Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 17.39%
2 NETL 8.17%
3 CRED 6.00%
4 XLRE 4.94%
5 ERET 4.67%
6 FRI 4.65%
7 ICF 4.64%
8 RWR 4.51%
9 BBRE 4.45%
10 USRT 4.34%
11 DFAR 4.23%
12 DESK 4.13%
13 SCHH 4.10%
14 IYR 4.06%
15 UTRN 3.98%
16 DRN 3.83%
17 IYRI 3.82%
18 RWO 3.59%
19 FREL 3.53%
20 URE 3.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.51M (15.62%) 3.27M
Increased by +2.30%
Mar 31, 25
2 BlackRock Inc 92.79M (10.17%) 411.43K
Increased by +0.44%
Mar 31, 25
3 State Street Corp 61.06M (6.69%) 1.45M
Increased by +2.38%
Mar 31, 25
4 State Street Corporation 60.82M (6.67%) -5.51M
Decreased by -9.07%
Mar 31, 24
5 Geode Capital Management, LLC 24.92M (2.73%) 1.45M
Increased by +5.81%
Mar 31, 25
6 Parnassus Investments LLC 18.39M (2.02%) -636.47K
Decreased by -3.46%
Jun 30, 25
7 Bank of America Corp 18.29M (2.01%) 5.29M
Increased by +28.92%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 14.26M (1.56%) 1.93M
Increased by +13.50%
Mar 31, 25
9 JPMorgan Chase & Co 12.99M (1.42%) 4.05M
Increased by +31.16%
Mar 31, 25
10 Northern Trust Corp 12.71M (1.39%) -431.01K
Decreased by -3.39%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 12.11M (1.33%) 451.31K
Increased by +3.73%
Mar 31, 25
12 NORGES BANK 11.70M (1.28%) -823.55K
Decreased by -7.04%
Dec 31, 24
13 Cohen & Steers Inc 11.50M (1.26%) -2.16M
Decreased by -18.82%
Mar 31, 25
14 Amvescap Plc. 11.42M (1.25%) 48.02K
Increased by +0.42%
Mar 31, 25
15 Charles Schwab Investment Management Inc 10.11M (1.11%) 123.50K
Increased by +1.22%
Mar 31, 25
16 Legal & General Group PLC 9.84M (1.08%) 152.76K
Increased by +1.55%
Mar 31, 25
17 Daiwa Securities Group Inc 9.21M (1.01%) -1.03M
Decreased by -11.20%
Mar 31, 24
18 Apg Investments Us Inc 8.28M (0.91%) 167.86K
Increased by +2.03%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 7.92M (0.87%) 466.90K
Increased by +5.89%
Mar 31, 25
20 Goldman Sachs Group Inc 6.48M (0.71%) 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 33.09M (3.63%) 25.78K
Increased by +0.08%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 29.02M (3.18%) 367.70K
Increased by +1.27%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 27.56M (3.02%) -43.98K
Decreased by -0.16%
Sep 30, 24
4 Vanguard 500 Index Investor 25.63M (2.81%) 733.40K
Increased by +2.86%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 24.89M (2.73%) 177.07K
Increased by +0.71%
May 31, 25
6 Vanguard Mid Cap Index Institutional 19.93M (2.18%) 358.97K
Increased by +1.80%
Jun 30, 25
7 Parnassus Core Equity Investor 14.00M (1.54%) -148.04K
Decreased by -1.06%
Jun 30, 25
8 Fidelity 500 Index 11.44M (1.25%) 400.57K
Increased by +3.50%
Jun 30, 25
9 SPDR® S&P 500® ETF 11.07M (1.21%) 47.26K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500 ETF 10.88M (1.19%) -159.34K
Decreased by -1.47%
Mar 31, 25
11 iShares Core S&P 500 ETF 10.79M (1.18%) 49.04K
Increased by +0.45%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 10.59M (1.16%) -55.51K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 9.82M (1.08%) 22.23K
Increased by +0.23%
Apr 30, 24
14 SPDR® S&P Dividend ETF 8.48M (0.93%) 934.90K
Increased by +11.03%
Jul 31, 25
15 Fidelity® 500 Index 8.26M (0.91%) 52.57K
Increased by +0.64%
Nov 30, 23
16 Vanguard Mid-Cap Growth ETF 7.35M (0.81%) 431.28K
Increased by +5.86%
Jun 30, 25
17 The Real Estate Select Sector SPDR® 6.31M (0.69%) -15.71K
Decreased by -0.25%
Jul 31, 25
18 Daiwa US-REIT Open Mother Fund 6.07M (0.67%) -1.74M
Decreased by -28.62%
Mar 18, 24
19 Vanguard Real Estate II Index 5.77M (0.63%) 43.87K
Increased by +0.76%
Jun 30, 25
20 Schwab US REIT ETF™ 5.64M (0.62%) 11.05K
Increased by +0.20%
Jul 31, 25