Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 WREI 7.46%
3 CRED 6.98%
4 GQRE 4.77%
5 VGSR 4.60%
6 TBG 4.49%
7 XLRE 4.48%
8 ICF 4.42%
9 RWR 4.24%
10 USRT 4.21%
11 FRI 4.18%
12 DFAR 4.06%
13 UTRN 4.01%
14 MBCC 4.00%
15 DDIV 4.00%
16 BBRE 3.94%
17 IYRI 3.85%
18 REIT 3.75%
19 IYR 3.71%
20 SCHH 3.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.69M (14.15%) 267.50K
Increased by +0.59%
Mar 31, 25
2 BlackRock Inc 39.27M (12.16%) 290.11K
Increased by +0.74%
Mar 31, 25
3 State Street Corp 21.22M (6.57%) 213.77K
Increased by +1.01%
Mar 31, 25
4 State Street Corporation 21.19M (6.56%) -1.55M
Decreased by -7.29%
Mar 31, 24
5 NORGES BANK 11.96M (3.70%) -5.48M
Decreased by -45.85%
Dec 31, 24
6 Cohen & Steers Inc 11.20M (3.47%) -5.29M
Decreased by -47.21%
Mar 31, 25
7 Geode Capital Management, LLC 9.46M (2.93%) 304.59K
Increased by +3.22%
Mar 31, 25
8 Bank of America Corp 6.61M (2.05%) 167.02K
Increased by +2.53%
Mar 31, 25
9 Goldman Sachs Group Inc 5.67M (1.76%) 2.64M
Increased by +46.53%
Dec 31, 23
10 Capital World Investors 5.62M (1.74%) 4.92M
Increased by +87.62%
Mar 31, 25
11 Northern Trust Corp 5.56M (1.72%) 96.13K
Increased by +1.73%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 5.39M (1.67%) -106.44K
Decreased by -1.97%
Mar 31, 25
13 JPMorgan Chase & Co 4.85M (1.50%) 141.66K
Increased by +2.92%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 4.53M (1.40%) -8.07K
Decreased by -0.18%
Mar 31, 25
15 Nuveen, LLC 4.36M (1.35%) 4.36M
Increased by +100.00%
Mar 31, 25
16 Legal & General Group PLC 3.80M (1.18%) 63.96K
Increased by +1.68%
Mar 31, 25
17 Charles Schwab Investment Management Inc 3.66M (1.13%) 23.87K
Increased by +0.65%
Mar 31, 25
18 Amvescap Plc. 3.66M (1.13%) -555.37K
Decreased by -15.17%
Mar 31, 25
19 FMR Inc 3.65M (1.13%) -119.11K
Decreased by -3.27%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 3.64M (1.13%) 225.52K
Increased by +6.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.24M (3.79%) -203.86K
Decreased by -1.67%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 9.95M (3.08%) 150.79K
Increased by +1.52%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 9.81M (3.04%) 8.93K
Increased by +0.09%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.66M (2.68%) 137.72K
Increased by +1.59%
Apr 30, 25
5 Fidelity 500 Index 3.85M (1.19%) 4.76K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF Trust 3.84M (1.19%) -8.34K
Decreased by -0.22%
Apr 30, 24
7 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF 3.81M (1.18%) -55.80K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.71M (1.15%) -19.44K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.67M (1.14%) -16.38K
Decreased by -0.45%
May 31, 25
11 iShares Core S&P 500 ETF 3.55M (1.10%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Mid Cap Index Institutional 3.37M (1.04%) 32.30K
Increased by +0.96%
Apr 30, 25
13 Vanguard Value Index Inv 2.72M (0.84%) 1.55K
Increased by +0.06%
Apr 30, 25
14 Daiwa US-REIT Open Mother Fund 2.27M (0.70%) -607.53K
Decreased by -26.75%
Sep 17, 24
15 The Real Estate Select Sector SPDR® 2.11M (0.65%) 13.73K
Increased by +0.65%
May 30, 25
16 Vanguard Real Estate II Index 2.11M (0.65%) 2.65K
Increased by +0.13%
Apr 30, 25
17 Cohen & Steers Instl Realty Shares 1.95M (0.60%) -676.01K
Decreased by -34.61%
Mar 31, 25
18 Real Estate Select Sector SPDR® 1.92M (0.60%) 0.00
Increased by 0.00%
Apr 30, 24
19 Smead US Value Composite 1.92M (0.60%) -96.38K
Decreased by -5.02%
Apr 30, 25
20 Smead Value Investor 1.92M (0.60%) -96.38K
Decreased by -5.02%
Apr 30, 25