Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 10.89%
2 IDGT 8.55%
3 IGN 7.88%
4 DTCR 7.40%
5 VPN 7.40%
6 CRED 6.84%
7 FFR 6.53%
8 DTRE 6.25%
9 SRHR 5.96%
10 PSR 5.33%
11 WTRE 5.22%
12 CSRE 4.96%
13 REAI 4.89%
14 REK 4.70%
15 SRS 4.70%
16 BYTE 4.62%
17 SRVR 4.60%
18 DRW 4.48%
19 DIP 4.45%
20 XLRE 4.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 69.29M (15.95%) 449.78K
Increased by +0.65%
Jun 30, 25
2 BlackRock Inc 45.40M (10.45%) 696.99K
Increased by +1.54%
Jun 30, 25
3 Cohen & Steers Inc 30.32M (6.98%) 3.03M
Increased by +10.01%
Jun 30, 25
4 State Street Corp 21.46M (4.94%) 110.05K
Increased by +0.51%
Jun 30, 25
5 State Street Corporation 21.17M (4.87%) -254.78K
Decreased by -1.20%
Mar 31, 24
6 Wellington Management Company LLP 19.00M (4.38%) -2.38M
Decreased by -12.54%
Jun 30, 25
7 Geode Capital Management, LLC 12.59M (2.90%) -271.67K
Decreased by -2.16%
Jun 30, 25
8 FMR Inc 11.37M (2.62%) -524.65K
Decreased by -4.61%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 11.32M (2.61%) 176.01K
Increased by +1.55%
Jun 30, 25
10 Capital World Investors 11.20M (2.58%) -16.82K
Decreased by -0.15%
Sep 30, 24
11 Goldman Sachs Group Inc 7.66M (1.76%) 3.39M
Increased by +44.32%
Dec 31, 23
12 JPMorgan Chase & Co 7.58M (1.75%) 2.33M
Increased by +30.69%
Sep 30, 24
13 Capital Research Global Investors 7.33M (1.69%) -444.30K
Decreased by -6.06%
Sep 30, 23
14 NORGES BANK 6.13M (1.41%) -61.97K
Decreased by -1.01%
Jun 30, 25
15 Manufacturers Life Insurance Co 6.02M (1.39%) -124.24K
Decreased by -2.06%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 6.01M (1.38%) 15.62K
Increased by +0.26%
Jun 30, 25
17 Aristotle Capital Management LLC 5.92M (1.36%) 842.00
Increased by +0.01%
Mar 31, 24
18 Barclays PLC 5.62M (1.29%) 423.92K
Increased by +7.55%
Mar 31, 25
19 Bank of America Corp 5.53M (1.27%) 17.90K
Increased by +0.32%
Jun 30, 25
20 Lazard Asset Management LLC 5.47M (1.26%) 5.30M
Increased by +96.83%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.18M (3.72%) 18.32K
Increased by +0.11%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 13.76M (3.17%) 9.75K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 13.72M (3.16%) -291.86K
Decreased by -2.13%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 12.17M (2.80%) 29.46K
Increased by +0.24%
May 31, 25
5 Vanguard 500 Index Investor 10.78M (2.48%) -1.58M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 9.71M (2.24%) 104.72K
Increased by +1.08%
Jul 31, 25
7 American Funds Income Fund of Amer A 6.55M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Wellington™ Inv 5.79M (1.33%) -2.29M
Decreased by -39.64%
Jun 30, 25
9 LS Global Credit / Corporate GBP Hedged 5.76M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Equity-Income Inv 5.53M (1.27%) 225.05K
Increased by +4.07%
Jun 30, 25
11 Fidelity 500 Index 5.52M (1.27%) 2.37K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 5.41M (1.25%) -79.05K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 5.27M (1.21%) -27.54K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 5.26M (1.21%) 64.77K
Increased by +1.23%
Aug 31, 25
15 Cohen & Steers Realty Shares L 5.25M (1.21%) 735.08K
Increased by +14.01%
Jun 30, 25
16 iShares Core S&P 500 ETF 5.24M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
17 Cohen & Steers Instl Realty Shares 5.20M (1.20%) 670.19K
Increased by +12.88%
Jun 30, 25
18 Cohen & Steers Real Estate Opportunities 5.13M (1.18%) 374.69K
Increased by +7.30%
Jun 30, 25
19 Cohen & Steers Real Estate Securities A 5.13M (1.18%) 374.69K
Increased by +7.30%
Jun 30, 25
20 SPDR® S&P 500 ETF Trust 5.11M (1.18%) -11.09K
Decreased by -0.22%
Apr 30, 24