Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 SPRE 5.06%
3 JPRE 3.99%
4 UTRN 3.95%
5 KONG 3.72%
6 PSR 3.53%
7 IRET 3.43%
8 RSPR 3.30%
9 EWRE 3.19%
10 JRE 3.12%
11 REZ 2.79%
12 PRVT 2.52%
13 RORE 2.06%
14 PXMG 1.90%
15 GQRE 1.79%
16 REAI 1.69%
17 RITA 1.69%
18 PPTY 1.64%
19 HOMZ 1.56%
20 SPYD 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.13M (16.05%) -52.41K
Decreased by -0.31%
Sep 30, 24
2 BlackRock Inc 11.49M (10.77%) 408.96K
Increased by +3.56%
Sep 30, 24
3 State Street Corporation 7.27M (6.81%) 341.86K
Increased by +4.70%
Mar 31, 24
4 State Street Corp 7.12M (6.67%) 36.53K
Increased by +0.51%
Sep 30, 24
5 Victory Capital Management Inc. 4.12M (3.86%) -190.30K
Decreased by -4.61%
Sep 30, 24
6 NORGES BANK 3.82M (3.58%) 21.73K
Increased by +0.57%
Jun 30, 24
7 JPMorgan Chase & Co 3.52M (3.30%) -552.72K
Decreased by -15.68%
Sep 30, 24
8 FMR Inc 3.30M (3.09%) 416.70K
Increased by +12.64%
Sep 30, 24
9 Viking Global Investors LP 2.96M (2.77%) -300.43K
Decreased by -10.15%
Sep 30, 24
10 Geode Capital Management, LLC 2.74M (2.57%) 20.10K
Increased by +0.73%
Sep 30, 24
11 Cohen & Steers Inc 2.55M (2.39%) -2.53M
Decreased by -99.18%
Sep 30, 24
12 Amvescap Plc. 2.53M (2.37%) -1.42M
Decreased by -55.99%
Sep 30, 24
13 CenterSquare Investment Management LLC 2.18M (2.04%) -99.35K
Decreased by -4.56%
Sep 30, 24
14 Wellington Management Company LLP 1.97M (1.85%) 918.08K
Increased by +46.49%
Sep 30, 24
15 Goldman Sachs Group Inc 1.69M (1.58%) 539.97K
Increased by +32.04%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.58M (1.49%) -12.51K
Decreased by -0.79%
Sep 30, 24
17 Charles Schwab Investment Management Inc 1.50M (1.40%) 51.74K
Increased by +3.45%
Sep 30, 24
18 D1 Capital Partners L.P. 1.48M (1.38%) -150.23K
Decreased by -10.17%
Dec 31, 23
19 Jacobs Levy Equity Management, Inc. 1.28M (1.20%) 630.77K
Increased by +49.31%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 1.20M (1.12%) -148.68K
Decreased by -12.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.11M (3.85%) 4.41K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.36M (3.14%) 2.58K
Increased by +0.08%
Dec 31, 24
3 Victory Sycamore Established Value R 2.95M (2.76%) 175.00K
Increased by +5.93%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 2.89M (2.71%) 21.28K
Increased by +0.74%
Dec 31, 24
5 Vanguard Small Cap Index 2.72M (2.55%) 26.03K
Increased by +0.96%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 1.80M (1.69%) -15.25K
Decreased by -0.85%
Dec 31, 24
7 Daiwa US-REIT Open Mother Fund 1.65M (1.55%) 35.15K
Increased by +2.13%
Sep 19, 23
8 Cohen & Steers Real Estate Opportunities 1.40M (1.31%) -157.01K
Decreased by -11.20%
Jun 30, 24
9 Cohen & Steers Real Estate Securities A 1.40M (1.31%) -157.01K
Decreased by -11.20%
Jun 30, 24
10 Fidelity 500 Index 1.32M (1.24%) 6.61K
Increased by +0.50%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 1.32M (1.23%) -63.00
Decreased by -0.00%
Jan 30, 25
12 SPDR® S&P 500 ETF Trust 1.26M (1.18%) 2.83K
Increased by +0.22%
Apr 30, 24
13 Invesco S&P 500® Equal Weight ETF 1.25M (1.17%) -630.00
Decreased by -0.05%
Jan 30, 25
14 iShares Core S&P 500 ETF 1.25M (1.17%) -2.14K
Decreased by -0.17%
Jan 29, 25
15 Fidelity® 500 Index 1.24M (1.17%) 7.92K
Increased by +0.64%
Nov 30, 23
16 Vanguard Mid Cap Index Institutional 1.20M (1.12%) -777.00
Decreased by -0.06%
Jan 31, 24
17 Cohen & Steers Instl Realty Shares 947.88K (0.89%) -91.55K
Decreased by -9.66%
Jun 30, 24
18 SPDR® Portfolio S&P 500 High Div ETF 866.29K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 500® High Div ETF 823.21K (0.77%) 105.55K
Increased by +12.82%
Jan 30, 25
20 Cohen & Steers Realty Shares L 805.74K (0.75%) -80.30K
Decreased by -9.97%
Jun 30, 24