Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 GBLD 5.73%
3 RITA 5.40%
4 WTRE 4.29%
5 DRW 4.17%
6 UTRN 4.11%
7 JPRE 3.75%
8 REZ 3.74%
9 EWRE 3.27%
10 IRET 3.24%
11 RSPR 3.09%
12 PPTY 2.83%
13 BYRE 2.80%
14 SRHR 2.67%
15 SPHD 2.12%
16 PSR 2.05%
17 WREI 1.93%
18 URA 1.87%
19 ICAP 1.85%
20 SPDV 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.10M (16.92%) 7.46K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 17.37M (11.26%) 369.78K
Increased by +2.13%
Sep 30, 24
3 NORGES BANK 16.46M (10.67%) 1.81K
Increased by +0.01%
Jun 30, 24
4 State Street Corporation 10.67M (6.91%) -777.49K
Decreased by -7.29%
Mar 31, 24
5 State Street Corp 10.59M (6.86%) 112.86K
Increased by +1.07%
Sep 30, 24
6 Apg Investments Us Inc 7.00M (4.54%) -147.15K
Decreased by -2.10%
Sep 30, 24
7 JPMorgan Chase & Co 5.28M (3.42%) -218.33K
Decreased by -4.13%
Sep 30, 24
8 Principal Financial Group Inc 4.67M (3.03%) -746.20K
Decreased by -15.97%
Sep 30, 24
9 Canada Pension Plan Investment Board 4.13M (2.67%) 51.85K
Increased by +1.26%
Sep 30, 24
10 Geode Capital Management, LLC 4.04M (2.62%) -6.54K
Decreased by -0.16%
Sep 30, 24
11 Amvescap Plc. 3.80M (2.46%) -318.20K
Decreased by -8.37%
Sep 30, 24
12 Victory Capital Management Inc. 3.63M (2.35%) -158.43K
Decreased by -4.37%
Sep 30, 24
13 Legal & General Group PLC 2.64M (1.71%) -63.85K
Decreased by -2.42%
Sep 30, 24
14 Charles Schwab Investment Management Inc 2.45M (1.59%) 72.93K
Increased by +2.98%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.35M (1.52%) -58.96K
Decreased by -2.51%
Sep 30, 24
16 Goldman Sachs Group Inc 1.99M (1.29%) -327.87K
Decreased by -16.49%
Sep 30, 24
17 Deutsche Bank AG 1.70M (1.10%) 1.36M
Increased by +79.76%
Mar 31, 24
18 M&G INVESTMENT MANAGEMENT LTD 1.65M (1.07%) -379.35K
Decreased by -22.94%
Dec 31, 23
19 M&G PLC 1.63M (1.06%) -25.23K
Decreased by -1.54%
Sep 30, 24
20 CenterSquare Investment Management LLC 1.60M (1.04%) 134.45K
Increased by +8.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.07M (3.93%) 5.90K
Increased by +0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.46M (3.54%) -37.16K
Decreased by -0.68%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 4.21M (2.73%) 24.87K
Increased by +0.59%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.76M (2.44%) 26.54K
Increased by +0.71%
Dec 31, 24
5 Fidelity 500 Index 1.93M (1.25%) 7.02K
Increased by +0.36%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 1.92M (1.24%) -91.00
Decreased by -0.00%
Jan 30, 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 1.82M (1.18%) -3.13K
Decreased by -0.17%
Jan 29, 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 1.49M (0.97%) -4.48K
Decreased by -0.30%
Dec 31, 24
13 Invesco S&P 500® Equal Weight ETF 1.46M (0.94%) -735.00
Decreased by -0.05%
Jan 30, 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%) -17.29K
Decreased by -1.28%
Dec 31, 24
17 American Funds American Balanced A 1.31M (0.85%) 1.31M
Increased by +100.00%
Dec 31, 24
18 Principal Equity Income A 1.24M (0.80%) -4.60K
Decreased by -0.37%
Dec 31, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.21M (0.78%) 26.80K
Increased by +2.22%
Dec 31, 24
20 Vanguard Mid-Cap Value ETF 1.17M (0.76%) -36.41K
Decreased by -3.11%
Dec 31, 24