Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 11.21%
2 RESI 7.54%
3 REZ 6.67%
4 RITA 6.29%
5 JRE 5.14%
6 PSR 4.78%
7 GQRE 4.40%
8 SRHR 4.23%
9 PPTY 4.10%
10 UTRN 3.95%
11 WREI 3.56%
12 IRET 3.48%
13 CRED 3.41%
14 VGSR 3.35%
15 NBGR 3.33%
16 RSPR 3.28%
17 EWRE 3.19%
18 RWR 3.18%
19 REIT 3.04%
20 XLRE 2.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.55M (15.96%) -18.21K
Decreased by -0.08%
Sep 30, 24
2 BlackRock Inc 16.49M (11.68%) 256.69K
Increased by +1.56%
Jun 30, 24
3 State Street Corp 9.25M (6.55%) 196.94K
Increased by +2.13%
Sep 30, 24
4 State Street Corporation 9.12M (6.45%) -791.93K
Decreased by -8.69%
Mar 31, 24
5 NORGES BANK 6.82M (4.83%) 29.38K
Increased by +0.43%
Jun 30, 24
6 Principal Financial Group Inc 4.56M (3.23%) -181.22K
Decreased by -3.97%
Sep 30, 24
7 JPMorgan Chase & Co 4.06M (2.87%) 55.59K
Increased by +1.37%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 3.82M (2.70%) -328.91K
Decreased by -8.62%
Sep 30, 24
9 Geode Capital Management, LLC 3.59M (2.54%) 27.99K
Increased by +0.78%
Sep 30, 24
10 Cohen & Steers Inc 2.49M (1.76%) 2.07M
Increased by +82.94%
Sep 30, 24
11 Legal & General Group PLC 2.45M (1.73%) 121.56K
Increased by +4.97%
Sep 30, 24
12 Charles Schwab Investment Management Inc 2.24M (1.59%) 78.80K
Increased by +3.52%
Sep 30, 24
13 Goldman Sachs Group Inc 2.09M (1.48%) 901.41K
Increased by +43.18%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.07M (1.47%) -3.31K
Decreased by -0.16%
Sep 30, 24
15 Canada Pension Plan Investment Board 2.03M (1.44%) 48.93K
Increased by +2.40%
Sep 30, 24
16 Deutsche Bank AG 1.97M (1.39%) -153.07K
Decreased by -7.79%
Sep 30, 24
17 ClearBridge Advisors, LLC 1.83M (1.30%) -7.40K
Decreased by -0.40%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.79M (1.27%) -1.74M
Decreased by -97.08%
Sep 30, 24
19 Ameriprise Financial Inc 1.76M (1.24%) -22.53K
Decreased by -1.28%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.72M (1.21%) 1.49M
Increased by +87.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.60M (3.96%) -14.71K
Decreased by -0.26%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.49M (3.18%) -14.38K
Decreased by -0.32%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.76M (2.66%) 43.67K
Increased by +1.16%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 3.02M (2.14%) 5.47K
Increased by +0.18%
Oct 31, 24
5 SPDR® S&P 500® ETF Trust 1.76M (1.24%) 10.42K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 1.74M (1.23%) -2.86K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 1.69M (1.20%) -13.27K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 1.65M (1.17%) 10.53K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.61M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
10 Principal Real Estate Securities R5 1.52M (1.08%) 9.58K
Increased by +0.63%
Oct 31, 24
11 Vanguard Value Index Inv 1.21M (0.85%) 4.65K
Increased by +0.39%
Oct 31, 24
12 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.90%
Sep 30, 23
13 Columbia Dividend Value 1.00M (0.71%) -9.18K
Decreased by -0.91%
Sep 30, 24
14 JPM US Equity Income-Composite 1.00M (0.71%) -22.05K
Decreased by -2.20%
Sep 30, 24
15 JPMorgan Equity Income I 1.00M (0.71%) 0.00
Increased by 0.00%
Oct 31, 24
16 Columbia Dividend Income Inst 1.00M (0.71%) -1.59K
Decreased by -0.16%
Oct 31, 24
17 The Real Estate Select Sector SPDR® 981.06K (0.69%) 3.91K
Increased by +0.40%
Nov 29, 24
18 Vanguard Mid-Cap Value ETF 979.08K (0.69%) 3.39K
Increased by +0.35%
Oct 31, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 926.32K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Real Estate II Index 913.22K (0.65%) 1.19K
Increased by +0.13%
Oct 31, 24