Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRED 15.97%
2 INDS 12.82%
3 SPRE 11.12%
4 XLRE 10.31%
5 RWR 10.18%
6 FRI 9.71%
7 USRT 9.54%
8 DFAR 8.53%
9 IYR 8.16%
10 SCHH 8.05%
11 RITA 7.98%
12 URE 7.72%
13 DRN 7.58%
14 FREL 7.54%
15 RWO 7.42%
16 REET 6.99%
17 FFR 6.97%
18 PSR 6.84%
19 ERET 6.76%
20 JPRE 6.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.49M (12.96%) -626.39K
Decreased by -0.52%
Dec 31, 23
2 BlackRock Inc 95.14M (10.32%) 2.61M
Increased by +2.75%
Dec 31, 23
3 State Street Corporation 61.86M (6.71%) 1.68M
Increased by +2.71%
Dec 31, 23
4 JPMorgan Chase & Co 36.72M (3.98%) 3.91M
Increased by +10.64%
Dec 31, 23
5 Cohen & Steers Inc 30.60M (3.32%) -2.77M
Decreased by -9.07%
Dec 31, 23
6 Apg Investments Us Inc 19.74M (2.14%) 0.00
Increased by 0.00%
Dec 31, 23
7 Geode Capital Management, LLC 19.54M (2.12%) 381.67K
Increased by +1.95%
Dec 31, 23
8 Bank of America Corp 19.25M (2.09%) 2.05M
Increased by +10.63%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 16.91M (1.83%) -525.73K
Decreased by -3.11%
Dec 31, 23
10 Massachusetts Financial Services Company 16.44M (1.78%) -83.65K
Decreased by -0.51%
Dec 31, 23
11 FMR Inc 15.29M (1.66%) -939.45K
Decreased by -6.15%
Dec 31, 23
12 Goldman Sachs Group Inc 14.00M (1.52%) 4.57M
Increased by +32.64%
Dec 31, 23
13 Nuveen Asset Management, LLC 13.80M (1.50%) 464.72K
Increased by +3.37%
Dec 31, 23
14 Legal & General Group PLC 13.57M (1.47%) 1.50M
Increased by +11.06%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 12.83M (1.39%) -84.28K
Decreased by -0.66%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 12.53M (1.36%) 365.90K
Increased by +2.92%
Dec 31, 23
17 Principal Financial Group Inc 12.33M (1.34%) 123.90K
Increased by +1.01%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 10.26M (1.11%) 648.13K
Increased by +6.32%
Dec 31, 23
19 Northern Trust Corp 9.98M (1.08%) -2.74M
Decreased by -27.42%
Dec 31, 23
20 Amvescap Plc. 9.78M (1.06%) 905.37K
Increased by +9.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 37.93M (4.11%) 226.50K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 28.98M (3.14%) -62.31K
Decreased by -0.21%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 23.29M (2.53%) 217.18K
Increased by +0.93%
Mar 31, 24
4 SPDR® S&P 500 ETF Trust 11.14M (1.21%) -86.58K
Decreased by -0.78%
Mar 31, 24
5 Fidelity 500 Index 11.08M (1.20%) 111.51K
Increased by +1.01%
Feb 29, 24
6 Fidelity® 500 Index 10.77M (1.17%) 68.51K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 9.58M (1.04%) 70.40K
Increased by +0.74%
Mar 28, 24
8 MFS Large Cap Value Equity 8.08M (0.88%) -344.94K
Decreased by -4.27%
Dec 31, 23
9 MFS Value A 7.93M (0.86%) -57.49K
Decreased by -0.72%
Feb 29, 24
10 Vanguard Value Index Inv 7.68M (0.83%) -28.00K
Decreased by -0.36%
Mar 31, 24
11 Vanguard Institutional Index I 6.08M (0.66%) -10.49K
Decreased by -0.17%
Mar 31, 24
12 Vanguard Real Estate II Index 5.90M (0.64%) 43.51K
Increased by +0.74%
Mar 31, 24
13 Real Estate Select Sector SPDR® 5.64M (0.61%) -16.36K
Decreased by -0.29%
Mar 28, 24
14 DFA Real Estate Securities I 5.17M (0.56%) -154.71K
Decreased by -2.99%
Feb 29, 24
15 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 4.94M (0.54%) 120.17K
Increased by +2.43%
Mar 31, 24
16 Cohen & Steers Real Estate Opportunities 4.70M (0.51%) -223.12K
Decreased by -4.75%
Mar 31, 24
17 Cohen & Steers Real Estate Securities A 4.70M (0.51%) -223.12K
Decreased by -4.75%
Mar 31, 24
18 Schwab US REIT ETF™ 4.69M (0.51%) 11.40K
Increased by +0.24%
Mar 29, 24
19 Cohen & Steers Instl Realty Shares 4.50M (0.49%) -436.24K
Decreased by -9.70%
Sep 30, 23
20 JPM US Equity-MA 4.49M (0.49%) 4.49M
Increased by +99.91%
Dec 31, 23