Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 13.98%
2 SPRE 12.38%
3 REZ 9.40%
4 JRE 7.31%
5 RITA 6.63%
6 SRHR 5.92%
7 CRED 5.04%
8 REIT 4.40%
9 XLRE 4.34%
10 RWR 4.11%
11 WREI 4.10%
12 AREA 4.03%
13 FRI 3.98%
14 UTRN 3.97%
15 USRT 3.94%
16 DFAR 3.66%
17 IYR 3.57%
18 SCHH 3.57%
19 PSR 3.49%
20 EWRE 3.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.59M (13.11%) -60.37K
Decreased by -0.29%
Dec 31, 24
2 BlackRock Inc 16.60M (10.57%) 825.40K
Increased by +4.97%
Sep 30, 24
3 State Street Corporation 10.50M (6.68%) -921.79K
Decreased by -8.78%
Mar 31, 24
4 State Street Corp 10.37M (6.60%) 55.12K
Increased by +0.53%
Sep 30, 24
5 JPMorgan Chase & Co 8.88M (5.65%) 2.93M
Increased by +32.95%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 6.10M (3.89%) 244.11K
Increased by +4.00%
Sep 30, 24
7 FMR Inc 5.03M (3.20%) 869.07K
Increased by +17.29%
Sep 30, 24
8 Cohen & Steers Inc 4.84M (3.08%) 1.98M
Increased by +40.96%
Sep 30, 24
9 Geode Capital Management, LLC 3.93M (2.50%) 52.81K
Increased by +1.34%
Sep 30, 24
10 NORGES BANK 3.11M (1.98%) 102.00K
Increased by +3.28%
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 Apg Investments Us Inc 2.20M (1.40%) -2.46K
Decreased by -0.11%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 2.12M (1.35%) -13.24K
Decreased by -0.62%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 2.10M (1.34%) -509.09K
Decreased by -24.23%
Sep 30, 24
16 Legal & General Group PLC 1.93M (1.23%) -383.58K
Decreased by -19.88%
Dec 31, 24
17 Northern Trust Corp 1.73M (1.10%) -66.22K
Decreased by -3.84%
Sep 30, 24
18 Barrow Hanley Mewhinney & Strauss LLC 1.71M (1.09%) -35.42K
Decreased by -2.08%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.60M (1.02%) -1.88M
Decreased by -117.32%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.54M (0.98%) 1.36M
Increased by +87.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.07M (3.87%) 6.52K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.96M (3.16%) -16.75K
Decreased by -0.34%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 4.27M (2.72%) 32.90K
Increased by +0.77%
Dec 31, 24
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 1.96M (1.25%) 9.95K
Increased by +0.51%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 1.92M (1.22%) -18.97K
Decreased by -0.99%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 1.91M (1.22%) -14.85K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 1.85M (1.18%) 1.73K
Increased by +0.09%
Jan 31, 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 1.35M (0.86%) -8.21K
Decreased by -0.61%
Dec 31, 24
15 American Funds American Mutual A 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
16 Capital Group American Mutual Comp 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.14M (0.73%) 24.53K
Increased by +2.14%
Jan 31, 25
18 Fidelity US REIT Mother Fund 1.13M (0.72%) 1.13M
Increased by +100.00%
Mar 15, 24
19 The Real Estate Select Sector SPDR® 1.06M (0.68%) 4.91K
Increased by +0.46%
Jan 31, 25
20 T. Rowe Price U.S. Value Equity Tr-Z 1.03M (0.66%) -10.87K
Decreased by -1.05%
Dec 31, 24