Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.27%
2 PSR 3.64%
3 DDIV 3.53%
4 SRHR 3.41%
5 REIT 2.88%
6 JRE 2.51%
7 SCAP 2.11%
8 FTIF 2.03%
9 IRET 1.84%
10 REAI 1.76%
11 RORE 1.57%
12 DVOL 1.33%
13 XMLV 1.23%
14 VRAI 1.19%
15 GQRE 1.11%
16 CRED 1.11%
17 RAYD 1.09%
18 PPTY 0.96%
19 VGSR 0.87%
20 RWR 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.36M (14.97%) -23.14K
Decreased by -0.05%
Dec 31, 24
2 BlackRock Inc 38.48M (12.70%) 1.68M
Increased by +4.37%
Dec 31, 24
3 State Street Corporation 15.53M (5.12%) -1.36M
Decreased by -8.76%
Mar 31, 24
4 State Street Corp 15.41M (5.08%) 317.99K
Increased by +2.06%
Dec 31, 24
5 Franklin Resources Inc 10.69M (3.53%) 21.72K
Increased by +0.20%
Dec 31, 24
6 CenterSquare Investment Management LLC 8.19M (2.70%) -87.10K
Decreased by -1.06%
Dec 31, 24
7 Massachusetts Financial Services Company 7.99M (2.64%) -262.58K
Decreased by -3.29%
Dec 31, 24
8 Canada Pension Plan Investment Board 7.79M (2.57%) 467.15K
Increased by +6.00%
Dec 31, 24
9 JPMorgan Chase & Co 7.53M (2.48%) -7.82M
Decreased by -103.83%
Sep 30, 24
10 Wellington Management Company LLP 5.92M (1.95%) -533.36K
Decreased by -9.01%
Dec 31, 24
11 Deutsche Bank AG 5.88M (1.94%) 1.40M
Increased by +23.87%
Dec 31, 24
12 Amvescap Plc. 5.75M (1.90%) 2.18M
Increased by +37.93%
Dec 31, 24
13 Geode Capital Management, LLC 5.65M (1.87%) 38.91K
Increased by +0.69%
Dec 31, 24
14 Ameriprise Financial Inc 5.45M (1.80%) 393.32K
Increased by +7.21%
Dec 31, 24
15 Charles Schwab Investment Management Inc 4.95M (1.63%) -8.13K
Decreased by -0.16%
Dec 31, 24
16 Northern Trust Corp 4.87M (1.61%) 2.39M
Increased by +49.04%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 4.69M (1.55%) 38.43K
Increased by +0.82%
Dec 31, 24
18 Millennium Management LLC 4.14M (1.37%) -1.59M
Decreased by -38.42%
Sep 30, 24
19 Duff & Phelps Inv Mgmt Co (IL) 4.03M (1.33%) -328.27K
Decreased by -8.15%
Dec 31, 24
20 NORGES BANK 3.96M (1.31%) 399.70K
Increased by +10.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.52M (3.80%) -20.07K
Decreased by -0.17%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 9.99M (3.30%) 17.50K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.62M (3.17%) 103.33K
Increased by +1.07%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 9.52M (3.14%) 6.77K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 7.63M (2.52%) -77.77K
Decreased by -1.02%
Mar 31, 25
6 MFS Mid Cap Value A 5.06M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
7 MFS Mid Cap Value Equity 5.06M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 4.95M (1.63%) -130.44K
Decreased by -2.64%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.72M (1.56%) 127.74K
Increased by +2.71%
Mar 31, 25
10 Franklin Mutual Shares Z 4.67M (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
11 Franklin Mutual Beacon Z 3.19M (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPM US Value Advantage-MA 2.79M (0.92%) 2.67M
Increased by +95.65%
Sep 30, 23
13 JPMorgan Value Advantage L 2.63M (0.87%) 0.00
Increased by 0.00%
May 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 2.44M (0.81%) 2.37K
Increased by +0.10%
Mar 31, 25
15 AMOne Shinko US-REIT Open 2.41M (0.79%) -1.48M
Decreased by -61.55%
Sep 5, 23
16 CT (Lux) American Smaller Com 9U USD 2.30M (0.76%) 169.46K
Increased by +7.38%
Mar 31, 25
17 JPM US Mid Cap Value-Composite 2.25M (0.74%) -705.88K
Decreased by -31.32%
Dec 31, 23
18 MFS Global Real Estate I 2.18M (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
19 TIAA-CREF Real Estate Sec Instl 2.10M (0.69%) -101.10K
Decreased by -4.82%
Feb 29, 24
20 Vanguard Strategic Equity Inv 2.05M (0.68%) 0.00
Increased by 0.00%
Dec 31, 24