Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPRO 4.50%
2 JPRE 4.47%
3 RTL_old 4.36%
4 PSR 3.75%
5 RSPR 3.34%
6 EWRE 3.10%
7 JRE 2.84%
8 DDIV 2.70%
9 KBWY 2.59%
10 DEMZ 2.43%
11 DESK 2.28%
12 FDV 2.00%
13 GQRE 1.96%
14 NBGR 1.95%
15 SPHD 1.91%
16 SPDV 1.85%
17 ICF 1.83%
18 IRET 1.75%
19 VGSR 1.54%
20 RWR 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.29M (16.53%) 272.47K
Increased by +0.25%
Mar 31, 25
2 BlackRock Inc 76.76M (11.61%) 8.43M
Increased by +10.98%
Mar 31, 25
3 State Street Corp 45.35M (6.86%) 415.72K
Increased by +0.92%
Mar 31, 25
4 State Street Corporation 45.15M (6.83%) 1.72M
Increased by +3.81%
Dec 31, 23
5 Cohen & Steers Inc 33.96M (5.14%) 261.72K
Increased by +0.77%
Mar 31, 25
6 FMR Inc 25.57M (3.87%) 1.47M
Increased by +5.76%
Mar 31, 25
7 Amvescap Plc. 19.94M (3.01%) 2.55M
Increased by +12.80%
Mar 31, 25
8 Geode Capital Management, LLC 18.42M (2.79%) 826.34K
Increased by +4.49%
Mar 31, 25
9 Resolution Capital Limited 16.05M (2.43%) -530.21K
Decreased by -3.30%
Mar 31, 25
10 NORGES BANK 15.51M (2.35%) -1.48M
Decreased by -9.53%
Dec 31, 24
11 Nuveen Asset Management, LLC 15.00M (2.27%) -1.34M
Decreased by -8.92%
Dec 31, 24
12 Capital Research Global Investors 14.99M (2.27%) -5.06M
Decreased by -33.73%
Dec 31, 23
13 JPMorgan Chase & Co 13.89M (2.10%) -600.42K
Decreased by -4.32%
Mar 31, 25
14 Nuveen, LLC 13.09M (1.98%) 13.09M
Increased by +100.00%
Mar 31, 25
15 Apg Investments Us Inc 12.65M (1.91%) -1.35M
Decreased by -10.64%
Mar 31, 25
16 Daiwa Securities Group Inc 11.21M (1.69%) 1.84M
Increased by +16.44%
Mar 31, 25
17 Canada Pension Plan Investment Board 11.19M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Corp 10.59M (1.60%) 285.82K
Increased by +2.70%
Mar 31, 25
19 Citadel Advisors Llc 10.51M (1.59%) 4.40M
Increased by +41.81%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 10.16M (1.54%) -83.38K
Decreased by -0.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.21M (3.81%) 18.17K
Increased by +0.07%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 21.84M (3.30%) 200.42K
Increased by +0.92%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 21.34M (3.23%) 15.24K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 19.33M (2.92%) 144.95K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 19.20M (2.90%) -130.99K
Decreased by -0.68%
Jun 30, 25
6 Vanguard Small Cap Index 16.60M (2.51%) -397.11K
Decreased by -2.39%
Jun 30, 25
7 Fidelity US REIT Mother Fund 13.15M (1.99%) 1.82M
Increased by +13.85%
Mar 17, 25
8 Vanguard Small Cap Value Index Inv 10.59M (1.60%) -336.83K
Decreased by -3.18%
Jun 30, 25
9 Fidelity 500 Index 8.57M (1.30%) -1.35K
Decreased by -0.02%
Jun 30, 25
10 SPDR® S&P 500® ETF 8.22M (1.24%) 35.33K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF 8.15M (1.23%) -332.44K
Decreased by -4.08%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 8.14M (1.23%) -43.09K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 8.10M (1.22%) 47.40K
Increased by +0.59%
Mar 28, 24
14 iShares Core S&P 500 ETF 8.09M (1.22%) 36.80K
Increased by +0.45%
Jul 31, 25
15 Federated Hermes Strategic Val Dividend 7.72M (1.17%) 1.01M
Increased by +13.03%
Jun 30, 25
16 Federated Hermes Strategic Value Div IS 7.72M (1.17%) 1.01M
Increased by +13.03%
Jun 30, 25
17 Fidelity® 500 Index 7.22M (1.09%) 45.96K
Increased by +0.64%
Nov 30, 23
18 Cohen & Steers Realty Shares L 7.22M (1.09%) 2.04M
Increased by +28.27%
Jun 30, 25
19 Cohen & Steers Instl Realty Shares 7.22M (1.09%) 1.86M
Increased by +25.75%
Jun 30, 25
20 Invesco S&P 500® Equal Weight ETF 6.73M (1.02%) 1.87K
Increased by +0.03%
Jul 31, 25