Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 6.74%
2 PSR 4.84%
3 REIT 3.11%
4 FOVL 2.60%
5 PRVT 2.51%
6 IRET 1.89%
7 JPRE 1.79%
8 GBLD 1.79%
9 PPTY 1.59%
10 WTRE 1.31%
11 RFV 1.23%
12 ERTH 1.08%
13 DRW 1.02%
14 GRNR 0.91%
15 PZD 0.88%
16 CRED 0.83%
17 GQRE 0.66%
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 7.83M (5.20%) -129.93K
Decreased by -1.66%
Sep 30, 24
5 State Street Corporation 7.69M (5.10%) -763.73K
Decreased by -9.93%
Mar 31, 24
6 State Street Corp 7.61M (5.05%) 48.67K
Increased by +0.64%
Sep 30, 24
7 CenterSquare Investment Management LLC 5.02M (3.33%) 57.45K
Increased by +1.15%
Sep 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 Geode Capital Management, LLC 2.86M (1.90%) 36.73K
Increased by +1.28%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.50M (1.66%) -1.39M
Decreased by -55.50%
Jun 30, 24
12 Charles Schwab Investment Management Inc 2.49M (1.65%) 82.52K
Increased by +3.32%
Sep 30, 24
13 Massachusetts Financial Services Company 2.34M (1.55%) 2.28M
Increased by +97.41%
Sep 30, 24
14 Alyeska Investment Group, L.P. 2.33M (1.55%) 1.04M
Increased by +44.75%
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 Balyasny Asset Management LLC 2.02M (1.34%) -981.40K
Decreased by -48.51%
Sep 30, 24
19 Millennium Management LLC 1.93M (1.28%) 1.90M
Increased by +98.38%
Sep 30, 23
20 JPMorgan Chase & Co 1.75M (1.16%) 309.57K
Increased by +17.69%
Sep 30, 24

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 4.89M (3.24%) 0.00
Increased by 0.00%
Nov 30, 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 3.18M (2.11%) 20.09K
Increased by +0.63%
Oct 31, 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 2.26M (1.50%) -7.89K
Decreased by -0.35%
Oct 31, 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%) 0.00
Increased by 0.00%
Oct 31, 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%) 0.00
Increased by 0.00%
Nov 30, 24
16 Heitman US RES Total Return 916.65K (0.61%) 296.05K
Increased by +32.30%
Mar 31, 24
17 Schwab US REIT ETF™ 883.91K (0.59%) 1.13K
Increased by +0.13%
Nov 30, 24
18 Fidelity Extended Market Index 848.90K (0.56%) -44.25K
Decreased by -5.21%
Oct 31, 24
19 Fidelity® Extended Market Index 843.92K (0.56%) -17.77K
Decreased by -2.11%
Nov 30, 23
20 iShares S&P Mid-Cap 400 Value ETF 834.53K (0.55%) 0.00
Increased by 0.00%
Nov 30, 24