Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDGT 10.31%
2 VPN 9.43%
3 DTCR 9.35%
4 IGN 9.11%
5 JPRE 7.28%
6 RITA 7.24%
7 FFR 7.07%
8 DTRE 6.92%
9 CRED 5.66%
10 ERTH 5.38%
11 PZD 5.14%
12 GQRE 4.93%
13 VGSR 4.82%
14 XLRE 4.71%
15 SRVR 4.71%
16 RWR 4.71%
17 DRW 4.57%
18 ROOF 4.54%
19 FRI 4.51%
20 USRT 4.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.55M (15.24%) 161.18K
Increased by +0.34%
Dec 31, 23
2 BlackRock Inc 33.06M (10.60%) 1.82M
Increased by +5.50%
Dec 31, 23
3 Cohen & Steers Inc 22.46M (7.20%) -980.34K
Decreased by -4.36%
Dec 31, 23
4 State Street Corporation 21.19M (6.79%) 541.25K
Increased by +2.55%
Dec 31, 23
5 NORGES BANK 15.92M (5.10%) 11.50M
Increased by +72.27%
Dec 31, 23
6 Bank of America Corp 9.71M (3.11%) -1.67M
Decreased by -17.18%
Dec 31, 23
7 Apg Investments Us Inc 9.26M (2.97%) 0.00
Increased by 0.00%
Dec 31, 23
8 Geode Capital Management, LLC 7.70M (2.47%) 201.76K
Increased by +2.62%
Dec 31, 23
9 FMR Inc 6.86M (2.20%) -1.78M
Decreased by -25.98%
Dec 31, 23
10 JPMorgan Chase & Co 5.95M (1.91%) -3.01M
Decreased by -50.64%
Dec 31, 23
11 Goldman Sachs Group Inc 5.02M (1.61%) 3.01M
Increased by +59.83%
Dec 31, 23
12 Legal & General Group PLC 4.56M (1.46%) 634.90K
Increased by +13.91%
Dec 31, 23
13 Canada Pension Plan Investment Board 4.50M (1.44%) -208.50K
Decreased by -4.64%
Dec 31, 23
14 Amvescap Plc. 4.37M (1.40%) -69.87K
Decreased by -1.60%
Dec 31, 23
15 Principal Financial Group Inc 4.35M (1.39%) -1.48M
Decreased by -34.10%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 4.23M (1.35%) -17.51K
Decreased by -0.41%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 4.14M (1.33%) -288.60K
Decreased by -6.97%
Dec 31, 23
18 Daiwa Securities Group Inc 4.05M (1.30%) -301.76K
Decreased by -7.46%
Mar 31, 24
19 UBS Asset Mgmt Americas Inc 3.42M (1.10%) 287.50K
Increased by +8.40%
Dec 31, 23
20 Northern Trust Corp 3.37M (1.08%) -522.50K
Decreased by -15.53%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.06M (3.87%) 74.22K
Increased by +0.62%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.80M (3.14%) 304.75K
Increased by +3.11%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 7.63M (2.45%) 70.66K
Increased by +0.93%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 6.77M (2.17%) 1.19K
Increased by +0.02%
Mar 31, 24
5 Cohen & Steers Real Estate Opportunities 3.66M (1.17%) -64.70K
Decreased by -1.77%
Mar 31, 24
6 Cohen & Steers Real Estate Securities A 3.66M (1.17%) -64.70K
Decreased by -1.77%
Mar 31, 24
7 Fidelity 500 Index 3.66M (1.17%) 27.93K
Increased by +0.76%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 3.58M (1.15%) 8.10K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 3.53M (1.13%) 22.45K
Increased by +0.64%
Nov 30, 23
10 Cohen & Steers Instl Realty Shares 3.29M (1.06%) 12.07K
Increased by +0.37%
Mar 31, 24
11 iShares Core S&P 500 ETF 3.12M (1.00%) 2.71K
Increased by +0.09%
Apr 30, 24
12 Daiwa US-REIT Open Mother Fund 3.03M (0.97%) -712.48K
Decreased by -23.49%
Sep 19, 23
13 Cohen & Steers Realty Shares L 2.79M (0.89%) -79.67K
Decreased by -2.86%
Mar 31, 24
14 Vanguard Value Index Inv 2.59M (0.83%) 54.98K
Increased by +2.13%
Mar 31, 24
15 Fidelity US REIT Mother Fund 2.34M (0.75%) -574.30K
Decreased by -24.49%
Sep 15, 23
16 Vanguard Mid-Cap Value ETF 2.20M (0.71%) -35.96K
Decreased by -1.63%
Mar 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.06M (0.66%) 50.13K
Increased by +2.44%
Mar 31, 24
18 Vanguard Institutional Index I 1.99M (0.64%) -5.14K
Decreased by -0.26%
Mar 31, 24
19 Vanguard Real Estate II Index 1.93M (0.62%) 14.26K
Increased by +0.74%
Mar 31, 24
20 Principal Real Estate Securities R5 1.92M (0.61%) 0.00
Increased by 0.00%
Dec 31, 23