Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.49%
2 GBLD 4.71%
3 UTRN 4.18%
4 RSPR 3.63%
5 ICAP 3.39%
6 JRE 3.32%
7 EWRE 3.26%
8 JPRE 3.23%
9 GRNR 2.93%
10 WREI 2.59%
11 HFGIC 2.56%
12 REIT 2.48%
13 SPDV 2.18%
14 RIET 1.93%
15 REAI 1.62%
16 SRS 1.56%
17 REK 1.56%
18 DIVD 1.51%
19 SPYD 1.47%
20 CRED 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.57M (15.01%) 122.58K
Increased by +0.52%
Mar 31, 24
2 BlackRock Inc 18.38M (11.70%) -193.37K
Decreased by -1.05%
Mar 31, 24
3 NORGES BANK 12.70M (8.08%) 0.00
Increased by 0.00%
Dec 31, 23
4 State Street Corporation 11.31M (7.20%) -798.34K
Decreased by -7.06%
Mar 31, 24
5 Apg Investments Us Inc 7.44M (4.74%) 0.00
Increased by 0.00%
Mar 31, 24
6 Capital Research Global Investors 6.56M (4.18%) 2.56K
Increased by +0.04%
Sep 30, 23
7 JPMorgan Chase & Co 4.57M (2.91%) -1.30M
Decreased by -28.33%
Mar 31, 24
8 Allspring Global Investments Holdings, LLC 4.50M (2.87%) 166.10K
Increased by +3.69%
Mar 31, 24
9 Geode Capital Management, LLC 3.76M (2.39%) 119.63K
Increased by +3.18%
Mar 31, 24
10 Arnhold & S. Bleichroeder Advisers, LLC 3.73M (2.37%) -1.87K
Decreased by -0.05%
Mar 31, 24
11 Amvescap Plc. 2.95M (1.88%) 794.93K
Increased by +26.92%
Mar 31, 24
12 RIMA MANAGEMENT, LLC 2.57M (1.64%) -261.25K
Decreased by -10.15%
Mar 31, 24
13 Legal & General Group PLC 2.52M (1.60%) 4.47K
Increased by +0.18%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 2.28M (1.45%) 83.84K
Increased by +3.67%
Mar 31, 24
15 Ameriprise Financial Inc 2.22M (1.41%) 260.89K
Increased by +11.76%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.21M (1.41%) -16.49K
Decreased by -0.75%
Mar 31, 24
17 Charles Schwab Investment Management Inc 2.11M (1.34%) 54.80K
Increased by +2.60%
Mar 31, 24
18 Earnest Partners LLC 2.09M (1.33%) 480.96K
Increased by +22.96%
Mar 31, 24
19 CenterSquare Investment Management LLC 1.96M (1.25%) -26.70K
Decreased by -1.36%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 1.96M (1.25%) -22.46K
Decreased by -1.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.99M (3.81%) -3.77K
Decreased by -0.06%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.49M (2.86%) 83.86K
Increased by +1.87%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 3.71M (2.36%) 7.01K
Increased by +0.19%
Jun 30, 24
4 Vanguard Small Cap Index 3.55M (2.26%) -51.50K
Decreased by -1.45%
Jun 30, 24
5 American Funds Income Fund of Amer A 3.50M (2.23%) 0.00
Increased by 0.00%
Sep 30, 23
6 Allspring Mid Value SMA 3.45M (2.20%) 3.45M
Increased by +99.99%
Jun 30, 24
7 Allspring Special Mid Cap Value Inst 3.45M (2.20%) 7.20K
Increased by +0.21%
Jun 30, 24
8 Allspring Special US Mid Cap Value Eq 3.45M (2.20%) -42.50K
Decreased by -1.23%
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%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 2.39M (1.52%) -22.23K
Decreased by -0.93%
Jun 30, 24
12 Fidelity 500 Index 1.76M (1.12%) 8.92K
Increased by +0.51%
May 31, 24
13 Invesco S&P 500® Equal Weight ETF 1.75M (1.11%) 6.78K
Increased by +0.39%
Jun 28, 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 1.68M (1.07%) 16.25K
Increased by +0.97%
Jun 30, 24
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.67M (1.06%) 28.48K
Increased by +1.71%
May 31, 24
17 SPDR® S&P 500 ETF Trust 1.66M (1.06%) -3.70K
Decreased by -0.22%
Apr 30, 24
18 Vanguard Mid Cap Index Institutional 1.60M (1.02%) -1.36K
Decreased by -0.08%
Nov 30, 23
19 iShares Core S&P 500 ETF 1.54M (0.98%) 7.83K
Increased by +0.51%
Jun 28, 24
20 JPM US Mid Cap Value-Composite 1.28M (0.82%) -24.67K
Decreased by -1.92%
Dec 31, 23