Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 17.39%
2 NETL 8.40%
3 CRED 6.00%
4 JRE 4.93%
5 ERET 4.79%
6 XLRE 4.78%
7 RWR 4.69%
8 PSR 4.65%
9 FRI 4.54%
10 USRT 4.49%
11 DESK 4.37%
12 DFAR 4.13%
13 REIT 3.99%
14 UTRN 3.98%
15 IYR 3.97%
16 SCHH 3.96%
17 DRN 3.94%
18 URE 3.77%
19 IRET 3.57%
20 SRET 3.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 139.24M (15.65%) 555.91K
Increased by +0.40%
Dec 31, 24
2 BlackRock Inc 92.37M (10.38%) 760.66K
Increased by +0.82%
Dec 31, 24
3 State Street Corporation 60.82M (6.84%) -5.51M
Decreased by -9.07%
Mar 31, 24
4 State Street Corp 59.60M (6.70%) -1.42M
Decreased by -2.38%
Dec 31, 24
5 Geode Capital Management, LLC 23.47M (2.64%) 658.24K
Increased by +2.80%
Dec 31, 24
6 Parnassus Investments LLC 22.70M (2.55%) -1.75M
Decreased by -7.72%
Dec 31, 24
7 Cohen & Steers Inc 13.66M (1.54%) -5.89M
Decreased by -43.08%
Dec 31, 24
8 Northern Trust Corp 13.14M (1.48%) 3.83M
Increased by +29.18%
Dec 31, 24
9 Bank of America Corp 13.00M (1.46%) -1.96M
Decreased by -15.06%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 12.33M (1.39%) -483.44K
Decreased by -3.92%
Dec 31, 24
11 NORGES BANK 11.70M (1.31%) -823.55K
Decreased by -7.04%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 11.66M (1.31%) -71.34K
Decreased by -0.61%
Dec 31, 24
13 Amvescap Plc. 11.37M (1.28%) -337.35K
Decreased by -2.97%
Dec 31, 24
14 Charles Schwab Investment Management Inc 9.99M (1.12%) 260.07K
Increased by +2.60%
Dec 31, 24
15 Legal & General Group PLC 9.69M (1.09%) -568.69K
Decreased by -5.87%
Dec 31, 24
16 Daiwa Securities Group Inc 9.21M (1.04%) -1.03M
Decreased by -11.20%
Mar 31, 24
17 JPMorgan Chase & Co 8.94M (1.01%) -10.63M
Decreased by -118.94%
Dec 31, 24
18 Apg Investments Us Inc 8.11M (0.91%) -36.12K
Decreased by -0.45%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 7.46M (0.84%) -89.86K
Decreased by -1.21%
Dec 31, 24
20 Raymond James & Associates 6.48M (0.73%) 3.11M
Increased by +48.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 33.45M (3.76%) -241.75K
Decreased by -0.72%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 27.61M (3.10%) 85.25K
Increased by +0.31%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 24.27M (2.73%) 157.82K
Increased by +0.65%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 18.90M (2.12%) 81.76K
Increased by +0.43%
Feb 28, 25
5 Parnassus Core Equity Investor 16.50M (1.85%) -309.16K
Decreased by -1.87%
Feb 28, 25
6 Fidelity 500 Index 10.96M (1.23%) 48.80K
Increased by +0.45%
Feb 28, 25
7 iShares Core S&P 500 ETF 10.68M (1.20%) 30.96K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 10.59M (1.19%) -55.51K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 9.82M (1.10%) 22.23K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P Dividend ETF 8.87M (1.00%) -24.03K
Decreased by -0.27%
Mar 31, 25
11 Fidelity® 500 Index 8.26M (0.93%) 52.57K
Increased by +0.64%
Nov 30, 23
12 Vanguard Mid-Cap Growth ETF 6.57M (0.74%) 52.83K
Increased by +0.80%
Feb 28, 25
13 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 6.55M (0.74%) 0.00
Increased by 0.00%
Feb 28, 25
14 Daiwa US-REIT Open Mother Fund 6.07M (0.68%) -1.74M
Decreased by -28.62%
Mar 18, 24
15 The Real Estate Select Sector SPDR® 6.01M (0.68%) 113.26K
Increased by +1.89%
Mar 31, 25
16 Vanguard Real Estate II Index 5.61M (0.63%) 297.76K
Increased by +5.30%
Feb 28, 25
17 Cohen & Steers Real Estate Opportunities 5.47M (0.62%) -1.89M
Decreased by -34.60%
Mar 31, 24
18 Cohen & Steers Real Estate Securities A 5.47M (0.62%) -1.89M
Decreased by -34.60%
Mar 31, 24
19 Vanguard Institutional Index I 5.42M (0.61%) -63.15K
Decreased by -1.16%
Feb 28, 25
20 Schwab US REIT ETF™ 5.01M (0.56%) 10.66K
Increased by +0.21%
Mar 29, 25