Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 WREI 7.46%
3 CRED 7.40%
4 GQRE 5.18%
5 VGSR 4.88%
6 USRT 4.81%
7 XLRE 4.70%
8 IQRA 4.55%
9 RWR 4.44%
10 FRI 4.42%
11 DFAR 4.27%
12 TBG 4.26%
13 DDIV 4.10%
14 UTRN 4.01%
15 DESK 3.95%
16 IYR 3.89%
17 REIT 3.88%
18 SCHH 3.87%
19 FREL 3.74%
20 PSR 3.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.42M (14.03%) -51.97K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 38.98M (12.04%) 3.27M
Increased by +8.40%
Dec 31, 24
3 State Street Corporation 21.19M (6.55%) -1.55M
Decreased by -7.29%
Mar 31, 24
4 State Street Corp 21.01M (6.49%) -51.37K
Decreased by -0.24%
Dec 31, 24
5 Cohen & Steers Inc 16.49M (5.09%) -1.60M
Decreased by -9.71%
Dec 31, 24
6 NORGES BANK 11.96M (3.69%) -5.48M
Decreased by -45.85%
Dec 31, 24
7 Geode Capital Management, LLC 9.16M (2.83%) 230.98K
Increased by +2.52%
Dec 31, 24
8 Bank of America Corp 6.44M (1.99%) -75.26K
Decreased by -1.17%
Dec 31, 24
9 Goldman Sachs Group Inc 5.67M (1.75%) 2.64M
Increased by +46.53%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 5.50M (1.70%) -50.73K
Decreased by -0.92%
Dec 31, 24
11 Northern Trust Corp 5.46M (1.69%) 1.72M
Increased by +31.46%
Dec 31, 24
12 JPMorgan Chase & Co 4.71M (1.46%) -4.22M
Decreased by -89.52%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 4.53M (1.40%) 196.00
Increased by +0.00%
Dec 31, 24
14 Amvescap Plc. 4.22M (1.30%) 542.51K
Increased by +12.87%
Dec 31, 24
15 FMR Inc 3.77M (1.16%) -564.44K
Decreased by -14.99%
Dec 31, 24
16 Legal & General Group PLC 3.74M (1.16%) -344.31K
Decreased by -9.21%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.65M (1.13%) 81.36K
Increased by +2.23%
Dec 31, 24
18 Charles Schwab Investment Management Inc 3.64M (1.12%) 64.42K
Increased by +1.77%
Dec 31, 24
19 Deutsche Bank AG 3.59M (1.11%) 624.00K
Increased by +17.38%
Dec 31, 24
20 Nuveen Asset Management, LLC 3.56M (1.10%) -705.68K
Decreased by -19.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.47M (3.85%) -144.57K
Decreased by -1.16%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.78M (3.02%) 36.94K
Increased by +0.38%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.51M (2.63%) 60.19K
Increased by +0.71%
Feb 28, 25
4 SPDR® S&P 500 ETF Trust 3.84M (1.19%) -8.34K
Decreased by -0.22%
Apr 30, 24
5 Fidelity 500 Index 3.82M (1.18%) 16.87K
Increased by +0.44%
Jan 31, 25
6 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500® ETF Trust 3.79M (1.17%) -28.08K
Decreased by -0.74%
Feb 28, 25
8 iShares Core S&P 500 ETF 3.60M (1.11%) -181.00
Decreased by -0.01%
Feb 28, 25
9 Vanguard Mid Cap Index Institutional 3.35M (1.03%) 14.42K
Increased by +0.43%
Feb 28, 25
10 Vanguard Value Index Inv 2.68M (0.83%) 24.77K
Increased by +0.92%
Feb 28, 25
11 Cohen & Steers Instl Realty Shares 2.63M (0.81%) -82.27K
Decreased by -3.13%
Dec 31, 24
12 Cohen & Steers Realty Shares L 2.47M (0.76%) 0.00
Increased by 0.00%
Dec 31, 24
13 Cohen & Steers Real Estate Opportunities 2.46M (0.76%) -316.63K
Decreased by -12.90%
Dec 31, 24
14 Cohen & Steers Real Estate Securities A 2.46M (0.76%) -316.63K
Decreased by -12.90%
Dec 31, 24
15 Daiwa US-REIT Open Mother Fund 2.27M (0.70%) -607.53K
Decreased by -26.75%
Sep 17, 24
16 Smead US Value Composite 2.13M (0.66%) -47.55K
Decreased by -2.24%
Feb 28, 25
17 Smead Value Investor 2.13M (0.66%) -47.55K
Decreased by -2.24%
Feb 28, 25
18 Vanguard Real Estate II Index 2.09M (0.65%) -9.48K
Decreased by -0.45%
Feb 28, 25
19 The Real Estate Select Sector SPDR® 2.06M (0.64%) -1.20K
Decreased by -0.06%
Feb 28, 25
20 Real Estate Select Sector SPDR® 1.92M (0.59%) 0.00
Increased by 0.00%
Apr 30, 24