Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 PSR 3.79%
3 KBWY 3.57%
4 SRET 3.13%
5 GLRY 2.65%
6 AREA 2.55%
7 GRI_old 2.47%
8 HIPS 2.35%
9 REZ 2.31%
10 FTIF 2.20%
11 DIV 2.19%
12 REIT 2.11%
13 RORE 2.02%
14 BRNY 1.85%
15 IRET 1.71%
16 CRED 1.65%
17 PXMG 1.61%
18 REAI 1.59%
19 RIET 1.51%
20 SYE 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.06M (13.20%) 1.81M
Increased by +4.75%
Dec 31, 24
2 BlackRock Inc 34.53M (11.97%) 2.59M
Increased by +7.51%
Dec 31, 24
3 Cohen & Steers Inc 26.22M (9.09%) 8.84M
Increased by +33.70%
Dec 31, 24
4 State Street Corp 13.43M (4.66%) 1.09M
Increased by +8.14%
Dec 31, 24
5 State Street Corporation 12.51M (4.34%) -1.08M
Decreased by -8.64%
Mar 31, 24
6 Geode Capital Management, LLC 6.93M (2.40%) 503.19K
Increased by +7.26%
Dec 31, 24
7 Daiwa Securities Group Inc 4.84M (1.68%) 890.91K
Increased by +18.41%
Dec 31, 24
8 Charles Schwab Investment Management Inc 3.99M (1.38%) 155.92K
Increased by +3.91%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 3.89M (1.35%) 111.47K
Increased by +2.86%
Dec 31, 24
10 Deutsche Bank AG 3.39M (1.17%) -697.83K
Decreased by -20.61%
Dec 31, 23
11 Northern Trust Corp 3.27M (1.14%) 1.08M
Increased by +33.08%
Dec 31, 24
12 FMR Inc 3.18M (1.10%) -1.03M
Decreased by -32.53%
Dec 31, 24
13 Bank of New York Mellon Corp 2.93M (1.02%) -95.26K
Decreased by -3.25%
Dec 31, 24
14 NORGES BANK 2.91M (1.01%) 665.56K
Increased by +22.87%
Dec 31, 24
15 CenterSquare Investment Management LLC 2.71M (0.94%) -318.86K
Decreased by -11.79%
Dec 31, 24
16 Bank of America Corp 2.41M (0.83%) -412.55K
Decreased by -17.14%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.19M (0.76%) 54.13K
Increased by +2.47%
Dec 31, 24
18 Balyasny Asset Management LLC 2.14M (0.74%) -646.08K
Decreased by -30.20%
Sep 30, 24
19 Amundi 2.04M (0.71%) 321.88K
Increased by +15.78%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.84M (0.64%) 175.77K
Increased by +9.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.30M (3.57%) -19.77K
Decreased by -0.19%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 9.13M (3.16%) -29.43K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.89M (3.08%) 376.25K
Increased by +4.23%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 8.18M (2.84%) 354.66K
Increased by +4.34%
Sep 30, 24
5 Vanguard Small Cap Index 7.03M (2.44%) 141.65K
Increased by +2.01%
Mar 31, 25
6 Cohen & Steers Instl Realty Shares 5.43M (1.88%) 54.02K
Increased by +0.99%
Mar 31, 25
7 Cohen & Steers Realty Shares L 5.07M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 4.56M (1.58%) 19.79K
Increased by +0.43%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.34M (1.51%) 235.60K
Increased by +5.43%
Mar 31, 25
10 Daiwa US-REIT Open Mother Fund 2.70M (0.93%) 2.70M
Increased by +100.00%
Sep 17, 24
11 Cohen & Steers Real Estate Opportunities 2.59M (0.90%) 515.00K
Increased by +19.88%
Mar 31, 25
12 Cohen & Steers Real Estate Securities A 2.59M (0.90%) 515.00K
Increased by +19.88%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 2.25M (0.78%) 69.44K
Increased by +3.09%
Mar 31, 25
14 Vanguard Real Estate II Index 1.74M (0.60%) 11.00K
Increased by +0.63%
Mar 31, 25
15 Schwab US REIT ETF™ 1.69M (0.59%) 1.61K
Increased by +0.10%
Apr 30, 25
16 Fidelity Extended Market Index 1.57M (0.54%) 92.92K
Increased by +5.93%
Mar 31, 25
17 DFA Real Estate Securities I 1.54M (0.53%) 34.82K
Increased by +2.27%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.52M (0.53%) -103.10K
Decreased by -6.79%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.52M (0.53%) -103.10K
Decreased by -6.79%
Mar 31, 25
20 Fidelity High Dividend ETF 1.37M (0.48%) 4.51K
Increased by +0.33%
Jan 30, 25