Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 RSPR 3.49%
3 EWRE 3.10%
4 JRE 2.84%
5 DDIV 2.70%
6 PSR 2.69%
7 DESK 2.67%
8 KBWY 2.60%
9 FDV 2.35%
10 GQRE 2.28%
11 DEMZ 2.05%
12 SPHD 1.92%
13 SPDV 1.85%
14 VGSR 1.70%
15 RWR 1.65%
16 XLRE 1.53%
17 NBGR 1.49%
18 PPTY 1.47%
19 JPRE 1.41%
20 FRI 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 102.34M (15.64%) 878.67K
Increased by +0.86%
Dec 31, 23
2 BlackRock Inc 65.06M (9.94%) 1.47M
Increased by +2.26%
Dec 31, 23
3 State Street Corporation 45.15M (6.90%) 1.72M
Increased by +3.81%
Dec 31, 23
4 Cohen & Steers Inc 44.19M (6.75%) 3.02M
Increased by +6.84%
Dec 31, 23
5 JPMorgan Chase & Co 34.12M (5.21%) 3.00M
Increased by +8.79%
Dec 31, 23
6 FMR Inc 17.67M (2.70%) 3.81M
Increased by +21.55%
Dec 31, 23
7 Amvescap Plc. 17.23M (2.63%) -1.24M
Decreased by -7.17%
Dec 31, 23
8 Geode Capital Management, LLC 16.02M (2.45%) 1.10M
Increased by +6.85%
Dec 31, 23
9 Apg Investments Us Inc 15.79M (2.41%) 0.00
Increased by 0.00%
Dec 31, 23
10 Capital Research Global Investors 14.99M (2.29%) -5.06M
Decreased by -33.73%
Dec 31, 23
11 Daiwa Securities Group Inc 11.51M (1.76%) -12.06K
Decreased by -0.10%
Dec 31, 23
12 Citadel Advisors Llc 10.51M (1.61%) 4.40M
Increased by +41.81%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 9.19M (1.41%) 24.04K
Increased by +0.26%
Dec 31, 23
14 Nuveen Asset Management, LLC 9.19M (1.41%) 610.87K
Increased by +6.64%
Dec 31, 23
15 Charles Schwab Investment Management Inc 8.57M (1.31%) 536.00K
Increased by +6.25%
Dec 31, 23
16 CenterSquare Investment Management LLC 8.18M (1.25%) -1.27M
Decreased by -15.55%
Dec 31, 23
17 Legal & General Group PLC 7.85M (1.20%) 872.14K
Increased by +11.11%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 7.22M (1.10%) 2.08M
Increased by +28.78%
Dec 31, 23
19 NORGES BANK 7.05M (1.08%) -4.24M
Decreased by -60.09%
Dec 31, 23
20 Northern Trust Corp 6.57M (1.00%) -1.99M
Decreased by -30.32%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 27.51M (4.20%) 148.61K
Increased by +0.54%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 21.07M (3.22%) -42.48K
Decreased by -0.20%
Feb 29, 24
3 Vanguard Small Cap Index 17.33M (2.65%) 176.89K
Increased by +1.02%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 16.61M (2.54%) 173.29K
Increased by +1.04%
Feb 29, 24
5 Vanguard Small Cap Value Index Inv 11.81M (1.81%) 60.94K
Increased by +0.52%
Feb 29, 24
6 Fidelity US REIT Mother Fund 8.92M (1.36%) 1.76M
Increased by +19.75%
Sep 15, 23
7 Daiwa US-REIT Open Mother Fund 8.27M (1.26%) 2.77M
Increased by +33.50%
Sep 19, 23
8 SPDR® S&P 500 ETF Trust 8.10M (1.24%) 47.40K
Increased by +0.59%
Mar 28, 24
9 Fidelity 500 Index 7.98M (1.22%) 80.25K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 7.22M (1.10%) 45.96K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 6.91M (1.06%) 50.82K
Increased by +0.74%
Mar 28, 24
12 American Funds American Mutual A 6.57M (1.00%) -7.41M
Decreased by -112.84%
Dec 31, 23
13 Capital Group American Mutual Comp 6.57M (1.00%) -7.41M
Decreased by -112.84%
Dec 31, 23
14 Cohen & Steers Instl Realty Shares 6.36M (0.97%) 0.00
Increased by 0.00%
Dec 31, 23
15 Cohen & Steers Realty Shares L 5.66M (0.87%) 0.00
Increased by 0.00%
Dec 31, 23
16 Invesco S&P 500® Equal Weight ETF 5.44M (0.83%) 13.52K
Increased by +0.25%
Mar 28, 24
17 American Funds Capital Income Bldr A 5.20M (0.79%) 2.38M
Increased by +45.79%
Dec 31, 23
18 JPM US Mid Cap Value-MA 5.01M (0.77%) 5.00M
Increased by +99.73%
Sep 30, 23
19 JPM US Mid Cap Value-Composite 4.92M (0.75%) -94.70K
Decreased by -1.92%
Dec 31, 23
20 JPMorgan Mid Cap Value L 4.92M (0.75%) 0.00
Increased by 0.00%
Feb 29, 24