Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 11.31%
2 RESI 7.54%
3 RITA 6.68%
4 REZ 5.86%
5 JRE 4.90%
6 PSR 4.78%
7 GQRE 4.24%
8 SRHR 4.23%
9 PPTY 3.98%
10 UTRN 3.87%
11 WREI 3.56%
12 REIT 3.43%
13 VGSR 3.41%
14 IRET 3.30%
15 RSPR 3.26%
16 NBGR 3.25%
17 EWRE 3.19%
18 CRED 3.14%
19 RWR 3.11%
20 ROOF 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.58M (15.98%) 30.09K
Increased by +0.13%
Dec 31, 24
2 BlackRock Inc 17.41M (12.32%) 347.91K
Increased by +2.00%
Dec 31, 24
3 State Street Corp 9.23M (6.53%) -17.79K
Decreased by -0.19%
Dec 31, 24
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. 5.15M (3.65%) 1.34M
Increased by +25.94%
Dec 31, 24
7 Principal Financial Group Inc 4.59M (3.25%) 27.63K
Increased by +0.60%
Dec 31, 24
8 Geode Capital Management, LLC 3.69M (2.61%) 107.66K
Increased by +2.91%
Dec 31, 24
9 JPMorgan Chase & Co 3.67M (2.60%) -4.45M
Decreased by -121.23%
Dec 31, 24
10 Cohen & Steers Inc 3.13M (2.22%) 639.40K
Increased by +20.43%
Dec 31, 24
11 Northern Trust Corp 2.64M (1.87%) 935.77K
Increased by +35.41%
Dec 31, 24
12 Wellington Management Company LLP 2.49M (1.76%) 828.01K
Increased by +33.27%
Dec 31, 24
13 Charles Schwab Investment Management Inc 2.27M (1.60%) 26.27K
Increased by +1.16%
Dec 31, 24
14 Legal & General Group PLC 2.19M (1.55%) -58.45K
Decreased by -2.67%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.09M (1.48%) 23.46K
Increased by +1.12%
Dec 31, 24
16 Goldman Sachs Group Inc 2.09M (1.48%) 901.41K
Increased by +43.18%
Jun 30, 24
17 Deutsche Bank AG 2.02M (1.43%) 53.93K
Increased by +2.67%
Dec 31, 24
18 Canada Pension Plan Investment Board 2.02M (1.43%) -15.09K
Decreased by -0.75%
Dec 31, 24
19 ClearBridge Advisors, LLC 1.79M (1.26%) -46.84K
Decreased by -2.62%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.77M (1.25%) 57.95K
Increased by +3.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.44M (3.85%) -66.45K
Decreased by -1.22%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.47M (3.17%) 13.56K
Increased by +0.30%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 3.94M (2.79%) 23.81K
Increased by +0.60%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.07M (2.17%) 13.17K
Increased by +0.43%
Feb 28, 25
5 Fidelity 500 Index 1.77M (1.25%) 7.82K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 1.76M (1.24%) -13.26K
Decreased by -0.75%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 1.69M (1.20%) -13.27K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 1.67M (1.18%) -84.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 1.65M (1.17%) 10.53K
Increased by +0.64%
Nov 30, 23
10 Principal Real Estate Securities R5 1.45M (1.03%) -67.95K
Decreased by -4.68%
Feb 28, 25
11 Vanguard Value Index Inv 1.23M (0.87%) 11.56K
Increased by +0.94%
Feb 28, 25
12 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.90%
Sep 30, 23
13 Columbia Dividend Value 997.09K (0.71%) -6.95K
Decreased by -0.70%
Dec 31, 24
14 Columbia Dividend Income Inst 994.78K (0.70%) -2.31K
Decreased by -0.23%
Feb 28, 25
15 JPM US Equity Income-Composite 991.23K (0.70%) -12.65K
Decreased by -1.28%
Dec 31, 24
16 JPMorgan Equity Income I 991.23K (0.70%) 0.00
Increased by 0.00%
Jan 31, 25
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 988.68K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Mid-Cap Value ETF 956.91K (0.68%) 1.78K
Increased by +0.19%
Feb 28, 25
19 The Real Estate Select Sector SPDR® 954.76K (0.68%) -554.00
Decreased by -0.06%
Feb 28, 25
20 T. Rowe Price Real Assets Tr I-Z 924.12K (0.65%) 61.16K
Increased by +6.62%
Dec 31, 24