Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 15.32%
2 JRE 6.08%
3 REZ 5.98%
4 JPRE 5.71%
5 BYRE 5.28%
6 UTRN 4.06%
7 REIT 3.76%
8 PSR 3.62%
9 SRHR 3.52%
10 VGSR 3.44%
11 EWRE 3.24%
12 RWR 3.20%
13 RSPR 3.07%
14 XLRE 2.86%
15 AREA 2.79%
16 GREI 2.71%
17 FRI 2.65%
18 USRT 2.60%
19 DFAR 2.43%
20 DRN 2.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.67M (16.08%) 66.77K
Increased by +0.20%
Dec 31, 24
2 BlackRock Inc 22.63M (10.81%) 274.02K
Increased by +1.21%
Dec 31, 24
3 Capital World Investors 21.08M (10.06%) -1.06M
Decreased by -5.01%
Dec 31, 24
4 State Street Corporation 13.44M (6.42%) -460.61K
Decreased by -3.43%
Mar 31, 24
5 State Street Corp 13.29M (6.35%) -99.89K
Decreased by -0.75%
Dec 31, 24
6 Cohen & Steers Inc 9.25M (4.42%) 516.94K
Increased by +5.59%
Dec 31, 24
7 Principal Financial Group Inc 6.70M (3.20%) -16.30K
Decreased by -0.24%
Dec 31, 24
8 NORGES BANK 6.27M (3.00%) -534.14K
Decreased by -8.51%
Dec 31, 24
9 Geode Capital Management, LLC 5.63M (2.69%) -22.05K
Decreased by -0.39%
Dec 31, 24
10 JPMorgan Chase & Co 4.07M (1.94%) -3.05M
Decreased by -74.91%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 4.00M (1.91%) 665.23K
Increased by +16.63%
Jun 30, 24
12 Capital Research & Mgmt Co - Division 3 3.67M (1.75%) 6.75K
Increased by +0.18%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.14M (1.50%) 24.53K
Increased by +0.78%
Dec 31, 24
14 Massachusetts Financial Services Company 3.06M (1.46%) 104.99K
Increased by +3.43%
Dec 31, 24
15 Northern Trust Corp 2.88M (1.37%) 941.21K
Increased by +32.74%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 2.78M (1.33%) -244.19K
Decreased by -8.78%
Dec 31, 23
17 Boston Partners Global Investors, Inc 2.69M (1.29%) 1.80M
Increased by +67.00%
Jun 30, 24
18 Amvescap Plc. 2.58M (1.23%) 87.35K
Increased by +3.39%
Dec 31, 24
19 Apg Investments Us Inc 2.53M (1.21%) -45.05K
Decreased by -1.78%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.41M (1.15%) 43.22K
Increased by +1.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.10M (3.87%) -98.19K
Decreased by -1.21%
Feb 28, 25
2 American Funds Washington Mutual A 7.47M (3.57%) -400.00K
Decreased by -5.35%
Dec 31, 24
3 Capital Group Wash Mutual Invtrs Comp 7.47M (3.57%) -400.00K
Decreased by -5.35%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 6.68M (3.19%) 21.09K
Increased by +0.32%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 5.88M (2.81%) 38.87K
Increased by +0.66%
Feb 28, 25
6 American Funds American Balanced A 4.63M (2.21%) -500.00K
Decreased by -10.79%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 4.58M (2.19%) 19.79K
Increased by +0.43%
Feb 28, 25
8 American Funds Income Fund of Amer A 3.52M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
9 American Funds Fundamental Invs A 3.13M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 3.13M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity 500 Index 2.64M (1.26%) 11.66K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 2.62M (1.25%) -19.50K
Decreased by -0.74%
Feb 28, 25
13 iShares Core S&P 500 ETF 2.49M (1.19%) -125.00
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 2.49M (1.19%) -5.38K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.45M (1.17%) 19.49K
Increased by +0.80%
Oct 31, 23
16 American Funds American Mutual A 2.10M (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group American Mutual Comp 2.10M (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
18 Principal Real Estate Securities R5 1.96M (0.94%) -59.14K
Decreased by -3.02%
Feb 28, 25
19 American Funds Capital Income Bldr A 1.86M (0.89%) -870.89K
Decreased by -46.71%
Dec 31, 24
20 Vanguard Value Index Inv 1.83M (0.88%) 14.16K
Increased by +0.77%
Feb 28, 25