Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 6.63%
2 PSR 4.84%
3 REIT 3.03%
4 FOVL 2.60%
5 PRVT 2.51%
6 GBLD 1.80%
7 PPTY 1.54%
8 JPRE 1.44%
9 WTRE 1.26%
10 RFV 1.23%
11 ERTH 1.12%
12 DRW 1.02%
13 GRNR 0.91%
14 PZD 0.88%
15 CRED 0.83%
16 GQRE 0.63%
17 AFMC 0.56%
18 WREI 0.53%
19 REK 0.48%
20 SRS 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.82M (15.80%) -41.16K
Decreased by -0.17%
Sep 30, 24
2 BlackRock Inc 21.18M (14.05%) -126.68K
Decreased by -0.60%
Jun 30, 24
3 Principal Financial Group Inc 12.14M (8.05%) 458.39K
Increased by +3.78%
Sep 30, 24
4 Apg Investments Us Inc 7.96M (5.28%) 0.00
Increased by 0.00%
Jun 30, 24
5 State Street Corporation 7.69M (5.10%) -763.73K
Decreased by -9.93%
Mar 31, 24
6 State Street Corp 7.56M (5.01%) -133.76K
Decreased by -1.77%
Jun 30, 24
7 CenterSquare Investment Management LLC 4.96M (3.29%) 59.04K
Increased by +1.19%
Jun 30, 24
8 Citadel Advisors Llc 4.49M (2.98%) -198.60K
Decreased by -4.42%
Jun 30, 24
9 Weiss Multi-Strategy Advisers Llc 3.32M (2.21%) 673.90K
Increased by +20.27%
Dec 31, 23
10 Balyasny Asset Management LLC 3.00M (1.99%) 480.01K
Increased by +15.98%
Jun 30, 24
11 Geode Capital Management, LLC 2.83M (1.88%) 64.02K
Increased by +2.26%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 2.50M (1.66%) -1.39M
Decreased by -55.50%
Jun 30, 24
13 Charles Schwab Investment Management Inc 2.49M (1.65%) 82.52K
Increased by +3.32%
Sep 30, 24
14 Massachusetts Financial Services Company 2.34M (1.55%) 2.28M
Increased by +97.41%
Sep 30, 24
15 Jennison Associates LLC 2.21M (1.46%) 302.31K
Increased by +13.71%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 2.20M (1.46%) -14.40K
Decreased by -0.65%
Sep 30, 24
17 PGGM Investments 2.05M (1.36%) 50.96K
Increased by +2.49%
Sep 30, 23
18 Millennium Management LLC 1.93M (1.28%) 1.90M
Increased by +98.38%
Sep 30, 23
19 AEW Capital Management LP 1.75M (1.16%) -443.86K
Decreased by -25.41%
Dec 31, 23
20 Goldman Sachs Group Inc 1.73M (1.15%) 799.18K
Increased by +46.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.99M (3.97%) -17.26K
Decreased by -0.29%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 4.79M (3.18%) 2.59K
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.72M (3.13%) -23.15K
Decreased by -0.49%
Oct 31, 24
4 Vanguard Small Cap Index 3.81M (2.53%) 7.45K
Increased by +0.20%
Oct 31, 24
5 Principal Real Estate Securities R5 3.16M (2.10%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 2.58M (1.71%) -888.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.27M (1.50%) -53.05K
Decreased by -2.34%
Sep 30, 24
8 Vanguard Strategic Equity Inv 1.70M (1.13%) 184.37K
Increased by +10.83%
Sep 30, 24
9 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.22M (0.81%) -899.60K
Decreased by -73.74%
Sep 30, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 1.20M (0.79%) -17.62K
Decreased by -1.47%
Oct 31, 24
11 AEW Global Diversified REIT (EPRA) 1.13M (0.75%) -289.95K
Decreased by -25.65%
Dec 31, 23
12 Jennison SMid Cap Core Equity 1.08M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
13 PGIM Jennison Small Company A 1.08M (0.72%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Real Estate II Index 977.19K (0.65%) 1.70K
Increased by +0.17%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 933.00K (0.62%) -33.50K
Decreased by -3.59%
Oct 31, 24
16 Heitman US RES Total Return 916.65K (0.61%) 296.05K
Increased by +32.30%
Mar 31, 24
17 Fidelity Extended Market Index 893.15K (0.59%) -26.99K
Decreased by -3.02%
Sep 30, 24
18 Schwab US REIT ETF™ 871.75K (0.58%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity® Extended Market Index 843.92K (0.56%) -17.77K
Decreased by -2.11%
Nov 30, 23
20 MFS New Discovery Value I 841.22K (0.56%) -9.54K
Decreased by -1.13%
Sep 30, 24