Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 SRHR 8.56%
3 REZ 7.76%
4 JRE 6.43%
5 JPRE 6.22%
6 WTRE 5.96%
7 DRW 5.69%
8 AREA 5.37%
9 HAUS 4.96%
10 BYRE 4.58%
11 XLRE 4.50%
12 UTRN 4.36%
13 BOUT 4.33%
14 ICF 4.21%
15 VGSR 4.21%
16 RWR 4.18%
17 DRN 4.06%
18 RITA 3.86%
19 CRED 3.74%
20 USRT 3.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 75.95M (16.07%) 2.35M
Increased by +3.09%
Dec 31, 25
2 JPMorgan Chase & Co 59.40M (12.57%) 30.09M
Increased by +50.65%
Sep 30, 25
3 BlackRock Inc 52.29M (11.06%) 1.31M
Increased by +2.51%
Sep 30, 25
4 FMR Inc 29.28M (6.19%) 2.32M
Increased by +7.93%
Dec 31, 25
5 State Street Corp 28.93M (6.12%) 928.39K
Increased by +3.21%
Sep 30, 25
6 State Street Corporation 26.54M (5.61%) -1.97M
Decreased by -7.41%
Mar 31, 24
7 Principal Financial Group Inc 15.42M (3.26%) -379.26K
Decreased by -2.46%
Sep 30, 25
8 Geode Capital Management, LLC 12.99M (2.75%) 475.63K
Increased by +3.66%
Dec 31, 25
9 Apg Investments Us Inc 11.76M (2.49%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital World Investors 7.68M (1.62%) 7.68M
Increased by +100.00%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 7.18M (1.52%) -435.41K
Decreased by -6.07%
Sep 30, 25
12 Goldman Sachs Group Inc 7.09M (1.50%) 3.00M
Increased by +42.26%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 6.94M (1.47%) 336.43K
Increased by +4.85%
Dec 31, 25
14 CenterSquare Investment Management LLC 6.49M (1.37%) 7.30K
Increased by +0.11%
Dec 31, 25
15 Northern Trust Corp 6.40M (1.35%) 108.99K
Increased by +1.70%
Sep 30, 25
16 Charles Schwab Investment Management Inc 6.22M (1.31%) 461.18K
Increased by +7.42%
Dec 31, 25
17 NORGES BANK 6.13M (1.30%) 673.93K
Increased by +10.99%
Dec 31, 25
18 Amvescap Plc. 5.85M (1.24%) 1.03M
Increased by +17.69%
Sep 30, 25
19 Legal & General Group PLC 5.77M (1.22%) 420.83K
Increased by +7.30%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 5.62M (1.19%) 1.03M
Increased by +18.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.55M (3.71%) 593.81K
Increased by +3.38%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 14.85M (3.14%) 41.87K
Increased by +0.28%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 13.11M (2.77%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 12.43M (2.63%) 85.85K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 12.08M (2.56%) 114.79K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 10.21M (2.16%) 35.68K
Increased by +0.35%
Feb 28, 26
7 iShares Core S&P 500 ETF 5.99M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 5.97M (1.26%) 27.66K
Increased by +0.46%
Jan 31, 26
9 State Street® SPDR® S&P 500® ETF 5.53M (1.17%) -41.92K
Decreased by -0.76%
Feb 28, 26
10 SPDR® S&P 500® ETF 5.46M (1.16%) 67.05K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF 5.44M (1.15%) 139.57K
Increased by +2.57%
Mar 31, 25
12 Principal Real Estate Securities R5 5.35M (1.13%) 4.95M
Increased by +92.55%
Jan 31, 26
13 SPDR® S&P 500® ETF Trust 5.29M (1.12%) -27.76K
Decreased by -0.52%
Mar 31, 25
14 JPM US Equity Income-Composite 5.18M (1.10%) -474.14K
Decreased by -9.15%
Dec 31, 25
15 JPM US Equity Income-MA 5.18M (1.10%) -474.14K
Decreased by -9.15%
Dec 31, 25
16 JPMorgan Equity Income I 5.14M (1.09%) -45.91K
Decreased by -0.89%
Jan 31, 26
17 SPDR® S&P 500 ETF Trust 4.85M (1.03%) -37.76K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 4.69M (0.99%) 29.84K
Increased by +0.64%
Nov 30, 23
19 Vanguard Value Index Inv 4.37M (0.93%) 50.68K
Increased by +1.16%
Feb 28, 26
20 Fidelity US REIT Mother Fund 4.34M (0.92%) -1.67M
Decreased by -38.45%
Mar 17, 25