Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 17.39%
2 NETL 7.75%
3 TSRS 7.16%
4 CRED 6.00%
5 ERET 5.14%
6 FRI 4.66%
7 DFAR 4.51%
8 IYR 4.44%
9 IYRI 4.43%
10 ICF 4.42%
11 RWR 4.40%
12 XLRE 4.37%
13 BBRE 4.33%
14 USRT 4.33%
15 SCHH 4.28%
16 RNTY 4.18%
17 DRN 3.98%
18 UTRN 3.98%
19 DESK 3.93%
20 FREL 3.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 150.42M (16.17%) 684.95K
Increased by +0.46%
Dec 31, 25
2 BlackRock Inc 100.38M (10.79%) 6.73M
Increased by +6.71%
Sep 30, 25
3 State Street Corp 63.03M (6.78%) 1.30M
Increased by +2.06%
Sep 30, 25
4 State Street Corporation 60.82M (6.54%) -5.51M
Decreased by -9.07%
Mar 31, 24
5 Geode Capital Management, LLC 29.21M (3.14%) 793.10K
Increased by +2.72%
Dec 31, 25
6 JPMorgan Chase & Co 24.81M (2.67%) 11.95M
Increased by +48.19%
Sep 30, 25
7 Bank of America Corp 16.88M (1.81%) -893.35K
Decreased by -5.29%
Sep 30, 25
8 Parnassus Investments LLC 15.11M (1.62%) -2.96M
Decreased by -19.60%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 15.04M (1.62%) 376.68K
Increased by +2.50%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 12.86M (1.38%) 192.47K
Increased by +1.50%
Dec 31, 25
11 Cohen & Steers Inc 12.69M (1.36%) -1.65M
Decreased by -12.99%
Sep 30, 25
12 Charles Schwab Investment Management Inc 11.80M (1.27%) 660.06K
Increased by +5.60%
Dec 31, 25
13 Northern Trust Corp 11.72M (1.26%) -135.86K
Decreased by -1.16%
Sep 30, 25
14 Legal & General Group PLC 10.70M (1.15%) 823.49K
Increased by +7.70%
Dec 31, 25
15 NORGES BANK 9.91M (1.07%) -1.83M
Decreased by -18.46%
Dec 31, 25
16 UBS Asset Mgmt Americas Inc 9.55M (1.03%) 1.62M
Increased by +17.00%
Jun 30, 25
17 Daiwa Securities Group Inc 9.21M (0.99%) -1.03M
Decreased by -11.20%
Mar 31, 24
18 Apg Investments Us Inc 8.85M (0.95%) 403.59K
Increased by +4.56%
Dec 31, 25
19 FMR Inc 8.72M (0.94%) 4.95M
Increased by +56.74%
Dec 31, 25
20 Amvescap Plc. 8.08M (0.87%) -163.91K
Decreased by -2.03%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 34.10M (3.67%) 256.65K
Increased by +0.75%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 29.09M (3.13%) 133.61K
Increased by +0.46%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 27.56M (2.96%) -43.98K
Decreased by -0.16%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 24.89M (2.68%) 177.07K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 23.66M (2.54%) 225.02K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 19.99M (2.15%) 70.08K
Increased by +0.35%
Feb 28, 26
7 iShares Core S&P 500 ETF 11.73M (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 11.69M (1.26%) 54.16K
Increased by +0.46%
Jan 31, 26
9 Parnassus Core Equity Investor 11.57M (1.24%) -340.52K
Decreased by -2.94%
Feb 28, 26
10 SPDR® S&P 500® ETF 10.88M (1.17%) 134.09K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF 10.88M (1.17%) -159.34K
Decreased by -1.47%
Mar 31, 25
12 State Street® SPDR® S&P 500® ETF 10.84M (1.16%) -82.01K
Decreased by -0.76%
Feb 28, 26
13 SPDR® S&P 500® ETF Trust 10.59M (1.14%) -55.51K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 9.82M (1.06%) 22.23K
Increased by +0.23%
Apr 30, 24
15 SPDR® S&P Dividend ETF 8.44M (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity® 500 Index 8.26M (0.89%) 52.57K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P® Dividend ETF 8.20M (0.88%) 0.00
Increased by 0.00%
Feb 28, 26
18 Vanguard Mid-Cap Growth ETF 7.64M (0.82%) -71.09K
Decreased by -0.93%
Feb 28, 26
19 The Real Estate Select Sector SPDR® 6.41M (0.69%) 71.63K
Increased by +1.12%
Aug 29, 25
20 Schwab US REIT ETF™ 6.36M (0.68%) 14.52K
Increased by +0.23%
Feb 28, 26