Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 13.40%
2 VPN 10.18%
3 DTCR 10.18%
4 IGN 9.18%
5 IDGT 9.05%
6 RITA 7.38%
7 FFR 7.15%
8 JRE 6.65%
9 CRED 6.10%
10 DTRE 5.81%
11 ROOF 5.71%
12 WTRE 5.66%
13 PZD 5.32%
14 VGSR 4.90%
15 XLRE 4.74%
16 ERTH 4.71%
17 USRT 4.60%
18 DRW 4.57%
19 FRI 4.39%
20 BLLD 4.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.98M (16.21%) 253.66K
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 33.78M (10.74%) -493.13K
Decreased by -1.46%
Sep 30, 24
3 Cohen & Steers Inc 24.58M (7.82%) 1.16M
Increased by +4.72%
Sep 30, 24
4 JPMorgan Chase & Co 22.36M (7.11%) 926.55K
Increased by +4.14%
Sep 30, 24
5 State Street Corporation 19.50M (6.20%) -1.69M
Decreased by -8.67%
Mar 31, 24
6 State Street Corp 19.37M (6.16%) -809.73K
Decreased by -4.18%
Sep 30, 24
7 NORGES BANK 18.46M (5.87%) 2.54M
Increased by +13.78%
Jun 30, 24
8 Bank of America Corp 10.64M (3.38%) 644.76K
Increased by +6.06%
Sep 30, 24
9 Apg Investments Us Inc 9.22M (2.93%) 29.54K
Increased by +0.32%
Sep 30, 24
10 Geode Capital Management, LLC 8.25M (2.62%) -258.49K
Decreased by -3.13%
Sep 30, 24
11 Goldman Sachs Group Inc 5.02M (1.60%) 3.01M
Increased by +59.83%
Dec 31, 23
12 Daiwa Securities Group Inc 4.84M (1.54%) 117.46K
Increased by +2.43%
Sep 30, 24
13 Legal & General Group PLC 4.64M (1.48%) -87.42K
Decreased by -1.88%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 4.56M (1.45%) 18.77K
Increased by +0.41%
Sep 30, 24
15 FMR Inc 4.44M (1.41%) -510.77K
Decreased by -11.51%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 4.40M (1.40%) -4.38M
Decreased by -99.72%
Sep 30, 24
17 Canada Pension Plan Investment Board 4.34M (1.38%) -490.50K
Decreased by -11.31%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 4.33M (1.38%) 3.61M
Increased by +83.38%
Sep 30, 24
19 Principal Financial Group Inc 3.95M (1.26%) 79.32K
Increased by +2.01%
Dec 31, 24
20 Deutsche Bank AG 3.82M (1.21%) 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 (4.01%) 13.61K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.39M (3.30%) 98.88K
Increased by +0.95%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 8.44M (2.69%) 168.81K
Increased by +2.00%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 7.13M (2.27%) 149.66K
Increased by +2.10%
Dec 31, 24
5 Fidelity 500 Index 3.87M (1.23%) 67.66K
Increased by +1.75%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 3.82M (1.22%) -17.02K
Decreased by -0.45%
Jan 31, 25
7 iShares Core S&P 500 ETF 3.66M (1.16%) 5.34K
Increased by +0.15%
Jan 31, 25
8 SPDR® S&P 500 ETF Trust 3.58M (1.14%) 8.10K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 3.53M (1.12%) 22.45K
Increased by +0.64%
Nov 30, 23
10 Cohen & Steers Instl Realty Shares 3.25M (1.03%) -231.45K
Decreased by -7.12%
Dec 31, 24
11 Cohen & Steers Real Estate Opportunities 3.22M (1.02%) -597.93K
Decreased by -18.59%
Dec 31, 24
12 Cohen & Steers Real Estate Securities A 3.22M (1.02%) -597.93K
Decreased by -18.59%
Dec 31, 24
13 Daiwa US-REIT Open Mother Fund 3.20M (1.02%) 608.74K
Increased by +19.02%
Sep 17, 24
14 Cohen & Steers Realty Shares L 3.02M (0.96%) -189.08K
Decreased by -6.27%
Dec 31, 24
15 Vanguard Value Index Inv 2.83M (0.90%) 22.80K
Increased by +0.81%
Dec 31, 24
16 Vanguard Mid-Cap Value ETF 2.23M (0.71%) -34.33K
Decreased by -1.54%
Dec 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.20M (0.70%) 30.60K
Increased by +1.39%
Jun 30, 24
18 Vanguard Real Estate II Index 2.11M (0.67%) 17.94K
Increased by +0.85%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 2.10M (0.67%) 9.73K
Increased by +0.46%
Jan 31, 25
20 Vanguard Institutional Index I 1.97M (0.63%) 20.15K
Increased by +1.02%
Dec 31, 24