Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.53%
2 PSR 4.84%
3 IRET 3.86%
4 REIT 3.06%
5 FOVL 2.60%
6 PRVT 2.51%
7 JPRE 1.90%
8 GBLD 1.76%
9 PPTY 1.42%
10 RFV 1.25%
11 WTRE 1.24%
12 ERTH 1.06%
13 DRW 1.02%
14 GRNR 0.91%
15 XMVM 0.90%
16 CRED 0.88%
17 PZD 0.88%
18 GQRE 0.65%
19 WREI 0.53%
20 RWR 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.82M (14.35%) -41.16K
Decreased by -0.17%
Sep 30, 24
2 BlackRock Inc 20.68M (12.46%) -498.15K
Decreased by -2.41%
Sep 30, 24
3 Principal Financial Group Inc 13.49M (8.13%) 1.35M
Increased by +10.01%
Dec 31, 24
4 Apg Investments Us Inc 7.83M (4.72%) -129.93K
Decreased by -1.66%
Sep 30, 24
5 State Street Corporation 7.69M (4.64%) -763.73K
Decreased by -9.93%
Mar 31, 24
6 State Street Corp 7.61M (4.58%) 48.67K
Increased by +0.64%
Sep 30, 24
7 CenterSquare Investment Management LLC 5.02M (3.02%) 57.45K
Increased by +1.15%
Sep 30, 24
8 Citadel Advisors Llc 4.49M (2.71%) -198.60K
Decreased by -4.42%
Jun 30, 24
9 JPMorgan Chase & Co 3.50M (2.11%) 619.14K
Increased by +17.69%
Sep 30, 24
10 Weiss Multi-Strategy Advisers Llc 3.32M (2.00%) 673.90K
Increased by +20.27%
Dec 31, 23
11 Geode Capital Management, LLC 2.86M (1.73%) 36.73K
Increased by +1.28%
Sep 30, 24
12 Charles Schwab Investment Management Inc 2.68M (1.61%) 189.41K
Increased by +7.07%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.50M (1.51%) -1.39M
Decreased by -55.50%
Jun 30, 24
14 Massachusetts Financial Services Company 2.34M (1.41%) 2.28M
Increased by +97.41%
Sep 30, 24
15 Alyeska Investment Group, L.P. 2.33M (1.41%) 1.04M
Increased by +44.75%
Sep 30, 24
16 Jennison Associates LLC 2.20M (1.33%) -3.91K
Decreased by -0.18%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.20M (1.33%) -14.40K
Decreased by -0.65%
Sep 30, 24
18 PGGM Investments 2.05M (1.23%) 50.96K
Increased by +2.49%
Sep 30, 23
19 Balyasny Asset Management LLC 2.02M (1.22%) -981.40K
Decreased by -48.51%
Sep 30, 24
20 Millennium Management LLC 1.93M (1.16%) 1.90M
Increased by +98.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.86M (3.53%) 7.05K
Increased by +0.12%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 5.46M (3.29%) -1.42K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.09M (3.06%) 381.04K
Increased by +7.49%
Dec 31, 24
4 Vanguard Small Cap Index 4.12M (2.48%) 279.13K
Increased by +6.78%
Dec 31, 24
5 Principal Real Estate Securities R5 3.69M (2.22%) 508.06K
Increased by +13.76%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.73M (1.65%) 137.29K
Increased by +5.02%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.53%) 274.32K
Increased by +10.82%
Dec 31, 24
8 Vanguard Strategic Equity Inv 1.70M (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
9 SPDR® S&P MIDCAP 400 ETF Trust 1.39M (0.84%) 160.91K
Increased by +11.54%
Dec 31, 24
10 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.23M (0.74%) -1.00
Decreased by -0.00%
Dec 31, 24
11 AEW Global Diversified REIT (EPRA) 1.13M (0.68%) -289.95K
Decreased by -25.65%
Dec 31, 23
12 Jennison SMid Cap Core Equity 1.08M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
13 PGIM Jennison Small Company A 1.08M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
14 Principal US REIT Fund Tr-II 988.42K (0.60%) 163.43K
Increased by +16.53%
Dec 31, 24
15 iShares S&P Mid-Cap 400 Value ETF 982.52K (0.59%) 2.19K
Increased by +0.22%
Jan 31, 25
16 Vanguard Real Estate II Index 979.53K (0.59%) 8.67K
Increased by +0.89%
Dec 31, 24
17 Schwab US REIT ETF™ 957.22K (0.58%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity Extended Market Index 927.48K (0.56%) 77.52K
Increased by +8.36%
Dec 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 924.87K (0.56%) -8.13K
Decreased by -0.88%
Dec 31, 24
20 Heitman US RES Total Return 916.65K (0.55%) 296.05K
Increased by +32.30%
Mar 31, 24