Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.96%
2 KNGS 4.55%
3 UTRN 3.94%
4 IRET 3.28%
5 RSPR 3.24%
6 EWRE 3.17%
7 JRE 2.89%
8 IVRA 2.30%
9 SPHD 2.05%
10 REAI 1.64%
11 SNPD 1.62%
12 PPTY 1.61%
13 NOBL 1.56%
14 KNG 1.56%
15 TMDV 1.55%
16 SPYD 1.33%
17 REIT 1.32%
18 WREI 1.25%
19 NBGR 1.20%
20 ICF 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.27M (17.03%) 244.85K
Increased by +1.84%
Jun 30, 25
2 BlackRock Inc 8.02M (10.29%) -708.10K
Decreased by -8.83%
Jun 30, 25
3 NORGES BANK 7.27M (9.33%) 29.03K
Increased by +0.40%
Jun 30, 25
4 State Street Corporation 6.87M (8.81%) 108.11K
Increased by +1.57%
Dec 31, 23
5 State Street Corp 6.58M (8.44%) 176.61K
Increased by +2.68%
Jun 30, 25
6 Resolution Capital Limited 3.26M (4.19%) 344.19K
Increased by +10.54%
Jun 30, 25
7 Amvescap Plc. 2.71M (3.48%) 82.31K
Increased by +3.03%
Jun 30, 25
8 Capital Research Global Investors 2.41M (3.09%) -3.55M
Decreased by -147.18%
Dec 31, 23
9 Geode Capital Management, LLC 2.17M (2.78%) 44.24K
Increased by +2.04%
Jun 30, 25
10 JPMorgan Chase & Co 1.80M (2.31%) -568.22K
Decreased by -31.57%
Jun 30, 25
11 Massachusetts Financial Services Company 1.72M (2.21%) -76.70K
Decreased by -4.45%
Jun 30, 25
12 ProShare Advisors LLC 1.70M (2.18%) 80.13K
Increased by +4.71%
Jun 30, 25
13 Rush Island Management, LP 1.61M (2.06%) 188.12K
Increased by +11.72%
Jun 30, 25
14 Deutsche Bank AG 1.35M (1.73%) -32.57K
Decreased by -2.42%
Dec 31, 24
15 Charles Schwab Investment Management Inc 1.34M (1.72%) 34.28K
Increased by +2.56%
Jun 30, 25
16 Northern Trust Corp 1.26M (1.61%) -21.42K
Decreased by -1.70%
Jun 30, 25
17 PGGM Investments 1.25M (1.60%) 238.68K
Increased by +19.17%
Jun 30, 25
18 CenterSquare Investment Management LLC 1.24M (1.60%) 32.51K
Increased by +2.61%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 1.18M (1.52%) 13.58K
Increased by +1.15%
Jun 30, 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 3.03M (3.88%) 3.83K
Increased by +0.13%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.71M (3.47%) -57.98K
Decreased by -2.14%
Jul 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 American Funds Income Fund of Amer A 2.10M (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Index 2.09M (2.69%) -13.78K
Decreased by -0.66%
Jul 31, 25
10 Vanguard 500 Index Investor 1.92M (2.47%) -281.57K
Decreased by -14.65%
Jul 31, 25
11 ProShares S&P 500 Dividend Aristocrats 1.78M (2.28%) 0.00
Increased by 0.00%
Aug 29, 25
12 Invesco S&P 500® Equal Weight ETF 1.47M (1.88%) 2.15K
Increased by +0.15%
Aug 29, 25
13 Vanguard Small Cap Value Index Inv 1.35M (1.73%) 4.22K
Increased by +0.31%
Jul 31, 25
14 Fidelity 500 Index 984.09K (1.26%) 422.00
Increased by +0.04%
Jul 31, 25
15 SPDR® Portfolio S&P 500® High Div ETF 948.83K (1.22%) 2.34K
Increased by +0.25%
Aug 29, 25
16 SPDR® S&P 500 ETF 945.61K (1.21%) -13.95K
Decreased by -1.48%
Mar 31, 25
17 SPDR® S&P 500® ETF 940.00K (1.21%) 11.64K
Increased by +1.24%
Aug 31, 25
18 iShares Core S&P 500 ETF 934.38K (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® S&P 500® ETF Trust 920.36K (1.18%) -4.86K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 885.24K (1.14%) -6.95K
Decreased by -0.79%
Mar 31, 24