Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.36%
4 UTRN 4.03%
5 REIT 3.89%
6 IRET 3.58%
7 RSPR 3.32%
8 EWRE 3.23%
9 JPRE 2.82%
10 GQRE 2.71%
11 WREI 2.44%
12 PSR 2.42%
13 PPTY 2.26%
14 VGSR 2.19%
15 RWR 2.00%
16 CRED 1.97%
17 RORE 1.87%
18 REAI 1.86%
19 XLRE 1.80%
20 FRI 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.35M (16.27%) 61.65K
Increased by +0.60%
Dec 31, 24
2 BlackRock Inc 7.01M (11.02%) 164.66K
Increased by +2.35%
Dec 31, 24
3 State Street Corporation 5.50M (8.65%) -334.06K
Decreased by -6.07%
Mar 31, 24
4 State Street Corp 5.21M (8.19%) 41.59K
Increased by +0.80%
Dec 31, 24
5 Cohen & Steers Inc 3.81M (5.98%) -120.57K
Decreased by -3.17%
Dec 31, 24
6 Geode Capital Management, LLC 1.76M (2.76%) 32.10K
Increased by +1.83%
Dec 31, 24
7 NORGES BANK 1.65M (2.59%) -1.09M
Decreased by -65.76%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 1.65M (2.59%) -71.14K
Decreased by -4.31%
Dec 31, 24
9 Principal Financial Group Inc 1.49M (2.35%) 70.78K
Increased by +4.74%
Dec 31, 24
10 Massachusetts Financial Services Company 1.26M (1.98%) -69.99K
Decreased by -5.56%
Dec 31, 24
11 Northern Trust Corp 1.13M (1.77%) 404.89K
Increased by +35.90%
Dec 31, 24
12 JPMorgan Chase & Co 1.03M (1.61%) -840.39K
Decreased by -81.89%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 957.04K (1.50%) 18.78K
Increased by +1.96%
Dec 31, 24
14 Legal & General Group PLC 915.88K (1.44%) -54.87K
Decreased by -5.99%
Dec 31, 24
15 FMR Inc 864.31K (1.36%) -95.95K
Decreased by -11.10%
Sep 30, 24
16 Deutsche Bank AG 848.49K (1.33%) -154.89K
Decreased by -18.25%
Sep 30, 24
17 Ameriprise Financial Inc 801.81K (1.26%) 24.94K
Increased by +3.11%
Dec 31, 24
18 American Century Companies Inc 786.38K (1.24%) -41.81K
Decreased by -5.32%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 778.51K (1.22%) 58.92K
Increased by +7.57%
Dec 31, 24
20 Charles Schwab Investment Management Inc 772.88K (1.21%) 18.70K
Increased by +2.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.46M (3.86%) -28.95K
Decreased by -1.18%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.03M (3.18%) 11.43K
Increased by +0.56%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 1.78M (2.80%) 10.67K
Increased by +0.60%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 1.39M (2.18%) 5.84K
Increased by +0.42%
Feb 28, 25
5 Fidelity 500 Index 801.32K (1.26%) 3.54K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 796.05K (1.25%) -5.93K
Decreased by -0.74%
Feb 28, 25
7 Cohen & Steers Real Estate Opportunities 760.74K (1.20%) -13.86K
Decreased by -1.82%
Dec 31, 24
8 Cohen & Steers Real Estate Securities A 760.74K (1.20%) -13.86K
Decreased by -1.82%
Dec 31, 24
9 SPDR® S&P 500 ETF Trust 759.90K (1.19%) 1.71K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 755.04K (1.19%) -38.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 747.91K (1.18%) 4.76K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P Dividend ETF 732.83K (1.15%) -738.00
Decreased by -0.10%
Feb 28, 25
13 Cohen & Steers Instl Realty Shares 687.49K (1.08%) -82.11K
Decreased by -11.94%
Dec 31, 24
14 T. Rowe Price Real Assets Tr I-Z 684.33K (1.08%) 60.77K
Increased by +8.88%
Dec 31, 24
15 Cohen & Steers Realty Shares L 624.86K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
16 ProShares S&P 500 Dividend Aristocrats 609.74K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Value Index Inv 554.57K (0.87%) 2.44K
Increased by +0.44%
Feb 28, 25
18 JHancock Disciplined Value Mid Cap I 515.53K (0.81%) -8.44K
Decreased by -1.64%
May 31, 24
19 Invesco S&P 500® Equal Weight ETF 512.32K (0.80%) 564.00
Increased by +0.11%
Feb 28, 25
20 Principal Real Estate Securities R5 493.26K (0.77%) -24.91K
Decreased by -5.05%
Jun 30, 24