Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.54%
2 NURE 4.93%
3 JRE 4.87%
4 SPRE 4.80%
5 SRHR 4.23%
6 RITA 4.19%
7 REZ 4.18%
8 HAUS 4.10%
9 UTRN 3.87%
10 RNTY 3.63%
11 WREI 3.56%
12 PPTY 3.46%
13 GQRE 3.41%
14 IRET 3.30%
15 PSR 3.28%
16 NBGR 3.25%
17 EWRE 3.19%
18 RSPR 3.18%
19 REIT 3.05%
20 ICF 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.80M (17.14%) 127.69K
Increased by +0.56%
Jun 30, 25
2 BlackRock Inc 18.02M (13.55%) 911.34K
Increased by +5.06%
Jun 30, 25
3 State Street Corp 9.45M (7.10%) 182.95K
Increased by +1.94%
Jun 30, 25
4 State Street Corporation 9.12M (6.85%) -791.93K
Decreased by -8.69%
Mar 31, 24
5 NORGES BANK 6.85M (5.15%) 36.43K
Increased by +0.53%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 4.26M (3.20%) -1.26M
Decreased by -29.51%
Jun 30, 25
7 Principal Financial Group Inc 4.23M (3.18%) -170.26K
Decreased by -4.02%
Jun 30, 25
8 JPMorgan Chase & Co 3.97M (2.98%) 152.22K
Increased by +3.84%
Jun 30, 25
9 Geode Capital Management, LLC 3.88M (2.91%) 57.60K
Increased by +1.49%
Jun 30, 25
10 Northern Trust Corp 2.88M (2.17%) 102.77K
Increased by +3.57%
Jun 30, 25
11 Charles Schwab Investment Management Inc 2.82M (2.12%) 530.27K
Increased by +18.83%
Jun 30, 25
12 Amvescap Plc. 2.59M (1.95%) 1.07M
Increased by +41.25%
Jun 30, 25
13 Wellington Management Company LLP 2.43M (1.83%) -161.78K
Decreased by -6.65%
Jun 30, 25
14 Cohen & Steers Inc 2.36M (1.77%) -774.25K
Decreased by -32.86%
Mar 31, 25
15 Legal & General Group PLC 2.29M (1.72%) -94.02K
Decreased by -4.10%
Jun 30, 25
16 ClearBridge Advisors, LLC 2.07M (1.55%) 289.46K
Increased by +14.01%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 2.05M (1.54%) -29.52K
Decreased by -1.44%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 1.77M (1.33%) 57.95K
Increased by +3.27%
Dec 31, 24
19 Ameriprise Financial Inc 1.67M (1.26%) -10.01K
Decreased by -0.60%
Jun 30, 25
20 Nuveen Asset Management, LLC 1.56M (1.17%) -45.66K
Decreased by -2.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.29M (3.98%) 6.25K
Increased by +0.12%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 4.50M (3.38%) 3.07K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.47M (3.36%) -104.78K
Decreased by -2.34%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 4.04M (3.04%) 27.68K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 3.52M (2.65%) -515.94K
Decreased by -14.66%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 3.18M (2.39%) 34.26K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 1.80M (1.36%) 768.00
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 1.77M (1.33%) -25.73K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.72M (1.29%) -8.96K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.72M (1.29%) 21.25K
Increased by +1.24%
Aug 31, 25
11 iShares Core S&P 500 ETF 1.71M (1.29%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.69M (1.27%) -13.27K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 1.65M (1.24%) 10.53K
Increased by +0.64%
Nov 30, 23
14 Principal Real Estate Securities R5 1.45M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Value Index Inv 1.26M (0.95%) -1.72K
Decreased by -0.14%
Jul 31, 25
16 JPM US Equity Income-MA 1.18M (0.88%) 1.17M
Increased by +99.90%
Sep 30, 23
17 T. Rowe Price Real Assets Tr I-Z 1.04M (0.78%) 111.14K
Increased by +10.74%
Mar 31, 25
18 The Real Estate Select Sector SPDR® 1.01M (0.76%) 11.28K
Increased by +1.12%
Aug 29, 25
19 JPM US Equity Income-Composite 991.23K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25
20 JPMorgan Equity Income I 991.23K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25