Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REZ 6.92%
2 JRE 6.08%
3 AREA 6.07%
4 BYRE 5.61%
5 INDS 4.71%
6 UTRN 4.14%
7 SRHR 3.82%
8 REIT 3.81%
9 JPRE 3.73%
10 PSR 3.62%
11 VGSR 3.54%
12 RWR 3.41%
13 EWRE 3.24%
14 XLRE 3.16%
15 RSPR 3.09%
16 FRI 2.91%
17 USRT 2.83%
18 GREI 2.78%
19 DFAR 2.60%
20 IYR 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.61M (16.04%) -16.03K
Decreased by -0.05%
Sep 30, 24
2 Capital World Investors 22.13M (10.57%) 2.54M
Increased by +11.49%
Sep 30, 24
3 BlackRock Inc 21.14M (10.09%) -326.77K
Decreased by -1.55%
Jun 30, 24
4 State Street Corporation 13.44M (6.41%) -460.61K
Decreased by -3.43%
Mar 31, 24
5 State Street Corp 13.16M (6.28%) -271.61K
Decreased by -2.06%
Jun 30, 24
6 Cohen & Steers Inc 8.78M (4.19%) -1.92M
Decreased by -21.86%
Jun 30, 24
7 NORGES BANK 6.81M (3.25%) 429.11K
Increased by +6.30%
Jun 30, 24
8 Principal Financial Group Inc 6.72M (3.21%) -150.50K
Decreased by -2.24%
Sep 30, 24
9 Geode Capital Management, LLC 5.76M (2.75%) 153.62K
Increased by +2.67%
Jun 30, 24
10 Goldman Sachs Group Inc 4.25M (2.03%) 2.14M
Increased by +50.33%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 4.00M (1.91%) 665.23K
Increased by +16.63%
Jun 30, 24
12 Amvescap Plc. 3.83M (1.83%) -61.07K
Decreased by -1.59%
Jun 30, 24
13 Capital Research & Mgmt Co - Division 3 3.66M (1.75%) 2.68K
Increased by +0.07%
Sep 30, 24
14 JPMorgan Chase & Co 3.56M (1.70%) -1.11M
Decreased by -31.13%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 3.11M (1.49%) -14.90K
Decreased by -0.48%
Sep 30, 24
16 FMR Inc 3.08M (1.47%) 557.74K
Increased by +18.12%
Jun 30, 24
17 Massachusetts Financial Services Company 2.96M (1.41%) -589.25K
Decreased by -19.91%
Sep 30, 24
18 Legal & General Group PLC 2.83M (1.35%) -67.11K
Decreased by -2.37%
Jun 30, 24
19 Diamond Hill Capital Management Inc 2.82M (1.35%) -148.13K
Decreased by -5.26%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 2.78M (1.33%) -244.19K
Decreased by -8.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.34M (3.98%) -22.15K
Decreased by -0.27%
Oct 31, 24
2 American Funds Washington Mutual A 7.87M (3.76%) 892.23K
Increased by +11.33%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 7.87M (3.76%) 892.23K
Increased by +11.33%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.71M (3.20%) -24.33K
Decreased by -0.36%
Oct 31, 24
5 Vanguard Institutional 500 Index Trust 5.62M (2.68%) 67.36K
Increased by +1.20%
Oct 31, 24
6 American Funds American Balanced A 5.13M (2.45%) -25.71K
Decreased by -0.50%
Sep 30, 24
7 Vanguard Mid Cap Index Institutional 4.50M (2.15%) 8.16K
Increased by +0.18%
Oct 31, 24
8 American Funds Income Fund of Amer A 3.52M (1.68%) 776.69K
Increased by +22.07%
Sep 30, 24
9 American Funds Fundamental Invs A 3.13M (1.50%) 673.35K
Increased by +21.48%
Sep 30, 24
10 Capital Group Fundamental Invtrs Comp 3.13M (1.50%) 673.35K
Increased by +21.48%
Sep 30, 24
11 American Funds Capital Income Bldr A 2.74M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity 500 Index 2.61M (1.24%) -3.16K
Decreased by -0.12%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 2.58M (1.23%) 13.50K
Increased by +0.52%
Oct 31, 24
14 SPDR® S&P 500 ETF Trust 2.49M (1.19%) -5.38K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.45M (1.17%) 19.49K
Increased by +0.80%
Oct 31, 23
16 iShares Core S&P 500 ETF 2.36M (1.13%) 3.63K
Increased by +0.15%
Oct 31, 24
17 American Funds American Mutual A 2.10M (1.00%) -1.22K
Decreased by -0.06%
Sep 30, 24
18 Capital Group American Mutual Comp 2.10M (1.00%) -1.22K
Decreased by -0.06%
Sep 30, 24
19 Principal Real Estate Securities R5 1.99M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Value Index Inv 1.80M (0.86%) 4.54K
Increased by +0.25%
Oct 31, 24