Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 20.27%
2 REZ 18.61%
3 JPRE 8.92%
4 PSR 8.35%
5 XLRE 8.21%
6 USRT 7.79%
7 RITA 7.73%
8 FRI 7.36%
9 VGSR 6.31%
10 REIT 6.22%
11 RWO 6.11%
12 REET 5.82%
13 URE 5.64%
14 JRE_old 5.53%
15 AVRE 5.42%
16 DFGR 5.31%
17 RWR 5.25%
18 BLLD 5.22%
19 ROOF 5.17%
20 DFAR 5.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 98.30M (15.35%) 2.61M
Increased by +2.66%
Dec 31, 24
2 BlackRock Inc 61.54M (9.61%) 2.56M
Increased by +4.16%
Sep 30, 24
3 Cohen & Steers Inc 38.03M (5.94%) -890.36K
Decreased by -2.34%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 37.10M (5.79%) 318.50K
Increased by +0.86%
Dec 31, 24
5 State Street Corp 35.63M (5.56%) 16.73K
Increased by +0.05%
Sep 30, 24
6 State Street Corporation 33.55M (5.24%) -2.08M
Decreased by -6.21%
Mar 31, 24
7 NORGES BANK 31.29M (4.89%) -1.62M
Decreased by -5.17%
Dec 31, 24
8 JPMorgan Chase & Co 25.19M (3.93%) -461.17K
Decreased by -1.83%
Sep 30, 24
9 Wellington Management Company LLP 18.68M (2.92%) -10.72K
Decreased by -0.06%
Dec 31, 24
10 Bank of America Corp 17.05M (2.66%) -795.84K
Decreased by -4.67%
Sep 30, 24
11 FMR Inc 14.43M (2.25%) 3.98M
Increased by +27.57%
Sep 30, 24
12 Geode Capital Management, LLC 12.91M (2.02%) -176.58K
Decreased by -1.37%
Sep 30, 24
13 Principal Financial Group Inc 11.91M (1.86%) -266.15K
Decreased by -2.23%
Dec 31, 24
14 Goldman Sachs Group Inc 8.60M (1.34%) 5.62M
Increased by +65.31%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 7.48M (1.17%) -282.63K
Decreased by -3.78%
Dec 31, 24
16 Amvescap Plc. 7.42M (1.16%) 542.47K
Increased by +7.31%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 7.19M (1.12%) -7.54M
Decreased by -104.88%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 6.92M (1.08%) 5.98M
Increased by +86.45%
Sep 30, 24
19 Legal & General Group PLC 6.89M (1.08%) -1.25M
Decreased by -18.19%
Dec 31, 24
20 Northern Trust Corp 6.61M (1.03%) 118.66K
Increased by +1.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 23.35M (3.65%) 26.05K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 19.51M (3.05%) 372.44K
Increased by +1.91%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 16.02M (2.50%) 460.56K
Increased by +2.87%
Dec 31, 24
4 American Funds Washington Mutual A 14.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 14.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 13.39M (2.09%) 397.33K
Increased by +2.97%
Dec 31, 24
7 Fidelity 500 Index 7.34M (1.15%) 192.53K
Increased by +2.62%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 7.21M (1.13%) -70.99K
Decreased by -0.98%
Jan 31, 25
9 iShares Core S&P 500 ETF 6.94M (1.08%) 10.12K
Increased by +0.15%
Jan 31, 25
10 SPDR® S&P 500 ETF Trust 6.68M (1.04%) -51.98K
Decreased by -0.78%
Mar 31, 24
11 Vanguard Growth Index Investor 6.46M (1.01%) 23.62K
Increased by +0.37%
Dec 31, 24
12 Fidelity® 500 Index 6.45M (1.01%) 443.29K
Increased by +6.87%
Nov 30, 23
13 Cohen & Steers Real Estate Opportunities 6.01M (0.94%) -74.16K
Decreased by -1.23%
Dec 31, 24
14 Cohen & Steers Real Estate Securities A 6.01M (0.94%) -74.16K
Decreased by -1.23%
Dec 31, 24
15 Cohen & Steers Instl Realty Shares 5.66M (0.88%) 271.55K
Increased by +4.80%
Dec 31, 24
16 American Funds Fundamental Invs A 5.54M (0.86%) 70.86K
Increased by +1.28%
Dec 31, 24
17 Capital Group Fundamental Invtrs Comp 5.54M (0.86%) 70.86K
Increased by +1.28%
Dec 31, 24
18 Vanguard Wellington™ Inv 5.49M (0.86%) -115.93K
Decreased by -2.11%
Dec 31, 24
19 Daiwa US-REIT Open Mother Fund 5.28M (0.82%) -298.82K
Decreased by -5.66%
Mar 18, 24
20 Cohen & Steers Realty Shares L 5.20M (0.81%) 242.38K
Increased by +4.66%
Dec 31, 24