Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 15.52%
2 SPRE 12.38%
3 REZ 9.11%
4 RITA 7.76%
5 CRED 7.35%
6 SRHR 5.92%
7 JRE 5.42%
8 PSR 4.52%
9 RWR 4.49%
10 XLRE 4.42%
11 FRI 4.15%
12 AREA 4.14%
13 USRT 4.13%
14 WREI 4.10%
15 UTRN 3.97%
16 DRN 3.80%
17 DFAR 3.76%
18 URE 3.71%
19 SCHH 3.64%
20 IYR 3.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.59M (13.09%) -60.37K
Decreased by -0.29%
Dec 31, 24
2 BlackRock Inc 16.97M (10.78%) 374.57K
Increased by +2.21%
Dec 31, 24
3 State Street Corporation 10.50M (6.67%) -921.79K
Decreased by -8.78%
Mar 31, 24
4 State Street Corp 10.39M (6.60%) 15.01K
Increased by +0.14%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 5.91M (3.76%) -192.11K
Decreased by -3.25%
Dec 31, 24
6 Cohen & Steers Inc 5.43M (3.45%) 592.94K
Increased by +10.91%
Dec 31, 24
7 FMR Inc 4.30M (2.73%) -725.28K
Decreased by -16.86%
Dec 31, 24
8 Geode Capital Management, LLC 4.01M (2.55%) 78.47K
Increased by +1.96%
Dec 31, 24
9 NORGES BANK 3.11M (1.98%) 102.00K
Increased by +3.28%
Dec 31, 24
10 JPMorgan Chase & Co 3.09M (1.97%) -5.79M
Decreased by -187.17%
Dec 31, 24
11 Wellington Management Company LLP 2.96M (1.88%) -402.52K
Decreased by -13.61%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.80M (1.78%) -11.38K
Decreased by -0.41%
Dec 31, 24
13 Northern Trust Corp 2.48M (1.57%) 749.91K
Increased by +30.28%
Dec 31, 24
14 Apg Investments Us Inc 2.16M (1.37%) -38.61K
Decreased by -1.79%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.12M (1.35%) -13.24K
Decreased by -0.62%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 2.10M (1.34%) -509.09K
Decreased by -24.23%
Sep 30, 24
17 Legal & General Group PLC 1.93M (1.23%) -130.30K
Decreased by -6.75%
Dec 31, 24
18 Barrow Hanley Mewhinney & Strauss LLC 1.71M (1.08%) -35.42K
Decreased by -2.08%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.70M (1.08%) 158.66K
Increased by +9.32%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.67M (1.06%) 67.90K
Increased by +4.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.03M (3.83%) -68.59K
Decreased by -1.14%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.99M (3.17%) 16.84K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 4.37M (2.78%) 30.33K
Increased by +0.69%
Feb 28, 25
4 American Funds Washington Mutual A 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
6 American Funds American Balanced A 2.49M (1.58%) 200.00K
Increased by +8.04%
Sep 30, 23
7 Fidelity 500 Index 1.97M (1.25%) 8.67K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 1.95M (1.24%) -14.51K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 1.91M (1.21%) -14.85K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 1.85M (1.18%) -93.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 1.59M (1.01%) -370.64K
Decreased by -23.29%
Dec 31, 24
13 Vanguard Growth Index Investor 1.46M (0.93%) 7.89K
Increased by +0.54%
Jan 31, 24
14 Vanguard Value Index Inv 1.36M (0.87%) 9.31K
Increased by +0.68%
Feb 28, 25
15 Fidelity US REIT Mother Fund 1.20M (0.76%) 70.70K
Increased by +5.91%
Sep 17, 24
16 American Funds American Mutual A 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
17 Capital Group American Mutual Comp 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.14M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
19 The Real Estate Select Sector SPDR® 1.06M (0.67%) -614.00
Decreased by -0.06%
Feb 28, 25
20 T. Rowe Price U.S. Value Equity Tr-Z 1.03M (0.66%) -10.87K
Decreased by -1.05%
Dec 31, 24