Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 4.58%
3 GBLD 4.43%
4 DRW 4.17%
5 UTRN 4.11%
6 SRHR 3.34%
7 EWRE 3.27%
8 BYRE 2.80%
9 PSR 2.05%
10 CVAR 2.00%
11 WREI 1.93%
12 RSPR 1.86%
13 REZ 1.85%
14 SPHD 1.77%
15 GREI 1.72%
16 ROOF 1.58%
17 NUMV 1.58%
18 DIVG 1.57%
19 PPTY 1.56%
20 ICF 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.08M (16.93%) 13.42K
Increased by +0.05%
Jun 30, 25
2 BlackRock Inc 19.35M (12.56%) 1.49M
Increased by +7.68%
Jun 30, 25
3 NORGES BANK 16.46M (10.69%) 0.00
Increased by 0.00%
Jun 30, 25
4 State Street Corp 10.87M (7.06%) 181.67K
Increased by +1.67%
Jun 30, 25
5 State Street Corporation 10.67M (6.93%) -777.49K
Decreased by -7.29%
Mar 31, 24
6 Apg Investments Us Inc 6.69M (4.35%) -139.39K
Decreased by -2.08%
Jun 30, 25
7 Geode Capital Management, LLC 4.32M (2.80%) 82.59K
Increased by +1.91%
Jun 30, 25
8 JPMorgan Chase & Co 4.28M (2.78%) -4.31M
Decreased by -100.59%
Jun 30, 25
9 Capital World Investors 3.80M (2.47%) 363.61K
Increased by +9.57%
Jun 30, 25
10 Amvescap Plc. 3.68M (2.39%) 528.58K
Increased by +14.38%
Jun 30, 25
11 Charles Schwab Investment Management Inc 2.66M (1.72%) 125.02K
Increased by +4.71%
Jun 30, 25
12 Northern Trust Corp 2.48M (1.61%) -248.48K
Decreased by -10.04%
Jun 30, 25
13 Victory Capital Management Inc. 2.33M (1.52%) -1.29M
Decreased by -55.28%
Dec 31, 24
14 Legal & General Group PLC 2.28M (1.48%) -100.69K
Decreased by -4.42%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 2.17M (1.41%) -122.48K
Decreased by -5.65%
Jun 30, 25
16 AQR Capital Management LLC 2.03M (1.32%) 515.40K
Increased by +25.35%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.91M (1.24%) 273.24K
Increased by +14.32%
Jun 30, 25
18 Principal Financial Group Inc 1.83M (1.19%) 149.96K
Increased by +8.19%
Jun 30, 25
19 Goldman Sachs Group Inc 1.83M (1.19%) -20.56K
Decreased by -1.12%
Jun 30, 25
20 Canada Pension Plan Investment Board 1.80M (1.17%) -1.95M
Decreased by -108.37%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.79M (3.76%) 6.06K
Increased by +0.10%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.53M (3.59%) 4.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.44M (3.53%) -125.58K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 4.38M (2.85%) 34.70K
Increased by +0.79%
May 31, 25
5 Vanguard 500 Index Investor 3.81M (2.47%) -557.84K
Decreased by -14.64%
Jul 31, 25
6 Vanguard Small Cap Index 2.10M (1.36%) -12.58K
Decreased by -0.60%
Jul 31, 25
7 American Funds Fundamental Invs A 1.98M (1.29%) 372.84K
Increased by +18.82%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 1.98M (1.29%) 372.84K
Increased by +18.82%
Jun 30, 25
9 Fidelity 500 Index 1.95M (1.27%) 836.00
Increased by +0.04%
Jul 31, 25
10 Invesco S&P 500® Equal Weight ETF 1.93M (1.26%) 2.84K
Increased by +0.15%
Aug 29, 25
11 Vanguard Mid Cap Index Institutional 1.93M (1.25%) 20.43K
Increased by +1.06%
Jul 31, 25
12 SPDR® S&P 500 ETF 1.92M (1.24%) -47.31K
Decreased by -2.47%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.88M (1.22%) -14.69K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.86M (1.21%) 22.77K
Increased by +1.22%
Aug 31, 25
16 iShares Core S&P 500 ETF 1.85M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity® 500 Index 1.81M (1.18%) 11.55K
Increased by +0.64%
Nov 30, 23
18 American Funds American Balanced A 1.60M (1.04%) 293.22K
Increased by +18.28%
Jun 30, 25
19 Vanguard Value Index Inv 1.52M (0.99%) -479.00
Decreased by -0.03%
May 31, 25
20 Victory Sycamore Established Value R 1.39M (0.90%) -875.00K
Decreased by -62.95%
Dec 31, 24