Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.22%
4 REIT 4.08%
5 UTRN 4.03%
6 CSRE 3.94%
7 IRET 3.58%
8 EWRE 3.23%
9 RSPR 3.15%
10 GQRE 2.71%
11 WREI 2.44%
12 PSR 2.26%
13 PPTY 2.16%
14 VGSR 2.01%
15 RWR 1.89%
16 RORE 1.87%
17 CRED 1.83%
18 XLRE 1.72%
19 ROOF 1.67%
20 FRI 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.35M (16.23%) 61.65K
Increased by +0.60%
Dec 31, 24
2 BlackRock Inc 7.01M (10.99%) 164.66K
Increased by +2.35%
Dec 31, 24
3 State Street Corporation 5.50M (8.63%) -334.06K
Decreased by -6.07%
Mar 31, 24
4 State Street Corp 5.21M (8.17%) 41.59K
Increased by +0.80%
Dec 31, 24
5 Cohen & Steers Inc 3.81M (5.97%) -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 1.48M (2.32%) -12.92K
Decreased by -0.87%
Mar 31, 25
10 Wealthquest Corporation 1.25M (1.97%) 1.25M
Increased by +100.00%
Mar 31, 25
11 Massachusetts Financial Services Company 1.24M (1.95%) -17.22K
Decreased by -1.39%
Mar 31, 25
12 Northern Trust Corp 1.13M (1.77%) 404.89K
Increased by +35.90%
Dec 31, 24
13 JPMorgan Chase & Co 1.03M (1.61%) -840.39K
Decreased by -81.89%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 957.04K (1.50%) 18.78K
Increased by +1.96%
Dec 31, 24
15 Legal & General Group PLC 915.88K (1.44%) -54.87K
Decreased by -5.99%
Dec 31, 24
16 FMR Inc 864.31K (1.35%) -95.95K
Decreased by -11.10%
Sep 30, 24
17 Deutsche Bank AG 848.49K (1.33%) -154.89K
Decreased by -18.25%
Sep 30, 24
18 Ameriprise Financial Inc 801.81K (1.26%) 24.94K
Increased by +3.11%
Dec 31, 24
19 American Century Companies Inc 786.38K (1.23%) -41.81K
Decreased by -5.32%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 778.51K (1.22%) 58.92K
Increased by +7.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.45M (3.84%) -4.72K
Decreased by -0.19%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.03M (3.19%) 8.92K
Increased by +0.44%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.03M (3.18%) 1.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.79M (2.80%) 4.78K
Increased by +0.27%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 1.39M (2.17%) -2.64K
Decreased by -0.19%
Mar 31, 25
6 Fidelity 500 Index 806.30K (1.26%) 1.39K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 801.22K (1.26%) -11.78K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 781.12K (1.22%) 646.00
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 779.90K (1.22%) -4.10K
Decreased by -0.53%
Mar 31, 25
10 Cohen & Steers Instl Realty Shares 775.89K (1.22%) 88.40K
Increased by +11.39%
Mar 31, 25
11 iShares Core S&P 500 ETF 762.54K (1.20%) -760.00
Decreased by -0.10%
Apr 29, 25
12 Cohen & Steers Real Estate Opportunities 760.74K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
13 Cohen & Steers Real Estate Securities A 760.74K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 759.90K (1.19%) 1.71K
Increased by +0.23%
Apr 30, 24
15 Cohen & Steers Realty Shares L 749.78K (1.18%) 124.93K
Increased by +16.66%
Mar 31, 25
16 Fidelity® 500 Index 747.91K (1.17%) 4.76K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P Dividend ETF 747.46K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
18 T. Rowe Price Real Assets Tr I-Z 729.44K (1.14%) 45.11K
Increased by +6.18%
Mar 31, 25
19 T. Rowe Price Real Assets Tr I-D 684.33K (1.07%) 60.77K
Increased by +8.88%
Dec 31, 24
20 ProShares S&P 500 Dividend Aristocrats 615.53K (0.96%) -265.00
Decreased by -0.04%
Apr 30, 25