Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SPRE 9.98%
2 RITA 8.24%
3 RESI 7.54%
4 REZ 6.96%
5 REIT 5.97%
6 JRE 5.73%
7 PSR 4.93%
8 GQRE 4.03%
9 PPTY 4.02%
10 UTRN 3.97%
11 NBGR 3.48%
12 EWRE 3.18%
13 VGSR 3.1%
14 CRED 3.01%
15 RWR 2.95%
16 XLRE 2.89%
17 GREI 2.82%
18 ROOF 2.78%
19 FRI 2.69%
20 USRT 2.66%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.81M (16.17%) -47.02K
Decreased by -0.21%
Sep 30, 23
2 BlackRock Inc 15.82M (11.22%) 93.17K
Increased by +0.59%
Sep 30, 23
3 State Street Corporation 9.53M (6.76%) -617.71K
Decreased by -6.48%
Sep 30, 23
4 NORGES BANK 6.79M (4.82%) 592.07K
Increased by +8.72%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 5.6M (3.97%) 520.06K
Increased by +9.28%
Sep 30, 23
6 JPMorgan Chase & Co 4.79M (3.4%) -455.9K
Decreased by -9.51%
Sep 30, 23
7 Principal Financial Group Inc 4.65M (3.3%) -98.14K
Decreased by -2.11%
Dec 31, 23
8 Geode Capital Management, LLC 3.32M (2.35%) 79.05K
Increased by +2.38%
Sep 30, 23
9 Deutsche Bank AG 2.5M (1.77%) 152K
Increased by +6.09%
Sep 30, 23
10 Wellington Management Company LLP 2.3M (1.63%) 341.33K
Increased by +14.85%
Sep 30, 23
11 Northern Trust Corp 2.28M (1.62%) 126.29K
Increased by +5.54%
Sep 30, 23
12 Legal & General Group PLC 2.24M (1.59%) -23.51K
Decreased by -1.05%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.04M (1.44%) -9.05K
Decreased by -0.44%
Dec 31, 23
14 Ameriprise Financial Inc 1.92M (1.36%) -57.69K
Decreased by -3%
Sep 30, 23
15 ClearBridge Advisors, LLC 1.81M (1.29%) -44.14K
Decreased by -2.43%
Sep 30, 23
16 Amvescap Plc. 1.77M (1.25%) -837.8K
Decreased by -47.37%
Sep 30, 23
17 Canada Pension Plan Investment Board 1.75M (1.24%) 0
Increased by 0%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.65M (1.17%) 2.05K
Increased by +0.12%
Sep 30, 23
19 Goldman Sachs Group Inc 1.63M (1.15%) 43.87K
Increased by +2.7%
Sep 30, 23
20 CenterSquare Investment Management LLC 1.48M (1.05%) -255.95K
Decreased by -17.24%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.79M (4.1%) 58.32K
Increased by +1.01%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.45M (3.16%) 5.85K
Increased by +0.13%
Jan 31, 24
3 Vanguard Institutional 500 Index Trust 3.51M (2.49%) 43.18K
Increased by +1.23%
Jan 31, 24
4 Vanguard Mid Cap Index Institutional 3.18M (2.26%) -1.04K
Decreased by -0.03%
Jan 31, 24
5 SPDR® S&P 500 ETF Trust 1.67M (1.19%) 12.68K
Increased by +0.76%
Jan 31, 24
6 Fidelity 500 Index 1.67M (1.18%) 13.97K
Increased by +0.84%
Dec 31, 23
7 Fidelity® 500 Index 1.65M (1.17%) 10.53K
Increased by +0.64%
Nov 30, 23
8 Principal Real Estate Securities R5 1.55M (1.1%) 0
Increased by 0%
Dec 31, 23
9 iShares Core S&P 500 ETF 1.46M (1.03%) 1.19K
Increased by +0.08%
Jan 31, 24
10 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.9%
Sep 30, 23
11 Vanguard Value Index Inv 1.17M (0.83%) -7.08K
Decreased by -0.6%
Jan 31, 24
12 JPM US Equity Income-Composite 1.13M (0.8%) -47.81K
Decreased by -4.24%
Dec 31, 23
13 JPMorgan Equity Income I 1.13M (0.8%) -22.73K
Decreased by -2.02%
Dec 31, 23
14 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.08M (0.77%) -2.13K
Decreased by -0.2%
Jan 31, 24
15 Vanguard Mid-Cap Value ETF 1.08M (0.76%) -8.62K
Decreased by -0.8%
Jan 31, 24
16 Columbia Dividend Value 1.02M (0.72%) -11.54K
Decreased by -1.13%
Sep 30, 23
17 Columbia Dividend Income Inst 1.01M (0.72%) 0
Increased by 0%
Jan 31, 24
18 Vanguard Institutional Index I 938.71K (0.67%) -1.64K
Decreased by -0.17%
Jan 31, 24
19 Vanguard Real Estate II Index 902.22K (0.64%) 346
Increased by +0.04%
Jan 31, 24
20 Real Estate Select Sector SPDR® 837.1K (0.59%) -560
Decreased by -0.07%
Jan 31, 24