Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 BYRE 8.53%
3 DRW 5.69%
4 WTRE 5.11%
5 REZ 4.77%
6 JPRE 4.67%
7 UTRN 3.96%
8 RSPR 3.28%
9 WREI 3.01%
10 EWRE 2.93%
11 VGSR 2.68%
12 RWR 2.57%
13 XLRE 2.38%
14 GREI 2.36%
15 ROOF 2.30%
16 NBGR 2.28%
17 AGNG 2.23%
18 FRI 2.20%
19 USRT 2.12%
20 BLLD 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.59M (15.72%) 1.09M
Increased by +1.66%
Sep 30, 24
2 BlackRock Inc 43.30M (10.37%) 413.10K
Increased by +0.95%
Jun 30, 24
3 JPMorgan Chase & Co 26.96M (6.46%) 3.43M
Increased by +12.74%
Jun 30, 24
4 State Street Corporation 26.54M (6.36%) -1.97M
Decreased by -7.41%
Mar 31, 24
5 State Street Corp 26.09M (6.25%) -448.70K
Decreased by -1.72%
Jun 30, 24
6 FMR Inc 23.36M (5.60%) 982.79K
Increased by +4.21%
Sep 30, 24
7 Principal Financial Group Inc 18.88M (4.52%) -396.93K
Decreased by -2.10%
Sep 30, 24
8 Apg Investments Us Inc 15.13M (3.62%) -1.70M
Decreased by -11.24%
Jun 30, 24
9 Geode Capital Management, LLC 10.17M (2.44%) 250.73K
Increased by +2.47%
Jun 30, 24
10 Resolution Capital Limited 9.15M (2.19%) 2.09M
Increased by +22.88%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 8.78M (2.10%) 38.79K
Increased by +0.44%
Jun 30, 24
12 CenterSquare Investment Management LLC 7.76M (1.86%) -48.86K
Decreased by -0.63%
Jun 30, 24
13 Goldman Sachs Group Inc 7.09M (1.70%) 3.00M
Increased by +42.26%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 5.97M (1.43%) 34.11K
Increased by +0.57%
Sep 30, 24
15 Legal & General Group PLC 5.90M (1.41%) -315.05K
Decreased by -5.34%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 5.65M (1.35%) 157.26K
Increased by +2.79%
Jun 30, 24
17 Massachusetts Financial Services Company 5.42M (1.30%) 2.78M
Increased by +51.26%
Sep 30, 24
18 NORGES BANK 5.22M (1.25%) 571.60K
Increased by +10.96%
Jun 30, 24
19 Charles Schwab Investment Management Inc 4.90M (1.18%) 231.35K
Increased by +4.72%
Sep 30, 24
20 Bank of New York Mellon Corp 4.02M (0.96%) 101.31K
Increased by +2.52%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.94M (3.82%) -43.25K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 13.06M (3.13%) -46.82K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 10.95M (2.63%) 134.03K
Increased by +1.22%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 8.77M (2.10%) 15.77K
Increased by +0.18%
Oct 31, 24
5 Fidelity US REIT Mother Fund 7.89M (1.89%) 663.20K
Increased by +8.40%
Mar 15, 24
6 Principal Real Estate Securities R5 6.29M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity 500 Index 5.08M (1.22%) 92.17K
Increased by +1.81%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 5.04M (1.21%) 26.24K
Increased by +0.52%
Oct 31, 24
9 JPM US Equity Income-Composite 5.01M (1.20%) 1.39M
Increased by +27.71%
Sep 30, 24
10 JPMorgan Equity Income I 5.01M (1.20%) 674.17K
Increased by +13.46%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 4.85M (1.16%) -37.76K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 4.69M (1.12%) 29.84K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 4.60M (1.10%) 7.08K
Increased by +0.15%
Oct 31, 24
14 JPM US Equity Income-MA 4.06M (0.97%) 4.05M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 3.51M (0.84%) 8.86K
Increased by +0.25%
Oct 31, 24
16 Fidelity® Real Estate Investment Port 3.26M (0.78%) 50.00K
Increased by +1.53%
Nov 30, 23
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 3.19M (0.76%) 0.00
Increased by 0.00%
Aug 31, 24
18 The Real Estate Select Sector SPDR® 3.00M (0.72%) 31.63K
Increased by +1.06%
Oct 31, 24
19 Fidelity Real Estate Investment Port 2.93M (0.70%) 343.90K
Increased by +11.73%
Sep 30, 24
20 Vanguard Mid-Cap Value ETF 2.84M (0.68%) 11.37K
Increased by +0.40%
Oct 31, 24