Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEMG 861.74%
2 CRBN 4.77%
3 INDS 4.68%
4 DTRE 4.30%
5 FFR 4.29%
6 JRE 4.03%
7 SPRE 3.68%
8 JPRE 2.88%
9 VNMC 2.54%
10 RORE 2.54%
11 SRHR 2.39%
12 PSR 2.30%
13 GRI_old 2.22%
14 WTRE 2.02%
15 HDGE 1.98%
16 DRW 1.81%
17 ROOF 1.58%
18 REAI 1.56%
19 EVSTC_old 1.50%
20 PXMG 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.92M (14.23%) 19.82K
Increased by +0.29%
Sep 30, 24
2 BlackRock Inc 5.82M (11.97%) 335.91K
Increased by +5.77%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 3.20M (6.58%) 10.47K
Increased by +0.33%
Jun 30, 24
4 State Street Corporation 2.39M (4.91%) -155.48K
Decreased by -6.52%
Mar 31, 24
5 State Street Corp 2.38M (4.89%) -7.58K
Decreased by -0.32%
Jun 30, 24
6 FMR Inc 1.56M (3.20%) 629.83K
Increased by +40.42%
Sep 30, 24
7 JPMorgan Chase & Co 1.17M (2.42%) 166.12K
Increased by +14.15%
Jun 30, 24
8 T. Rowe Price Investment Management,Inc. 1.14M (2.35%) -237.25K
Decreased by -20.80%
Sep 30, 24
9 Nuveen Asset Management, LLC 1.09M (2.25%) 2.56K
Increased by +0.23%
Jun 30, 24
10 T. Rowe Price Associates, Inc. 1.01M (2.08%) 37.60K
Increased by +3.71%
Jun 30, 24
11 Deutsche Bank AG 997.00K (2.05%) 60.46K
Increased by +6.06%
Jun 30, 24
12 Boston Partners Global Investors, Inc 953.06K (1.96%) -672.00
Decreased by -0.07%
Jun 30, 24
13 Geode Capital Management, LLC 888.78K (1.83%) 36.29K
Increased by +4.08%
Jun 30, 24
14 Goldman Sachs Group Inc 753.12K (1.55%) 311.87K
Increased by +41.41%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 721.29K (1.48%) -6.80K
Decreased by -0.94%
Sep 30, 24
16 NORGES BANK 695.24K (1.43%) 128.98K
Increased by +18.55%
Jun 30, 24
17 Wellington Management Company LLP 679.84K (1.40%) -15.37K
Decreased by -2.26%
Dec 31, 23
18 Charles Schwab Investment Management Inc 639.80K (1.32%) 22.33K
Increased by +3.49%
Sep 30, 24
19 Balyasny Asset Management LLC 569.28K (1.17%) 306.84K
Increased by +53.90%
Jun 30, 24
20 Eagle Asset Management, Inc. 546.33K (1.12%) -84.66K
Decreased by -15.50%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.90M (3.90%) -5.60K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.55M (3.18%) -4.09K
Decreased by -0.26%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 1.53M (3.15%) 832.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Small Cap Index 1.22M (2.51%) 2.40K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 825.68K (1.70%) -284.00
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 725.52K (1.49%) -9.64K
Decreased by -1.33%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 579.71K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Small-Cap Stock 473.70K (0.97%) -77.90K
Decreased by -16.45%
Mar 31, 24
9 T. Rowe Price US Small-Cap Core Equity 473.70K (0.97%) -77.90K
Decreased by -16.45%
Mar 31, 24
10 T. Rowe Price Small-Cap Value 466.58K (0.96%) -4.22K
Decreased by -0.90%
Sep 30, 24
11 T. Rowe Price Real Assets Tr I-Z 449.60K (0.92%) -667.00
Decreased by -0.15%
Sep 30, 24
12 VIP Mid Cap Initial 396.30K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
13 Bridge Builder Small/Mid Cap Value 391.37K (0.80%) 106.57K
Increased by +27.23%
Oct 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 382.64K (0.79%) -5.64K
Decreased by -1.47%
Oct 31, 24
15 Calvert US Small-Cap Strategy 372.38K (0.77%) 0.00
Increased by 0.00%
Jun 30, 24
16 Calvert Small-Cap A 346.88K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
17 Cohen & Steers Real Estate Opportunities 333.38K (0.69%) 333.38K
Increased by +100.00%
Sep 30, 24
18 Cohen & Steers Real Estate Securities A 333.38K (0.69%) 333.38K
Increased by +100.00%
Sep 30, 24
19 DWS Global Real Estate Sec Focus Comp 330.19K (0.68%) 4.58K
Increased by +1.39%
Dec 31, 23
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 326.01K (0.67%) 0.00
Increased by 0.00%
Aug 31, 24