Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSR 4.72%
2 RTL_old 4.27%
3 SRHR 3.21%
4 REIT 2.88%
5 JRE 2.51%
6 SCAP 1.91%
7 REAI 1.57%
8 RORE 1.57%
9 CRED 1.45%
10 XMLV 1.14%
11 GQRE 1.11%
12 VRAI 1.10%
13 RWR 0.80%
14 HIDV 0.79%
15 VGSR 0.79%
16 PMOM 0.77%
17 WREI 0.69%
18 JHSC 0.69%
19 FRI 0.69%
20 USRT 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.66M (15.30%) 165.57K
Increased by +0.36%
Mar 31, 24
2 BlackRock Inc 36.84M (12.34%) -72.13K
Decreased by -0.20%
Mar 31, 24
3 Massachusetts Financial Services Company 15.62M (5.23%) 636.66K
Increased by +4.08%
Mar 31, 24
4 State Street Corporation 15.53M (5.20%) -1.36M
Decreased by -8.76%
Mar 31, 24
5 Franklin Resources Inc 13.28M (4.45%) 173.38K
Increased by +1.31%
Mar 31, 24
6 JPMorgan Chase & Co 10.43M (3.50%) -168.61K
Decreased by -1.62%
Mar 31, 24
7 Wellington Management Company LLP 8.62M (2.89%) -2.29M
Decreased by -26.59%
Mar 31, 24
8 CenterSquare Investment Management LLC 7.09M (2.37%) -1.38M
Decreased by -19.46%
Mar 31, 24
9 Geode Capital Management, LLC 5.45M (1.83%) 199.77K
Increased by +3.67%
Mar 31, 24
10 Canada Pension Plan Investment Board 5.33M (1.79%) 5.33M
Increased by +100.00%
Mar 31, 24
11 Charles Schwab Investment Management Inc 4.82M (1.61%) 102.71K
Increased by +2.13%
Mar 31, 24
12 Amvescap Plc. 4.79M (1.61%) -2.14M
Decreased by -44.58%
Dec 31, 23
13 Deutsche Bank AG 4.60M (1.54%) -634.53K
Decreased by -13.81%
Mar 31, 24
14 Duff & Phelps Inv Mgmt Co (IL) 4.59M (1.54%) 195.85K
Increased by +4.27%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 4.41M (1.48%) 10.08K
Increased by +0.23%
Mar 31, 24
16 Ameriprise Financial Inc 4.28M (1.43%) 563.84K
Increased by +13.17%
Mar 31, 24
17 Northern Trust Corp 4.26M (1.43%) -322.98K
Decreased by -7.58%
Sep 30, 23
18 Millennium Management LLC 4.23M (1.42%) -83.66K
Decreased by -1.98%
Mar 31, 24
19 PGGM Investments 3.76M (1.26%) 2.35M
Increased by +62.57%
Jun 30, 24
20 Nuveen Asset Management, LLC 3.68M (1.23%) 248.08K
Increased by +6.74%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.11M (4.06%) 12.19K
Increased by +0.10%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.51M (3.18%) 3.55K
Increased by +0.04%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 9.39M (3.15%) 15.51K
Increased by +0.17%
Jun 28, 24
4 Vanguard Small Cap Index 7.56M (2.53%) -113.05K
Decreased by -1.50%
Jun 30, 24
5 Franklin Mutual Shares Z 6.80M (2.28%) 0.00
Increased by 0.00%
Jun 30, 24
6 Vanguard Small Cap Value Index Inv 5.09M (1.70%) -50.88K
Decreased by -1.00%
Jun 30, 24
7 MFS Mid Cap Value A 5.08M (1.70%) -37.92K
Decreased by -0.75%
Jun 30, 24
8 MFS Mid Cap Value Equity 5.08M (1.70%) -99.27K
Decreased by -1.95%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 4.57M (1.53%) 35.72K
Increased by +0.78%
Jun 30, 24
10 Franklin Mutual Beacon Z 2.88M (0.96%) 70.65K
Increased by +2.45%
Jun 30, 24
11 JPM US Value Advantage-MA 2.79M (0.94%) 2.67M
Increased by +95.65%
Sep 30, 23
12 JPMorgan Value Advantage L 2.63M (0.88%) 0.00
Increased by 0.00%
May 31, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 2.42M (0.81%) -55.62K
Decreased by -2.30%
Jun 30, 24
14 AMOne Shinko US-REIT Open 2.41M (0.81%) -1.48M
Decreased by -61.55%
Sep 5, 23
15 JPM US Mid Cap Value-Composite 2.25M (0.76%) -705.88K
Decreased by -31.32%
Dec 31, 23
16 MFS Global Real Estate I 2.18M (0.73%) 0.00
Increased by 0.00%
Mar 31, 24
17 Nuveen Real Estate Sec Sel R6 2.10M (0.70%) 0.00
Increased by 0.00%
May 31, 24
18 TIAA-CREF Real Estate Sec Instl 2.10M (0.70%) -101.10K
Decreased by -4.82%
Feb 29, 24
19 JPMorgan Mid Cap Value L 2.00M (0.67%) 0.00
Increased by 0.00%
Feb 29, 24
20 Franklin Mutual Shares VIP 1 1.99M (0.67%) -27.54K
Decreased by -1.38%
Jun 30, 24