Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 REET 1000.00%
3 JKE 1000.00%
4 IWB 1000.00%
5 RESI 6.86%
6 SPRE 5.00%
7 DIP 4.45%
8 PSR 4.18%
9 UTRN 4.05%
10 REZ 3.96%
11 CRED 3.42%
12 RSPR 3.30%
13 EWRE 3.16%
14 RITA 3.11%
15 GQRE 2.21%
16 RORE 2.16%
17 RUFF 2.04%
18 PPTY 1.92%
19 RWR 1.72%
20 XLRE 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.71M (16.16%) -37.36K
Decreased by -0.20%
Mar 31, 24
2 BlackRock Inc 13.74M (11.87%) 1.44M
Increased by +10.48%
Mar 31, 24
3 State Street Corporation 7.80M (6.74%) 76.17K
Increased by +0.98%
Mar 31, 24
4 NORGES BANK 5.31M (4.58%) 1.85M
Increased by +34.81%
Dec 31, 23
5 JPMorgan Chase & Co 4.39M (3.79%) 1.56M
Increased by +35.41%
Mar 31, 24
6 FMR Inc 4.12M (3.55%) -649.50K
Decreased by -15.78%
Mar 31, 24
7 Geode Capital Management, LLC 2.89M (2.50%) 73.33K
Increased by +2.54%
Mar 31, 24
8 Apg Investments Us Inc 2.87M (2.48%) -65.00K
Decreased by -2.27%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 2.74M (2.36%) 160.25K
Increased by +5.85%
Mar 31, 24
10 Amvescap Plc. 2.72M (2.35%) 871.07K
Increased by +32.01%
Mar 31, 24
11 Daiwa Securities Group Inc 2.46M (2.13%) -2.46K
Decreased by -0.10%
Sep 30, 23
12 Massachusetts Financial Services Company 2.24M (1.93%) 788.51K
Increased by +35.20%
Mar 31, 24
13 Blackstone Inc 2.06M (1.78%) 0.00
Increased by 0.00%
Mar 31, 24
14 Legal & General Group PLC 1.74M (1.50%) -29.52K
Decreased by -1.70%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 1.62M (1.40%) -37.34K
Decreased by -2.31%
Mar 31, 24
16 Barrow Hanley Mewhinney & Strauss LLC 1.60M (1.38%) 1.60M
Increased by +100.00%
Mar 31, 24
17 Canada Pension Plan Investment Board 1.44M (1.25%) 21.00K
Increased by +1.45%
Mar 31, 24
18 Northern Trust Corp 1.44M (1.24%) -22.83K
Decreased by -1.58%
Mar 31, 24
19 Charles Schwab Investment Management Inc 1.31M (1.13%) 26.10K
Increased by +1.99%
Mar 31, 24
20 Goldman Sachs Group Inc 1.30M (1.12%) 83.74K
Increased by +6.43%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.69M (4.05%) 1.60K
Increased by +0.03%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.70M (3.19%) 2.03K
Increased by +0.05%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 3.00M (2.59%) 5.99K
Increased by +0.20%
Jun 30, 24
4 Vanguard Mid Cap Index Institutional 2.50M (2.16%) -35.01K
Decreased by -1.40%
Jun 30, 24
5 Daiwa US-REIT Open Mother Fund 1.67M (1.44%) 132.40K
Increased by +7.94%
Sep 19, 23
6 Fidelity US REIT Mother Fund 1.42M (1.23%) -160.00K
Decreased by -11.26%
Mar 15, 24
7 Fidelity 500 Index 1.42M (1.23%) 7.21K
Increased by +0.51%
May 31, 24
8 SPDR® S&P 500® ETF Trust 1.38M (1.19%) 13.04K
Increased by +0.94%
Jun 30, 24
9 SPDR® S&P 500 ETF Trust 1.37M (1.18%) -2.97K
Decreased by -0.22%
Apr 30, 24
10 Fidelity® 500 Index 1.35M (1.17%) 10.76K
Increased by +0.80%
Oct 31, 23
11 Cohen & Steers Instl Realty Shares 1.34M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
12 Cohen & Steers Real Estate Securities A 1.33M (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
13 iShares Core S&P 500 ETF 1.25M (1.08%) 6.37K
Increased by +0.51%
Jun 28, 24
14 Cohen & Steers Realty Shares L 1.20M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Value Index Inv 958.33K (0.83%) -10.90K
Decreased by -1.14%
Jun 30, 24
16 Vanguard Mid-Cap Value ETF 800.68K (0.69%) -19.92K
Decreased by -2.49%
Jun 30, 24
17 MFS Mid Cap Value A 798.16K (0.69%) -5.96K
Decreased by -0.75%
Jun 30, 24
18 MFS Mid Cap Value Equity 798.16K (0.69%) -15.60K
Decreased by -1.95%
Jun 30, 24
19 Invesco S&P 500® Equal Weight ETF 772.71K (0.67%) 2.94K
Increased by +0.38%
Jun 28, 24
20 Vanguard Institutional Index I 757.23K (0.65%) -4.26K
Decreased by -0.56%
Jun 30, 24