Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 SRHR 8.55%
3 BYRE 8.48%
4 JRE 6.12%
5 WTRE 5.96%
6 REZ 5.75%
7 DRW 5.69%
8 REIT 5.45%
9 JPRE 5.39%
10 HAUS 4.78%
11 UTRN 4.36%
12 BOUT 4.33%
13 FPRO 4.04%
14 ICF 3.74%
15 RSPR 3.65%
16 XLRE 3.53%
17 VGSR 3.50%
18 RWR 3.42%
19 CRED 3.37%
20 USRT 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.80M (15.36%) 2.85M
Increased by +3.98%
Jun 30, 25
2 BlackRock Inc 50.97M (10.91%) 516.44K
Increased by +1.01%
Jun 30, 25
3 JPMorgan Chase & Co 29.31M (6.27%) -3.03M
Decreased by -10.35%
Jun 30, 25
4 State Street Corp 28.00M (5.99%) 1.39M
Increased by +4.96%
Jun 30, 25
5 State Street Corporation 26.54M (5.68%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 24.04M (5.14%) 991.86K
Increased by +4.13%
Jun 30, 25
7 Principal Financial Group Inc 15.80M (3.38%) -662.15K
Decreased by -4.19%
Jun 30, 25
8 Geode Capital Management, LLC 12.23M (2.62%) 574.66K
Increased by +4.70%
Jun 30, 25
9 Apg Investments Us Inc 11.76M (2.52%) 121.97K
Increased by +1.04%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 7.61M (1.63%) 1.20M
Increased by +15.73%
Jun 30, 25
11 Goldman Sachs Group Inc 7.09M (1.52%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 7.01M (1.50%) 163.49K
Increased by +2.33%
Jun 30, 25
13 Resolution Capital Limited 6.97M (1.49%) -919.92K
Decreased by -13.20%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 6.44M (1.38%) 102.06K
Increased by +1.58%
Jun 30, 25
15 Northern Trust Corp 6.29M (1.35%) -108.46K
Decreased by -1.72%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 5.62M (1.20%) 1.03M
Increased by +18.30%
Jun 30, 25
17 Charles Schwab Investment Management Inc 5.60M (1.20%) 331.48K
Increased by +5.92%
Jun 30, 25
18 Massachusetts Financial Services Company 5.57M (1.19%) 53.61K
Increased by +0.96%
Jun 30, 25
19 Nuveen, LLC 5.52M (1.18%) 300.20K
Increased by +5.44%
Jun 30, 25
20 NORGES BANK 5.46M (1.17%) -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 (3.48%) 18.74K
Increased by +0.12%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 14.16M (3.03%) -340.30K
Decreased by -2.40%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 13.11M (2.81%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 12.43M (2.66%) 85.85K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 11.17M (2.39%) -1.64M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 10.07M (2.15%) 108.60K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 5.72M (1.22%) 2.45K
Increased by +0.04%
Jul 31, 25
8 JPM US Equity Income-Composite 5.66M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 5.66M (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
10 SPDR® S&P 500® ETF 5.46M (1.17%) 67.05K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF 5.44M (1.16%) 139.57K
Increased by +2.57%
Mar 31, 25
12 iShares Core S&P 500 ETF 5.43M (1.16%) 0.00
Increased by 0.00%
Aug 31, 25
13 Principal Real Estate Securities R5 5.35M (1.15%) 0.00
Increased by 0.00%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 5.29M (1.13%) -27.76K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 4.85M (1.04%) -37.76K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.69M (1.00%) 29.84K
Increased by +0.64%
Nov 30, 23
17 Fidelity US REIT Mother Fund 4.34M (0.93%) -1.67M
Decreased by -38.45%
Mar 17, 25
18 JPM US Equity Income-MA 4.06M (0.87%) 4.05M
Increased by +99.90%
Sep 30, 23
19 Vanguard Value Index Inv 4.00M (0.86%) -5.36K
Decreased by -0.13%
Jul 31, 25
20 T. Rowe Price Real Assets Tr I-D 3.52M (0.75%) 297.19K
Increased by +8.44%
Jun 30, 25