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 3.59%
5 JPRE 3.34%
6 EWRE 3.17%
7 RSPR 3.10%
8 SPHD 1.80%
9 REAI 1.60%
10 VNAM 1.32%
11 WREI 1.25%
12 PPTY 1.24%
13 SPYD 1.21%
14 NBGR 1.20%
15 HUSV 0.97%
16 ALTL 0.92%
17 SPLV 0.88%
18 RORE 0.84%
19 XRLV 0.83%
20 VGSR 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (16.77%) 218.67K
Increased by +1.68%
Dec 31, 24
2 JPMorgan Chase & Co 9.77M (12.57%) 337.77K
Increased by +3.46%
Sep 30, 24
3 BlackRock Inc 8.41M (10.82%) 63.23K
Increased by +0.75%
Sep 30, 24
4 NORGES BANK 7.24M (9.31%) 11.52K
Increased by +0.16%
Dec 31, 24
5 State Street Corporation 6.87M (8.83%) 108.11K
Increased by +1.57%
Dec 31, 23
6 State Street Corp 6.11M (7.86%) -30.31K
Decreased by -0.50%
Sep 30, 24
7 Resolution Capital Limited 3.52M (4.53%) 389.27K
Increased by +11.05%
Dec 31, 24
8 Capital Research Global Investors 2.41M (3.10%) -3.55M
Decreased by -147.18%
Dec 31, 23
9 Amvescap Plc. 2.16M (2.78%) 92.01K
Increased by +4.26%
Sep 30, 24
10 Geode Capital Management, LLC 1.96M (2.52%) 7.16K
Increased by +0.37%
Sep 30, 24
11 Massachusetts Financial Services Company 1.95M (2.50%) -12.59K
Decreased by -0.65%
Dec 31, 24
12 ProShare Advisors LLC 1.67M (2.15%) -58.20K
Decreased by -3.48%
Sep 30, 24
13 Deutsche Bank AG 1.38M (1.77%) 213.70K
Increased by +15.50%
Sep 30, 24
14 Charles Schwab Investment Management Inc 1.29M (1.65%) 37.27K
Increased by +2.90%
Dec 31, 24
15 Rush Island Management, LP 1.19M (1.53%) 182.12K
Increased by +15.32%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.17M (1.50%) 28.93K
Increased by +2.48%
Dec 31, 24
17 CenterSquare Investment Management LLC 1.04M (1.34%) 941.41K
Increased by +90.35%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.02M (1.32%) -886.06K
Decreased by -86.47%
Sep 30, 24
19 Westwood Holdings Group Inc 944.76K (1.22%) 302.32K
Increased by +32.00%
Sep 30, 24
20 Alyeska Investment Group, L.P. 928.14K (1.19%) 293.79K
Increased by +31.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.90M (3.73%) 3.66K
Increased by +0.13%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.67M (3.43%) 45.70K
Increased by +1.71%
Dec 31, 24
3 American Funds Capital Income Bldr A 2.50M (3.22%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Group American Mutual Comp 2.30M (2.95%) 999.57K
Increased by +43.52%
Dec 31, 23
5 American Funds American Mutual A 2.29M (2.95%) -3.35K
Decreased by -0.15%
Mar 31, 24
6 Vanguard Small Cap Index 2.16M (2.78%) 52.38K
Increased by +2.42%
Dec 31, 24
7 American Funds Income Fund of Amer A 2.10M (2.70%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional 500 Index Trust 2.07M (2.66%) 46.56K
Increased by +2.25%
Dec 31, 24
9 ProShares S&P 500 Dividend Aristocrats 1.63M (2.09%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Small Cap Value Index Inv 1.44M (1.85%) 9.34K
Increased by +0.65%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 1.35M (1.73%) 4.42K
Increased by +0.33%
Jan 31, 25
12 Fidelity 500 Index 949.22K (1.22%) 19.60K
Increased by +2.07%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 919.45K (1.18%) -9.18K
Decreased by -1.00%
Jan 31, 25
14 SPDR® S&P Dividend ETF 898.78K (1.16%) -8.50K
Decreased by -0.95%
Jan 31, 25
15 iShares Core S&P 500 ETF 895.69K (1.15%) 180.00
Increased by +0.02%
Jan 31, 25
16 SPDR® S&P 500 ETF Trust 885.24K (1.14%) -6.95K
Decreased by -0.79%
Mar 31, 24
17 SPDR® Portfolio S&P 500® High Div ETF 867.60K (1.12%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity® 500 Index 854.98K (1.10%) 5.45K
Increased by +0.64%
Nov 30, 23
19 SPDR® Portfolio S&P 500 High Div ETF 827.91K (1.06%) -972.00
Decreased by -0.12%
Mar 28, 24
20 Invesco S&P 500® High Div Low Vol ETF 692.90K (0.89%) 0.00
Increased by 0.00%
Jan 31, 25