Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 12.82%
2 CRED 10.98%
3 VPN 10.74%
4 DTCR 10.74%
5 XLRE 8.38%
6 REK 8.05%
7 SRS 8.05%
8 IDGT 7.99%
9 IGN 7.97%
10 JPRE 7.89%
11 SRHR 7.88%
12 BYRE 7.12%
13 IYR 6.88%
14 DFAR 6.81%
15 BYTE 6.77%
16 SCHH 6.73%
17 AREA 6.34%
18 DTRE 6.33%
19 FFR 6.28%
20 PSR 6.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.49M (13.41%) -55.52K
Decreased by -0.09%
Sep 30, 24
2 BlackRock Inc 38.11M (8.18%) 1.70M
Increased by +4.47%
Jun 30, 24
3 State Street Corporation 20.61M (4.42%) -237.60K
Decreased by -1.15%
Mar 31, 24
4 State Street Corp 20.54M (4.41%) -70.70K
Decreased by -0.34%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 18.55M (3.98%) 2.18M
Increased by +11.73%
Jun 30, 24
6 Cohen & Steers Inc 17.74M (3.81%) 27.75K
Increased by +0.16%
Jun 30, 24
7 Wellington Management Company LLP 11.83M (2.54%) -3.54M
Decreased by -29.88%
Jun 30, 24
8 Geode Capital Management, LLC 11.01M (2.36%) 319.18K
Increased by +2.90%
Jun 30, 24
9 FMR Inc 10.64M (2.28%) 2.15M
Increased by +20.23%
Sep 30, 24
10 Deutsche Bank AG 7.68M (1.65%) 302.17K
Increased by +3.93%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 6.50M (1.39%) -17.52K
Decreased by -0.27%
Sep 30, 24
12 Ameriprise Financial Inc 6.40M (1.37%) 1.89M
Increased by +29.48%
Jun 30, 24
13 Principal Financial Group Inc 6.14M (1.32%) -2.63M
Decreased by -42.87%
Sep 30, 24
14 Akre Capital Management, LLC 6.05M (1.30%) -81.78K
Decreased by -1.35%
Sep 30, 24
15 NORGES BANK 5.85M (1.25%) 974.85K
Increased by +16.67%
Jun 30, 24
16 Amvescap Plc. 5.64M (1.21%) 114.92K
Increased by +2.04%
Jun 30, 24
17 Goldman Sachs Group Inc 5.61M (1.20%) -1.02M
Decreased by -18.11%
Jun 30, 24
18 T. Rowe Price Associates, Inc. 5.52M (1.18%) -148.56K
Decreased by -2.69%
Jun 30, 24
19 Legal & General Group PLC 5.45M (1.17%) -198.34K
Decreased by -3.64%
Jun 30, 24
20 Jennison Associates LLC 5.30M (1.14%) 1.54M
Increased by +29.08%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 85.72M (18.39%) 85.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Real Estate Index Investor 18.38M (3.94%) -49.52K
Decreased by -0.27%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 14.75M (3.16%) -52.93K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 12.38M (2.66%) 145.55K
Increased by +1.18%
Oct 31, 24
5 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 5.74M (1.23%) -11.19K
Decreased by -0.19%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 5.69M (1.22%) 29.70K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 5.51M (1.18%) 12.46K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
10 Akre Focus Instl 5.27M (1.13%) -68.00
Decreased by -0.00%
Jul 31, 24
11 iShares Core S&P 500 ETF 5.20M (1.12%) 8.00K
Increased by +0.15%
Oct 31, 24
12 Vanguard Growth Index Investor 4.82M (1.03%) 29.67K
Increased by +0.62%
Oct 31, 24
13 Vanguard Dividend Growth Inv 4.15M (0.89%) -549.86K
Decreased by -13.25%
Sep 30, 24
14 Cohen & Steers Real Estate Opportunities 3.46M (0.74%) -253.47K
Decreased by -7.33%
Sep 30, 24
15 Cohen & Steers Real Estate Securities A 3.46M (0.74%) -253.47K
Decreased by -7.33%
Sep 30, 24
16 The Real Estate Select Sector SPDR® 3.39M (0.73%) 35.76K
Increased by +1.06%
Oct 31, 24
17 Cohen & Steers Instl Realty Shares 3.16M (0.68%) -194.20K
Decreased by -6.14%
Sep 30, 24
18 Vanguard Real Estate II Index 3.00M (0.64%) 4.08K
Increased by +0.14%
Oct 31, 24
19 Principal Real Estate Securities R5 2.99M (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
20 Global Balanced (AFRIS) 2.99M (0.64%) 2.99M
Increased by +100.00%
Feb 29, 24