Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 FPRO 4.24%
3 PSR 3.75%
4 RSPR 3.28%
5 EWRE 3.10%
6 JRE 2.84%
7 DDIV 2.70%
8 KBWY 2.59%
9 FDV 2.50%
10 SPHD 2.25%
11 DEMZ 2.24%
12 GQRE 2.00%
13 SPDV 1.99%
14 NBGR 1.95%
15 ICF 1.95%
16 XLRE 1.72%
17 DESK 1.72%
18 IRET 1.72%
19 VGSR 1.62%
20 RWR 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.57M (16.50%) -43.61K
Decreased by -0.04%
Dec 31, 25
2 BlackRock Inc 80.36M (12.21%) 1.20M
Increased by +1.49%
Sep 30, 25
3 State Street Corp 47.38M (7.20%) 1.03M
Increased by +2.18%
Sep 30, 25
4 State Street Corporation 45.15M (6.86%) 1.72M
Increased by +3.81%
Dec 31, 23
5 Cohen & Steers Inc 42.73M (6.49%) -157.35K
Decreased by -0.37%
Sep 30, 25
6 JPMorgan Chase & Co 39.98M (6.08%) 18.89M
Increased by +47.24%
Sep 30, 25
7 FMR Inc 27.84M (4.23%) -328.99K
Decreased by -1.18%
Dec 31, 25
8 Geode Capital Management, LLC 19.14M (2.91%) 223.94K
Increased by +1.17%
Dec 31, 25
9 Nuveen Asset Management, LLC 15.00M (2.28%) -1.34M
Decreased by -8.92%
Dec 31, 24
10 Capital Research Global Investors 14.99M (2.28%) -5.06M
Decreased by -33.73%
Dec 31, 23
11 CenterSquare Investment Management LLC 12.91M (1.96%) 970.28K
Increased by +7.52%
Dec 31, 25
12 Apg Investments Us Inc 12.65M (1.92%) 0.00
Increased by 0.00%
Dec 31, 25
13 Amvescap Plc. 12.62M (1.92%) -278.01K
Decreased by -2.20%
Sep 30, 25
14 Daiwa Securities Group Inc 12.20M (1.85%) 63.05K
Increased by +0.52%
Sep 30, 25
15 Canada Pension Plan Investment Board 11.11M (1.69%) 10.60K
Increased by +0.10%
Dec 31, 25
16 Federated Hermes Inc 10.65M (1.62%) 2.28M
Increased by +21.41%
Sep 30, 25
17 NORGES BANK 10.64M (1.62%) 2.27M
Increased by +21.30%
Dec 31, 25
18 Charles Schwab Investment Management Inc 10.63M (1.62%) 458.84K
Increased by +4.31%
Dec 31, 25
19 Resolution Capital Limited 10.58M (1.61%) -5.47M
Decreased by -51.73%
Jun 30, 25
20 Citadel Advisors Llc 10.51M (1.60%) 4.40M
Increased by +41.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.30M (3.85%) 31.36K
Increased by +0.12%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 21.44M (3.26%) 31.37K
Increased by +0.15%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 21.34M (3.24%) 15.24K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 19.33M (2.94%) 144.95K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 17.42M (2.65%) 165.80K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 15.43M (2.35%) 36.88K
Increased by +0.24%
Feb 28, 26
7 Fidelity US REIT Mother Fund 13.15M (2.00%) 1.82M
Increased by +13.85%
Mar 17, 25
8 Federated Hermes Strategic Value Div IS 9.92M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Small Cap Value Index Inv 9.91M (1.51%) 28.16K
Increased by +0.28%
Feb 28, 26
10 iShares Core S&P 500 ETF 8.62M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 8.60M (1.31%) 39.91K
Increased by +0.46%
Jan 31, 26
12 Invesco S&P 500® Equal Weight ETF 8.49M (1.29%) -3.65K
Decreased by -0.04%
Feb 27, 26
13 Cohen & Steers Instl Realty Shares 8.40M (1.28%) 1.03M
Increased by +12.27%
Dec 31, 25
14 SPDR® S&P 500 ETF 8.15M (1.24%) -332.44K
Decreased by -4.08%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 8.14M (1.24%) -43.09K
Decreased by -0.53%
Mar 31, 25
16 Daiwa US-REIT Open Mother Fund 8.12M (1.23%) 1.68M
Increased by +20.65%
Sep 17, 25
17 SPDR® S&P 500® ETF 8.12M (1.23%) 100.44K
Increased by +1.24%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 8.10M (1.23%) 47.40K
Increased by +0.59%
Mar 28, 24
19 State Street® SPDR® S&P 500® ETF 7.97M (1.21%) -60.44K
Decreased by -0.76%
Feb 28, 26
20 Federated Hermes Strategic Val Dividend 7.72M (1.17%) 1.01M
Increased by +13.03%
Jun 30, 25