Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 5.58%
3 GBLD 5.26%
4 DRW 4.17%
5 UTRN 4.11%
6 WTRE 3.84%
7 REZ 3.35%
8 EWRE 3.27%
9 IRET 3.00%
10 JPRE 2.95%
11 RSPR 2.82%
12 BYRE 2.80%
13 PPTY 2.67%
14 SRHR 2.51%
15 PSR 2.05%
16 WREI 1.93%
17 SPHD 1.89%
18 ICAP 1.84%
19 URA 1.82%
20 NXTE 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.02M (16.87%) -78.29K
Decreased by -0.30%
Dec 31, 24
2 BlackRock Inc 17.82M (11.56%) 458.75K
Increased by +2.57%
Dec 31, 24
3 NORGES BANK 16.46M (10.67%) 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 (6.82%) -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 (1.51%) -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 1.69M (1.09%) -2.99M
Decreased by -176.90%
Dec 31, 24
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 6.01M (3.90%) -81.93K
Decreased by -1.36%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 5.51M (3.57%) 29.02K
Increased by +0.53%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 4.31M (2.80%) 31.51K
Increased by +0.73%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.77M (2.45%) 16.42K
Increased by +0.43%
Feb 28, 25
5 Fidelity 500 Index 1.94M (1.26%) 8.56K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 1.92M (1.25%) -14.20K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 1.88M (1.22%) -14.69K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 1.83M (1.18%) -92.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 1.81M (1.18%) 11.55K
Increased by +0.64%
Nov 30, 23
10 American Funds Fundamental Invs A 1.61M (1.05%) 1.61M
Increased by +100.00%
Dec 31, 24
11 Capital Group Fundamental Invtrs Comp 1.61M (1.05%) 1.61M
Increased by +100.00%
Dec 31, 24
12 Vanguard Value Index Inv 1.51M (0.98%) 6.43K
Increased by +0.43%
Feb 28, 25
13 Invesco S&P 500® Equal Weight ETF 1.48M (0.96%) 1.65K
Increased by +0.11%
Feb 28, 25
14 Victory Sycamore Established Value R 1.39M (0.90%) -875.00K
Decreased by -62.95%
Dec 31, 24
15 JPM US Equity Income-Composite 1.35M (0.88%) 401.62K
Increased by +29.65%
Dec 31, 24
16 JPMorgan Equity Income I 1.35M (0.88%) 0.00
Increased by 0.00%
Jan 31, 25
17 American Funds American Balanced A 1.31M (0.85%) 1.31M
Increased by +100.00%
Dec 31, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.24M (0.80%) 27.42K
Increased by +2.22%
Jan 31, 25
19 Principal Equity Income A 1.23M (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Mid-Cap Value ETF 1.18M (0.76%) 2.74K
Increased by +0.23%
Feb 28, 25