Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRED 7.44%
2 VGSR 5.56%
3 GQRE 5.38%
4 XLRE 5.02%
5 REIT 4.95%
6 RWR 4.77%
7 PSR 4.77%
8 IQRA 4.69%
9 USRT 4.63%
10 FRI 4.62%
11 DESK 4.57%
12 TBG 4.18%
13 UTRN 4.13%
14 DFAR 4.11%
15 IYR 4.06%
16 DDIV 4.05%
17 SCHH 4.04%
18 URE 3.72%
19 DRN 3.65%
20 FREL 3.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.71M (14.15%) -407.62K
Decreased by -0.89%
Dec 31, 23
2 BlackRock Inc 33.59M (10.40%) 76.51K
Increased by +0.23%
Dec 31, 23
3 Cohen & Steers Inc 22.97M (7.11%) -479.57K
Decreased by -2.09%
Dec 31, 23
4 State Street Corporation 22.74M (7.04%) 496.63K
Increased by +2.18%
Dec 31, 23
5 NORGES BANK 17.96M (5.56%) 11.08M
Increased by +61.70%
Dec 31, 23
6 Geode Capital Management, LLC 8.66M (2.68%) 123.03K
Increased by +1.42%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 5.78M (1.79%) -58.57K
Decreased by -1.01%
Dec 31, 23
8 FMR Inc 5.67M (1.76%) -256.56K
Decreased by -4.52%
Dec 31, 23
9 Goldman Sachs Group Inc 5.67M (1.76%) 2.64M
Increased by +46.53%
Dec 31, 23
10 Daiwa Securities Group Inc 4.92M (1.52%) -255.13K
Decreased by -5.19%
Dec 31, 23
11 Legal & General Group PLC 4.91M (1.52%) 670.29K
Increased by +13.64%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 4.64M (1.44%) -29.18K
Decreased by -0.63%
Dec 31, 23
13 T. Rowe Price Associates, Inc. 4.52M (1.40%) -339.71K
Decreased by -7.51%
Dec 31, 23
14 Nuveen Asset Management, LLC 4.41M (1.37%) -157.41K
Decreased by -3.57%
Dec 31, 23
15 JPMorgan Chase & Co 4.28M (1.32%) -331.26K
Decreased by -7.74%
Dec 31, 23
16 Northern Trust Corp 3.98M (1.23%) -764.48K
Decreased by -19.20%
Dec 31, 23
17 Charles Schwab Investment Management Inc 3.54M (1.10%) 72.64K
Increased by +2.05%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 2.82M (0.87%) 117.65K
Increased by +4.17%
Dec 31, 23
19 Deutsche Bank AG 2.69M (0.83%) 465.44K
Increased by +17.31%
Dec 31, 23
20 Bank of New York Mellon Corp 2.62M (0.81%) -149.08K
Decreased by -5.70%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.39M (4.15%) 80.22K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.75M (3.02%) 32.89K
Increased by +0.34%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 8.21M (2.54%) 67.90K
Increased by +0.83%
Mar 31, 24
4 Fidelity 500 Index 3.94M (1.22%) 26.15K
Increased by +0.66%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 3.84M (1.19%) -8.34K
Decreased by -0.22%
Apr 30, 24
6 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
7 Cohen & Steers Real Estate Opportunities 3.55M (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
8 Cohen & Steers Real Estate Securities A 3.55M (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
9 Daiwa US-REIT Open Mother Fund 3.46M (1.07%) 607.92K
Increased by +17.57%
Sep 19, 23
10 Vanguard Mid Cap Index Institutional 3.36M (1.04%) -100.99K
Decreased by -3.00%
Mar 31, 24
11 iShares Core S&P 500 ETF 3.36M (1.04%) 2.91K
Increased by +0.09%
Apr 30, 24
12 Cohen & Steers Instl Realty Shares 3.10M (0.96%) 0.00
Increased by 0.00%
Mar 31, 24
13 Cohen & Steers Realty Shares L 2.63M (0.81%) -136.38K
Decreased by -5.19%
Mar 31, 24
14 Vanguard Value Index Inv 2.57M (0.80%) -17.97K
Decreased by -0.70%
Mar 31, 24
15 Vanguard Institutional Index I 2.14M (0.66%) -5.66K
Decreased by -0.26%
Mar 31, 24
16 Smead US Value Composite 2.11M (0.65%) 29.81K
Increased by +1.42%
Mar 31, 24
17 Smead Value Investor 2.11M (0.65%) 29.81K
Increased by +1.42%
Mar 31, 24
18 Vanguard Real Estate II Index 2.08M (0.64%) 15.36K
Increased by +0.74%
Mar 31, 24
19 Real Estate Select Sector SPDR® 1.92M (0.59%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA Real Estate Securities I 1.86M (0.57%) -15.11K
Decreased by -0.81%
Mar 31, 24