Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRW 5.52%
2 SRVR 4.54%
3 UTRN 3.98%
4 BRNY 3.97%
5 EWRE 3.63%
6 RITA 3.37%
7 NRSH 3.26%
8 RSPR 3.22%
9 FCUS 2.81%
10 VGSR 2.76%
11 IRET 2.72%
12 WTRE 2.69%
13 BOUT 2.60%
14 NBGR 2.59%
15 PRN 2.39%
16 CRED 2.35%
17 XLRE 2.32%
18 DIV 2.20%
19 USRT 2.20%
20 FRI 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.61M (16.01%) 1.33K
Increased by +0.00%
Dec 31, 24
2 BlackRock Inc 32.07M (11.02%) 763.24K
Increased by +2.38%
Dec 31, 24
3 State Street Corp 16.62M (5.71%) 54.01K
Increased by +0.32%
Dec 31, 24
4 Cohen & Steers Inc 14.91M (5.12%) -2.82M
Decreased by -18.90%
Dec 31, 24
5 State Street Corporation 13.81M (4.74%) 18.87K
Increased by +0.14%
Mar 31, 24
6 Geode Capital Management, LLC 7.91M (2.72%) -345.86K
Decreased by -4.37%
Dec 31, 24
7 Wealthfront Advisers LLC 6.86M (2.36%) 6.80M
Increased by +98.99%
Dec 31, 24
8 JPMorgan Chase & Co 4.37M (1.50%) 113.67K
Increased by +2.60%
Sep 30, 24
9 Northern Trust Corp 4.33M (1.49%) 1.55M
Increased by +35.94%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 4.22M (1.45%) 15.10K
Increased by +0.36%
Dec 31, 24
11 Capital World Investors 3.82M (1.31%) -298.55K
Decreased by -7.82%
Dec 31, 24
12 Charles Schwab Investment Management Inc 3.48M (1.19%) 92.47K
Increased by +2.66%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.39M (1.16%) -254.70K
Decreased by -7.52%
Dec 31, 24
14 NORGES BANK 3.31M (1.14%) 74.57K
Increased by +2.25%
Dec 31, 24
15 FMR Inc 3.29M (1.13%) 324.60K
Increased by +9.86%
Jun 30, 24
16 Deutsche Bank AG 3.25M (1.12%) -223.71K
Decreased by -6.88%
Dec 31, 24
17 Legal & General Group PLC 3.18M (1.09%) -327.54K
Decreased by -10.29%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 3.17M (1.09%) 2.67M
Increased by +84.30%
Sep 30, 24
19 Daiwa Securities Group Inc 2.95M (1.01%) -179.44K
Decreased by -6.09%
Dec 31, 24
20 Nuveen Asset Management, LLC 2.55M (0.88%) 715.02K
Increased by +28.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.22M (3.85%) -134.38K
Decreased by -1.20%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.25M (3.18%) 31.58K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.14M (2.80%) 54.73K
Increased by +0.67%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 6.34M (2.18%) 27.31K
Increased by +0.43%
Feb 28, 25
5 American Funds American Balanced A 4.32M (1.48%) -2.14M
Decreased by -49.64%
Sep 30, 23
6 Fidelity 500 Index 3.66M (1.26%) 16.15K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 3.63M (1.25%) -26.99K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 3.52M (1.21%) -27.33K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 3.45M (1.18%) -173.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 3.40M (1.17%) 21.64K
Increased by +0.64%
Nov 30, 23
11 American Funds Income Fund of Amer A 2.77M (0.95%) -300.00K
Decreased by -10.84%
Dec 31, 24
12 Vanguard Value Index Inv 2.53M (0.87%) 10.90K
Increased by +0.43%
Feb 28, 25
13 Cohen & Steers Instl Realty Shares 2.48M (0.85%) -357.49K
Decreased by -14.40%
Dec 31, 24
14 Cohen & Steers Real Estate Opportunities 2.34M (0.81%) -635.93K
Decreased by -27.13%
Dec 31, 24
15 Cohen & Steers Real Estate Securities A 2.34M (0.81%) -635.93K
Decreased by -27.13%
Dec 31, 24
16 Cohen & Steers Realty Shares L 2.23M (0.77%) -296.09K
Decreased by -13.27%
Dec 31, 24
17 Daiwa US-REIT Open Mother Fund 2.06M (0.71%) -647.81K
Decreased by -31.42%
Sep 17, 24
18 Fidelity US REIT Mother Fund 1.98M (0.68%) -405.00K
Decreased by -20.47%
Mar 15, 24
19 Vanguard Mid-Cap Value ETF 1.97M (0.68%) 3.77K
Increased by +0.19%
Feb 28, 25
20 The Real Estate Select Sector SPDR® 1.97M (0.68%) -1.15K
Decreased by -0.06%
Feb 28, 25