Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 7.93%
3 BJK 6.80%
4 JRE 6.05%
5 GQRE 4.39%
6 BYRE 4.22%
7 TRYP 4.21%
8 REIT 4.08%
9 JPRE 3.96%
10 VICE 3.94%
11 UTRN 3.85%
12 DIVP 3.83%
13 IRET 3.37%
14 PSR 3.36%
15 AREA 3.31%
16 RSPR 3.23%
17 EWRE 3.09%
18 SRHR 3.02%
19 XLRE 2.96%
20 JRE_old 2.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 153.97M (14.66%) 221.88K
Increased by +0.14%
Dec 31, 24
2 BlackRock Inc 109.24M (10.40%) 4.98M
Increased by +4.56%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 61.79M (5.88%) -6.24M
Decreased by -10.10%
Dec 31, 24
4 State Street Corp 55.55M (5.29%) 1.16M
Increased by +2.10%
Sep 30, 24
5 Capital Research Global Investors 54.51M (5.19%) 984.42K
Increased by +1.81%
Dec 31, 24
6 State Street Corporation 54.40M (5.18%) -66.58K
Decreased by -0.12%
Mar 31, 24
7 Cohen & Steers Inc 50.10M (4.77%) -207.86K
Decreased by -0.41%
Sep 30, 24
8 JPMorgan Chase & Co 41.53M (3.95%) -3.49M
Decreased by -8.41%
Sep 30, 24
9 Geode Capital Management, LLC 28.48M (2.71%) 608.70K
Increased by +2.14%
Sep 30, 24
10 Capital World Investors 28.32M (2.70%) 2.90M
Increased by +10.25%
Dec 31, 24
11 Principal Financial Group Inc 24.20M (2.30%) 130.66K
Increased by +0.54%
Dec 31, 24
12 Allianz Asset Management AG 23.30M (2.22%) -43.81K
Decreased by -0.19%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 20.12M (1.92%) 414.03K
Increased by +2.06%
Jun 30, 24
14 Wellington Management Company LLP 18.97M (1.81%) -2.83M
Decreased by -14.94%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 14.95M (1.42%) -21.59K
Decreased by -0.14%
Dec 31, 24
16 Bank of America Corp 14.64M (1.39%) 64.66K
Increased by +0.44%
Sep 30, 24
17 NORGES BANK 14.38M (1.37%) 220.35K
Increased by +1.53%
Dec 31, 24
18 Nuveen Asset Management, LLC 12.76M (1.21%) -115.19K
Decreased by -0.90%
Sep 30, 24
19 Amvescap Plc. 12.72M (1.21%) 2.36M
Increased by +18.51%
Sep 30, 24
20 Barrow Hanley Mewhinney & Strauss LLC 12.57M (1.20%) -314.11K
Decreased by -2.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 54.56M (5.19%) -149.75K
Decreased by -0.27%
Dec 31, 24
2 Vanguard Real Estate Index Investor 36.97M (3.52%) 43.51K
Increased by +0.12%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 30.00M (2.86%) 24.43K
Increased by +0.08%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 26.70M (2.54%) 398.58K
Increased by +1.49%
Dec 31, 24
5 American Funds Income Fund of Amer A 20.42M (1.94%) -944.02K
Decreased by -4.62%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 20.38M (1.94%) 182.22K
Increased by +0.89%
Dec 31, 24
7 American Funds American Balanced A 15.60M (1.48%) -1.46M
Decreased by -9.35%
Dec 31, 24
8 American Funds Invmt Co of Amer A 14.91M (1.42%) 1.54M
Increased by +10.36%
Dec 31, 24
9 Capital Group Investment Co of Amer Comp 14.91M (1.42%) 1.54M
Increased by +10.36%
Dec 31, 24
10 Fidelity 500 Index 13.09M (1.25%) 146.34K
Increased by +1.12%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 12.85M (1.22%) -126.48K
Decreased by -0.98%
Jan 31, 25
12 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 12.36M (1.18%) 17.87K
Increased by +0.14%
Jan 31, 25
14 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
15 PIMCO Income Instl 11.63M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
17 American Funds Fundamental Invs A 10.06M (0.96%) -4.48M
Decreased by -44.54%
Dec 31, 24
18 Capital Group Fundamental Invtrs Comp 10.06M (0.96%) -4.48M
Decreased by -44.54%
Dec 31, 24
19 American Funds IS® Growth-Income 1 9.31M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Core Equity Composite 9.31M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24