Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 10.65%
2 UTRN 4.02%
3 REIT 3.93%
4 EWO 3.80%
5 EWO 3.66%
6 WTRE 3.62%
7 REZ 3.33%
8 RSPR 3.10%
9 DRW 3.06%
10 DIVP 2.87%
11 SMHB 2.87%
12 EWRE 2.78%
13 PSR 2.61%
14 CRED 2.61%
15 AREA 2.39%
16 RITA 2.11%
17 GQRE 2.01%
18 SRHR 2.01%
19 SPDV 1.71%
20 REAI 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 112.15M (16.11%) -766.81K
Decreased by -0.68%
Sep 30, 24
2 BlackRock Inc 77.04M (11.07%) -1.88M
Decreased by -2.45%
Jun 30, 24
3 State Street Corp 47.82M (6.87%) 404.08K
Increased by +0.85%
Sep 30, 24
4 State Street Corporation 41.14M (5.91%) 1.64M
Increased by +3.99%
Dec 31, 23
5 JPMorgan Chase & Co 21.03M (3.02%) 3.58M
Increased by +17.03%
Sep 30, 24
6 Amvescap Plc. 20.38M (2.93%) -1.91M
Decreased by -9.35%
Sep 30, 24
7 Geode Capital Management, LLC 17.72M (2.55%) -120.19K
Decreased by -0.68%
Sep 30, 24
8 Fuller & Thaler Asset Management Inc 15.62M (2.24%) -404.93K
Decreased by -2.59%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 13.05M (1.88%) -13.05M
Decreased by -100.00%
Sep 30, 24
10 Legal & General Group PLC 12.38M (1.78%) -101.88K
Decreased by -0.82%
Sep 30, 24
11 Resolution Capital Limited 11.52M (1.65%) -153.22K
Decreased by -1.33%
Dec 31, 23
12 CenterSquare Investment Management LLC 10.82M (1.55%) 416.68K
Increased by +3.85%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 10.36M (1.49%) -14.20K
Decreased by -0.14%
Sep 30, 24
14 Charles Schwab Investment Management Inc 10.10M (1.45%) 361.04K
Increased by +3.57%
Sep 30, 24
15 NORGES BANK 9.16M (1.32%) -917.96K
Decreased by -10.02%
Jun 30, 24
16 American Century Companies Inc 9.13M (1.31%) 104.60K
Increased by +1.15%
Dec 31, 23
17 AllianceBernstein L.P. 9.00M (1.29%) -393.42K
Decreased by -4.37%
Sep 30, 23
18 Cullen Capital Management, LLC 8.84M (1.27%) 2.33M
Increased by +26.33%
Sep 30, 24
19 Northern Trust Corp 7.94M (1.14%) -548.21K
Decreased by -6.91%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 7.68M (1.10%) 6.34M
Increased by +82.56%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 27.71M (3.98%) -799.00
Decreased by -0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 22.20M (3.19%) -70.30K
Decreased by -0.32%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 18.65M (2.68%) 215.60K
Increased by +1.16%
Oct 31, 24
4 FullerThaler Behavioral Small-Cap Value 13.54M (1.95%) -2.29K
Decreased by -0.02%
Sep 30, 24
5 Undiscovered Managers Behavioral Val L 12.89M (1.85%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 8.77M (1.26%) 17.15K
Increased by +0.20%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 8.65M (1.24%) -48.02K
Decreased by -0.55%
Nov 27, 24
8 Fidelity 500 Index 8.65M (1.24%) -18.88K
Decreased by -0.22%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 8.37M (1.20%) 18.90K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 7.94M (1.14%) 24.54K
Increased by +0.31%
Nov 27, 24
11 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.12%) -27.96K
Decreased by -0.36%
Sep 30, 23
12 Vanguard Mid Cap Index Institutional 7.42M (1.07%) 13.57K
Increased by +0.18%
Oct 31, 24
13 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24
14 Invesco S&P 500® Equal Weight ETF 6.08M (0.87%) 44.35K
Increased by +0.73%
Nov 27, 24
15 Vanguard Small Cap Value Index Inv 5.92M (0.85%) -2.04K
Decreased by -0.03%
Oct 31, 24
16 iShares Russell 2000 ETF 5.86M (0.84%) -106.93K
Decreased by -1.82%
Jan 31, 24
17 American Century Mid Cap Value Inv 5.64M (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
18 American Century U.S. Mid Cap Value 5.64M (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
19 AMOne Shinko US-REIT Open 5.23M (0.75%) -320.04K
Decreased by -6.12%
Mar 5, 24
20 The Real Estate Select Sector SPDR® 4.83M (0.69%) 29.04K
Increased by +0.60%
Nov 27, 24