Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VPN 11.15%
2 DTCR 11.15%
3 SPRE 10.89%
4 IDGT 10.29%
5 IGN 7.88%
6 DTRE 7.80%
7 CRED 7.38%
8 FFR 6.53%
9 SRHR 6.40%
10 NRSH 4.84%
11 SRVR 4.82%
12 WTRE 4.81%
13 SRS 4.70%
14 REK 4.70%
15 BYTE 4.62%
16 DRW 4.48%
17 DIP 4.45%
18 XLRE 4.34%
19 ROOF 4.29%
20 GCIG 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.50M (14.39%) 5.93M
Increased by +9.50%
Dec 31, 24
2 BlackRock Inc 45.52M (10.48%) 3.84M
Increased by +8.43%
Dec 31, 24
3 Cohen & Steers Inc 25.22M (5.81%) -201.58K
Decreased by -0.80%
Dec 31, 24
4 State Street Corporation 21.17M (4.87%) -254.78K
Decreased by -1.20%
Mar 31, 24
5 Wellington Management Company LLP 20.85M (4.80%) 3.32M
Increased by +15.93%
Dec 31, 24
6 State Street Corp 20.81M (4.79%) -70.42K
Decreased by -0.34%
Dec 31, 24
7 Geode Capital Management, LLC 12.33M (2.84%) 228.01K
Increased by +1.85%
Dec 31, 24
8 FMR Inc 12.12M (2.79%) -2.18M
Decreased by -18.01%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 12.07M (2.78%) -1.50M
Decreased by -12.42%
Dec 31, 24
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 6.19M (1.42%) 1.18M
Increased by +19.00%
Dec 31, 24
15 Manufacturers Life Insurance Co 6.14M (1.41%) 58.90K
Increased by +0.96%
Dec 31, 24
16 Aristotle Capital Management LLC 5.92M (1.36%) 842.00
Increased by +0.01%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 5.92M (1.36%) 9.13K
Increased by +0.15%
Dec 31, 24
18 Bank of America Corp 5.47M (1.26%) -1.69M
Decreased by -30.87%
Dec 31, 24
19 Fisher Asset Management, LLC 5.22M (1.20%) 130.41K
Increased by +2.50%
Dec 31, 24
20 Legal & General Group PLC 5.21M (1.20%) 68.97K
Increased by +1.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.61M (3.82%) -202.97K
Decreased by -1.22%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 13.71M (3.16%) 47.11K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 12.05M (2.77%) 80.71K
Increased by +0.67%
Feb 28, 25
4 Vanguard Wellington™ Inv 7.73M (1.78%) 3.03M
Increased by +39.17%
Dec 31, 24
5 American Funds Income Fund of Amer A 6.55M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
6 LS Global Credit / Corporate GBP Hedged 5.76M (1.33%) 5.76M
Increased by +100.00%
Dec 31, 24
7 Vanguard Equity-Income Inv 5.46M (1.26%) 255.79K
Increased by +4.68%
Dec 31, 24
8 Fidelity 500 Index 5.42M (1.25%) 23.91K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 5.37M (1.24%) -39.78K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 5.11M (1.18%) -11.09K
Decreased by -0.22%
Apr 30, 24
11 iShares Core S&P 500 ETF 5.10M (1.18%) -257.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 5.05M (1.16%) 32.16K
Increased by +0.64%
Nov 30, 23
13 Cohen & Steers Real Estate Opportunities 4.76M (1.10%) 1.09M
Increased by +22.85%
Dec 31, 24
14 Cohen & Steers Real Estate Securities A 4.76M (1.10%) 1.09M
Increased by +22.85%
Dec 31, 24
15 Vanguard Mid Cap Index Institutional 4.69M (1.08%) 20.86K
Increased by +0.44%
Feb 28, 25
16 Cohen & Steers Instl Realty Shares 4.14M (0.95%) 38.00K
Increased by +0.92%
Dec 31, 24
17 Cohen & Steers Realty Shares L 3.76M (0.87%) -285.32K
Decreased by -7.59%
Dec 31, 24
18 Vanguard Value Index Inv 3.75M (0.86%) 27.63K
Increased by +0.74%
Feb 28, 25
19 Fidelity Global Technology A-Dis-EUR 3.01M (0.69%) 785.00
Increased by +0.03%
Dec 31, 24
20 The Real Estate Select Sector SPDR® 2.92M (0.67%) -1.70K
Decreased by -0.06%
Feb 28, 25