Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 GBLD 6.06%
3 RITA 5.74%
4 WTRE 4.45%
5 DRW 4.17%
6 UTRN 4.11%
7 REZ 4.05%
8 JPRE 3.96%
9 PPTY 3.33%
10 EWRE 3.27%
11 IRET 2.95%
12 BYRE 2.80%
13 RSPR 2.75%
14 SRHR 2.75%
15 URA 2.25%
16 PSR 2.05%
17 ICAP 1.96%
18 WREI 1.93%
19 NXTE 1.82%
20 GREI 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.10M (15.13%) 7.46K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 17.00M (9.86%) 230.64K
Increased by +1.36%
Jun 30, 24
3 NORGES BANK 16.46M (9.54%) 1.81K
Increased by +0.01%
Jun 30, 24
4 State Street Corporation 10.67M (6.19%) -777.49K
Decreased by -7.29%
Mar 31, 24
5 State Street Corp 10.59M (6.14%) 112.86K
Increased by +1.07%
Sep 30, 24
6 Apg Investments Us Inc 7.00M (4.06%) -147.15K
Decreased by -2.10%
Sep 30, 24
7 Principal Financial Group Inc 4.67M (2.71%) -746.20K
Decreased by -15.97%
Sep 30, 24
8 Canada Pension Plan Investment Board 4.13M (2.39%) 51.85K
Increased by +1.26%
Sep 30, 24
9 Geode Capital Management, LLC 4.04M (2.34%) -6.54K
Decreased by -0.16%
Sep 30, 24
10 Amvescap Plc. 3.80M (2.20%) -318.20K
Decreased by -8.37%
Sep 30, 24
11 Victory Capital Management Inc. 3.63M (2.10%) -158.43K
Decreased by -4.37%
Sep 30, 24
12 JPMorgan Chase & Co 2.64M (1.53%) -109.17K
Decreased by -4.13%
Sep 30, 24
13 Legal & General Group PLC 2.64M (1.53%) -63.85K
Decreased by -2.42%
Sep 30, 24
14 Charles Schwab Investment Management Inc 2.45M (1.42%) 72.93K
Increased by +2.98%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.35M (1.36%) -58.96K
Decreased by -2.51%
Sep 30, 24
16 Nuveen Asset Management, LLC 2.17M (1.26%) 901.42K
Increased by +41.57%
Dec 31, 23
17 Goldman Sachs Group Inc 1.99M (1.15%) -327.87K
Decreased by -16.49%
Sep 30, 24
18 Deutsche Bank AG 1.70M (0.99%) 1.36M
Increased by +79.76%
Mar 31, 24
19 M&G INVESTMENT MANAGEMENT LTD 1.65M (0.96%) -379.35K
Decreased by -22.94%
Dec 31, 23
20 M&G PLC 1.63M (0.95%) -25.23K
Decreased by -1.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.20M (3.59%) -17.00K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.51M (3.19%) -19.54K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 4.13M (2.39%) 47.42K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 3.71M (2.15%) 6.72K
Increased by +0.18%
Oct 31, 24
5 Victory Sycamore Established Value R 2.27M (1.31%) -240.00K
Decreased by -10.60%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.92M (1.12%) 11.41K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 1.91M (1.11%) -3.14K
Decreased by -0.16%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 1.88M (1.09%) -14.69K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 1.81M (1.05%) 11.55K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.76M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
11 Vanguard Value Index Inv 1.49M (0.86%) 3.78K
Increased by +0.25%
Oct 31, 24
12 Principal Equity Income A 1.26M (0.73%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Mid-Cap Value ETF 1.20M (0.70%) 4.54K
Increased by +0.38%
Oct 31, 24
14 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.17M (0.68%) 0.00
Increased by 0.00%
Oct 31, 24
15 JPMorgan Equity Income I 1.16M (0.67%) 205.88K
Increased by +17.77%
Oct 31, 24
16 JPM US Equity Income-MA 1.12M (0.65%) 1.12M
Increased by +99.90%
Sep 30, 23
17 Invesco S&P 500® Equal Weight ETF 1.10M (0.64%) 1.54K
Increased by +0.14%
Nov 29, 24
18 The Real Estate Select Sector SPDR® 1.08M (0.62%) 4.28K
Increased by +0.40%
Nov 29, 24
19 Principal Real Estate Securities R5 1.07M (0.62%) -58.34K
Decreased by -5.43%
Sep 30, 24
20 Vanguard Institutional Index I 988.51K (0.57%) -124.00
Decreased by -0.01%
Oct 31, 24