Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 12.56%
2 CRED 10.40%
3 DTCR 10.40%
4 VPN 10.40%
5 XLRE 8.35%
6 SRS 8.05%
7 REK 8.05%
8 IGN 7.97%
9 JPRE 7.89%
10 SRHR 7.88%
11 PSR 7.18%
12 IDGT 7.13%
13 BYRE 7.12%
14 IYR 6.92%
15 BYTE 6.77%
16 DFAR 6.75%
17 SCHH 6.67%
18 DTRE 6.30%
19 FFR 6.28%
20 FREL 6.17%

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 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 18.38M (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 SPDR® S&P 500® ETF Trust 5.76M (1.24%) 34.10K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 5.73M (1.23%) -9.42K
Decreased by -0.16%
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 iShares Core S&P 500 ETF 5.28M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
11 Akre Focus Instl 5.27M (1.13%) -68.00
Decreased by -0.00%
Jul 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® 3.23M (0.69%) 12.85K
Increased by +0.40%
Nov 29, 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 Global Balanced (AFRIS) 2.99M (0.64%) 2.99M
Increased by +100.00%
Feb 29, 24
20 Vanguard Institutional Index I 2.97M (0.64%) -1.05K
Decreased by -0.04%
Oct 31, 24