Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 18.05%
2 DTCR 13.03%
3 VPN 13.03%
4 IDGT 10.55%
5 IGN 9.18%
6 RITA 8.82%
7 DTRE 8.28%
8 FFR 7.15%
9 CRED 6.61%
10 WTRE 6.25%
11 JPRE 5.81%
12 ROOF 5.71%
13 VGSR 5.58%
14 PZD 5.32%
15 XLRE 5.27%
16 ERTH 5.20%
17 PSR 5.10%
18 BLLD 4.79%
19 USRT 4.77%
20 DFAR 4.64%

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 34.28M (10.35%) 1.17M
Increased by +3.41%
Jun 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 12.78M (3.86%) -33.85K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.35M (3.12%) -36.26K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 8.16M (2.46%) 93.70K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 6.95M (2.10%) 12.58K
Increased by +0.18%
Oct 31, 24
5 Cohen & Steers Real Estate Opportunities 3.81M (1.15%) 152.43K
Increased by +4.00%
Sep 30, 24
6 Cohen & Steers Real Estate Securities A 3.81M (1.15%) 152.43K
Increased by +4.00%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 3.80M (1.15%) 22.44K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 3.78M (1.14%) -6.21K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 3.58M (1.08%) 8.10K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 3.53M (1.06%) 22.45K
Increased by +0.64%
Nov 30, 23
11 Cohen & Steers Instl Realty Shares 3.48M (1.05%) 116.44K
Increased by +3.34%
Sep 30, 24
12 iShares Core S&P 500 ETF 3.48M (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
13 Cohen & Steers Realty Shares L 3.21M (0.97%) 421.20K
Increased by +13.13%
Sep 30, 24
14 Vanguard Value Index Inv 2.78M (0.84%) 9.40K
Increased by +0.34%
Oct 31, 24
15 Daiwa US-REIT Open Mother Fund 2.59M (0.78%) -441.71K
Decreased by -17.04%
Mar 18, 24
16 Vanguard Mid-Cap Value ETF 2.25M (0.68%) 8.85K
Increased by +0.39%
Oct 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 The Real Estate Select Sector SPDR® 2.13M (0.64%) 8.47K
Increased by +0.40%
Nov 29, 24
19 Vanguard Real Estate II Index 2.08M (0.63%) 2.82K
Increased by +0.14%
Oct 31, 24
20 Vanguard Institutional Index I 1.96M (0.59%) -393.00
Decreased by -0.02%
Oct 31, 24