Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 17.39%
2 NETL 8.08%
3 CRED 6.00%
4 ICF 5.05%
5 XLRE 4.71%
6 ERET 4.57%
7 FRI 4.51%
8 RWR 4.40%
9 BBRE 4.32%
10 USRT 4.21%
11 DESK 4.01%
12 DFAR 4.00%
13 UTRN 3.98%
14 SCHH 3.95%
15 REIT 3.94%
16 IYR 3.91%
17 IYRI 3.82%
18 RWO 3.51%
19 FREL 3.42%
20 BAMD 3.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.51M (15.82%) 3.27M
Increased by +2.30%
Mar 31, 25
2 BlackRock Inc 92.79M (10.30%) 411.43K
Increased by +0.44%
Mar 31, 25
3 State Street Corp 61.06M (6.78%) 1.45M
Increased by +2.38%
Mar 31, 25
4 State Street Corporation 60.82M (6.75%) -5.51M
Decreased by -9.07%
Mar 31, 24
5 Geode Capital Management, LLC 24.92M (2.77%) 1.45M
Increased by +5.81%
Mar 31, 25
6 Parnassus Investments LLC 19.02M (2.11%) -3.67M
Decreased by -19.31%
Mar 31, 25
7 Bank of America Corp 18.29M (2.03%) 5.29M
Increased by +28.92%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 14.26M (1.58%) 1.93M
Increased by +13.50%
Mar 31, 25
9 JPMorgan Chase & Co 12.99M (1.44%) 4.05M
Increased by +31.16%
Mar 31, 25
10 Northern Trust Corp 12.71M (1.41%) -431.01K
Decreased by -3.39%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 12.11M (1.34%) 451.31K
Increased by +3.73%
Mar 31, 25
12 NORGES BANK 11.70M (1.30%) -823.55K
Decreased by -7.04%
Dec 31, 24
13 Cohen & Steers Inc 11.50M (1.28%) -2.16M
Decreased by -18.82%
Mar 31, 25
14 Amvescap Plc. 11.42M (1.27%) 48.02K
Increased by +0.42%
Mar 31, 25
15 Charles Schwab Investment Management Inc 10.11M (1.12%) 123.50K
Increased by +1.22%
Mar 31, 25
16 Legal & General Group PLC 9.84M (1.09%) 152.76K
Increased by +1.55%
Mar 31, 25
17 Daiwa Securities Group Inc 9.21M (1.02%) -1.03M
Decreased by -11.20%
Mar 31, 24
18 Apg Investments Us Inc 8.28M (0.92%) 167.86K
Increased by +2.03%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 7.92M (0.88%) 466.90K
Increased by +5.89%
Mar 31, 25
20 Goldman Sachs Group Inc 6.48M (0.72%) 1.38M
Increased by +21.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 33.07M (3.67%) 230.74K
Increased by +0.70%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 28.65M (3.18%) 30.39K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 27.56M (3.06%) -43.98K
Decreased by -0.16%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 24.89M (2.76%) 177.07K
Increased by +0.71%
May 31, 25
5 Vanguard Mid Cap Index Institutional 19.57M (2.17%) 184.53K
Increased by +0.94%
May 31, 25
6 Parnassus Core Equity Investor 14.00M (1.55%) -148.04K
Decreased by -1.06%
Jun 30, 25
7 Fidelity 500 Index 11.04M (1.23%) 47.95K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500® ETF 10.90M (1.21%) -38.30K
Decreased by -0.35%
Jun 30, 25
9 SPDR® S&P 500 ETF 10.88M (1.21%) -159.34K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 10.71M (1.19%) 17.06K
Increased by +0.16%
Jun 30, 25
11 SPDR® S&P 500® ETF Trust 10.59M (1.17%) -55.51K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 9.82M (1.09%) 22.23K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 8.26M (0.92%) 52.57K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 7.55M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Mid-Cap Growth ETF 6.92M (0.77%) 18.05K
Increased by +0.26%
May 31, 25
16 The Real Estate Select Sector SPDR® 6.20M (0.69%) -7.52K
Decreased by -0.12%
Jun 30, 25
17 Daiwa US-REIT Open Mother Fund 6.07M (0.67%) -1.74M
Decreased by -28.62%
Mar 18, 24
18 Vanguard Real Estate II Index 5.72M (0.63%) 67.86K
Increased by +1.19%
May 31, 25
19 Vanguard Growth Index Investor 5.53M (0.61%) 11.75K
Increased by +0.21%
May 31, 25
20 Schwab US REIT ETF™ 5.51M (0.61%) 10.98K
Increased by +0.20%
Jun 28, 25