Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.54%
2 RITA 6.65%
3 REZ 5.93%
4 JRE 5.49%
5 SPRE 4.91%
6 SRHR 4.23%
7 GQRE 4.11%
8 PPTY 4.08%
9 UTRN 3.87%
10 WREI 3.56%
11 REIT 3.45%
12 VGSR 3.33%
13 IRET 3.30%
14 PSR 3.29%
15 RSPR 3.26%
16 NBGR 3.25%
17 EWRE 3.19%
18 RWR 3.12%
19 CRED 3.10%
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 5.42M (3.84%) -11.33K
Decreased by -0.21%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.50M (3.19%) 3.07K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.47M (3.17%) 13.56K
Increased by +0.30%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 3.95M (2.79%) 10.53K
Increased by +0.27%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 3.06M (2.17%) -8.83K
Decreased by -0.29%
Mar 31, 25
6 Fidelity 500 Index 1.78M (1.26%) 7.92K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 1.77M (1.25%) -25.73K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 1.73M (1.23%) 5.04K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.72M (1.22%) -8.96K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.70M (1.20%) -28.39K
Decreased by -1.67%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.69M (1.20%) -13.27K
Decreased by -0.78%
Mar 31, 24
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 (1.03%) -67.95K
Decreased by -4.68%
Feb 28, 25
14 Vanguard Value Index Inv 1.25M (0.88%) 18.15K
Increased by +1.46%
Mar 31, 25
15 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.90%
Sep 30, 23
16 Columbia Dividend Value 997.09K (0.71%) -6.95K
Decreased by -0.70%
Dec 31, 24
17 JPM US Equity Income-Composite 991.23K (0.70%) 0.00
Increased by 0.00%
Mar 31, 25
18 JPMorgan Equity Income I 991.23K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
19 Columbia Dividend Income Inst 989.95K (0.70%) -4.84K
Decreased by -0.49%
Mar 31, 25
20 The Real Estate Select Sector SPDR® 975.38K (0.69%) 18.48K
Increased by +1.89%
Mar 31, 25