Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 SPRE 4.88%
3 UTRN 3.95%
4 KONG 3.72%
5 PSR 3.53%
6 IRET 3.43%
7 EWRE 3.19%
8 RSPR 3.17%
9 JRE 3.12%
10 JPRE 2.82%
11 REZ 2.75%
12 PRVT 2.52%
13 RORE 2.06%
14 PXMG 1.90%
15 REAI 1.75%
16 RITA 1.71%
17 PPTY 1.71%
18 GQRE 1.69%
19 HOMZ 1.66%
20 HAPY 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.25M (16.44%) 125.29K
Increased by +0.73%
Dec 31, 24
2 BlackRock Inc 12.00M (11.43%) 510.18K
Increased by +4.25%
Dec 31, 24
3 State Street Corporation 7.27M (6.93%) 341.86K
Increased by +4.70%
Mar 31, 24
4 State Street Corp 7.14M (6.81%) 24.69K
Increased by +0.35%
Dec 31, 24
5 Victory Capital Management Inc. 4.40M (4.19%) 277.12K
Increased by +6.30%
Dec 31, 24
6 Viking Global Investors LP 3.36M (3.20%) 403.26K
Increased by +11.99%
Dec 31, 24
7 FMR Inc 3.25M (3.09%) -51.82K
Decreased by -1.60%
Dec 31, 24
8 Amvescap Plc. 2.97M (2.83%) 438.69K
Increased by +14.78%
Dec 31, 24
9 Geode Capital Management, LLC 2.82M (2.68%) 76.43K
Increased by +2.71%
Dec 31, 24
10 Cohen & Steers Inc 2.55M (2.43%) -2.53M
Decreased by -99.18%
Sep 30, 24
11 CenterSquare Investment Management LLC 2.52M (2.40%) 345.33K
Increased by +13.69%
Dec 31, 24
12 Wellington Management Company LLP 2.08M (1.98%) 104.10K
Increased by +5.01%
Dec 31, 24
13 Goldman Sachs Group Inc 1.69M (1.61%) 539.97K
Increased by +32.04%
Sep 30, 24
14 NORGES BANK 1.62M (1.54%) -2.20M
Decreased by -136.16%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.59M (1.52%) 7.33K
Increased by +0.46%
Dec 31, 24
16 JPMorgan Chase & Co 1.59M (1.51%) -1.93M
Decreased by -121.68%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.51M (1.44%) 15.81K
Increased by +1.04%
Dec 31, 24
18 D1 Capital Partners L.P. 1.48M (1.41%) -150.23K
Decreased by -10.17%
Dec 31, 23
19 Northern Trust Corp 1.42M (1.35%) 357.72K
Increased by +25.19%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 1.40M (1.33%) 119.70K
Increased by +8.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.08M (3.88%) -47.72K
Decreased by -1.17%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 3.37M (3.21%) 2.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.37M (3.21%) 4.80K
Increased by +0.14%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.96M (2.82%) 22.31K
Increased by +0.75%
Feb 28, 25
5 Victory Sycamore Established Value R 2.95M (2.81%) 175.00K
Increased by +5.93%
Dec 31, 24
6 Vanguard Small Cap Index 2.72M (2.60%) 2.22K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 1.79M (1.71%) -6.21K
Decreased by -0.35%
Feb 28, 25
8 Daiwa US-REIT Open Mother Fund 1.65M (1.57%) 35.15K
Increased by +2.13%
Sep 19, 23
9 Cohen & Steers Real Estate Opportunities 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
10 Cohen & Steers Real Estate Securities A 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
11 Fidelity 500 Index 1.34M (1.27%) 5.95K
Increased by +0.45%
Feb 28, 25
12 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.30M (1.24%) 3.78K
Increased by +0.29%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.28M (1.22%) -21.55K
Decreased by -1.68%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 1.26M (1.20%) 2.83K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 1.24M (1.19%) 7.92K
Increased by +0.64%
Nov 30, 23
18 Invesco S&P 500® Equal Weight ETF 1.20M (1.14%) 2.58K
Increased by +0.21%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 1.20M (1.14%) -777.00
Decreased by -0.06%
Jan 31, 24
20 Cohen & Steers Instl Realty Shares 947.88K (0.90%) -91.55K
Decreased by -9.66%
Jun 30, 24