Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRED 15.97%
2 INDS 14.85%
3 JRE_old 13.09%
4 SPRE 11.88%
5 XLRE 9.30%
6 RWR 9.18%
7 RITA 8.67%
8 FRI 8.45%
9 USRT 8.41%
10 IYR 7.67%
11 DFAR 7.53%
12 SCHH 7.43%
13 FFR 7.01%
14 RWO 6.96%
15 REIT 6.96%
16 FREL 6.89%
17 DTRE 6.54%
18 REET 6.34%
19 URE 6.27%
20 JPRE 6.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.92M (13.11%) 72.54K
Increased by +0.06%
Sep 30, 24
2 BlackRock Inc 94.54M (10.25%) -1.00M
Decreased by -1.06%
Jun 30, 24
3 State Street Corporation 57.45M (6.23%) -4.41M
Decreased by -7.67%
Mar 31, 24
4 State Street Corp 57.41M (6.22%) 767.61K
Increased by +1.34%
Sep 30, 24
5 JPMorgan Chase & Co 29.90M (3.24%) -4.28M
Decreased by -14.32%
Sep 30, 24
6 Cohen & Steers Inc 27.45M (2.98%) -6.50M
Decreased by -23.67%
Sep 30, 24
7 Geode Capital Management, LLC 20.76M (2.25%) 194.47K
Increased by +0.94%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 20.06M (2.17%) -19.97M
Decreased by -99.59%
Sep 30, 24
9 Apg Investments Us Inc 19.80M (2.15%) 93.29K
Increased by +0.47%
Sep 30, 24
10 Bank of America Corp 19.46M (2.11%) 2.22M
Increased by +11.43%
Sep 30, 24
11 Massachusetts Financial Services Company 16.26M (1.76%) -239.52K
Decreased by -1.47%
Sep 30, 24
12 FMR Inc 16.00M (1.73%) -209.60K
Decreased by -1.31%
Sep 30, 24
13 Goldman Sachs Group Inc 14.00M (1.52%) 4.57M
Increased by +32.64%
Dec 31, 23
14 Nuveen Asset Management, LLC 13.86M (1.50%) 65.00K
Increased by +0.47%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 13.10M (1.42%) -111.24K
Decreased by -0.85%
Sep 30, 24
16 Legal & General Group PLC 12.38M (1.34%) -594.53K
Decreased by -4.80%
Sep 30, 24
17 Principal Financial Group Inc 12.05M (1.31%) -217.68K
Decreased by -1.81%
Sep 30, 24
18 Amvescap Plc. 11.53M (1.25%) 1.76M
Increased by +15.26%
Sep 30, 24
19 Charles Schwab Investment Management Inc 10.23M (1.11%) 441.84K
Increased by +4.32%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 10.14M (1.10%) 8.55M
Increased by +84.24%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 36.45M (3.95%) -96.32K
Decreased by -0.26%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 29.23M (3.17%) -102.86K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 24.54M (2.66%) 287.74K
Increased by +1.17%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 11.43M (1.24%) 67.58K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 11.36M (1.23%) -18.67K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 11.14M (1.21%) -86.58K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 10.77M (1.17%) 68.51K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 10.46M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Value Index Inv 7.86M (0.85%) 24.93K
Increased by +0.32%
Oct 31, 24
10 MFS Large Cap Value Equity 7.55M (0.82%) -167.01K
Decreased by -2.21%
Sep 30, 24
11 MFS Value A 7.50M (0.81%) -50.16K
Decreased by -0.67%
Oct 31, 24
12 The Real Estate Select Sector SPDR® 6.40M (0.69%) 25.47K
Increased by +0.40%
Nov 29, 24
13 Vanguard Real Estate II Index 5.95M (0.64%) 8.08K
Increased by +0.14%
Oct 31, 24
14 Vanguard Institutional Index I 5.88M (0.64%) -2.08K
Decreased by -0.04%
Oct 31, 24
15 Real Estate Select Sector SPDR® 5.64M (0.61%) -16.36K
Decreased by -0.29%
Mar 28, 24
16 Schwab US REIT ETF™ 5.29M (0.57%) 6.75K
Increased by +0.13%
Nov 30, 24
17 DFA Real Estate Securities I 5.12M (0.55%) 56.98K
Increased by +1.11%
Oct 31, 24
18 American Funds Income Fund of Amer A 5.06M (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
19 Cohen & Steers Instl Realty Shares 4.97M (0.54%) 889.52K
Increased by +17.88%
Jun 30, 24
20 JPM US Equity-MA 4.49M (0.49%) 4.49M
Increased by +99.91%
Dec 31, 23