY 3.06%
12 RITA 2.93%
13 FORH 2.64%
14 REIT 2.56%
15 NBGR 2.43%
16 RORE 2.28%
17 AREA 2.19%
18 SWIN_old 2.06%
19 ICF 1.89%
20 VGSR 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.66M (13.71%) -1.62M
Decreased by -9.75%
Dec 31, 25
2 Dodge & Cox 14.49M (11.92%) 11.05K
Increased by +0.08%
Dec 31, 25
3 BlackRock Inc 11.44M (9.41%) 30.06K
Increased by +0.26%
Sep 30, 25
4 Cohen & Steers Inc 10.98M (9.03%) -5.68M
Decreased by -51.70%
Sep 30, 25
5 T. Rowe Price Associates, Inc. 6.37M (5.24%) -672.52K
Decreased by -10.55%
Sep 30, 25
6 NORGES BANK 6.08M (5.00%) -1.24M
Decreased by -20.40%
Dec 31, 25
7 State Street Corp 5.38M (4.43%) 214.63K
Increased by +3.99%
Sep 30, 25
8 State Street Corporation 5.27M (4.34%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 Wellington Management Company LLP 5.04M (4.15%) 554.08K
Increased by +10.99%
Dec 31, 25
10 FMR Inc 4.87M (4.01%) -408.85K
Decreased by -8.40%
Dec 31, 25
11 Massachusetts Financial Services Company 2.53M (2.08%) -154.24K
Decreased by -6.11%
Jun 30, 25
12 Principal Financial Group Inc 2.49M (2.05%) -1.00M
Decreased by -40.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.34M (1.92%) 9.54K
Increased by +0.41%
Dec 31, 25
14 Amvescap Plc. 2.16M (1.78%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 Daiwa Securities Group Inc 1.81M (1.48%) -970.79K
Decreased by -53.78%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 1.76M (1.45%) -28.20K
Decreased by -1.60%
Dec 31, 25
17 UBS Asset Mgmt Americas Inc 1.65M (1.36%) 243.92K
Increased by +14.80%
Jun 30, 25
18 CenterSquare Investment Management LLC 1.55M (1.28%) -508.14K
Decreased by -32.78%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.47M (1.21%) 105.61K
Increased by +7.18%
Dec 31, 25
20 Citadel Advisors Llc 1.25M (1.03%) -114.35K
Decreased by -9.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.95M (9.01%) 0.00
Increased by 0.00%
Dec 31, 25
2 M&G SA Equity Fund B 6.45M (5.31%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.62M (3.80%) -49.52K
Decreased by -1.07%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.95M (3.25%) 2.84K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.91M (3.22%) 6.68K
Increased by +0.17%
Feb 28, 26
6 Vanguard Equity-Income Inv 3.27M (2.69%) 197.84K
Increased by +6.06%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 2.85M (2.34%) 30.68K
Increased by +1.08%
Jul 31, 25
8 Vanguard Small Cap Index 2.81M (2.31%) 7.01K
Increased by +0.25%
Feb 28, 26
9 Cohen & Steers Instl Realty Shares 1.76M (1.45%) 0.00
Increased by 0.00%
Dec 31, 25
10 M&G Balanced Fund A 1.58M (1.30%) 1.58M
Increased by +100.00%
Mar 31, 24
11 Cohen & Steers Real Estate Opportunities 1.56M (1.28%) -326.29K
Decreased by -20.91%
Dec 31, 25
12 Cohen & Steers Real Estate Securities A 1.56M (1.28%) -326.29K
Decreased by -20.91%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 1.56M (1.28%) 3.51K
Increased by +0.22%
Feb 28, 26
14 Cohen & Steers Realty Shares L 1.55M (1.28%) -132.24K
Decreased by -8.51%
Dec 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 1.44M (1.18%) -220.03K
Decreased by -15.33%
Dec 31, 25
16 T. Rowe Price Mid-Cap Value 1.43M (1.18%) -5.12K
Decreased by -0.36%
Jan 31, 26
17 T. Rowe Price Real Assets Tr I-Z 1.34M (1.10%) 205.83K
Increased by +15.36%
Mar 31, 25
18 Fidelity US REIT Mother Fund 1.33M (1.10%) -104.90K
Decreased by -7.86%
Mar 17, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.04%) 12.07K
Increased by +0.95%
Feb 28, 26
20 Daiwa US-REIT Open Mother Fund 1.24M (1.02%) -549.48K
Decreased by -44.21%
Sep 17, 25