Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.04%
2 CRED 6.22%
3 PSR 4.73%
4 XLRE 4.70%
5 RWR 4.69%
6 FRI 4.46%
7 USRT 4.36%
8 DESK 4.23%
9 DFAR 4.00%
10 UTRN 3.94%
11 SCHH 3.85%
12 IYR 3.80%
13 IQRA 3.76%
14 URE 3.55%
15 DRN 3.48%
16 FREL 3.47%
17 RSPR 3.46%
18 RWO 3.41%
19 REIT 3.19%
20 REET 3.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.92M (13.11%) 3.05M
Increased by +2.67%
Dec 31, 23
2 BlackRock Inc 70.37M (8.10%) 5.60M
Increased by +7.95%
Dec 31, 23
3 State Street Corporation 60.35M (6.94%) 4.41M
Increased by +7.31%
Dec 31, 23
4 Cohen & Steers Inc 42.34M (4.87%) -709.25K
Decreased by -1.68%
Dec 31, 23
5 Geode Capital Management, LLC 17.62M (2.03%) 912.78K
Increased by +5.18%
Dec 31, 23
6 Bank of America Corp 15.69M (1.81%) -736.40K
Decreased by -4.69%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 12.07M (1.39%) 948.78K
Increased by +7.86%
Dec 31, 23
8 Amvescap Plc. 11.65M (1.34%) 56.76K
Increased by +0.49%
Dec 31, 23
9 Legal & General Group PLC 10.49M (1.21%) 1.60M
Increased by +15.28%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 9.54M (1.10%) 227.62K
Increased by +2.39%
Dec 31, 23
11 Daiwa Securities Group Inc 9.21M (1.06%) -1.03M
Decreased by -11.20%
Mar 31, 24
12 NORGES BANK 8.82M (1.01%) 3.84M
Increased by +43.48%
Dec 31, 23
13 Northern Trust Corp 8.34M (0.96%) -821.23K
Decreased by -9.84%
Dec 31, 23
14 Apg Investments Us Inc 8.22M (0.95%) 771.31K
Increased by +9.38%
Dec 31, 23
15 JPMorgan Chase & Co 7.73M (0.89%) -1.70M
Decreased by -22.00%
Dec 31, 23
16 Charles Schwab Investment Management Inc 7.52M (0.87%) 369.44K
Increased by +4.91%
Dec 31, 23
17 Resolution Capital Limited 6.16M (0.71%) 1.11M
Increased by +18.11%
Dec 31, 23
18 CenterSquare Investment Management LLC 5.94M (0.68%) -113.26K
Decreased by -1.91%
Dec 31, 23
19 Bank of New York Mellon Corp 5.38M (0.62%) -55.38K
Decreased by -1.03%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 5.34M (0.61%) 144.15K
Increased by +2.70%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 34.15M (3.93%) 204.96K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 27.07M (3.12%) 1.01M
Increased by +3.72%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 20.96M (2.41%) 201.50K
Increased by +0.96%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 18.71M (2.15%) 118.64K
Increased by +0.63%
Mar 31, 24
5 Fidelity 500 Index 10.05M (1.16%) 76.99K
Increased by +0.77%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 9.82M (1.13%) 22.23K
Increased by +0.23%
Apr 30, 24
7 SPDR® S&P Dividend ETF 9.66M (1.11%) 1.76M
Increased by +18.24%
Apr 30, 24
8 iShares Core S&P 500 ETF 8.56M (0.99%) 7.44K
Increased by +0.09%
Apr 30, 24
9 Fidelity® 500 Index 8.26M (0.95%) 52.57K
Increased by +0.64%
Nov 30, 23
10 Cohen & Steers Instl Realty Shares 6.65M (0.77%) -950.53K
Decreased by -14.28%
Mar 31, 24
11 Daiwa US-REIT Open Mother Fund 6.25M (0.72%) 281.04K
Increased by +4.49%
Sep 19, 23
12 Vanguard Mid-Cap Growth ETF 6.12M (0.70%) 149.44K
Increased by +2.44%
Mar 31, 24
13 Cohen & Steers Real Estate Opportunities 5.47M (0.63%) -1.89M
Decreased by -34.60%
Mar 31, 24
14 Cohen & Steers Real Estate Securities A 5.47M (0.63%) -1.89M
Decreased by -34.60%
Mar 31, 24
15 Vanguard Institutional Index I 5.47M (0.63%) -6.22K
Decreased by -0.11%
Mar 31, 24
16 Vanguard Real Estate II Index 5.01M (0.58%) 39.26K
Increased by +0.78%
Mar 31, 24
17 Real Estate Select Sector SPDR® 4.90M (0.56%) 0.00
Increased by 0.00%
Apr 30, 24
18 Cohen & Steers Realty Shares L 4.90M (0.56%) -1.78M
Decreased by -36.39%
Mar 31, 24
19 Parnassus Core Equity Investor 4.81M (0.55%) 4.81M
Increased by +100.00%
Mar 31, 24
20 DFA Real Estate Securities I 4.78M (0.55%) 0.00
Increased by 0.00%
Mar 31, 24