Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 CRED 8.41%
3 WREI 7.46%
4 GQRE 5.96%
5 VGSR 5.42%
6 XLRE 5.26%
7 IQRA 5.07%
8 USRT 4.82%
9 DFAR 4.75%
10 FRI 4.73%
11 RWR 4.71%
12 TBG 4.65%
13 DESK 4.55%
14 IYR 4.35%
15 SCHH 4.32%
16 DDIV 4.31%
17 REIT 4.24%
18 FREL 4.14%
19 PSR 4.14%
20 UTRN 4.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.47M (14.06%) -702.53K
Decreased by -1.54%
Sep 30, 24
2 BlackRock Inc 35.71M (11.04%) 1.89M
Increased by +5.30%
Sep 30, 24
3 State Street Corporation 21.19M (6.55%) -1.55M
Decreased by -7.29%
Mar 31, 24
4 State Street Corp 21.06M (6.51%) -350.51K
Decreased by -1.66%
Sep 30, 24
5 Cohen & Steers Inc 18.09M (5.59%) -432.37K
Decreased by -2.39%
Sep 30, 24
6 NORGES BANK 17.44M (5.39%) -512.69K
Decreased by -2.94%
Jun 30, 24
7 Geode Capital Management, LLC 8.93M (2.76%) -205.68K
Decreased by -2.30%
Sep 30, 24
8 JPMorgan Chase & Co 8.93M (2.76%) 646.48K
Increased by +7.24%
Sep 30, 24
9 Bank of America Corp 6.51M (2.01%) 32.38K
Increased by +0.50%
Sep 30, 24
10 Goldman Sachs Group Inc 5.67M (1.75%) 2.64M
Increased by +46.53%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 5.55M (1.72%) -5.85M
Decreased by -105.40%
Sep 30, 24
12 Legal & General Group PLC 4.60M (1.42%) -200.41K
Decreased by -4.36%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 4.53M (1.40%) -86.73K
Decreased by -1.91%
Sep 30, 24
14 FMR Inc 4.33M (1.34%) -1.04M
Decreased by -23.98%
Sep 30, 24
15 Nuveen Asset Management, LLC 4.26M (1.32%) -244.23K
Decreased by -5.73%
Sep 30, 24
16 Northern Trust Corp 3.74M (1.16%) -190.77K
Decreased by -5.09%
Sep 30, 24
17 Amvescap Plc. 3.67M (1.14%) 211.71K
Increased by +5.76%
Sep 30, 24
18 Charles Schwab Investment Management Inc 3.64M (1.12%) 64.42K
Increased by +1.77%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 3.57M (1.10%) -102.22K
Decreased by -2.86%
Sep 30, 24
20 Daiwa Securities Group Inc 3.48M (1.07%) -111.60K
Decreased by -3.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.57M (3.89%) 13.54K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.71M (3.00%) -23.43K
Decreased by -0.24%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 8.31M (2.57%) 64.79K
Increased by +0.78%
Dec 31, 24
4 SPDR® S&P 500 ETF Trust 3.84M (1.19%) -8.34K
Decreased by -0.22%
Apr 30, 24
5 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 3.81M (1.18%) 20.13K
Increased by +0.53%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 3.75M (1.16%) -16.74K
Decreased by -0.45%
Jan 31, 25
8 iShares Core S&P 500 ETF 3.60M (1.11%) 4.03K
Increased by +0.11%
Jan 31, 25
9 Vanguard Mid Cap Index Institutional 3.33M (1.03%) 29.37K
Increased by +0.88%
Dec 31, 24
10 Vanguard Value Index Inv 2.64M (0.82%) -12.53K
Decreased by -0.47%
Dec 31, 24
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 2.22M (0.69%) -25.78K
Decreased by -1.16%
Dec 31, 24
17 Smead Value Investor 2.22M (0.69%) -25.78K
Decreased by -1.16%
Dec 31, 24
18 Vanguard Real Estate II Index 2.10M (0.65%) 17.88K
Increased by +0.85%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 2.07M (0.64%) 9.57K
Increased by +0.46%
Jan 31, 25
20 Vanguard Institutional Index I 1.94M (0.60%) -4.50K
Decreased by -0.23%
Dec 31, 24