Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 REET 1000.00%
3 IWB 1000.00%
4 ISCG 1000.00%
5 DTRE 4.57%
6 FFR 4.36%
7 SRHR 4.24%
8 REIT 4.15%
9 INDS 3.89%
10 JRE 3.78%
11 SIL 3.61%
12 SILJ 3.32%
13 SPRE 2.78%
14 RORE 2.69%
15 PRVT 2.51%
16 RITA 2.09%
17 ROOF 1.55%
18 WTRE 1.54%
19 ROBT 1.52%
20 PSR 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.19M (14.60%) 77.27K
Increased by +0.40%
Mar 31, 24
2 BlackRock Inc 15.77M (11.99%) 63.44K
Increased by +0.40%
Mar 31, 24
3 State Street Corporation 6.72M (5.11%) -632.10K
Decreased by -9.40%
Mar 31, 24
4 Blackstone Inc 5.00M (3.80%) 0.00
Increased by 0.00%
Mar 31, 24
5 CenterSquare Investment Management LLC 4.93M (3.75%) 380.81K
Increased by +7.72%
Mar 31, 24
6 Principal Financial Group Inc 3.10M (2.36%) -4.10M
Decreased by -132.38%
Mar 31, 24
7 Macquarie Group Ltd 2.93M (2.23%) 2.48M
Increased by +84.84%
Mar 31, 24
8 AllianceBernstein L.P. 2.41M (1.83%) -92.63K
Decreased by -3.84%
Mar 31, 24
9 Geode Capital Management, LLC 2.40M (1.82%) 87.34K
Increased by +3.64%
Mar 31, 24
10 Charles Schwab Investment Management Inc 2.10M (1.59%) 55.01K
Increased by +2.62%
Mar 31, 24
11 Ameriprise Financial Inc 2.08M (1.58%) -457.31K
Decreased by -21.96%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 2.06M (1.57%) 137.00K
Increased by +6.66%
Mar 31, 24
13 Victory Capital Management Inc. 2.03M (1.54%) 173.00K
Increased by +8.53%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 1.91M (1.45%) -5.54K
Decreased by -0.29%
Mar 31, 24
15 Millennium Management LLC 1.76M (1.34%) 1.13M
Increased by +64.32%
Mar 31, 24
16 Cohen & Steers Inc 1.74M (1.33%) -1.43M
Decreased by -81.87%
Sep 30, 23
17 JPMorgan Chase & Co 1.72M (1.31%) -759.60K
Decreased by -44.16%
Mar 31, 24
18 Amvescap Plc. 1.67M (1.27%) -64.44K
Decreased by -3.87%
Mar 31, 24
19 Nomura Holdings Inc 1.63M (1.24%) -1.48M
Decreased by -90.45%
Mar 31, 24
20 HSBC Holdings PLC 1.62M (1.23%) -620.14K
Decreased by -38.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.32M (4.05%) 5.56K
Increased by +0.10%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.19M (3.19%) 2.04K
Increased by +0.05%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 4.12M (3.14%) 6.82K
Increased by +0.17%
Jun 28, 24
4 Vanguard Small Cap Index 3.33M (2.53%) -48.44K
Decreased by -1.46%
Jun 30, 24
5 Vanguard Small Cap Value Index Inv 2.24M (1.70%) -20.75K
Decreased by -0.93%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.53%) 14.35K
Increased by +0.71%
Jun 30, 24
7 Victory Small Cap Value CIT (Net 75) 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
8 Victory Sycamore Small Company Opp R 1.15M (0.87%) 95.00K
Increased by +8.30%
Jun 30, 24
9 Columbia Select Mid Cap Value SMA Cmp 1.08M (0.82%) 1.08M
Increased by +99.99%
Dec 31, 23
10 SPDR® S&P MIDCAP 400 ETF Trust 1.06M (0.81%) -26.43K
Decreased by -2.49%
Jun 30, 24
11 Daiwa US-REIT Open Mother Fund 1.04M (0.79%) -437.34K
Decreased by -41.95%
Sep 19, 23
12 Columbia Focused Mid Cap Value 980.83K (0.75%) -100.00K
Decreased by -10.20%
Mar 31, 24
13 Columbia Select Mid Cap Value Instl 980.83K (0.75%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Real Estate II Index 853.05K (0.65%) 9.78K
Increased by +1.15%
Jun 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 822.28K (0.63%) 5.00K
Increased by +0.61%
Jun 30, 24
16 Nikko World REIT Mother 808.36K (0.61%) 11.88K
Increased by +1.47%
Aug 21, 23
17 Fidelity Extended Market Index 752.07K (0.57%) 1.10K
Increased by +0.15%
May 31, 24
18 JHancock Small Cap Core NAV 752.04K (0.57%) 15.51K
Increased by +2.06%
May 31, 24
19 DFA Real Estate Securities I 747.72K (0.57%) 0.00
Increased by 0.00%
May 31, 24
20 Fidelity® Extended Market Index 714.78K (0.54%) 6.59K
Increased by +0.92%
Nov 30, 23