Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 17.10%
2 VPN 15.52%
3 DTCR 15.52%
4 JPRE 11.16%
5 CRED 10.86%
6 IDGT 10.78%
7 XLRE 10.15%
8 DRN 8.67%
9 PSR 8.59%
10 URE 8.46%
11 DFAR 8.40%
12 DTRE 8.27%
13 BYRE 8.23%
14 SCHH 8.13%
15 REK 8.05%
16 SRS 8.05%
17 IYR 8.04%
18 IGN 7.97%
19 SRHR 7.88%
20 FREL 7.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.38M (13.38%) -110.45K
Decreased by -0.18%
Dec 31, 24
2 BlackRock Inc 43.05M (9.23%) 4.12M
Increased by +9.56%
Dec 31, 24
3 State Street Corp 21.13M (4.53%) -46.34K
Decreased by -0.22%
Dec 31, 24
4 State Street Corporation 20.61M (4.42%) -237.60K
Decreased by -1.15%
Mar 31, 24
5 Cohen & Steers Inc 19.18M (4.11%) 3.44M
Increased by +17.93%
Dec 31, 24
6 Geode Capital Management, LLC 11.34M (2.43%) 129.19K
Increased by +1.14%
Dec 31, 24
7 FMR Inc 11.18M (2.40%) 537.14K
Increased by +4.80%
Dec 31, 24
8 Capital Research Global Investors 8.56M (1.84%) 3.42M
Increased by +39.96%
Dec 31, 24
9 Wellington Management Company LLP 8.08M (1.73%) -3.30M
Decreased by -40.78%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 7.81M (1.67%) -816.87K
Decreased by -10.46%
Dec 31, 24
11 Deutsche Bank AG 7.10M (1.52%) -278.39K
Decreased by -3.92%
Dec 31, 24
12 JPMorgan Chase & Co 6.57M (1.41%) -1.16M
Decreased by -17.63%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 6.45M (1.38%) -50.64K
Decreased by -0.79%
Dec 31, 24
14 NORGES BANK 6.35M (1.36%) 503.62K
Increased by +7.93%
Dec 31, 24
15 Amvescap Plc. 5.94M (1.27%) 455.23K
Increased by +7.66%
Dec 31, 24
16 Principal Financial Group Inc 5.92M (1.27%) -225.96K
Decreased by -3.82%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 5.83M (1.25%) -660.52K
Decreased by -11.32%
Dec 31, 24
18 Northern Trust Corp 5.53M (1.19%) 524.09K
Increased by +9.49%
Dec 31, 24
19 Akre Capital Management, LLC 5.50M (1.18%) -549.12K
Decreased by -9.98%
Dec 31, 24
20 Charles Schwab Investment Management Inc 5.32M (1.14%) 107.34K
Increased by +2.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 85.72M (18.38%) 85.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Real Estate Index Investor 17.86M (3.83%) -211.88K
Decreased by -1.19%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 14.74M (3.16%) 50.48K
Increased by +0.34%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 12.96M (2.78%) 89.50K
Increased by +0.69%
Feb 28, 25
5 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 5.83M (1.25%) 25.70K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 5.78M (1.24%) -42.90K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 5.51M (1.18%) 12.46K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 5.49M (1.18%) -276.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
11 Akre Focus Instl 5.27M (1.13%) 0.00
Increased by 0.00%
Oct 31, 24
12 Vanguard Growth Index Investor 4.85M (1.04%) 3.95K
Increased by +0.08%
Feb 28, 25
13 Cohen & Steers Instl Realty Shares 3.94M (0.85%) 780.15K
Increased by +19.78%
Dec 31, 24
14 Cohen & Steers Real Estate Opportunities 3.65M (0.78%) 187.26K
Increased by +5.14%
Dec 31, 24
15 Cohen & Steers Real Estate Securities A 3.65M (0.78%) 187.26K
Increased by +5.14%
Dec 31, 24
16 Cohen & Steers Realty Shares L 3.55M (0.76%) 624.09K
Increased by +17.60%
Dec 31, 24
17 American Funds Income Fund of Amer A 3.36M (0.72%) 2.44M
Increased by +72.48%
Dec 31, 24
18 The Real Estate Select Sector SPDR® 3.14M (0.67%) -1.82K
Decreased by -0.06%
Feb 28, 25
19 Principal Real Estate Securities R5 3.08M (0.66%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Real Estate II Index 3.00M (0.64%) -14.50K
Decreased by -0.48%
Feb 28, 25