Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.91%
2 GBLD 4.50%
3 UTRN 4.18%
4 JRE 3.35%
5 RSPR 3.27%
6 EWRE 3.26%
7 ICAP 3.09%
8 JPRE 2.94%
9 GRNR 2.93%
10 WREI 2.59%
11 HFGIC 2.56%
12 REIT 2.48%
13 SPDV 1.97%
14 RIET 1.84%
15 SRS 1.56%
16 REK 1.56%
17 REAI 1.53%
18 CRED 1.51%
19 NXTE 1.41%
20 DIVD 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.51M (14.95%) -61.52K
Decreased by -0.26%
Sep 30, 24
2 BlackRock Inc 18.63M (11.85%) 245.69K
Increased by +1.32%
Jun 30, 24
3 NORGES BANK 12.70M (8.07%) 0.00
Increased by 0.00%
Jun 30, 24
4 State Street Corporation 11.31M (7.19%) -798.34K
Decreased by -7.06%
Mar 31, 24
5 State Street Corp 10.92M (6.94%) -393.94K
Decreased by -3.61%
Jun 30, 24
6 Apg Investments Us Inc 7.37M (4.69%) -75.00K
Decreased by -1.02%
Jun 30, 24
7 Capital Research Global Investors 6.56M (4.17%) 2.56K
Increased by +0.04%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 5.52M (3.51%) 961.52K
Increased by +17.40%
Jun 30, 24
9 JPMorgan Chase & Co 5.26M (3.35%) 690.78K
Increased by +13.12%
Jun 30, 24
10 Allspring Global Investments Holdings, LLC 4.46M (2.83%) -46.85K
Decreased by -1.05%
Jun 30, 24
11 Geode Capital Management, LLC 3.84M (2.44%) 79.38K
Increased by +2.07%
Jun 30, 24
12 Arnhold & S. Bleichroeder Advisers, LLC 3.69M (2.35%) -8.33K
Decreased by -0.23%
Sep 30, 24
13 Amvescap Plc. 2.86M (1.82%) -94.49K
Decreased by -3.31%
Jun 30, 24
14 Earnest Partners LLC 2.64M (1.68%) 542.61K
Increased by +20.57%
Jun 30, 24
15 Legal & General Group PLC 2.36M (1.50%) -156.62K
Decreased by -6.63%
Jun 30, 24
16 RIMA MANAGEMENT, LLC 2.35M (1.50%) -259.21K
Decreased by -11.03%
Sep 30, 24
17 CenterSquare Investment Management LLC 2.33M (1.48%) 365.35K
Increased by +15.71%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 2.29M (1.46%) 39.58K
Increased by +1.73%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 2.25M (1.43%) 36.30K
Increased by +1.61%
Sep 30, 24
20 Ameriprise Financial Inc 2.22M (1.41%) 260.89K
Increased by +11.76%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.87M (3.74%) -16.61K
Decreased by -0.28%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.48M (2.85%) -16.14K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.85M (2.45%) 44.03K
Increased by +1.14%
Oct 31, 24
4 Allspring Special Mid Cap Value Inst 3.72M (2.36%) 0.00
Increased by 0.00%
Oct 31, 24
5 Allspring Special US Mid Cap Value Eq 3.72M (2.36%) 266.05K
Increased by +7.16%
Sep 30, 24
6 Vanguard Small Cap Index 3.56M (2.27%) 6.98K
Increased by +0.20%
Oct 31, 24
7 American Funds Income Fund of Amer A 3.50M (2.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 Allspring Mid Value SMA 3.45M (2.19%) 3.45M
Increased by +99.99%
Jun 30, 24
9 American Funds Capital Income Bldr A 3.00M (1.91%) 0.00
Increased by 0.00%
Sep 30, 23
10 First Eagle Global A 2.47M (1.57%) 0.00
Increased by 0.00%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 2.41M (1.53%) -832.00
Decreased by -0.03%
Oct 31, 24
12 Fidelity 500 Index 1.79M (1.14%) 6.02K
Increased by +0.34%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 1.77M (1.13%) 9.29K
Increased by +0.52%
Oct 31, 24
14 Fidelity® 500 Index 1.68M (1.07%) 10.70K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 1.66M (1.05%) -3.70K
Decreased by -0.22%
Apr 30, 24
16 Invesco S&P 500® Equal Weight ETF 1.62M (1.03%) 7.48K
Increased by +0.46%
Oct 31, 24
17 iShares Core S&P 500 ETF 1.62M (1.03%) 2.49K
Increased by +0.15%
Oct 31, 24
18 Vanguard Mid Cap Index Institutional 1.60M (1.02%) -1.36K
Decreased by -0.08%
Nov 30, 23
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.39M (0.88%) -337.70K
Decreased by -24.33%
Sep 30, 24
20 JPM US Mid Cap Value-Composite 1.28M (0.82%) -24.67K
Decreased by -1.92%
Dec 31, 23