Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 10.89%
2 IDGT 9.31%
3 DTCR 8.25%
4 VPN 8.25%
5 IGN 7.88%
6 FFR 6.53%
7 DTRE 6.47%
8 CRED 6.18%
9 SRS 4.70%
10 REK 4.70%
11 BYTE 4.62%
12 DRW 4.48%
13 DIP 4.45%
14 ROOF 4.29%
15 SRVR 4.14%
16 GCIG 3.94%
17 WTRE 3.87%
18 UTRN 3.86%
19 NRSH 3.85%
20 XLRE 3.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.50M (14.41%) 5.93M
Increased by +9.50%
Dec 31, 24
2 BlackRock Inc 41.69M (9.61%) 821.58K
Increased by +1.97%
Sep 30, 24
3 Cohen & Steers Inc 25.42M (5.86%) 2.78M
Increased by +10.95%
Sep 30, 24
4 State Street Corporation 21.17M (4.88%) -254.78K
Decreased by -1.20%
Mar 31, 24
5 State Street Corp 20.88M (4.81%) 747.39K
Increased by +3.58%
Sep 30, 24
6 Wellington Management Company LLP 20.85M (4.81%) 3.32M
Increased by +15.93%
Dec 31, 24
7 FMR Inc 14.31M (3.30%) -955.98K
Decreased by -6.68%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 13.57M (3.13%) -13.54M
Decreased by -99.79%
Sep 30, 24
9 Geode Capital Management, LLC 12.11M (2.79%) 151.99K
Increased by +1.26%
Sep 30, 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 (1.77%) 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 Bank of America Corp 7.16M (1.65%) -706.99K
Decreased by -9.88%
Sep 30, 24
15 NORGES BANK 6.19M (1.43%) 1.18M
Increased by +19.00%
Dec 31, 24
16 Manufacturers Life Insurance Co 6.09M (1.40%) -52.10K
Decreased by -0.86%
Sep 30, 24
17 Aristotle Capital Management LLC 5.92M (1.37%) 842.00
Increased by +0.01%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 5.92M (1.37%) 9.13K
Increased by +0.15%
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%) -690.14K
Decreased by -13.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.75M (3.86%) 17.67K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 13.63M (3.14%) -39.29K
Decreased by -0.29%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 11.77M (2.71%) 87.29K
Increased by +0.74%
Dec 31, 24
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 Vanguard Equity-Income Inv 5.46M (1.26%) 255.79K
Increased by +4.68%
Dec 31, 24
7 Fidelity 500 Index 5.39M (1.24%) 25.05K
Increased by +0.46%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 5.30M (1.22%) -52.22K
Decreased by -0.99%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 5.11M (1.18%) -11.09K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 5.10M (1.18%) 7.36K
Increased by +0.14%
Jan 31, 25
11 Fidelity® 500 Index 5.05M (1.17%) 32.16K
Increased by +0.64%
Nov 30, 23
12 Cohen & Steers Real Estate Opportunities 4.76M (1.10%) 1.09M
Increased by +22.85%
Dec 31, 24
13 Cohen & Steers Real Estate Securities A 4.76M (1.10%) 1.09M
Increased by +22.85%
Dec 31, 24
14 Vanguard Mid Cap Index Institutional 4.67M (1.08%) 4.67M
Increased by +100.00%
Dec 31, 24
15 Cohen & Steers Instl Realty Shares 4.14M (0.95%) 38.00K
Increased by +0.92%
Dec 31, 24
16 Cohen & Steers Realty Shares L 3.76M (0.87%) -285.32K
Decreased by -7.59%
Dec 31, 24
17 Vanguard Value Index Inv 3.70M (0.85%) -23.47K
Decreased by -0.63%
Dec 31, 24
18 Fidelity Global Technology A-Dis-EUR 3.01M (0.69%) 785.00
Increased by +0.03%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 2.93M (0.68%) 13.55K
Increased by +0.46%
Jan 31, 25
20 Vanguard Wellesley® Income Inv 2.89M (0.67%) -120.03K
Decreased by -4.15%
Dec 31, 24