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 3.70%
5 IRET 3.31%
6 RSPR 3.18%
7 EWRE 3.17%
8 SPHD 1.80%
9 REAI 1.52%
10 REIT 1.36%
11 WREI 1.25%
12 NBGR 1.20%
13 PPTY 1.18%
14 SPYD 1.16%
15 VNAM 1.01%
16 JPRE 0.86%
17 ALTL 0.85%
18 RORE 0.84%
19 HUSV 0.84%
20 SPLV 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (16.85%) 218.67K
Increased by +1.68%
Dec 31, 24
2 BlackRock Inc 8.80M (11.37%) 382.58K
Increased by +4.35%
Dec 31, 24
3 NORGES BANK 7.24M (9.36%) 11.52K
Increased by +0.16%
Dec 31, 24
4 State Street Corporation 6.87M (8.88%) 108.11K
Increased by +1.57%
Dec 31, 23
5 State Street Corp 6.29M (8.13%) 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 (3.95%) 893.26K
Increased by +29.25%
Dec 31, 24
9 Capital Research Global Investors 2.41M (3.12%) -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 (1.60%) 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 (3.47%) 7.97K
Increased by +0.30%
Feb 28, 25
3 American Funds Capital Income Bldr A 2.50M (3.23%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Group American Mutual Comp 2.30M (2.97%) 999.57K
Increased by +43.52%
Dec 31, 23
5 American Funds American Mutual A 2.29M (2.96%) -3.35K
Decreased by -0.15%
Mar 31, 24
6 Vanguard Small Cap Index 2.17M (2.80%) 1.76K
Increased by +0.08%
Feb 28, 25
7 Vanguard Institutional 500 Index Trust 2.12M (2.74%) 17.61K
Increased by +0.83%
Feb 28, 25
8 American Funds Income Fund of Amer A 2.10M (2.71%) 0.00
Increased by 0.00%
Sep 30, 23
9 ProShares S&P 500 Dividend Aristocrats 1.59M (2.06%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 1.43M (1.85%) -4.77K
Decreased by -0.33%
Feb 28, 25
11 Invesco S&P 500® Equal Weight ETF 1.36M (1.76%) 1.55K
Increased by +0.11%
Feb 28, 25
12 Fidelity 500 Index 953.44K (1.23%) 4.22K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 939.49K (1.21%) -7.02K
Decreased by -0.75%
Feb 28, 25
14 iShares Core S&P 500 ETF 897.08K (1.16%) -45.00
Decreased by -0.01%
Feb 28, 25
15 SPDR® S&P Dividend ETF 892.10K (1.15%) -900.00
Decreased by -0.10%
Feb 28, 25
16 SPDR® S&P 500 ETF Trust 885.24K (1.14%) -6.95K
Decreased by -0.79%
Mar 31, 24
17 Fidelity® 500 Index 854.98K (1.10%) 5.45K
Increased by +0.64%
Nov 30, 23
18 SPDR® Portfolio S&P 500 High Div ETF 827.91K (1.07%) -972.00
Decreased by -0.12%
Mar 28, 24
19 SPDR® Portfolio S&P 500® High Div ETF 801.41K (1.04%) 260.00
Increased by +0.03%
Feb 28, 25
20 Invesco S&P 500® High Div Low Vol ETF 692.90K (0.90%) 0.00
Increased by 0.00%
Jan 31, 25