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 3.68%
5 IRET 3.40%
6 RSPR 3.22%
7 EWRE 3.17%
8 SPHD 1.80%
9 REAI 1.55%
10 REIT 1.37%
11 WREI 1.25%
12 PPTY 1.21%
13 SPYD 1.21%
14 NBGR 1.20%
15 VNAM 1.06%
16 JPRE 0.85%
17 RORE 0.84%
18 HUSV 0.83%
19 XRLV 0.83%
20 ALTL 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (16.84%) 218.67K
Increased by +1.68%
Dec 31, 24
2 BlackRock Inc 8.80M (11.36%) 382.58K
Increased by +4.35%
Dec 31, 24
3 NORGES BANK 7.24M (9.35%) 11.52K
Increased by +0.16%
Dec 31, 24
4 State Street Corporation 6.87M (8.87%) 108.11K
Increased by +1.57%
Dec 31, 23
5 State Street Corp 6.29M (8.12%) 177.26K
Increased by +2.82%
Dec 31, 24
6 JPMorgan Chase & Co 4.61M (5.95%) -5.17M
Decreased by -112.16%
Dec 31, 24
7 Resolution Capital Limited 3.52M (4.55%) 389.27K
Increased by +11.05%
Dec 31, 24
8 Amvescap Plc. 3.05M (3.94%) 893.26K
Increased by +29.25%
Dec 31, 24
9 Capital Research Global Investors 2.41M (3.11%) -3.55M
Decreased by -147.18%
Dec 31, 23
10 Geode Capital Management, LLC 2.03M (2.63%) 77.78K
Increased by +3.82%
Dec 31, 24
11 Massachusetts Financial Services Company 1.95M (2.52%) -12.59K
Decreased by -0.65%
Dec 31, 24
12 ProShare Advisors LLC 1.67M (2.16%) -1.03K
Decreased by -0.06%
Dec 31, 24
13 Deutsche Bank AG 1.35M (1.74%) -32.57K
Decreased by -2.42%
Dec 31, 24
14 Charles Schwab Investment Management Inc 1.29M (1.66%) 37.27K
Increased by +2.90%
Dec 31, 24
15 Northern Trust Corp 1.23M (1.59%) 522.53K
Increased by +42.32%
Dec 31, 24
16 Rush Island Management, LP 1.19M (1.54%) 182.12K
Increased by +15.32%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.17M (1.51%) 28.93K
Increased by +2.48%
Dec 31, 24
18 CenterSquare Investment Management LLC 1.04M (1.35%) 941.41K
Increased by +90.35%
Dec 31, 24
19 Alyeska Investment Group, L.P. 928.14K (1.20%) 293.79K
Increased by +31.65%
Sep 30, 23
20 Westwood Holdings Group Inc 919.55K (1.19%) -25.22K
Decreased by -2.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.92M (3.78%) 9.91K
Increased by +0.34%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.68M (3.46%) 7.97K
Increased by +0.30%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 2.66M (3.44%) 44.31K
Increased by +1.67%
Sep 30, 24
4 American Funds Capital Income Bldr A 2.50M (3.23%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital Group American Mutual Comp 2.30M (2.97%) 999.57K
Increased by +43.52%
Dec 31, 23
6 American Funds American Mutual A 2.29M (2.96%) -3.35K
Decreased by -0.15%
Mar 31, 24
7 Vanguard Small Cap Index 2.17M (2.80%) 1.76K
Increased by +0.08%
Feb 28, 25
8 Vanguard Institutional 500 Index Trust 2.12M (2.74%) 17.61K
Increased by +0.83%
Feb 28, 25
9 American Funds Income Fund of Amer A 2.10M (2.71%) 0.00
Increased by 0.00%
Sep 30, 23
10 ProShares S&P 500 Dividend Aristocrats 1.59M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 Invesco S&P 500® Equal Weight ETF 1.46M (1.89%) 3.12K
Increased by +0.21%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 1.43M (1.85%) -4.77K
Decreased by -0.33%
Feb 28, 25
13 Fidelity 500 Index 957.71K (1.24%) 4.27K
Increased by +0.45%
Feb 28, 25
14 SPDR® S&P 500 ETF 945.61K (1.22%) -13.95K
Decreased by -1.48%
Mar 31, 25
15 iShares Core S&P 500 ETF 940.42K (1.21%) 2.70K
Increased by +0.29%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 920.36K (1.19%) -4.86K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 909.83K (1.18%) -15.39K
Decreased by -1.69%
Mar 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 881.35K (1.14%) -2.68K
Decreased by -0.30%
Mar 31, 25
20 Fidelity® 500 Index 854.98K (1.10%) 5.45K
Increased by +0.64%
Nov 30, 23