Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 KLD 1000.00%
3 REET 1000.00%
4 JKE 1000.00%
5 OLD 12.50%
6 BYRE 8.64%
7 WTRE 6.78%
8 DRW 5.69%
9 REZ 4.90%
10 JPRE 4.40%
11 UTRN 3.96%
12 RSPR 3.51%
13 WREI 3.01%
14 EWRE 2.93%
15 BLLD 2.74%
16 GREI 2.42%
17 RWR 2.36%
18 XLRE 2.27%
19 NBGR 2.17%
20 ROOF 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.11M (15.59%) 118.01K
Increased by +0.18%
Mar 31, 24
2 BlackRock Inc 42.88M (10.43%) 946.17K
Increased by +2.21%
Mar 31, 24
3 State Street Corporation 26.54M (6.46%) -1.97M
Decreased by -7.41%
Mar 31, 24
4 FMR Inc 24.16M (5.88%) 1.11M
Increased by +4.59%
Mar 31, 24
5 JPMorgan Chase & Co 23.52M (5.72%) 3.50M
Increased by +14.88%
Mar 31, 24
6 Principal Financial Group Inc 19.66M (4.78%) -152.57K
Decreased by -0.78%
Mar 31, 24
7 Apg Investments Us Inc 16.83M (4.09%) -250.00K
Decreased by -1.49%
Mar 31, 24
8 Geode Capital Management, LLC 9.91M (2.41%) 277.66K
Increased by +2.80%
Mar 31, 24
9 CenterSquare Investment Management LLC 7.81M (1.90%) 802.55K
Increased by +10.28%
Mar 31, 24
10 Goldman Sachs Group Inc 7.09M (1.72%) 3.00M
Increased by +42.26%
Dec 31, 23
11 Legal & General Group PLC 6.22M (1.51%) -142.15K
Decreased by -2.29%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 5.84M (1.42%) -28.95K
Decreased by -0.50%
Mar 31, 24
13 T. Rowe Price Associates, Inc. 5.49M (1.34%) 413.56K
Increased by +7.53%
Mar 31, 24
14 NORGES BANK 4.65M (1.13%) 521.37K
Increased by +11.22%
Dec 31, 23
15 Charles Schwab Investment Management Inc 4.62M (1.12%) 136.74K
Increased by +2.96%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 4.37M (1.06%) -65.92K
Decreased by -1.51%
Mar 31, 24
17 Resolution Capital Limited 4.23M (1.03%) -62.85K
Decreased by -1.49%
Mar 31, 24
18 Amvescap Plc. 4.06M (0.99%) 564.77K
Increased by +13.92%
Mar 31, 24
19 Bank of New York Mellon Corp 4.02M (0.98%) 101.31K
Increased by +2.52%
Sep 30, 23
20 Northern Trust Corp 3.97M (0.96%) -133.00K
Decreased by -3.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.18M (3.93%) 6.50K
Increased by +0.04%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.83M (3.12%) 205.24K
Increased by +1.60%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 10.40M (2.53%) 77.19K
Increased by +0.74%
Jun 30, 24
4 Vanguard Mid Cap Index Institutional 8.67M (2.11%) -72.40K
Decreased by -0.84%
Jun 30, 24
5 Fidelity US REIT Mother Fund 7.89M (1.92%) 663.20K
Increased by +8.40%
Mar 15, 24
6 Principal Real Estate Securities R5 6.35M (1.55%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity 500 Index 4.90M (1.19%) 24.85K
Increased by +0.51%
May 31, 24
8 SPDR® S&P 500 ETF Trust 4.85M (1.18%) -37.76K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 4.79M (1.16%) 45.36K
Increased by +0.95%
Jun 30, 24
10 Fidelity® 500 Index 4.69M (1.14%) 29.84K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 4.32M (1.05%) 21.93K
Increased by +0.51%
Jun 28, 24
12 JPM US Equity Income-MA 4.06M (0.99%) 4.05M
Increased by +99.90%
Sep 30, 23
13 JPM US Equity Income-Composite 3.62M (0.88%) -58.96K
Decreased by -1.63%
Jun 30, 24
14 JPMorgan Equity Income I 3.62M (0.88%) -31.98K
Decreased by -0.88%
May 31, 24
15 Vanguard Value Index Inv 3.31M (0.80%) -40.13K
Decreased by -1.21%
Jun 30, 24
16 Fidelity® Real Estate Investment Port 3.26M (0.79%) 50.00K
Increased by +1.53%
Nov 30, 23
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 3.13M (0.76%) 46.60K
Increased by +1.49%
Jun 30, 24
18 Fidelity Real Estate Investment Port 3.04M (0.74%) -407.30K
Decreased by -13.39%
May 31, 24
19 Vanguard Mid-Cap Value ETF 2.78M (0.68%) -52.26K
Decreased by -1.88%
Jun 30, 24
20 Vanguard Institutional Index I 2.63M (0.64%) 1.46K
Increased by +0.06%
Jun 30, 24