Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SILJ 8.89%
2 AGMI 6.99%
3 DTRE 4.70%
4 INDS 4.40%
5 FFR 4.36%
6 SRHR 4.05%
7 REIT 3.97%
8 AZTD 3.96%
9 JRE 3.66%
10 SIL 3.14%
11 SPRE 3.11%
12 RORE 2.69%
13 PRVT 2.51%
14 PSR 2.43%
15 RITA 1.88%
16 REAI 1.54%
17 GDXJ 1.39%
18 ROBT 1.37%
19 WTRE 1.37%
20 ROOF 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.89M (14.36%) -152.22K
Decreased by -0.81%
Sep 30, 24
2 BlackRock Inc 15.18M (11.54%) -589.68K
Decreased by -3.89%
Jun 30, 24
3 State Street Corporation 6.72M (5.11%) -632.10K
Decreased by -9.40%
Mar 31, 24
4 State Street Corp 6.55M (4.98%) -39.28K
Decreased by -0.60%
Sep 30, 24
5 Blackstone Inc 5.00M (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
6 CenterSquare Investment Management LLC 4.72M (3.59%) -220.83K
Decreased by -4.68%
Sep 30, 24
7 JPMorgan Chase & Co 3.35M (2.55%) 747.10K
Increased by +22.27%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 2.50M (1.90%) -1.79M
Decreased by -71.74%
Sep 30, 24
9 Geode Capital Management, LLC 2.47M (1.88%) 15.09K
Increased by +0.61%
Sep 30, 24
10 Macquarie Group Ltd 2.40M (1.83%) -1.08M
Decreased by -45.03%
Sep 30, 24
11 Amvescap Plc. 2.37M (1.81%) 689.44K
Increased by +29.04%
Sep 30, 24
12 AllianceBernstein L.P. 2.30M (1.75%) -52.79K
Decreased by -2.29%
Sep 30, 24
13 Charles Schwab Investment Management Inc 2.18M (1.66%) 81.83K
Increased by +3.75%
Sep 30, 24
14 Victory Capital Management Inc. 2.18M (1.66%) 149.00K
Increased by +6.84%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.98M (1.51%) -39.09K
Decreased by -1.97%
Sep 30, 24
16 Citadel Advisors Llc 1.91M (1.45%) 1.17M
Increased by +61.09%
Sep 30, 24
17 Deutsche Bank AG 1.88M (1.43%) 552.98K
Increased by +29.37%
Jun 30, 24
18 Ameriprise Financial Inc 1.85M (1.41%) -106.92K
Decreased by -5.77%
Sep 30, 24
19 NORGES BANK 1.78M (1.35%) 288.58K
Increased by +16.21%
Jun 30, 24
20 Millennium Management LLC 1.76M (1.34%) 1.13M
Increased by +64.32%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.21M (3.96%) -14.68K
Decreased by -0.28%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 4.25M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.18M (3.18%) -10.61K
Decreased by -0.25%
Oct 31, 24
4 Vanguard Small Cap Index 3.32M (2.52%) 6.50K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 2.24M (1.71%) -772.00
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.49%) -14.43K
Decreased by -0.74%
Oct 31, 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 Daiwa US-REIT Open Mother Fund 1.04M (0.79%) -437.34K
Decreased by -41.95%
Sep 19, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 1.04M (0.79%) -15.33K
Decreased by -1.47%
Oct 31, 24
12 Columbia Focused Mid Cap Value 980.83K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
13 Columbia Select Mid Cap Value Instl 980.83K (0.75%) 0.00
Increased by 0.00%
Oct 31, 24
14 Nikko World REIT Mother 920.39K (0.70%) 112.03K
Increased by +12.17%
Jan 5, 24
15 Vanguard Real Estate II Index 850.13K (0.65%) 1.24K
Increased by +0.15%
Oct 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 820.38K (0.62%) 0.00
Increased by 0.00%
Nov 30, 24
17 Schwab US REIT ETF™ 768.50K (0.58%) 981.00
Increased by +0.13%
Nov 30, 24
18 DFA Real Estate Securities I 745.20K (0.57%) 15.18K
Increased by +2.04%
Oct 31, 24
19 Fidelity Extended Market Index 738.63K (0.56%) -34.64K
Decreased by -4.69%
Oct 31, 24
20 Fidelity® Extended Market Index 714.78K (0.54%) 6.59K
Increased by +0.92%
Nov 30, 23