Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 SRHR 8.04%
3 REZ 7.91%
4 JRE 6.20%
5 JPRE 6.03%
6 WTRE 5.96%
7 DRW 5.69%
8 AREA 5.55%
9 HAUS 4.68%
10 BYRE 4.55%
11 UTRN 4.36%
12 BOUT 4.33%
13 REIT 4.13%
14 XLRE 4.07%
15 ICF 4.01%
16 FPRO 3.97%
17 VGSR 3.87%
18 RWR 3.82%
19 CRED 3.74%
20 RITA 3.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.80M (15.18%) 2.85M
Increased by +3.98%
Jun 30, 25
2 BlackRock Inc 50.97M (10.78%) 516.44K
Increased by +1.01%
Jun 30, 25
3 JPMorgan Chase & Co 29.31M (6.20%) -3.03M
Decreased by -10.35%
Jun 30, 25
4 State Street Corp 28.00M (5.92%) 1.39M
Increased by +4.96%
Jun 30, 25
5 State Street Corporation 26.54M (5.61%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 24.04M (5.08%) 991.86K
Increased by +4.13%
Jun 30, 25
7 Principal Financial Group Inc 15.80M (3.34%) -662.15K
Decreased by -4.19%
Jun 30, 25
8 Geode Capital Management, LLC 12.23M (2.59%) 574.66K
Increased by +4.70%
Jun 30, 25
9 Apg Investments Us Inc 11.76M (2.49%) 121.97K
Increased by +1.04%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 7.61M (1.61%) 1.20M
Increased by +15.73%
Jun 30, 25
11 Goldman Sachs Group Inc 7.09M (1.50%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 7.01M (1.48%) 163.49K
Increased by +2.33%
Jun 30, 25
13 Resolution Capital Limited 6.97M (1.47%) -919.92K
Decreased by -13.20%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 6.44M (1.36%) 102.06K
Increased by +1.58%
Jun 30, 25
15 Northern Trust Corp 6.29M (1.33%) -108.46K
Decreased by -1.72%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 5.62M (1.19%) 1.03M
Increased by +18.30%
Jun 30, 25
17 Charles Schwab Investment Management Inc 5.60M (1.18%) 331.48K
Increased by +5.92%
Jun 30, 25
18 Massachusetts Financial Services Company 5.57M (1.18%) 53.61K
Increased by +0.96%
Jun 30, 25
19 Nuveen, LLC 5.52M (1.17%) 300.20K
Increased by +5.44%
Jun 30, 25
20 NORGES BANK 5.46M (1.15%) -319.21K
Decreased by -5.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.26M (3.44%) 18.74K
Increased by +0.12%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 14.16M (3.00%) -340.30K
Decreased by -2.40%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 13.11M (2.77%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 12.43M (2.63%) 85.85K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 11.17M (2.36%) -1.64M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 10.07M (2.13%) 108.60K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 5.72M (1.21%) 2.45K
Increased by +0.04%
Jul 31, 25
8 JPM US Equity Income-Composite 5.66M (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 5.66M (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
10 SPDR® S&P 500® ETF 5.46M (1.16%) 67.05K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF 5.44M (1.15%) 139.57K
Increased by +2.57%
Mar 31, 25
12 iShares Core S&P 500 ETF 5.43M (1.15%) 0.00
Increased by 0.00%
Aug 31, 25
13 Principal Real Estate Securities R5 5.35M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 5.29M (1.12%) -27.76K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 4.85M (1.02%) -37.76K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.69M (0.99%) 29.84K
Increased by +0.64%
Nov 30, 23
17 Fidelity US REIT Mother Fund 4.34M (0.92%) -1.67M
Decreased by -38.45%
Mar 17, 25
18 JPM US Equity Income-MA 4.06M (0.86%) 4.05M
Increased by +99.90%
Sep 30, 23
19 Vanguard Value Index Inv 4.00M (0.85%) -5.36K
Decreased by -0.13%
Jul 31, 25
20 T. Rowe Price Real Assets Tr I-D 3.52M (0.74%) 297.19K
Increased by +8.44%
Jun 30, 25