Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 14.91%
2 DTCR 10.28%
3 VPN 10.28%
4 CRED 9.97%
5 IDGT 9.62%
6 XLRE 8.37%
7 JPRE 8.06%
8 SRS 8.05%
9 REK 8.05%
10 IGN 7.97%
11 SRHR 7.88%
12 PSR 7.32%
13 AREA 7.21%
14 DFAR 6.90%
15 IYR 6.80%
16 BYTE 6.77%
17 SCHH 6.74%
18 BYRE 6.67%
19 DTRE 6.32%
20 FFR 6.28%

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 38.93M (8.35%) 817.18K
Increased by +2.10%
Sep 30, 24
3 State Street Corp 21.17M (4.54%) 635.73K
Increased by +3.00%
Sep 30, 24
4 State Street Corporation 20.61M (4.42%) -237.60K
Decreased by -1.15%
Mar 31, 24
5 Cohen & Steers Inc 15.74M (3.38%) -2.00M
Decreased by -12.70%
Sep 30, 24
6 Wellington Management Company LLP 11.38M (2.44%) -453.79K
Decreased by -3.99%
Sep 30, 24
7 Geode Capital Management, LLC 11.21M (2.41%) 204.43K
Increased by +1.82%
Sep 30, 24
8 FMR Inc 10.64M (2.28%) 2.15M
Increased by +20.23%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 8.62M (1.85%) -9.93M
Decreased by -115.13%
Sep 30, 24
10 Deutsche Bank AG 7.38M (1.58%) -305.54K
Decreased by -4.14%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 6.50M (1.39%) -17.52K
Decreased by -0.27%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 6.49M (1.39%) 973.18K
Increased by +14.98%
Sep 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. 5.49M (1.18%) -153.75K
Decreased by -2.80%
Sep 30, 24
17 Jennison Associates LLC 5.30M (1.14%) 1.54M
Increased by +29.08%
Dec 31, 23
18 Legal & General Group PLC 5.24M (1.12%) -208.47K
Decreased by -3.98%
Sep 30, 24
19 Charles Schwab Investment Management Inc 5.21M (1.12%) 243.06K
Increased by +4.67%
Sep 30, 24
20 Ameriprise Financial Inc 5.20M (1.12%) -1.20M
Decreased by -23.09%
Sep 30, 24

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 18.01M (3.86%) 19.23K
Increased by +0.11%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 14.66M (3.14%) -28.55K
Decreased by -0.19%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 12.65M (2.72%) 96.02K
Increased by +0.76%
Dec 31, 24
5 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
6 SPDR® S&P 500® ETF Trust 5.87M (1.26%) 67.92K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 5.77M (1.24%) 39.22K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 5.51M (1.18%) 12.46K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 5.49M (1.18%) 3.85K
Increased by +0.07%
Dec 31, 24
10 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
11 Akre Focus Instl 5.27M (1.13%) 0.00
Increased by 0.00%
Oct 31, 24
12 Vanguard Growth Index Investor 4.83M (1.04%) -22.11K
Decreased by -0.46%
Dec 31, 24
13 Vanguard Dividend Growth Inv 4.15M (0.89%) -549.86K
Decreased by -13.25%
Sep 30, 24
14 Cohen & Steers Instl Realty Shares 3.94M (0.85%) 780.15K
Increased by +19.78%
Dec 31, 24
15 Cohen & Steers Real Estate Opportunities 3.65M (0.78%) 187.26K
Increased by +5.14%
Dec 31, 24
16 Cohen & Steers Real Estate Securities A 3.65M (0.78%) 187.26K
Increased by +5.14%
Dec 31, 24
17 Cohen & Steers Realty Shares L 3.55M (0.76%) 624.09K
Increased by +17.60%
Dec 31, 24
18 American Funds Income Fund of Amer A 3.36M (0.72%) 2.44M
Increased by +72.48%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 3.09M (0.66%) 1.56K
Increased by +0.05%
Dec 31, 24
20 Vanguard Real Estate II Index 3.01M (0.65%) 25.82K
Increased by +0.86%
Dec 31, 24