Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.11%
2 DTCR 13.13%
3 VPN 12.84%
4 FPRO 10.80%
5 CRED 10.53%
6 IDGT 10.09%
7 CSRE 9.89%
8 XLRE 9.74%
9 JPRE 9.24%
10 PSR 8.93%
11 BYRE 8.81%
12 ICF 8.20%
13 DFAR 8.08%
14 SRS 8.05%
15 REK 8.05%
16 IGN 7.97%
17 IYR 7.91%
18 SRHR 7.88%
19 SCHH 7.86%
20 IYRI 7.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.81M (13.45%) 434.12K
Increased by +0.69%
Mar 31, 25
2 BlackRock Inc 42.98M (9.21%) -66.80K
Decreased by -0.16%
Mar 31, 25
3 State Street Corp 21.25M (4.55%) 118.94K
Increased by +0.56%
Mar 31, 25
4 State Street Corporation 20.61M (4.41%) -237.60K
Decreased by -1.15%
Mar 31, 24
5 Cohen & Steers Inc 18.71M (4.01%) -465.19K
Decreased by -2.49%
Mar 31, 25
6 Geode Capital Management, LLC 13.23M (2.83%) 1.89M
Increased by +14.25%
Mar 31, 25
7 FMR Inc 12.65M (2.71%) 1.47M
Increased by +11.60%
Mar 31, 25
8 JPMorgan Chase & Co 10.13M (2.17%) 3.56M
Increased by +35.14%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 8.29M (1.78%) 481.10K
Increased by +5.81%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 8.14M (1.74%) 2.31M
Increased by +28.36%
Mar 31, 25
11 Deutsche Bank AG 7.38M (1.58%) 285.19K
Increased by +3.86%
Mar 31, 25
12 Wellington Management Company LLP 7.15M (1.53%) -937.89K
Decreased by -13.12%
Mar 31, 25
13 Capital Research Global Investors 6.81M (1.46%) -1.75M
Decreased by -25.74%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 6.53M (1.40%) 88.12K
Increased by +1.35%
Mar 31, 25
15 NORGES BANK 6.35M (1.36%) 503.62K
Increased by +7.93%
Dec 31, 24
16 Principal Financial Group Inc 6.14M (1.31%) 220.56K
Increased by +3.59%
Mar 31, 25
17 Amvescap Plc. 5.97M (1.28%) 30.13K
Increased by +0.50%
Mar 31, 25
18 Northern Trust Corp 5.64M (1.21%) 118.22K
Increased by +2.09%
Mar 31, 25
19 Akre Capital Management, LLC 5.50M (1.18%) -549.12K
Decreased by -9.98%
Dec 31, 24
20 Charles Schwab Investment Management Inc 5.36M (1.15%) 39.04K
Increased by +0.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 85.72M (18.36%) 85.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Real Estate Index Investor 17.36M (3.72%) -174.12K
Decreased by -1.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.02M (3.22%) 13.16K
Increased by +0.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 14.80M (3.17%) 19.94K
Increased by +0.13%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 13.29M (2.85%) 93.95K
Increased by +0.71%
May 31, 25
6 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
7 Fidelity 500 Index 5.90M (1.26%) 25.45K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500 ETF 5.81M (1.25%) -85.25K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 5.66M (1.21%) -29.70K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 5.65M (1.21%) -19.87K
Decreased by -0.35%
Jun 30, 25
11 iShares Core S&P 500 ETF 5.55M (1.19%) 8.83K
Increased by +0.16%
Jun 30, 25
12 SPDR® S&P 500 ETF Trust 5.51M (1.18%) 12.46K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
14 Vanguard Growth Index Investor 5.05M (1.08%) 9.81K
Increased by +0.19%
May 31, 25
15 The Real Estate Select Sector SPDR® 3.22M (0.69%) -4.23K
Decreased by -0.13%
Jun 30, 25
16 Principal Real Estate Securities R5 3.06M (0.66%) 0.00
Increased by 0.00%
Jun 30, 25
17 Vanguard Real Estate II Index 3.00M (0.64%) -15.14K
Decreased by -0.50%
May 31, 25
18 American Funds Income Fund of Amer A 3.00M (0.64%) -363.27K
Decreased by -12.11%
Mar 31, 25
19 Akre Focus Instl 3.00M (0.64%) -2.27M
Decreased by -75.83%
Jan 31, 25
20 Global Balanced (AFRIS) 2.99M (0.64%) 2.99M
Increased by +100.00%
Feb 29, 24