Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 14.73%
2 SPRE 12.38%
3 REZ 8.74%
4 RITA 8.67%
5 CRED 7.12%
6 SRHR 5.92%
7 JRE 5.22%
8 NURE 4.86%
9 HAUS 4.47%
10 ICF 4.42%
11 RWR 4.39%
12 FPRO 4.29%
13 XLRE 4.27%
14 USRT 4.24%
15 WREI 4.10%
16 BBRE 4.09%
17 AREA 4.04%
18 FRI 4.01%
19 UTRN 3.97%
20 IYRI 3.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.74M (13.17%) 143.57K
Increased by +0.69%
Mar 31, 25
2 BlackRock Inc 16.77M (10.66%) -199.55K
Decreased by -1.19%
Mar 31, 25
3 State Street Corporation 10.50M (6.67%) -921.79K
Decreased by -8.78%
Mar 31, 24
4 State Street Corp 10.49M (6.66%) 102.03K
Increased by +0.97%
Mar 31, 25
5 Cohen & Steers Inc 5.71M (3.63%) 272.50K
Increased by +4.78%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 4.57M (2.90%) -1.34M
Decreased by -29.30%
Mar 31, 25
7 FMR Inc 4.35M (2.76%) 48.12K
Increased by +1.11%
Mar 31, 25
8 Geode Capital Management, LLC 4.11M (2.61%) 95.07K
Increased by +2.32%
Mar 31, 25
9 NORGES BANK 3.11M (1.98%) 102.00K
Increased by +3.28%
Dec 31, 24
10 JPMorgan Chase & Co 3.05M (1.94%) -39.36K
Decreased by -1.29%
Mar 31, 25
11 Wellington Management Company LLP 2.99M (1.90%) 30.77K
Increased by +1.03%
Mar 31, 25
12 Charles Schwab Investment Management Inc 2.84M (1.80%) 34.72K
Increased by +1.22%
Mar 31, 25
13 Northern Trust Corp 2.55M (1.62%) 69.88K
Increased by +2.74%
Mar 31, 25
14 Apg Investments Us Inc 2.16M (1.37%) 0.00
Increased by 0.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.13M (1.36%) 12.20K
Increased by +0.57%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 2.10M (1.33%) -509.09K
Decreased by -24.23%
Sep 30, 24
17 Legal & General Group PLC 1.95M (1.24%) 23.55K
Increased by +1.21%
Mar 31, 25
18 Barrow Hanley Mewhinney & Strauss LLC 1.77M (1.13%) 66.54K
Increased by +3.75%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 1.77M (1.13%) 68.48K
Increased by +3.87%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.60M (1.02%) -65.86K
Decreased by -4.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.85M (3.72%) -60.77K
Decreased by -1.04%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.07M (3.22%) 5.64K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.01M (3.18%) 3.54K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.48M (2.85%) 31.77K
Increased by +0.71%
May 31, 25
5 American Funds Washington Mutual A 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
7 American Funds American Balanced A 2.49M (1.58%) 200.00K
Increased by +8.04%
Sep 30, 23
8 Fidelity 500 Index 1.98M (1.26%) 2.45K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 1.96M (1.25%) -28.83K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 1.91M (1.21%) -14.85K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 1.91M (1.21%) -10.04K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.89M (1.20%) -8.37K
Decreased by -0.44%
May 31, 25
13 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.83M (1.16%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Dividend Growth Inv 1.50M (0.95%) -93.85K
Decreased by -6.27%
Mar 31, 25
16 Vanguard Growth Index Investor 1.46M (0.93%) 7.89K
Increased by +0.54%
Jan 31, 24
17 Vanguard Value Index Inv 1.39M (0.88%) 874.00
Increased by +0.06%
May 31, 25
18 Fidelity US REIT Mother Fund 1.20M (0.76%) 70.70K
Increased by +5.91%
Sep 17, 24
19 American Funds American Mutual A 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
20 Capital Group American Mutual Comp 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24