Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 GBLD 7.91%
2 RITA 4.42%
3 DRW 4.17%
4 WTRE 3.75%
5 BYRE 3.29%
6 PSR 3.27%
7 EWRE 3.25%
8 BLLD 2.63%
9 GREI 2.37%
10 PPTY 2.22%
11 ROOF 2.16%
12 USRT 2.03%
13 XLRE 2.02%
14 RWR 2%
15 FRI 1.89%
16 DFAR 1.68%
17 RIET 1.65%
18 SCHH 1.63%
19 DRN 1.62%
20 IYR 1.61%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.63M (15.71%) -139.23K
Decreased by -0.52%
Dec 31, 23
2 BlackRock Inc 16.6M (9.79%) -556.87K
Decreased by -3.36%
Dec 31, 23
3 NORGES BANK 16.46M (9.71%) 823.51K
Increased by +5%
Dec 31, 23
4 State Street Corporation 11.44M (6.75%) 314.87K
Increased by +2.75%
Dec 31, 23
5 Apg Investments Us Inc 7.22M (4.26%) 39.24K
Increased by +0.54%
Dec 31, 23
6 Principal Financial Group Inc 6.31M (3.72%) -56.12K
Decreased by -0.89%
Dec 31, 23
7 Canada Pension Plan Investment Board 4.04M (2.38%) -400
Decreased by -0.01%
Dec 31, 23
8 Geode Capital Management, LLC 3.82M (2.26%) 88.3K
Increased by +2.31%
Dec 31, 23
9 Amvescap Plc. 3.76M (2.22%) 1.11M
Increased by +29.42%
Dec 31, 23
10 Victory Capital Management Inc. 3.75M (2.21%) 32.12K
Increased by +0.86%
Dec 31, 23
11 Goldman Sachs Group Inc 3.72M (2.2%) 2.39M
Increased by +64.13%
Dec 31, 23
12 Legal & General Group PLC 2.68M (1.58%) 366.71K
Increased by +13.67%
Dec 31, 23
13 JPMorgan Chase & Co 2.41M (1.42%) -2.9M
Decreased by -120.46%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 2.39M (1.41%) 22.11K
Increased by +0.92%
Dec 31, 23
15 Nuveen Asset Management, LLC 2.17M (1.28%) 901.42K
Increased by +41.57%
Dec 31, 23
16 Northern Trust Corp 1.68M (0.99%) -484.3K
Decreased by -28.76%
Dec 31, 23
17 Charles Schwab Investment Management Inc 1.67M (0.98%) 62.54K
Increased by +3.75%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 1.64M (0.97%) 134.39K
Increased by +8.18%
Dec 31, 23
19 M&G INVESTMENT MANAGEMENT LTD 1.63M (0.96%) -404.05K
Decreased by -24.8%
Dec 31, 23
20 CenterSquare Investment Management LLC 1.6M (0.94%) 134.45K
Increased by +8.4%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.78M (4%) 40.66K
Increased by +0.6%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.45M (3.22%) -29.49K
Decreased by -0.54%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 3.97M (2.34%) 63.07K
Increased by +1.59%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 3.8M (2.24%) -82.1K
Decreased by -2.16%
Mar 31, 24
5 Victory Sycamore Established Value R 2.49M (1.47%) 40K
Increased by +1.61%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 1.88M (1.11%) -14.69K
Decreased by -0.78%
Mar 31, 24
7 Fidelity 500 Index 1.88M (1.11%) 18.87K
Increased by +1.01%
Feb 29, 24
8 Fidelity® 500 Index 1.81M (1.07%) 11.55K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.63M (0.96%) 12.03K
Increased by +0.74%
Mar 28, 24
10 Vanguard Value Index Inv 1.46M (0.86%) 3.02K
Increased by +0.21%
Mar 31, 24
11 Principal Equity Income A 1.26M (0.74%) -30.76K
Decreased by -2.45%
Mar 31, 24
12 Vanguard Mid-Cap Value ETF 1.23M (0.73%) -49.04K
Decreased by -3.97%
Mar 31, 24
13 Principal Real Estate Securities R5 1.13M (0.67%) -451.71K
Decreased by -39.86%
Mar 31, 24
14 JPM US Equity Income-MA 1.12M (0.66%) 1.12M
Increased by +99.9%
Sep 30, 23
15 Vanguard Real Estate II Index 1.05M (0.62%) 7.73K
Increased by +0.73%
Mar 31, 24
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.05M (0.62%) 24.95K
Increased by +2.38%
Mar 31, 24
17 Vanguard Institutional Index I 1.04M (0.61%) 7.06K
Increased by +0.68%
Mar 31, 24
18 JPMorgan Equity Income I 1.01M (0.6%) -17.45K
Decreased by -1.72%
Feb 29, 24
19 JPM US Equity Income-Composite 998.68K (0.59%) -71.89K
Decreased by -7.2%
Mar 31, 24
20 Real Estate Select Sector SPDR® 960.49K (0.57%) -2.79K
Decreased by -0.29%
Mar 28, 24