Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.06%
2 DTCR 12.75%
3 VPN 12.75%
4 IDGT 9.61%
5 IGN 9.18%
6 RITA 8.23%
7 DTRE 8.22%
8 FFR 7.15%
9 CRED 6.54%
10 WTRE 6.15%
11 JPRE 5.91%
12 ROOF 5.71%
13 VGSR 5.54%
14 PZD 5.32%
15 XLRE 5.29%
16 ERTH 5.12%
17 PSR 4.92%
18 BLLD 4.80%
19 DFAR 4.79%
20 USRT 4.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.98M (15.39%) 253.66K
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 33.78M (10.20%) -493.13K
Decreased by -1.46%
Sep 30, 24
3 Cohen & Steers Inc 24.58M (7.42%) 1.16M
Increased by +4.72%
Sep 30, 24
4 State Street Corporation 19.50M (5.89%) -1.69M
Decreased by -8.67%
Mar 31, 24
5 State Street Corp 19.37M (5.85%) -809.73K
Decreased by -4.18%
Sep 30, 24
6 NORGES BANK 18.46M (5.57%) 2.54M
Increased by +13.78%
Jun 30, 24
7 JPMorgan Chase & Co 11.18M (3.37%) 476.16K
Increased by +4.26%
Sep 30, 24
8 Bank of America Corp 10.64M (3.21%) 644.76K
Increased by +6.06%
Sep 30, 24
9 Apg Investments Us Inc 9.22M (2.78%) 29.54K
Increased by +0.32%
Sep 30, 24
10 Geode Capital Management, LLC 8.25M (2.49%) -258.49K
Decreased by -3.13%
Sep 30, 24
11 Goldman Sachs Group Inc 5.02M (1.52%) 3.01M
Increased by +59.83%
Dec 31, 23
12 Daiwa Securities Group Inc 4.84M (1.46%) 117.46K
Increased by +2.43%
Sep 30, 24
13 Legal & General Group PLC 4.64M (1.40%) -87.42K
Decreased by -1.88%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 4.56M (1.38%) 18.77K
Increased by +0.41%
Sep 30, 24
15 FMR Inc 4.44M (1.34%) -510.77K
Decreased by -11.51%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 4.40M (1.33%) -4.38M
Decreased by -99.72%
Sep 30, 24
17 Canada Pension Plan Investment Board 4.34M (1.31%) -490.50K
Decreased by -11.31%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 4.33M (1.31%) 3.61M
Increased by +83.38%
Sep 30, 24
19 Principal Financial Group Inc 3.87M (1.17%) -122.35K
Decreased by -3.16%
Sep 30, 24
20 Deutsche Bank AG 3.82M (1.15%) 862.68K
Increased by +22.61%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.62M (3.81%) 13.61K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.39M (3.14%) 98.88K
Increased by +0.95%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 8.44M (2.55%) 168.81K
Increased by +2.00%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 7.13M (2.15%) 149.66K
Increased by +2.10%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 3.92M (1.18%) 45.20K
Increased by +1.15%
Dec 31, 24
6 Fidelity 500 Index 3.80M (1.15%) 25.84K
Increased by +0.68%
Nov 30, 24
7 iShares Core S&P 500 ETF 3.66M (1.11%) 2.58K
Increased by +0.07%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 3.58M (1.08%) 8.10K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 3.53M (1.06%) 22.45K
Increased by +0.64%
Nov 30, 23
10 Cohen & Steers Instl Realty Shares 3.25M (0.98%) -231.45K
Decreased by -7.12%
Dec 31, 24
11 Cohen & Steers Real Estate Opportunities 3.22M (0.97%) -597.93K
Decreased by -18.59%
Dec 31, 24
12 Cohen & Steers Real Estate Securities A 3.22M (0.97%) -597.93K
Decreased by -18.59%
Dec 31, 24
13 Daiwa US-REIT Open Mother Fund 3.20M (0.97%) 608.74K
Increased by +19.02%
Sep 17, 24
14 Cohen & Steers Realty Shares L 3.02M (0.91%) -189.08K
Decreased by -6.27%
Dec 31, 24
15 Vanguard Value Index Inv 2.83M (0.85%) 22.80K
Increased by +0.81%
Dec 31, 24
16 Vanguard Mid-Cap Value ETF 2.23M (0.67%) -34.33K
Decreased by -1.54%
Dec 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.20M (0.66%) 30.60K
Increased by +1.39%
Jun 30, 24
18 Vanguard Real Estate II Index 2.11M (0.64%) 17.94K
Increased by +0.85%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 2.06M (0.62%) 1.07K
Increased by +0.05%
Dec 31, 24
20 Vanguard Institutional Index I 1.97M (0.59%) 20.15K
Increased by +1.02%
Dec 31, 24