Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.54%
2 RITA 6.41%
3 REZ 5.38%
4 JRE 5.30%
5 NURE 4.94%
6 SPRE 4.84%
7 HAUS 4.49%
8 SRHR 4.23%
9 UTRN 3.87%
10 GQRE 3.85%
11 PPTY 3.83%
12 WREI 3.56%
13 BWTG 3.36%
14 IRET 3.30%
15 PSR 3.28%
16 REIT 3.27%
17 NBGR 3.25%
18 ICF 3.21%
19 EWRE 3.19%
20 RSPR 3.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.67M (16.03%) 96.79K
Increased by +0.43%
Mar 31, 25
2 BlackRock Inc 17.11M (12.10%) -298.30K
Decreased by -1.74%
Mar 31, 25
3 State Street Corp 9.26M (6.55%) 35.31K
Increased by +0.38%
Mar 31, 25
4 State Street Corporation 9.12M (6.45%) -791.93K
Decreased by -8.69%
Mar 31, 24
5 NORGES BANK 6.81M (4.82%) -7.43K
Decreased by -0.11%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 5.52M (3.90%) 367.85K
Increased by +6.66%
Mar 31, 25
7 Principal Financial Group Inc 4.40M (3.11%) -188.47K
Decreased by -4.28%
Mar 31, 25
8 Geode Capital Management, LLC 3.82M (2.70%) 124.56K
Increased by +3.26%
Mar 31, 25
9 JPMorgan Chase & Co 3.81M (2.70%) 143.65K
Increased by +3.77%
Mar 31, 25
10 Northern Trust Corp 2.78M (1.97%) 136.74K
Increased by +4.92%
Mar 31, 25
11 Wellington Management Company LLP 2.59M (1.83%) 105.10K
Increased by +4.05%
Mar 31, 25
12 Legal & General Group PLC 2.38M (1.69%) 192.33K
Increased by +8.06%
Mar 31, 25
13 Cohen & Steers Inc 2.36M (1.67%) -774.25K
Decreased by -32.86%
Mar 31, 25
14 Charles Schwab Investment Management Inc 2.29M (1.62%) 19.19K
Increased by +0.84%
Mar 31, 25
15 Goldman Sachs Group Inc 2.09M (1.48%) 901.41K
Increased by +43.18%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.08M (1.47%) -16.26K
Decreased by -0.78%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.82M (1.29%) 183.48K
Increased by +10.06%
Mar 31, 25
18 ClearBridge Advisors, LLC 1.78M (1.26%) -10.71K
Decreased by -0.60%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 1.77M (1.25%) 57.95K
Increased by +3.27%
Dec 31, 24
20 Amvescap Plc. 1.71M (1.21%) -63.58K
Decreased by -3.73%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.28M (3.73%) -57.18K
Decreased by -1.08%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.57M (3.23%) 6.25K
Increased by +0.14%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.50M (3.18%) 3.07K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.04M (2.86%) 27.68K
Increased by +0.69%
May 31, 25
5 Vanguard Mid Cap Index Institutional 3.12M (2.21%) 29.63K
Increased by +0.95%
May 31, 25
6 Fidelity 500 Index 1.79M (1.27%) 7.91K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 1.77M (1.25%) -25.73K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.72M (1.22%) -8.96K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.71M (1.21%) -6.05K
Decreased by -0.35%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 1.69M (1.20%) -13.27K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 1.69M (1.19%) 2.69K
Increased by +0.16%
Jun 30, 25
12 Fidelity® 500 Index 1.65M (1.17%) 10.53K
Increased by +0.64%
Nov 30, 23
13 Principal Real Estate Securities R5 1.45M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Value Index Inv 1.25M (0.88%) 1.43K
Increased by +0.11%
May 31, 25
15 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.90%
Sep 30, 23
16 T. Rowe Price Real Assets Tr I-Z 1.04M (0.73%) 111.14K
Increased by +10.74%
Mar 31, 25
17 JPM US Equity Income-Composite 991.23K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
18 JPMorgan Equity Income I 991.23K (0.70%) 0.00
Increased by 0.00%
May 31, 25
19 Columbia Dividend Income Inst 984.54K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
20 Columbia Dividend Value 984.54K (0.70%) -5.41K
Decreased by -0.55%
Jun 30, 25