Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 20.27%
2 REZ 19.02%
3 SPRE 12.26%
4 CSRE 12.13%
5 JPRE 9.29%
6 RITA 9.03%
7 RWR 8.98%
8 XLRE 8.80%
9 FRI 8.24%
10 USRT 8.17%
11 PSR 8.10%
12 REIT 7.34%
13 SCHH 7.09%
14 IYR 7.03%
15 URE 6.45%
16 DRN 6.45%
17 RWO 6.43%
18 FREL 6.30%
19 REET 5.91%
20 DFGR 5.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.39M (14.15%) -5.90M
Decreased by -6.39%
Mar 31, 25
2 BlackRock Inc 65.62M (10.05%) 715.35K
Increased by +1.09%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 42.59M (6.52%) 5.50M
Increased by +12.91%
Mar 31, 25
4 State Street Corp 37.88M (5.80%) 1.44M
Increased by +3.80%
Mar 31, 25
5 Cohen & Steers Inc 35.82M (5.48%) -2.09M
Decreased by -5.84%
Mar 31, 25
6 State Street Corporation 33.55M (5.14%) -2.08M
Decreased by -6.21%
Mar 31, 24
7 NORGES BANK 31.29M (4.79%) -1.62M
Decreased by -5.17%
Dec 31, 24
8 Wellington Management Company LLP 21.29M (3.26%) 2.61M
Increased by +12.28%
Mar 31, 25
9 Bank of America Corp 20.37M (3.12%) 1.67M
Increased by +8.18%
Mar 31, 25
10 FMR Inc 17.54M (2.69%) 1.76M
Increased by +10.01%
Mar 31, 25
11 Geode Capital Management, LLC 14.29M (2.19%) 729.73K
Increased by +5.11%
Mar 31, 25
12 Principal Financial Group Inc 11.46M (1.76%) -446.22K
Decreased by -3.89%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 9.18M (1.41%) 2.11M
Increased by +22.96%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 8.92M (1.37%) 2.62M
Increased by +29.39%
Mar 31, 25
15 Goldman Sachs Group Inc 8.60M (1.32%) 5.62M
Increased by +65.31%
Dec 31, 23
16 Northern Trust Corp 8.43M (1.29%) 2.94M
Increased by +34.86%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 8.16M (1.25%) 532.13K
Increased by +6.52%
Mar 31, 25
18 JPMorgan Chase & Co 7.75M (1.19%) -2.39M
Decreased by -30.87%
Mar 31, 25
19 Amvescap Plc. 7.42M (1.14%) 6.65K
Increased by +0.09%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 7.25M (1.11%) -227.33K
Decreased by -3.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 22.86M (3.50%) -385.40K
Decreased by -1.69%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 20.59M (3.15%) 325.57K
Increased by +1.58%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 19.30M (2.96%) 358.39K
Increased by +1.86%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 17.21M (2.64%) 275.43K
Increased by +1.60%
Apr 30, 25
5 American Funds Washington Mutual A 14.16M (2.17%) -28.34K
Decreased by -0.20%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 14.16M (2.17%) -28.34K
Decreased by -0.20%
Mar 31, 25
7 Fidelity 500 Index 7.64M (1.17%) 234.71K
Increased by +3.07%
Mar 31, 25
8 SPDR® S&P 500 ETF 7.58M (1.16%) 107.86K
Increased by +1.42%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 7.38M (1.13%) -38.66K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 7.34M (1.12%) -44.03K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 7.22M (1.11%) -7.54K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Mid Cap Index Institutional 6.97M (1.07%) 66.74K
Increased by +0.96%
Apr 30, 25
13 Vanguard Growth Index Investor 6.93M (1.06%) 64.19K
Increased by +0.93%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 6.68M (1.02%) -51.98K
Decreased by -0.78%
Mar 31, 24
15 American Funds Fundamental Invs A 6.59M (1.01%) 1.05M
Increased by +15.89%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 6.59M (1.01%) 1.05M
Increased by +15.89%
Mar 31, 25
17 Fidelity® 500 Index 6.45M (0.99%) 443.29K
Increased by +6.87%
Nov 30, 23
18 American Funds American Balanced A 6.36M (0.97%) 1.43M
Increased by +22.42%
Mar 31, 25
19 American Funds American Mutual A 5.90M (0.90%) 706.31K
Increased by +11.97%
Mar 31, 25
20 Capital Group American Mutual Comp 5.90M (0.90%) 706.31K
Increased by +11.97%
Mar 31, 25