Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 GBLD 6.38%
3 RITA 5.77%
4 WTRE 4.41%
5 REZ 4.32%
6 DRW 4.17%
7 UTRN 4.13%
8 PPTY 3.38%
9 EWRE 3.27%
10 JPRE 3.23%
11 RSPR 2.82%
12 BYRE 2.80%
13 URA 2.25%
14 PSR 2.02%
15 ICAP 2.00%
16 NXTE 1.95%
17 WREI 1.93%
18 GREI 1.68%
19 VGSR 1.62%
20 ROOF 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.10M (15.13%) 7.46K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 17.00M (9.86%) 230.64K
Increased by +1.36%
Jun 30, 24
3 NORGES BANK 16.46M (9.54%) 1.81K
Increased by +0.01%
Jun 30, 24
4 State Street Corporation 10.67M (6.19%) -777.49K
Decreased by -7.29%
Mar 31, 24
5 State Street Corp 10.47M (6.07%) -194.29K
Decreased by -1.86%
Jun 30, 24
6 Apg Investments Us Inc 7.15M (4.14%) -110.00K
Decreased by -1.54%
Jun 30, 24
7 Principal Financial Group Inc 4.67M (2.71%) -746.20K
Decreased by -15.97%
Sep 30, 24
8 Canada Pension Plan Investment Board 4.13M (2.39%) 51.85K
Increased by +1.26%
Sep 30, 24
9 Amvescap Plc. 4.12M (2.39%) 76.64K
Increased by +1.86%
Jun 30, 24
10 Geode Capital Management, LLC 4.05M (2.35%) 86.84K
Increased by +2.15%
Jun 30, 24
11 Victory Capital Management Inc. 3.63M (2.10%) -158.43K
Decreased by -4.37%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.46M (2.01%) -177.48K
Decreased by -5.12%
Jun 30, 24
13 JPMorgan Chase & Co 2.75M (1.60%) 62.90K
Increased by +2.29%
Jun 30, 24
14 Legal & General Group PLC 2.70M (1.57%) -12.07K
Decreased by -0.45%
Jun 30, 24
15 Charles Schwab Investment Management Inc 2.45M (1.42%) 72.93K
Increased by +2.98%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 2.35M (1.36%) -58.96K
Decreased by -2.51%
Sep 30, 24
17 Goldman Sachs Group Inc 2.32M (1.34%) 377.08K
Increased by +16.28%
Jun 30, 24
18 Nuveen Asset Management, LLC 2.17M (1.26%) 901.42K
Increased by +41.57%
Dec 31, 23
19 Deutsche Bank AG 1.70M (0.99%) 1.36M
Increased by +79.76%
Mar 31, 24
20 M&G PLC 1.66M (0.96%) 77.69K
Increased by +4.68%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.20M (3.59%) -17.00K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.51M (3.19%) -19.54K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 4.13M (2.39%) 47.42K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 3.71M (2.15%) 6.72K
Increased by +0.18%
Oct 31, 24
5 Victory Sycamore Established Value R 2.27M (1.31%) -240.00K
Decreased by -10.60%
Sep 30, 24
6 Fidelity 500 Index 1.91M (1.11%) -25.25K
Decreased by -1.32%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 1.90M (1.10%) 9.94K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 1.88M (1.09%) -14.69K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 1.81M (1.05%) 11.55K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.73M (1.01%) 2.67K
Increased by +0.15%
Oct 31, 24
11 Vanguard Value Index Inv 1.49M (0.86%) 3.78K
Increased by +0.25%
Oct 31, 24
12 Principal Equity Income A 1.26M (0.73%) -5.98K
Decreased by -0.47%
Sep 30, 24
13 Vanguard Mid-Cap Value ETF 1.20M (0.70%) 4.54K
Increased by +0.38%
Oct 31, 24
14 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.17M (0.68%) 25.95K
Increased by +2.22%
Sep 30, 24
15 The Real Estate Select Sector SPDR® 1.13M (0.65%) 11.93K
Increased by +1.06%
Oct 31, 24
16 JPM US Equity Income-MA 1.12M (0.65%) 1.12M
Increased by +99.90%
Sep 30, 23
17 Principal Real Estate Securities R5 1.07M (0.62%) -58.34K
Decreased by -5.43%
Sep 30, 24
18 Invesco S&P 500® Equal Weight ETF 1.04M (0.60%) 4.76K
Increased by +0.46%
Oct 31, 24
19 AMOne Shinko US-REIT Open 1.00M (0.58%) 421.48K
Increased by +41.98%
Mar 5, 24
20 Vanguard Institutional Index I 988.51K (0.57%) -124.00
Decreased by -0.01%
Oct 31, 24