Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 8.31%
3 BJK 6.30%
4 JRE 6.05%
5 REIT 4.81%
6 CRED 4.62%
7 GQRE 4.51%
8 BYRE 4.46%
9 TRYP 4.21%
10 VICE 4.12%
11 DIVP 3.86%
12 UTRN 3.85%
13 ICF 3.82%
14 SRHR 3.48%
15 BEDZ 3.42%
16 UDI 3.41%
17 IRET 3.38%
18 PSR 3.36%
19 RSPR 3.26%
20 XLRE 3.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 154.17M (14.64%) 192.87K
Increased by +0.13%
Mar 31, 25
2 BlackRock Inc 110.37M (10.48%) -71.06K
Decreased by -0.06%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 61.04M (5.80%) -749.97K
Decreased by -1.23%
Mar 31, 25
4 Capital Research Global Investors 59.63M (5.66%) 5.12M
Increased by +8.58%
Mar 31, 25
5 State Street Corp 58.49M (5.56%) 2.55M
Increased by +4.35%
Mar 31, 25
6 State Street Corporation 54.40M (5.17%) -66.58K
Decreased by -0.12%
Mar 31, 24
7 Geode Capital Management, LLC 32.34M (3.07%) 2.83M
Increased by +8.74%
Mar 31, 25
8 Cohen & Steers Inc 30.19M (2.87%) -17.65M
Decreased by -58.46%
Mar 31, 25
9 Capital World Investors 26.48M (2.52%) -1.84M
Decreased by -6.94%
Mar 31, 25
10 Principal Financial Group Inc 23.68M (2.25%) -519.02K
Decreased by -2.19%
Mar 31, 25
11 Bank of America Corp 23.30M (2.21%) 9.29M
Increased by +39.88%
Mar 31, 25
12 Allianz Asset Management AG 23.29M (2.21%) -10.74K
Decreased by -0.05%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 20.12M (1.91%) 414.03K
Increased by +2.06%
Jun 30, 24
14 JPMorgan Chase & Co 19.59M (1.86%) -2.22M
Decreased by -11.32%
Mar 31, 25
15 Wellington Management Company LLP 18.97M (1.80%) -2.83M
Decreased by -14.94%
Mar 31, 24
16 T. Rowe Price Associates, Inc. 17.05M (1.62%) 11.46M
Increased by +67.22%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 14.49M (1.38%) -463.86K
Decreased by -3.20%
Mar 31, 25
18 NORGES BANK 14.38M (1.37%) 220.35K
Increased by +1.53%
Dec 31, 24
19 Northern Trust Corp 13.74M (1.31%) 1.61M
Increased by +11.69%
Mar 31, 25
20 Amvescap Plc. 13.49M (1.28%) 77.54K
Increased by +0.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 46.69M (4.44%) -5.16M
Decreased by -11.05%
Jun 30, 25
2 Vanguard Real Estate Index Investor 35.78M (3.40%) -369.93K
Decreased by -1.03%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 30.76M (2.92%) 43.34K
Increased by +0.14%
May 31, 25
4 Vanguard US Total Market Shares ETF 30.26M (2.87%) -125.95K
Decreased by -0.42%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 27.39M (2.60%) 220.24K
Increased by +0.80%
May 31, 25
6 Vanguard Mid Cap Index Institutional 20.85M (1.98%) 215.42K
Increased by +1.03%
May 31, 25
7 American Funds Invmt Co of Amer A 16.57M (1.57%) 390.45K
Increased by +2.36%
Jun 30, 25
8 Capital Group Investment Co of Amer Comp 16.57M (1.57%) 390.45K
Increased by +2.36%
Jun 30, 25
9 American Funds Income Fund of Amer A 16.02M (1.52%) -3.17M
Decreased by -19.80%
Jun 30, 25
10 American Funds American Balanced A 15.60M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity 500 Index 13.30M (1.26%) 58.17K
Increased by +0.44%
May 31, 25
12 SPDR® S&P 500 ETF 13.12M (1.25%) -192.23K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF 12.79M (1.22%) 40.42K
Increased by +0.32%
Jun 30, 25
14 SPDR® S&P 500® ETF Trust 12.77M (1.21%) -66.96K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 12.53M (1.19%) 19.97K
Increased by +0.16%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
17 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
18 PIMCO Income Instl 11.63M (1.10%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds IS® Growth-Income 1 10.16M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25