Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 SRHR 7.64%
3 BYRE 7.62%
4 WTRE 5.96%
5 DRW 5.69%
6 REZ 5.65%
7 JRE 5.38%
8 REIT 5.04%
9 JPRE 4.92%
10 UTRN 4.36%
11 BOUT 4.33%
12 FPRO 3.68%
13 RSPR 3.52%
14 ICF 3.44%
15 VGSR 3.23%
16 RWR 3.20%
17 WREI 3.01%
18 CRED 2.98%
19 EWRE 2.93%
20 XLRE 2.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.94M (15.25%) 2.44M
Increased by +3.54%
Mar 31, 25
2 BlackRock Inc 50.46M (11.16%) 2.75M
Increased by +5.44%
Mar 31, 25
3 JPMorgan Chase & Co 32.35M (7.15%) 2.61M
Increased by +8.07%
Mar 31, 25
4 State Street Corp 26.61M (5.89%) -587.90K
Decreased by -2.21%
Mar 31, 25
5 State Street Corporation 26.54M (5.87%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 23.05M (5.10%) 1.14M
Increased by +4.97%
Mar 31, 25
7 Principal Financial Group Inc 16.46M (3.64%) -2.18M
Decreased by -13.23%
Mar 31, 25
8 Geode Capital Management, LLC 11.65M (2.58%) 703.07K
Increased by +6.03%
Mar 31, 25
9 Apg Investments Us Inc 11.64M (2.57%) 0.00
Increased by 0.00%
Mar 31, 25
10 Resolution Capital Limited 7.89M (1.75%) 751.59K
Increased by +9.53%
Mar 31, 25
11 Goldman Sachs Group Inc 7.09M (1.57%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 6.84M (1.51%) 11.04K
Increased by +0.16%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 6.41M (1.42%) 281.23K
Increased by +4.38%
Mar 31, 25
14 Northern Trust Corp 6.40M (1.42%) 194.86K
Increased by +3.04%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 6.34M (1.40%) 233.64K
Increased by +3.69%
Mar 31, 25
16 NORGES BANK 5.78M (1.28%) 561.58K
Increased by +9.72%
Dec 31, 24
17 Massachusetts Financial Services Company 5.52M (1.22%) -285.55K
Decreased by -5.18%
Mar 31, 25
18 Charles Schwab Investment Management Inc 5.27M (1.16%) 238.29K
Increased by +4.52%
Mar 31, 25
19 Legal & General Group PLC 5.25M (1.16%) 4.87K
Increased by +0.09%
Mar 31, 25
20 Nuveen, LLC 5.22M (1.16%) 5.22M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.24M (3.59%) 12.00K
Increased by +0.07%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 14.50M (3.21%) 466.12K
Increased by +3.21%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 13.11M (2.90%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard 500 Index Investor 12.80M (2.83%) 371.26K
Increased by +2.90%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 12.43M (2.75%) 85.85K
Increased by +0.69%
May 31, 25
6 Vanguard Mid Cap Index Institutional 9.96M (2.20%) 363.28K
Increased by +3.65%
Jun 30, 25
7 Fidelity 500 Index 5.72M (1.26%) 203.10K
Increased by +3.55%
Jun 30, 25
8 JPM US Equity Income-Composite 5.66M (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 5.66M (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P 500® ETF 5.53M (1.22%) 23.59K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF 5.44M (1.20%) 139.57K
Increased by +2.57%
Mar 31, 25
12 iShares Core S&P 500 ETF 5.39M (1.19%) 24.47K
Increased by +0.45%
Jul 31, 25
13 Principal Real Estate Securities R5 5.35M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500® ETF Trust 5.29M (1.17%) -27.76K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 4.85M (1.07%) -37.76K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.69M (1.04%) 29.84K
Increased by +0.64%
Nov 30, 23
17 Fidelity US REIT Mother Fund 4.34M (0.96%) -1.67M
Decreased by -38.45%
Mar 17, 25
18 JPM US Equity Income-MA 4.06M (0.90%) 4.05M
Increased by +99.90%
Sep 30, 23
19 Vanguard Value Index Inv 4.01M (0.89%) 162.98K
Increased by +4.07%
Jun 30, 25
20 T. Rowe Price Real Assets Tr I-D 3.52M (0.78%) 297.19K
Increased by +8.44%
Jun 30, 25