Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 4.58%
3 GBLD 4.54%
4 DRW 4.17%
5 UTRN 4.11%
6 SRHR 3.60%
7 RSPR 3.48%
8 EWRE 3.27%
9 REZ 3.26%
10 BYRE 2.80%
11 WTRE 2.72%
12 PPTY 2.48%
13 CVAR 2.44%
14 PSR 2.05%
15 FORH 2.01%
16 REIT 2.00%
17 WREI 1.93%
18 IRET 1.82%
19 SPHD 1.79%
20 GREI 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.07M (16.92%) 46.47K
Increased by +0.18%
Mar 31, 25
2 BlackRock Inc 17.86M (11.59%) 34.95K
Increased by +0.20%
Mar 31, 25
3 NORGES BANK 16.46M (10.68%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corp 10.69M (6.94%) 167.48K
Increased by +1.57%
Mar 31, 25
5 State Street Corporation 10.67M (6.92%) -777.49K
Decreased by -7.29%
Mar 31, 24
6 JPMorgan Chase & Co 8.59M (5.57%) 321.80K
Increased by +3.75%
Mar 31, 25
7 Apg Investments Us Inc 6.83M (4.43%) 0.00
Increased by 0.00%
Mar 31, 25
8 Geode Capital Management, LLC 4.24M (2.75%) 99.85K
Increased by +2.36%
Mar 31, 25
9 Canada Pension Plan Investment Board 3.76M (2.44%) -354.85K
Decreased by -9.44%
Mar 31, 25
10 Capital World Investors 3.43M (2.23%) 82.48K
Increased by +2.40%
Mar 31, 25
11 Amvescap Plc. 3.15M (2.04%) 882.96K
Increased by +28.05%
Mar 31, 25
12 Northern Trust Corp 2.72M (1.77%) 158.18K
Increased by +5.81%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.53M (1.64%) 64.00K
Increased by +2.53%
Mar 31, 25
14 Legal & General Group PLC 2.38M (1.54%) 77.35K
Increased by +3.25%
Mar 31, 25
15 Victory Capital Management Inc. 2.33M (1.52%) -1.29M
Decreased by -55.28%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 2.29M (1.49%) -61.86K
Decreased by -2.70%
Mar 31, 25
17 Goldman Sachs Group Inc 1.85M (1.20%) 330.67K
Increased by +17.88%
Mar 31, 25
18 Deutsche Bank AG 1.70M (1.10%) 1.36M
Increased by +79.76%
Mar 31, 24
19 Principal Financial Group Inc 1.68M (1.09%) -6.49K
Decreased by -0.39%
Mar 31, 25
20 M&G INVESTMENT MANAGEMENT LTD 1.65M (1.07%) -379.35K
Decreased by -22.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.78M (3.75%) -124.77K
Decreased by -2.16%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.56M (3.61%) 13.74K
Increased by +0.25%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.53M (3.59%) 4.12K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.38M (2.85%) 34.70K
Increased by +0.79%
May 31, 25
5 Vanguard Mid Cap Index Institutional 3.80M (2.47%) 35.90K
Increased by +0.94%
May 31, 25
6 American Funds Fundamental Invs A 1.98M (1.29%) 372.84K
Increased by +18.82%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 1.98M (1.29%) 372.84K
Increased by +18.82%
Jun 30, 25
8 Invesco S&P 500® Equal Weight ETF 1.95M (1.27%) 22.98K
Increased by +1.18%
Jun 30, 25
9 Fidelity 500 Index 1.94M (1.26%) 8.21K
Increased by +0.42%
May 31, 25
10 SPDR® S&P 500 ETF 1.92M (1.24%) -47.31K
Decreased by -2.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.88M (1.22%) -14.69K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.86M (1.20%) -6.55K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 1.82M (1.18%) 2.91K
Increased by +0.16%
Jun 30, 25
15 Fidelity® 500 Index 1.81M (1.18%) 11.55K
Increased by +0.64%
Nov 30, 23
16 American Funds American Balanced A 1.60M (1.04%) 293.22K
Increased by +18.28%
Jun 30, 25
17 Vanguard Value Index Inv 1.52M (0.99%) -479.00
Decreased by -0.03%
May 31, 25
18 Victory Sycamore Established Value R 1.39M (0.90%) -875.00K
Decreased by -62.95%
Dec 31, 24
19 Principal Equity Income A 1.36M (0.88%) -8.09K
Decreased by -0.59%
Jun 30, 25
20 JPM US Equity Income-Composite 1.35M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25