Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 12.97%
2 SPRE 12.47%
3 VPN 12.44%
4 DTCR 12.44%
5 IGN 9.72%
6 REIT 9.58%
7 JPRE 9.33%
8 IDGT 8.69%
9 JRE 8.28%
10 CRED 7.71%
11 FFR 7.61%
12 FPRO 7.55%
13 ICF 7.34%
14 BYTE 7.20%
15 XLRE 7.15%
16 DTRE 6.97%
17 BYRE 6.85%
18 FRI 6.72%
19 WTRE 6.33%
20 USRT 6.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.91M (13.24%) 242.12K
Increased by +1.88%
Mar 31, 25
2 BlackRock Inc 10.34M (10.61%) 277.40K
Increased by +2.68%
Mar 31, 25
3 State Street Corp 6.03M (6.18%) 31.23K
Increased by +0.52%
Mar 31, 25
4 State Street Corporation 5.79M (5.94%) -400.86K
Decreased by -6.92%
Mar 31, 24
5 Geode Capital Management, LLC 2.51M (2.58%) 99.39K
Increased by +3.96%
Mar 31, 25
6 Cohen & Steers Inc 2.41M (2.47%) -191.21K
Decreased by -7.95%
Mar 31, 25
7 FMR Inc 2.27M (2.33%) 5.95K
Increased by +0.26%
Mar 31, 25
8 Principal Financial Group Inc 1.90M (1.95%) -36.36K
Decreased by -1.91%
Mar 31, 25
9 Goldman Sachs Group Inc 1.75M (1.79%) 938.54K
Increased by +53.68%
Dec 31, 23
10 Wellington Management Company LLP 1.73M (1.78%) -71.81K
Decreased by -4.15%
Mar 31, 25
11 JPMorgan Chase & Co 1.59M (1.63%) 282.75K
Increased by +17.78%
Mar 31, 25
12 Northern Trust Corp 1.52M (1.56%) 40.73K
Increased by +2.67%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.42M (1.46%) -479.05K
Decreased by -33.66%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.33M (1.37%) 25.29K
Increased by +1.90%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.24M (1.28%) 95.89K
Increased by +7.71%
Mar 31, 25
16 Apg Investments Us Inc 1.20M (1.23%) -4.20K
Decreased by -0.35%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 1.18M (1.21%) -277.24K
Decreased by -23.41%
Dec 31, 24
18 Bank of America Corp 1.16M (1.19%) 29.19K
Increased by +2.52%
Sep 30, 24
19 Legal & General Group PLC 1.15M (1.18%) 27.51K
Increased by +2.39%
Mar 31, 25
20 NORGES BANK 1.13M (1.16%) -297.84K
Decreased by -26.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.63M (3.72%) 107.18K
Increased by +2.96%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.13M (3.21%) 2.76K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.01M (3.08%) 2.16K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 2.77M (2.84%) 18.93K
Increased by +0.68%
May 31, 25
5 Fidelity 500 Index 1.23M (1.26%) 5.33K
Increased by +0.43%
May 31, 25
6 SPDR® S&P 500 ETF 1.21M (1.24%) -6.77K
Decreased by -0.56%
Mar 31, 25
7 SPDR® S&P 500® ETF 1.18M (1.21%) -4.18K
Decreased by -0.35%
Jun 30, 25
8 SPDR® S&P 500® ETF Trust 1.18M (1.21%) -6.16K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 1.16M (1.19%) 1.86K
Increased by +0.16%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 1.13M (1.16%) -8.85K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 1.09M (1.12%) 6.94K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 1.06M (1.09%) 2.07K
Increased by +0.20%
May 31, 25
13 The Real Estate Select Sector SPDR® 671.80K (0.69%) -890.00
Decreased by -0.13%
Jun 30, 25
14 Fidelity US REIT Mother Fund 653.90K (0.67%) 43.40K
Increased by +6.64%
Mar 17, 25
15 Vanguard Real Estate II Index 627.63K (0.64%) 4.30K
Increased by +0.68%
May 31, 25
16 American Funds Capital Income Bldr A 606.31K (0.62%) -284.58K
Decreased by -46.94%
Dec 31, 23
17 Vanguard Institutional Index I 597.43K (0.61%) -62.00
Decreased by -0.01%
May 31, 25
18 T. Rowe Price Real Assets Tr I-D 586.00K (0.60%) 14.61K
Increased by +2.49%
Jun 30, 25
19 Principal Real Estate Securities R5 573.97K (0.59%) 7.64K
Increased by +1.33%
Jun 30, 25
20 Real Estate Select Sector SPDR® 572.62K (0.59%) -1.67K
Decreased by -0.29%
Mar 28, 24