Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 PSR 3.75%
3 RSPR 3.23%
4 EWRE 3.10%
5 JRE 2.84%
6 DEMZ 2.84%
7 DDIV 2.70%
8 KBWY 2.59%
9 GQRE 1.99%
10 FDV 1.98%
11 NBGR 1.95%
12 DESK 1.95%
13 SPDV 1.85%
14 LQAI 1.71%
15 IRET 1.68%
16 SPHD 1.60%
17 VGSR 1.60%
18 RWR 1.47%
19 XLRE 1.32%
20 HDLV 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.02M (16.43%) -572.56K
Decreased by -0.53%
Dec 31, 24
2 BlackRock Inc 68.33M (10.30%) -36.47K
Decreased by -0.05%
Dec 31, 24
3 State Street Corporation 45.15M (6.80%) 1.72M
Increased by +3.81%
Dec 31, 23
4 State Street Corp 44.94M (6.77%) -231.05K
Decreased by -0.51%
Dec 31, 24
5 Cohen & Steers Inc 33.70M (5.08%) -5.14M
Decreased by -15.25%
Dec 31, 24
6 FMR Inc 24.10M (3.63%) 1.76M
Increased by +7.29%
Dec 31, 24
7 Geode Capital Management, LLC 17.59M (2.65%) 377.07K
Increased by +2.14%
Dec 31, 24
8 Amvescap Plc. 17.38M (2.62%) 2.69M
Increased by +15.49%
Dec 31, 24
9 Resolution Capital Limited 16.58M (2.50%) 1.99M
Increased by +12.02%
Dec 31, 24
10 NORGES BANK 15.51M (2.34%) -1.48M
Decreased by -9.53%
Dec 31, 24
11 Nuveen Asset Management, LLC 15.00M (2.26%) -1.34M
Decreased by -8.92%
Dec 31, 24
12 Capital Research Global Investors 14.99M (2.26%) -5.06M
Decreased by -33.73%
Dec 31, 23
13 JPMorgan Chase & Co 14.49M (2.18%) -21.09M
Decreased by -145.53%
Dec 31, 24
14 Apg Investments Us Inc 13.99M (2.11%) -815.68K
Decreased by -5.83%
Dec 31, 24
15 Canada Pension Plan Investment Board 11.19M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
16 Bank of America Corp 10.71M (1.61%) 3.32M
Increased by +31.04%
Jun 30, 24
17 Citadel Advisors Llc 10.51M (1.58%) 4.40M
Increased by +41.81%
Sep 30, 23
18 Northern Trust Corp 10.30M (1.55%) 3.66M
Increased by +35.50%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 10.24M (1.54%) 134.63K
Increased by +1.31%
Dec 31, 24
20 Charles Schwab Investment Management Inc 9.58M (1.44%) 101.29K
Increased by +1.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.76M (3.88%) -326.71K
Decreased by -1.27%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 21.25M (3.20%) 144.21K
Increased by +0.68%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 18.69M (2.82%) 136.43K
Increased by +0.73%
Feb 28, 25
4 Vanguard Small Cap Index 17.21M (2.59%) 14.05K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 11.34M (1.71%) -38.91K
Decreased by -0.34%
Feb 28, 25
6 Fidelity US REIT Mother Fund 11.33M (1.71%) 423.10K
Increased by +3.73%
Sep 17, 24
7 Fidelity 500 Index 8.40M (1.27%) 37.08K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 8.30M (1.25%) -61.78K
Decreased by -0.74%
Feb 28, 25
9 Daiwa US-REIT Open Mother Fund 8.18M (1.23%) 2.30M
Increased by +28.16%
Sep 17, 24
10 SPDR® S&P 500 ETF Trust 8.10M (1.22%) 47.40K
Increased by +0.59%
Mar 28, 24
11 iShares Core S&P 500 ETF 7.92M (1.19%) -398.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 7.22M (1.09%) 45.96K
Increased by +0.64%
Nov 30, 23
13 Federated Hermes Strategic Val Dividend 6.72M (1.01%) 3.20M
Increased by +47.64%
Dec 31, 24
14 Federated Hermes Strategic Value Div IS 6.72M (1.01%) 3.20M
Increased by +47.64%
Dec 31, 24
15 American Funds American Mutual A 6.57M (0.99%) -7.41M
Decreased by -112.84%
Dec 31, 23
16 Capital Group American Mutual Comp 6.57M (0.99%) -7.41M
Decreased by -112.84%
Dec 31, 23
17 Fidelity Real Estate Investment Port 6.24M (0.94%) 120.30K
Increased by +1.93%
Jan 31, 25
18 Invesco S&P 500® Equal Weight ETF 6.24M (0.94%) 7.05K
Increased by +0.11%
Feb 28, 25
19 CREF Stock R1 5.99M (0.90%) -39.97K
Decreased by -0.67%
Jan 31, 25
20 Cohen & Steers Instl Realty Shares 5.81M (0.88%) -524.45K
Decreased by -9.03%
Dec 31, 24