Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 RITA 9.60%
3 CRED 9.44%
4 WREI 7.46%
5 ICF 5.64%
6 ROPE 5.00%
7 DESK 4.82%
8 VGSR 4.79%
9 DDIV 4.75%
10 STRN 4.73%
11 IYRI 4.70%
12 RNTY 4.64%
13 XLRE 4.61%
14 DFAR 4.44%
15 SCHH 4.42%
16 USRT 4.35%
17 FRI 4.35%
18 RWR 4.33%
19 IYR 4.31%
20 BBRE 4.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.97M (14.62%) 286.46K
Increased by +0.61%
Dec 31, 25
2 BlackRock Inc 37.57M (11.69%) -733.64K
Decreased by -1.95%
Sep 30, 25
3 State Street Corp 21.77M (6.77%) 313.00K
Increased by +1.44%
Sep 30, 25
4 State Street Corporation 21.19M (6.60%) -1.55M
Decreased by -7.29%
Mar 31, 24
5 JPMorgan Chase & Co 13.32M (4.14%) 6.80M
Increased by +51.09%
Sep 30, 25
6 Geode Capital Management, LLC 10.21M (3.18%) 616.87K
Increased by +6.04%
Sep 30, 25
7 Cohen & Steers Inc 8.54M (2.66%) -1.65M
Decreased by -19.32%
Sep 30, 25
8 Capital World Investors 8.38M (2.61%) 2.60M
Increased by +31.02%
Sep 30, 25
9 Wellington Management Company LLP 7.94M (2.47%) 569.77K
Increased by +7.18%
Dec 31, 25
10 Bank of America Corp 7.56M (2.35%) -95.71K
Decreased by -1.27%
Sep 30, 25
11 NORGES BANK 6.01M (1.87%) -531.49K
Decreased by -8.85%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 5.35M (1.66%) 75.47K
Increased by +1.41%
Sep 30, 25
13 Northern Trust Corp 5.34M (1.66%) 82.55K
Increased by +1.54%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 4.50M (1.40%) -13.68K
Decreased by -0.30%
Dec 31, 25
15 Charles Schwab Investment Management Inc 4.24M (1.32%) 181.14K
Increased by +4.27%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 3.81M (1.18%) 313.32K
Increased by +8.23%
Sep 30, 25
17 Legal & General Group PLC 3.78M (1.18%) 122.19K
Increased by +3.23%
Dec 31, 25
18 Nuveen, LLC 3.70M (1.15%) -694.37K
Decreased by -18.76%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 3.64M (1.13%) 225.52K
Increased by +6.20%
Mar 31, 25
20 Nuveen Asset Management, LLC 3.56M (1.11%) -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 12.18M (3.79%) 36.97K
Increased by +0.30%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 9.81M (3.05%) 8.93K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.80M (3.05%) 72.29K
Increased by +0.74%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 8.72M (2.72%) 61.06K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 8.32M (2.59%) 52.10K
Increased by +0.63%
Jan 31, 26
6 Vanguard Wellington Inv 4.83M (1.50%) -204.24K
Decreased by -4.23%
Dec 31, 25
7 iShares Core S&P 500 ETF 4.16M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 4.15M (1.29%) 19.22K
Increased by +0.46%
Jan 31, 26
9 State Street® SPDR® S&P 500® ETF 3.88M (1.21%) 16.15K
Increased by +0.42%
Feb 27, 26
10 SPDR® S&P 500 ETF Trust 3.84M (1.20%) -8.34K
Decreased by -0.22%
Apr 30, 24
11 Fidelity® 500 Index 3.81M (1.19%) 24.27K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 3.81M (1.19%) -55.80K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 3.71M (1.15%) -19.44K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.70M (1.15%) 45.54K
Increased by +1.23%
Aug 31, 25
15 Vanguard Mid Cap Index Institutional 3.36M (1.05%) -17.47K
Decreased by -0.52%
Jan 31, 26
16 American Funds Income Fund of Amer A 3.21M (1.00%) 188.23K
Increased by +5.87%
Dec 31, 25
17 Vanguard Value Index Inv 2.85M (0.89%) -740.00
Decreased by -0.03%
Jan 31, 26
18 American Funds Washington Mutual A 2.77M (0.86%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group Wash Mutual Invtrs Comp 2.77M (0.86%) 0.00
Increased by 0.00%
Dec 31, 25
20 Daiwa US-REIT Open Mother Fund 2.27M (0.71%) -607.53K
Decreased by -26.75%
Sep 17, 24