Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 17.10%
2 SRHR 14.83%
3 SPRE 13.38%
4 VPN 13.35%
5 DTCR 13.35%
6 JRE 10.96%
7 IDGT 10.01%
8 REIT 9.72%
9 IGN 9.72%
10 PSR 9.49%
11 JPRE 8.93%
12 XLRE 8.39%
13 RWR 8.31%
14 DTRE 7.84%
15 FRI 7.65%
16 USRT 7.62%
17 FFR 7.61%
18 CRED 7.51%
19 BYTE 7.20%
20 DFAR 6.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.58M (13.08%) -1.37K
Decreased by -0.01%
Sep 30, 24
2 BlackRock Inc 9.86M (10.25%) 421.05K
Increased by +4.27%
Jun 30, 24
3 State Street Corp 5.83M (6.06%) 81.94K
Increased by +1.41%
Sep 30, 24
4 State Street Corporation 5.79M (6.03%) -400.86K
Decreased by -6.92%
Mar 31, 24
5 Cohen & Steers Inc 2.72M (2.83%) 340.00K
Increased by +12.49%
Sep 30, 24
6 Geode Capital Management, LLC 2.35M (2.44%) 33.28K
Increased by +1.42%
Sep 30, 24
7 FMR Inc 2.18M (2.27%) -87.28K
Decreased by -4.00%
Sep 30, 24
8 Principal Financial Group Inc 1.89M (1.97%) 5.91K
Increased by +0.31%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 1.89M (1.96%) 338.11K
Increased by +17.91%
Sep 30, 24
10 Goldman Sachs Group Inc 1.75M (1.82%) 938.54K
Increased by +53.68%
Dec 31, 23
11 Capital Research & Mgmt Co - Division 3 1.46M (1.52%) -687.27K
Decreased by -47.02%
Sep 30, 24
12 NORGES BANK 1.43M (1.49%) -524.74K
Decreased by -36.70%
Jun 30, 24
13 Wellington Management Company LLP 1.40M (1.46%) -99.96K
Decreased by -7.13%
Sep 30, 24
14 Apg Investments Us Inc 1.40M (1.46%) -7.40K
Decreased by -0.53%
Sep 30, 24
15 Legal & General Group PLC 1.36M (1.42%) 38.72K
Increased by +2.84%
Sep 30, 24
16 JPMorgan Chase & Co 1.32M (1.37%) 200.65K
Increased by +15.21%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.31M (1.36%) -25.28K
Decreased by -1.93%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.24M (1.29%) -1.07M
Decreased by -85.86%
Sep 30, 24
19 Charles Schwab Investment Management Inc 1.13M (1.18%) 53.73K
Increased by +4.74%
Sep 30, 24
20 Bank of America Corp 1.13M (1.18%) 206.43K
Increased by +18.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.64M (3.78%) -9.90K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.00M (3.12%) -10.63K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 2.52M (2.62%) 29.94K
Increased by +1.19%
Oct 31, 24
4 Fidelity 500 Index 1.17M (1.21%) -2.06K
Decreased by -0.18%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 1.16M (1.21%) -6.50K
Decreased by -0.56%
Nov 27, 24
6 SPDR® S&P 500 ETF Trust 1.13M (1.18%) -8.85K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 1.09M (1.13%) 6.94K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.07M (1.11%) 3.30K
Increased by +0.31%
Nov 27, 24
9 Vanguard Growth Index Investor 996.25K (1.04%) 6.10K
Increased by +0.61%
Oct 31, 24
10 The Real Estate Select Sector SPDR® 653.25K (0.68%) 3.93K
Increased by +0.60%
Nov 27, 24
11 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 632.23K (0.66%) 0.00
Increased by 0.00%
Aug 31, 24
12 Vanguard Real Estate II Index 609.59K (0.63%) 825.00
Increased by +0.14%
Oct 31, 24
13 American Funds Capital Income Bldr A 606.31K (0.63%) -284.58K
Decreased by -46.94%
Dec 31, 23
14 Vanguard Institutional Index I 603.36K (0.63%) -172.00
Decreased by -0.03%
Oct 31, 24
15 Fidelity US REIT Mother Fund 587.70K (0.61%) -52.90K
Decreased by -9.00%
Mar 15, 24
16 Real Estate Select Sector SPDR® 572.62K (0.60%) -1.67K
Decreased by -0.29%
Mar 28, 24
17 Principal Real Estate Securities R5 560.46K (0.58%) 7.28K
Increased by +1.30%
Oct 31, 24
18 Schwab US REIT ETF™ 541.37K (0.56%) 0.00
Increased by 0.00%
Nov 28, 24
19 DFA Real Estate Securities I 524.70K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Funds American Balanced A 523.13K (0.54%) -119.19K
Decreased by -22.78%
Sep 30, 24