Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 4.44%
3 DRW 4.17%
4 UTRN 4.11%
5 GBLD 4.07%
6 EWRE 3.27%
7 SRHR 3.19%
8 REZ 2.83%
9 BYRE 2.80%
10 WTRE 2.57%
11 IRET 2.43%
12 RSPR 2.29%
13 PPTY 2.19%
14 PSR 2.05%
15 JPRE 1.99%
16 WREI 1.93%
17 GREI 1.72%
18 SPHD 1.66%
19 ROOF 1.58%
20 DIVG 1.56%

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 Northern Trust Corp 2.57M (1.66%) 1.04M
Increased by +40.44%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.53M (1.64%) 64.00K
Increased by +2.53%
Mar 31, 25
13 Legal & General Group PLC 2.38M (1.54%) 77.35K
Increased by +3.25%
Mar 31, 25
14 Victory Capital Management Inc. 2.33M (1.52%) -1.29M
Decreased by -55.28%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.29M (1.49%) -61.86K
Decreased by -2.70%
Mar 31, 25
16 Amvescap Plc. 2.26M (1.47%) -1.53M
Decreased by -67.77%
Dec 31, 24
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 5.90M (3.83%) -99.96K
Decreased by -1.69%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.55M (3.60%) 81.95K
Increased by +1.48%
Apr 30, 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 4.35M (2.82%) 69.66K
Increased by +1.60%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 3.76M (2.44%) 36.17K
Increased by +0.96%
Apr 30, 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 Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.86M (1.20%) -11.19K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 1.82M (1.18%) -1.91K
Decreased by -0.10%
Apr 30, 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%) -104.00
Decreased by -0.01%
Apr 30, 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 Principal Equity Income A 1.37M (0.89%) 141.99K
Increased by +10.37%
Apr 30, 25
19 JPM US Equity Income-Composite 1.35M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
20 JPMorgan Equity Income I 1.35M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25