Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 10.98%
2 RESI 7.54%
3 REZ 6.37%
4 RITA 6.15%
5 JRE 5.13%
6 PSR 4.78%
7 GQRE 4.37%
8 SRHR 4.23%
9 PPTY 4.08%
10 UTRN 3.95%
11 WREI 3.56%
12 CRED 3.32%
13 VGSR 3.30%
14 NBGR 3.27%
15 RSPR 3.26%
16 EWRE 3.19%
17 RWR 3.17%
18 REIT 3.02%
19 XLRE 2.94%
20 ROOF 2.85%

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 Corporation 9.12M (6.45%) -791.93K
Decreased by -8.69%
Mar 31, 24
4 State Street Corp 9.05M (6.41%) -67.06K
Decreased by -0.74%
Jun 30, 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 T. Rowe Price Associates, Inc. 4.14M (2.93%) -119.89K
Decreased by -2.89%
Jun 30, 24
8 JPMorgan Chase & Co 4.00M (2.84%) 147.95K
Increased by +3.69%
Jun 30, 24
9 Geode Capital Management, LLC 3.56M (2.52%) 71.94K
Increased by +2.02%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 3.53M (2.50%) 600.36K
Increased by +17.02%
Jun 30, 24
11 Legal & General Group PLC 2.32M (1.65%) -136.83K
Decreased by -5.89%
Jun 30, 24
12 Charles Schwab Investment Management Inc 2.24M (1.59%) 78.80K
Increased by +3.52%
Sep 30, 24
13 Deutsche Bank AG 2.12M (1.50%) 27.39K
Increased by +1.29%
Jun 30, 24
14 Goldman Sachs Group Inc 2.09M (1.48%) 901.41K
Increased by +43.18%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.07M (1.47%) -3.31K
Decreased by -0.16%
Sep 30, 24
16 Canada Pension Plan Investment Board 2.03M (1.44%) 48.93K
Increased by +2.40%
Sep 30, 24
17 ClearBridge Advisors, LLC 1.84M (1.30%) -6.42K
Decreased by -0.35%
Jun 30, 24
18 Ameriprise Financial Inc 1.78M (1.26%) -54.50K
Decreased by -3.06%
Jun 30, 24
19 Wellington Management Company LLP 1.76M (1.25%) 455.34K
Increased by +25.84%
Jun 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 Fidelity 500 Index 1.75M (1.24%) -3.37K
Decreased by -0.19%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.73M (1.23%) 9.07K
Increased by +0.52%
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 1.58M (1.12%) 2.44K
Increased by +0.15%
Oct 31, 24
10 Principal Real Estate Securities R5 1.51M (1.07%) 0.00
Increased by 0.00%
Sep 30, 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 The Real Estate Select Sector SPDR® 1.03M (0.73%) 10.88K
Increased by +1.06%
Oct 31, 24
14 Columbia Dividend Value 1.00M (0.71%) -9.18K
Decreased by -0.91%
Sep 30, 24
15 JPM US Equity Income-Composite 1.00M (0.71%) -22.05K
Decreased by -2.20%
Sep 30, 24
16 JPMorgan Equity Income I 1.00M (0.71%) -5.70K
Decreased by -0.57%
Sep 30, 24
17 Columbia Dividend Income Inst 1.00M (0.71%) -1.59K
Decreased by -0.16%
Oct 31, 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%) -308.19K
Decreased by -33.27%
Sep 30, 24
20 Vanguard Real Estate II Index 913.22K (0.65%) 1.19K
Increased by +0.13%
Oct 31, 24