Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 4.63%
3 GBLD 4.38%
4 DRW 4.17%
5 UTRN 4.11%
6 SRHR 3.29%
7 EWRE 3.27%
8 REZ 2.85%
9 BYRE 2.80%
10 WTRE 2.70%
11 IRET 2.54%
12 JPRE 2.48%
13 RSPR 2.36%
14 PPTY 2.28%
15 PSR 2.05%
16 WREI 1.93%
17 GREI 1.72%
18 SPHD 1.71%
19 DIVG 1.63%
20 URA 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.02M (16.88%) -78.29K
Decreased by -0.30%
Dec 31, 24
2 BlackRock Inc 17.82M (11.57%) 458.75K
Increased by +2.57%
Dec 31, 24
3 NORGES BANK 16.46M (10.68%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 10.67M (6.92%) -777.49K
Decreased by -7.29%
Mar 31, 24
5 State Street Corp 10.52M (6.83%) -60.45K
Decreased by -0.57%
Dec 31, 24
6 JPMorgan Chase & Co 8.27M (5.36%) 2.98M
Increased by +36.08%
Dec 31, 24
7 Apg Investments Us Inc 6.83M (4.43%) -167.30K
Decreased by -2.45%
Dec 31, 24
8 Geode Capital Management, LLC 4.14M (2.68%) 96.77K
Increased by +2.34%
Dec 31, 24
9 Canada Pension Plan Investment Board 4.11M (2.67%) -13.02K
Decreased by -0.32%
Dec 31, 24
10 Capital World Investors 3.35M (2.17%) 3.35M
Increased by +100.00%
Dec 31, 24
11 Northern Trust Corp 2.57M (1.66%) 1.04M
Increased by +40.44%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.47M (1.60%) 15.29K
Increased by +0.62%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 2.35M (1.53%) 4.74K
Increased by +0.20%
Dec 31, 24
14 Victory Capital Management Inc. 2.33M (1.52%) -1.29M
Decreased by -55.28%
Dec 31, 24
15 Legal & General Group PLC 2.30M (1.49%) -123.19K
Decreased by -5.35%
Dec 31, 24
16 Amvescap Plc. 2.26M (1.47%) -1.53M
Decreased by -67.77%
Dec 31, 24
17 Deutsche Bank AG 1.70M (1.10%) 1.36M
Increased by +79.76%
Mar 31, 24
18 Principal Financial Group Inc 1.68M (1.09%) -6.49K
Decreased by -0.39%
Mar 31, 25
19 M&G INVESTMENT MANAGEMENT LTD 1.65M (1.07%) -379.35K
Decreased by -22.94%
Dec 31, 23
20 M&G PLC 1.62M (1.05%) -11.75K
Decreased by -0.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.00M (3.89%) -9.41K
Decreased by -0.16%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.53M (3.59%) 4.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.46M (3.55%) -43.86K
Decreased by -0.80%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 4.28M (2.78%) -34.25K
Decreased by -0.80%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 3.73M (2.42%) -46.97K
Decreased by -1.26%
Mar 31, 25
6 Fidelity 500 Index 1.93M (1.25%) -15.28K
Decreased by -0.79%
Mar 31, 25
7 SPDR® S&P 500 ETF 1.92M (1.24%) -47.31K
Decreased by -2.47%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 1.88M (1.22%) -14.69K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF 1.87M (1.21%) 1.55K
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
11 iShares Core S&P 500 ETF 1.83M (1.19%) -1.82K
Decreased by -0.10%
Apr 29, 25
12 Fidelity® 500 Index 1.81M (1.18%) 11.55K
Increased by +0.64%
Nov 30, 23
13 American Funds Fundamental Invs A 1.61M (1.04%) -4.41K
Decreased by -0.27%
Mar 31, 25
14 Capital Group Fundamental Invtrs Comp 1.61M (1.04%) -4.41K
Decreased by -0.27%
Mar 31, 25
15 Vanguard Value Index Inv 1.52M (0.99%) 15.81K
Increased by +1.04%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.43M (0.93%) -4.72K
Decreased by -0.33%
Apr 30, 25
17 Victory Sycamore Established Value R 1.39M (0.90%) -875.00K
Decreased by -62.95%
Dec 31, 24
18 JPM US Equity Income-Composite 1.35M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
19 JPMorgan Equity Income I 1.35M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Funds American Balanced A 1.31M (0.85%) 0.00
Increased by 0.00%
Mar 31, 25