Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 15.05%
2 SPRE 11.82%
3 DTCR 10.90%
4 VPN 10.90%
5 IGN 9.72%
6 IDGT 9.57%
7 JRE 8.58%
8 REIT 8.36%
9 BWEB 8.15%
10 CRED 7.93%
11 JPRE 7.84%
12 FFR 7.61%
13 XLRE 7.32%
14 BYRE 7.29%
15 BYTE 7.20%
16 USRT 7.18%
17 FRI 6.86%
18 DFAR 6.07%
19 SRHR 5.62%
20 RWO 5.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.66M (13.06%) 88.65K
Increased by +0.70%
Dec 31, 24
2 BlackRock Inc 10.06M (10.38%) 178.36K
Increased by +1.77%
Dec 31, 24
3 State Street Corp 6.00M (6.19%) 171.48K
Increased by +2.86%
Dec 31, 24
4 State Street Corporation 5.79M (5.98%) -400.86K
Decreased by -6.92%
Mar 31, 24
5 Cohen & Steers Inc 2.60M (2.68%) -123.95K
Decreased by -4.77%
Dec 31, 24
6 Geode Capital Management, LLC 2.41M (2.49%) 62.01K
Increased by +2.57%
Dec 31, 24
7 FMR Inc 2.26M (2.34%) 81.14K
Increased by +3.58%
Dec 31, 24
8 Principal Financial Group Inc 1.94M (2.00%) 44.47K
Increased by +2.29%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 1.90M (1.96%) 14.29K
Increased by +0.75%
Dec 31, 24
10 Wellington Management Company LLP 1.80M (1.86%) 401.99K
Increased by +22.28%
Dec 31, 24
11 Goldman Sachs Group Inc 1.75M (1.80%) 938.54K
Increased by +53.68%
Dec 31, 23
12 Northern Trust Corp 1.48M (1.53%) 586.03K
Increased by +39.50%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 1.31M (1.35%) -365.00
Decreased by -0.03%
Dec 31, 24
14 JPMorgan Chase & Co 1.31M (1.35%) -1.35M
Decreased by -103.21%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.24M (1.28%) -1.07M
Decreased by -85.86%
Sep 30, 24
16 Apg Investments Us Inc 1.20M (1.24%) -202.81K
Decreased by -16.91%
Dec 31, 24
17 Capital Research & Mgmt Co - Division 3 1.18M (1.22%) -277.24K
Decreased by -23.41%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.17M (1.21%) 40.79K
Increased by +3.47%
Dec 31, 24
19 Bank of America Corp 1.16M (1.20%) 29.19K
Increased by +2.52%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.15M (1.18%) 65.10K
Increased by +5.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.59M (3.70%) 14.26K
Increased by +0.40%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.04M (3.14%) 10.82K
Increased by +0.36%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 2.68M (2.76%) 18.36K
Increased by +0.69%
Feb 28, 25
4 Fidelity 500 Index 1.20M (1.24%) 5.31K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 1.19M (1.23%) -8.89K
Decreased by -0.75%
Feb 28, 25
6 iShares Core S&P 500 ETF 1.13M (1.17%) -57.00
Decreased by -0.01%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 1.13M (1.17%) -8.85K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 1.09M (1.12%) 6.94K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 1.00M (1.03%) 814.00
Increased by +0.08%
Feb 28, 25
10 The Real Estate Select Sector SPDR® 648.80K (0.67%) -376.00
Decreased by -0.06%
Feb 28, 25
11 Vanguard Real Estate II Index 618.87K (0.64%) 6.68K
Increased by +1.08%
Feb 28, 25
12 Fidelity US REIT Mother Fund 610.50K (0.63%) 22.80K
Increased by +3.73%
Sep 17, 24
13 American Funds Capital Income Bldr A 606.31K (0.63%) -284.58K
Decreased by -46.94%
Dec 31, 23
14 Vanguard Institutional Index I 598.17K (0.62%) -7.05K
Decreased by -1.18%
Feb 28, 25
15 Real Estate Select Sector SPDR® 572.62K (0.59%) -1.67K
Decreased by -0.29%
Mar 28, 24
16 Principal Real Estate Securities R5 566.32K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
17 Schwab US REIT ETF™ 539.48K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25
18 T. Rowe Price Real Assets Tr I-Z 535.30K (0.55%) 47.17K
Increased by +8.81%
Dec 31, 24
19 DFA Real Estate Securities I 526.98K (0.54%) 0.00
Increased by 0.00%
Jan 31, 25
20 American Funds Washington Mutual A 482.69K (0.50%) -230.56K
Decreased by -47.77%
Sep 30, 24