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 3.30%
5 IRET 3.25%
6 EWRE 3.17%
7 RSPR 3.16%
8 IVRA 2.22%
9 SPHD 1.80%
10 REAI 1.58%
11 PPTY 1.52%
12 SNPD 1.51%
13 TMDV 1.47%
14 KNG 1.44%
15 NOBL 1.43%
16 REIT 1.36%
17 WREI 1.25%
18 SPYD 1.24%
19 NBGR 1.20%
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%) 1.38K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.76M (3.54%) 8.01K
Increased by +0.29%
Jun 30, 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 500 Index Investor 2.20M (2.83%) 12.20K
Increased by +0.55%
Jun 30, 25
8 Vanguard Institutional 500 Index Trust 2.19M (2.81%) 13.90K
Increased by +0.63%
May 31, 25
9 Vanguard Small Cap Index 2.11M (2.70%) -52.87K
Decreased by -2.51%
Jun 30, 25
10 American Funds Income Fund of Amer A 2.10M (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
11 ProShares S&P 500 Dividend Aristocrats 1.65M (2.12%) 0.00
Increased by 0.00%
Jul 31, 25
12 Invesco S&P 500® Equal Weight ETF 1.46M (1.88%) 407.00
Increased by +0.03%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 1.34M (1.72%) -44.45K
Decreased by -3.30%
Jun 30, 25
14 Fidelity 500 Index 983.66K (1.26%) 10.74K
Increased by +1.09%
Jun 30, 25
15 SPDR® S&P 500 ETF 945.61K (1.21%) -13.95K
Decreased by -1.48%
Mar 31, 25
16 SPDR® S&P 500® ETF 944.05K (1.21%) -3.96K
Decreased by -0.42%
Jul 31, 25
17 SPDR® Portfolio S&P 500® High Div ETF 943.76K (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares Core S&P 500 ETF 923.25K (1.18%) -92.00
Decreased by -0.01%
Jul 30, 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