Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.96%
2 KNGS 4.55%
3 UTRN 3.94%
4 JRE 3.57%
5 IRET 3.29%
6 EWRE 3.17%
7 RSPR 3.17%
8 IVRA 2.22%
9 SPHD 1.80%
10 REAI 1.58%
11 TMDV 1.50%
12 SNPD 1.48%
13 KNG 1.41%
14 NOBL 1.39%
15 REIT 1.36%
16 WREI 1.25%
17 NBGR 1.20%
18 SPYD 1.18%
19 PPTY 1.17%
20 ICF 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.03M (16.71%) -12.81K
Decreased by -0.10%
Mar 31, 25
2 BlackRock Inc 8.73M (11.19%) -65.63K
Decreased by -0.75%
Mar 31, 25
3 NORGES BANK 7.24M (9.28%) 11.52K
Increased by +0.16%
Dec 31, 24
4 State Street Corporation 6.87M (8.81%) 108.11K
Increased by +1.57%
Dec 31, 23
5 State Street Corp 6.40M (8.21%) 111.80K
Increased by +1.75%
Mar 31, 25
6 Resolution Capital Limited 2.92M (3.74%) -602.69K
Decreased by -20.64%
Mar 31, 25
7 Amvescap Plc. 2.63M (3.37%) -422.84K
Decreased by -16.07%
Mar 31, 25
8 Capital Research Global Investors 2.41M (3.09%) -3.55M
Decreased by -147.18%
Dec 31, 23
9 JPMorgan Chase & Co 2.37M (3.04%) -2.24M
Decreased by -94.50%
Mar 31, 25
10 Geode Capital Management, LLC 2.12M (2.72%) 89.41K
Increased by +4.21%
Mar 31, 25
11 Massachusetts Financial Services Company 1.80M (2.31%) -148.40K
Decreased by -8.25%
Mar 31, 25
12 ProShare Advisors LLC 1.62M (2.08%) -52.19K
Decreased by -3.22%
Mar 31, 25
13 Rush Island Management, LP 1.42M (1.82%) 228.89K
Increased by +16.15%
Mar 31, 25
14 Deutsche Bank AG 1.35M (1.73%) -32.57K
Decreased by -2.42%
Dec 31, 24
15 Charles Schwab Investment Management Inc 1.30M (1.67%) 17.63K
Increased by +1.35%
Mar 31, 25
16 Northern Trust Corp 1.28M (1.64%) 44.94K
Increased by +3.51%
Mar 31, 25
17 CenterSquare Investment Management LLC 1.21M (1.55%) 169.03K
Increased by +13.96%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.17M (1.50%) 3.42K
Increased by +0.29%
Mar 31, 25
19 PGGM Investments 1.01M (1.29%) 995.10K
Increased by +98.85%
Mar 31, 25
20 Westwood Holdings Group Inc 995.16K (1.28%) 75.61K
Increased by +7.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.02M (3.88%) 155.01K
Increased by +5.13%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.76M (3.53%) 10.23K
Increased by +0.37%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.66M (3.41%) 44.31K
Increased by +1.67%
Sep 30, 24
4 American Funds Capital Income Bldr A 2.50M (3.21%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital Group American Mutual Comp 2.30M (2.95%) 999.57K
Increased by +43.52%
Dec 31, 23
6 American Funds American Mutual A 2.29M (2.94%) -3.35K
Decreased by -0.15%
Mar 31, 24
7 Vanguard Institutional 500 Index Trust 2.19M (2.81%) 13.90K
Increased by +0.63%
May 31, 25
8 Vanguard Small Cap Index 2.16M (2.77%) 10.07K
Increased by +0.47%
May 31, 25
9 American Funds Income Fund of Amer A 2.10M (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
10 ProShares S&P 500 Dividend Aristocrats 1.70M (2.18%) 3.72K
Increased by +0.22%
May 30, 25
11 Invesco S&P 500® Equal Weight ETF 1.42M (1.82%) 4.76K
Increased by +0.34%
May 30, 25
12 Vanguard Small Cap Value Index Inv 1.39M (1.78%) -1.20K
Decreased by -0.09%
May 31, 25
13 Fidelity 500 Index 968.65K (1.24%) 1.20K
Increased by +0.12%
Apr 30, 25
14 SPDR® S&P 500 ETF 945.61K (1.21%) -13.95K
Decreased by -1.48%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 920.36K (1.18%) -4.86K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 909.47K (1.17%) -4.09K
Decreased by -0.45%
May 31, 25
17 iShares Core S&P 500 ETF 892.13K (1.14%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P 500 ETF Trust 885.24K (1.14%) -6.95K
Decreased by -0.79%
Mar 31, 24
19 SPDR® S&P Dividend ETF 884.14K (1.13%) -301.00
Decreased by -0.03%
May 31, 25
20 SPDR® Portfolio S&P 500® High Div ETF 855.20K (1.10%) 0.00
Increased by 0.00%
May 30, 25