Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 SPRE 4.89%
3 UTRN 3.95%
4 KONG 3.72%
5 PSR 3.53%
6 IRET 3.43%
7 RSPR 3.23%
8 EWRE 3.19%
9 JRE 3.12%
10 REZ 2.83%
11 JPRE 2.74%
12 PRVT 2.52%
13 REIT 2.07%
14 RORE 2.06%
15 PXMG 1.90%
16 REAI 1.82%
17 PPTY 1.74%
18 RITA 1.74%
19 GQRE 1.73%
20 HOMZ 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.25M (16.42%) 125.29K
Increased by +0.73%
Dec 31, 24
2 BlackRock Inc 12.00M (11.42%) 510.18K
Increased by +4.25%
Dec 31, 24
3 State Street Corporation 7.27M (6.92%) 341.86K
Increased by +4.70%
Mar 31, 24
4 State Street Corp 7.14M (6.80%) 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 (1.60%) 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 4.07M (3.87%) -7.72K
Decreased by -0.19%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.37M (3.21%) 8.77K
Increased by +0.26%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.37M (3.21%) 2.38K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 2.96M (2.82%) 2.53K
Increased by +0.09%
Mar 31, 25
5 Vanguard Small Cap Index 2.66M (2.54%) -59.74K
Decreased by -2.24%
Mar 31, 25
6 Sycamore Mid Cap Value Comp 2.64M (2.52%) 2.55M
Increased by +96.46%
Mar 31, 25
7 Victory Sycamore Established Value R 2.64M (2.52%) -307.00K
Decreased by -11.62%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.73M (1.64%) -66.86K
Decreased by -3.87%
Mar 31, 25
9 Daiwa US-REIT Open Mother Fund 1.65M (1.57%) 35.15K
Increased by +2.13%
Sep 19, 23
10 Cohen & Steers Real Estate Opportunities 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
11 Cohen & Steers Real Estate Securities A 1.40M (1.33%) -157.01K
Decreased by -11.20%
Jun 30, 24
12 Fidelity 500 Index 1.34M (1.27%) 2.31K
Increased by +0.17%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.30M (1.23%) 1.07K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 1.26M (1.20%) -1.26K
Decreased by -0.10%
Apr 29, 25
17 SPDR® S&P 500 ETF Trust 1.26M (1.20%) 2.83K
Increased by +0.22%
Apr 30, 24
18 Fidelity® 500 Index 1.24M (1.18%) 7.92K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 1.20M (1.14%) -777.00
Decreased by -0.06%
Jan 31, 24
20 Invesco S&P 500® Equal Weight ETF 1.19M (1.13%) -3.92K
Decreased by -0.33%
Apr 30, 25