Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRED 15.97%
2 INDS 15.54%
3 JRE_old 13.09%
4 SPRE 12.69%
5 XLRE 9.68%
6 RWR 9.65%
7 FRI 8.85%
8 RITA 8.69%
9 USRT 8.35%
10 DFAR 7.86%
11 IYR 7.75%
12 SCHH 7.68%
13 REIT 7.26%
14 RWO 7.16%
15 FREL 7.07%
16 FFR 7.01%
17 DTRE 6.80%
18 URE 6.62%
19 REET 6.52%
20 DFGR 6.01%

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 95.06M (10.31%) 512.09K
Increased by +0.54%
Sep 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 35.66M (3.87%) -788.76K
Decreased by -2.21%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 29.11M (3.16%) -122.76K
Decreased by -0.42%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 24.90M (2.70%) 355.49K
Increased by +1.43%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 11.65M (1.26%) 134.62K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 11.44M (1.24%) 77.74K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 11.14M (1.21%) -86.58K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 10.88M (1.18%) 7.64K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 10.77M (1.17%) 68.51K
Increased by +0.64%
Nov 30, 23
9 MFS Value A 8.24M (0.89%) 741.75K
Increased by +9.00%
Nov 30, 24
10 Vanguard Value Index Inv 7.92M (0.86%) 65.56K
Increased by +0.83%
Nov 30, 24
11 MFS Large Cap Value Equity 7.55M (0.82%) -167.01K
Decreased by -2.21%
Sep 30, 24
12 The Real Estate Select Sector SPDR® 6.12M (0.66%) 2.89K
Increased by +0.05%
Dec 31, 24
13 Vanguard Real Estate II Index 5.91M (0.64%) -36.85K
Decreased by -0.62%
Nov 30, 24
14 Vanguard Institutional Index I 5.86M (0.64%) -23.48K
Decreased by -0.40%
Nov 30, 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™ 5.19M (0.56%) -735.00
Decreased by -0.01%
Dec 31, 24
17 DFA Real Estate Securities I 5.12M (0.55%) 0.00
Increased by 0.00%
Nov 30, 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 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 4.54M (0.49%) 58.93K
Increased by +1.30%
Nov 30, 24