Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.60%
2 UTRN 4.18%
3 GBLD 4.05%
4 EWRE 3.26%
5 JRE 3.17%
6 RSPR 2.96%
7 GRNR 2.93%
8 ICAP 2.76%
9 WREI 2.59%
10 HFGIC 2.56%
11 REIT 2.48%
12 SPDV 1.78%
13 SRS 1.56%
14 REK 1.56%
15 REAI 1.48%
16 CRED 1.46%
17 RIET 1.35%
18 JPRE 1.29%
19 DIVD 1.21%
20 SPYD 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.51M (16.26%) -61.52K
Decreased by -0.26%
Sep 30, 24
2 BlackRock Inc 19.01M (13.15%) 384.51K
Increased by +2.02%
Sep 30, 24
3 NORGES BANK 12.70M (8.78%) 0.00
Increased by 0.00%
Jun 30, 24
4 State Street Corporation 11.31M (7.82%) -798.34K
Decreased by -7.06%
Mar 31, 24
5 State Street Corp 11.31M (7.82%) 386.03K
Increased by +3.41%
Sep 30, 24
6 Apg Investments Us Inc 7.35M (5.08%) -17.31K
Decreased by -0.24%
Sep 30, 24
7 Capital Research Global Investors 6.56M (4.54%) 2.56K
Increased by +0.04%
Sep 30, 23
8 JPMorgan Chase & Co 4.80M (3.32%) -469.33K
Decreased by -9.79%
Sep 30, 24
9 Allspring Global Investments Holdings, LLC 4.63M (3.20%) 171.66K
Increased by +3.71%
Sep 30, 24
10 Geode Capital Management, LLC 3.85M (2.66%) 15.15K
Increased by +0.39%
Sep 30, 24
11 Arnhold & S. Bleichroeder Advisers, LLC 3.69M (2.55%) -8.33K
Decreased by -0.23%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.00M (2.08%) -2.52M
Decreased by -84.02%
Sep 30, 24
13 Earnest Partners LLC 2.65M (1.83%) 14.40K
Increased by +0.54%
Sep 30, 24
14 CenterSquare Investment Management LLC 2.53M (1.75%) 205.16K
Increased by +8.11%
Sep 30, 24
15 RIMA MANAGEMENT, LLC 2.35M (1.63%) -259.21K
Decreased by -11.03%
Sep 30, 24
16 Legal & General Group PLC 2.35M (1.62%) -15.06K
Decreased by -0.64%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 2.29M (1.59%) 39.58K
Increased by +1.73%
Sep 30, 24
18 Amvescap Plc. 2.28M (1.58%) -579.36K
Decreased by -25.42%
Sep 30, 24
19 Bank of America Corp 2.26M (1.56%) 309.01K
Increased by +13.68%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.25M (1.56%) 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 5.78M (4.00%) 5.85K
Increased by +0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.47M (3.09%) 3.81K
Increased by +0.09%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.94M (2.73%) 34.86K
Increased by +0.88%
Dec 31, 24
4 Allspring Mid Value SMA 3.72M (2.57%) 3.72M
Increased by +99.99%
Dec 31, 24
5 Allspring Special Mid Cap Value Inst 3.72M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
6 Allspring Special US Mid Cap Value Eq 3.72M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Index 3.62M (2.51%) 37.71K
Increased by +1.04%
Dec 31, 24
8 American Funds Income Fund of Amer A 3.50M (2.42%) 0.00
Increased by 0.00%
Sep 30, 23
9 American Funds Capital Income Bldr A 3.00M (2.07%) 0.00
Increased by 0.00%
Sep 30, 23
10 First Eagle Global A 2.47M (1.71%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 2.41M (1.66%) -18.85K
Decreased by -0.78%
Dec 31, 24
12 Invesco S&P 500® Equal Weight ETF 1.88M (1.30%) 2.07K
Increased by +0.11%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 1.83M (1.27%) 21.24K
Increased by +1.16%
Dec 31, 24
14 Fidelity 500 Index 1.80M (1.24%) 12.21K
Increased by +0.68%
Nov 30, 24
15 iShares Core S&P 500 ETF 1.71M (1.18%) 1.20K
Increased by +0.07%
Dec 31, 24
16 Fidelity® 500 Index 1.68M (1.16%) 10.70K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500 ETF Trust 1.66M (1.15%) -3.70K
Decreased by -0.22%
Apr 30, 24
18 Vanguard Mid Cap Index Institutional 1.60M (1.11%) -1.36K
Decreased by -0.08%
Nov 30, 23
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.40M (0.97%) 11.95K
Increased by +0.85%
Nov 30, 24
20 JPM US Mid Cap Value-Composite 1.28M (0.89%) -24.67K
Decreased by -1.92%
Dec 31, 23