Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 14.62%
2 REZ 6.49%
3 JRE 6.08%
4 AREA 5.76%
5 BYRE 5.47%
6 JPRE 5.39%
7 UTRN 4.06%
8 REIT 3.67%
9 SRHR 3.67%
10 PSR 3.62%
11 VGSR 3.40%
12 RWR 3.25%
13 EWRE 3.24%
14 RSPR 3.24%
15 XLRE 3.04%
16 IRET 3.02%
17 FRI 2.79%
18 USRT 2.72%
19 GREI 2.71%
20 DFAR 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.61M (16.04%) -16.03K
Decreased by -0.05%
Sep 30, 24
2 BlackRock Inc 22.36M (10.67%) 1.21M
Increased by +5.43%
Sep 30, 24
3 Capital World Investors 22.13M (10.57%) 2.54M
Increased by +11.49%
Sep 30, 24
4 State Street Corporation 13.44M (6.41%) -460.61K
Decreased by -3.43%
Mar 31, 24
5 State Street Corp 13.39M (6.39%) 227.01K
Increased by +1.70%
Sep 30, 24
6 Cohen & Steers Inc 8.73M (4.17%) -50.69K
Decreased by -0.58%
Sep 30, 24
7 NORGES BANK 6.81M (3.25%) 429.11K
Increased by +6.30%
Jun 30, 24
8 Principal Financial Group Inc 6.72M (3.21%) -150.50K
Decreased by -2.24%
Sep 30, 24
9 Geode Capital Management, LLC 5.65M (2.70%) -109.21K
Decreased by -1.93%
Sep 30, 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 3.66M (1.75%) 2.68K
Increased by +0.07%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 3.11M (1.49%) -14.90K
Decreased by -0.48%
Sep 30, 24
14 Massachusetts Financial Services Company 2.96M (1.41%) -589.25K
Decreased by -19.91%
Sep 30, 24
15 Diamond Hill Capital Management Inc 2.82M (1.35%) -148.13K
Decreased by -5.26%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 2.78M (1.33%) -244.19K
Decreased by -8.78%
Dec 31, 23
17 Northern Trust Corp 2.72M (1.30%) 155.68K
Increased by +5.71%
Sep 30, 23
18 Boston Partners Global Investors, Inc 2.69M (1.29%) 1.80M
Increased by +67.00%
Jun 30, 24
19 Legal & General Group PLC 2.66M (1.27%) -168.80K
Decreased by -6.33%
Sep 30, 24
20 Apg Investments Us Inc 2.58M (1.23%) 24.10K
Increased by +0.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.17M (3.90%) 8.64K
Increased by +0.11%
Dec 31, 24
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 6.63M (3.17%) -17.82K
Decreased by -0.27%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 5.74M (2.74%) 43.34K
Increased by +0.75%
Dec 31, 24
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 4.56M (2.18%) 38.36K
Increased by +0.84%
Dec 31, 24
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 2.63M (1.26%) 12.71K
Increased by +0.48%
Dec 31, 24
12 SPDR® S&P 500® ETF Trust 2.61M (1.25%) -125.00
Decreased by -0.00%
Jan 30, 25
13 SPDR® S&P 500 ETF Trust 2.49M (1.19%) -5.38K
Decreased by -0.22%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.47M (1.18%) -4.25K
Decreased by -0.17%
Jan 29, 25
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 2.02M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
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 1.81M (0.86%) -2.82K
Decreased by -0.16%
Dec 31, 24