Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 KBWY 3.86%
3 PSR 3.79%
4 SRET 3.39%
5 GLRY 3.20%
6 AREA 2.73%
7 GRI_old 2.47%
8 REZ 2.42%
9 HIPS 2.35%
10 REIT 2.33%
11 DIV 2.25%
12 FTIF 2.20%
13 RORE 2.02%
14 CRED 1.78%
15 REAI 1.76%
16 IRET 1.71%
17 PXMG 1.61%
18 RIET 1.59%
19 XMMO 1.49%
20 SYE 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.06M (13.55%) 1.81M
Increased by +4.75%
Dec 31, 24
2 BlackRock Inc 34.53M (12.29%) 2.59M
Increased by +7.51%
Dec 31, 24
3 Cohen & Steers Inc 26.22M (9.34%) 8.84M
Increased by +33.70%
Dec 31, 24
4 State Street Corp 13.43M (4.78%) 1.09M
Increased by +8.14%
Dec 31, 24
5 State Street Corporation 12.51M (4.45%) -1.08M
Decreased by -8.64%
Mar 31, 24
6 Geode Capital Management, LLC 6.93M (2.47%) 503.19K
Increased by +7.26%
Dec 31, 24
7 Daiwa Securities Group Inc 4.84M (1.72%) 890.91K
Increased by +18.41%
Dec 31, 24
8 Charles Schwab Investment Management Inc 3.99M (1.42%) 155.92K
Increased by +3.91%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 3.89M (1.39%) 111.47K
Increased by +2.86%
Dec 31, 24
10 Deutsche Bank AG 3.39M (1.21%) -697.83K
Decreased by -20.61%
Dec 31, 23
11 Northern Trust Corp 3.27M (1.17%) 1.08M
Increased by +33.08%
Dec 31, 24
12 FMR Inc 3.18M (1.13%) -1.03M
Decreased by -32.53%
Dec 31, 24
13 Bank of New York Mellon Corp 2.93M (1.04%) -95.26K
Decreased by -3.25%
Dec 31, 24
14 NORGES BANK 2.91M (1.04%) 665.56K
Increased by +22.87%
Dec 31, 24
15 CenterSquare Investment Management LLC 2.71M (0.96%) -318.86K
Decreased by -11.79%
Dec 31, 24
16 Bank of America Corp 2.41M (0.86%) -412.55K
Decreased by -17.14%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.19M (0.78%) 54.13K
Increased by +2.47%
Dec 31, 24
18 Balyasny Asset Management LLC 2.14M (0.76%) -646.08K
Decreased by -30.20%
Sep 30, 24
19 Amundi 2.04M (0.73%) 321.88K
Increased by +15.78%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.84M (0.65%) 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 10.32M (3.67%) 344.13K
Increased by +3.34%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 8.78M (3.12%) 6.58K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 8.52M (3.03%) 57.32K
Increased by +0.67%
Feb 28, 25
4 Vanguard Small Cap Index 6.89M (2.45%) 5.63K
Increased by +0.08%
Feb 28, 25
5 Cohen & Steers Instl Realty Shares 5.38M (1.91%) 1.88M
Increased by +34.95%
Dec 31, 24
6 Cohen & Steers Realty Shares L 5.07M (1.80%) 1.31M
Increased by +25.83%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 4.54M (1.62%) -15.20K
Decreased by -0.33%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 4.11M (1.46%) 25.90K
Increased by +0.63%
Feb 28, 25
9 Daiwa US-REIT Open Mother Fund 2.70M (0.96%) 2.70M
Increased by +100.00%
Sep 17, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 2.18M (0.78%) 20.75K
Increased by +0.95%
Feb 28, 25
11 Cohen & Steers Real Estate Opportunities 2.08M (0.74%) 2.08M
Increased by +100.00%
Dec 31, 24
12 Cohen & Steers Real Estate Securities A 2.08M (0.74%) 2.08M
Increased by +100.00%
Dec 31, 24
13 Vanguard Real Estate II Index 1.73M (0.62%) 68.52K
Increased by +3.96%
Feb 28, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.62M (0.58%) 400.00
Increased by +0.02%
Feb 28, 25
15 Schwab US REIT ETF™ 1.55M (0.55%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA Real Estate Securities I 1.48M (0.53%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity Extended Market Index 1.48M (0.53%) -24.09K
Decreased by -1.63%
Jan 31, 25
18 Fidelity High Dividend ETF 1.37M (0.49%) 4.51K
Increased by +0.33%
Jan 30, 25
19 Fidelity® Extended Market Index 1.32M (0.47%) 12.83K
Increased by +0.97%
Nov 30, 23
20 State St S&P Midcap® Indx SL Cl II 1.23M (0.44%) 0.00
Increased by 0.00%
Feb 28, 25