Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.30%
2 GBLD 4.59%
3 UTRN 4.18%
4 JRE 3.44%
5 RSPR 3.41%
6 EWRE 3.26%
7 ICAP 3.20%
8 GRNR 2.93%
9 WREI 2.59%
10 HFGIC 2.56%
11 REIT 2.48%
12 JPRE 2.31%
13 SPDV 2.03%
14 REK 1.56%
15 SRS 1.56%
16 REAI 1.56%
17 RIET 1.51%
18 CRED 1.49%
19 DIVD 1.45%
20 SPYD 1.40%

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 11.31M (7.19%) 386.03K
Increased by +3.41%
Sep 30, 24
6 Apg Investments Us Inc 7.35M (4.67%) -17.31K
Decreased by -0.24%
Sep 30, 24
7 Capital Research Global Investors 6.56M (4.17%) 2.56K
Increased by +0.04%
Sep 30, 23
8 JPMorgan Chase & Co 4.80M (3.05%) -469.33K
Decreased by -9.79%
Sep 30, 24
9 Allspring Global Investments Holdings, LLC 4.63M (2.94%) 171.66K
Increased by +3.71%
Sep 30, 24
10 Geode Capital Management, LLC 3.85M (2.45%) 15.15K
Increased by +0.39%
Sep 30, 24
11 Arnhold & S. Bleichroeder Advisers, LLC 3.69M (2.35%) -8.33K
Decreased by -0.23%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.00M (1.91%) -2.52M
Decreased by -84.02%
Sep 30, 24
13 Earnest Partners LLC 2.65M (1.69%) 14.40K
Increased by +0.54%
Sep 30, 24
14 CenterSquare Investment Management LLC 2.53M (1.61%) 205.16K
Increased by +8.11%
Sep 30, 24
15 RIMA MANAGEMENT, LLC 2.35M (1.50%) -259.21K
Decreased by -11.03%
Sep 30, 24
16 Legal & General Group PLC 2.35M (1.49%) -15.06K
Decreased by -0.64%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 2.29M (1.46%) 39.58K
Increased by +1.73%
Sep 30, 24
18 Amvescap Plc. 2.28M (1.45%) -579.36K
Decreased by -25.42%
Sep 30, 24
19 Bank of America Corp 2.26M (1.44%) 309.01K
Increased by +13.68%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.25M (1.43%) 36.30K
Increased by +1.61%
Sep 30, 24

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 SPDR® S&P 500® ETF Trust 1.80M (1.14%) 10.66K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 1.78M (1.13%) -2.93K
Decreased by -0.16%
Oct 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.72M (1.09%) 2.42K
Increased by +0.14%
Nov 29, 24
15 Fidelity® 500 Index 1.68M (1.07%) 10.70K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 1.66M (1.05%) -3.70K
Decreased by -0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 1.64M (1.05%) 0.00
Increased by 0.00%
Nov 30, 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%) 0.00
Increased by 0.00%
Oct 31, 24
20 JPM US Mid Cap Value-Composite 1.28M (0.82%) -24.67K
Decreased by -1.92%
Dec 31, 23