Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.96%
2 KNGS 4.55%
3 JRE 3.98%
4 UTRN 3.94%
5 RSPR 3.30%
6 EWRE 3.17%
7 JPRE 3.03%
8 ICAP 2.96%
9 SPHD 1.85%
10 REAI 1.64%
11 PPTY 1.53%
12 VNAM 1.26%
13 WREI 1.25%
14 SPYD 1.25%
15 NBGR 1.16%
16 XRLV 0.91%
17 SPLV 0.91%
18 ALTL 0.90%
19 VGSR 0.88%
20 RWR 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.82M (15.27%) 36.23K
Increased by +0.28%
Sep 30, 24
2 BlackRock Inc 8.35M (9.94%) 21.60K
Increased by +0.26%
Jun 30, 24
3 NORGES BANK 7.23M (8.61%) 14.96K
Increased by +0.21%
Jun 30, 24
4 State Street Corporation 6.87M (8.18%) 108.11K
Increased by +1.57%
Dec 31, 23
5 State Street Corp 6.11M (7.28%) -30.31K
Decreased by -0.50%
Sep 30, 24
6 JPMorgan Chase & Co 4.89M (5.82%) 168.88K
Increased by +3.46%
Sep 30, 24
7 Resolution Capital Limited 3.13M (3.73%) 202.47K
Increased by +6.46%
Sep 30, 24
8 Capital Research Global Investors 2.41M (2.87%) -3.55M
Decreased by -147.18%
Dec 31, 23
9 Amvescap Plc. 2.16M (2.57%) 92.01K
Increased by +4.26%
Sep 30, 24
10 Massachusetts Financial Services Company 1.96M (2.33%) -33.89K
Decreased by -1.73%
Sep 30, 24
11 Geode Capital Management, LLC 1.96M (2.33%) 7.16K
Increased by +0.37%
Sep 30, 24
12 ProShare Advisors LLC 1.67M (1.99%) -58.20K
Decreased by -3.48%
Sep 30, 24
13 Charles Schwab Investment Management Inc 1.25M (1.49%) 42.21K
Increased by +3.38%
Sep 30, 24
14 Deutsche Bank AG 1.17M (1.39%) 905.40K
Increased by +77.70%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.14M (1.35%) -2.10K
Decreased by -0.18%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.02M (1.22%) -886.06K
Decreased by -86.47%
Sep 30, 24
17 Rush Island Management, LP 1.01M (1.20%) -601.83K
Decreased by -59.79%
Sep 30, 24
18 Westwood Holdings Group Inc 944.76K (1.12%) 302.32K
Increased by +32.00%
Sep 30, 24
19 Alyeska Investment Group, L.P. 928.14K (1.11%) 293.79K
Increased by +31.65%
Sep 30, 23
20 Wells Fargo & Co 867.66K (1.03%) -12.65K
Decreased by -1.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.94M (3.50%) -8.94K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.66M (3.16%) -5.57K
Decreased by -0.21%
Oct 31, 24
3 American Funds Capital Income Bldr A 2.50M (2.98%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Group American Mutual Comp 2.30M (2.73%) 999.57K
Increased by +43.52%
Dec 31, 23
5 American Funds American Mutual A 2.29M (2.73%) -3.35K
Decreased by -0.15%
Mar 31, 24
6 American Funds Income Fund of Amer A 2.10M (2.50%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Index 2.10M (2.50%) 4.10K
Increased by +0.20%
Oct 31, 24
8 Vanguard Institutional 500 Index Trust 1.99M (2.37%) 22.59K
Increased by +1.13%
Oct 31, 24
9 ProShares S&P 500 Dividend Aristocrats 1.66M (1.98%) 0.00
Increased by 0.00%
Nov 28, 24
10 Vanguard Small Cap Value Index Inv 1.42M (1.69%) -488.00
Decreased by -0.03%
Oct 31, 24
11 Invesco S&P 500® Equal Weight ETF 1.17M (1.39%) 8.64K
Increased by +0.74%
Nov 27, 24
12 Fidelity 500 Index 924.82K (1.10%) 5.06K
Increased by +0.55%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 924.63K (1.10%) -5.10K
Decreased by -0.55%
Nov 27, 24
14 SPDR® S&P Dividend ETF 917.54K (1.09%) 0.00
Increased by 0.00%
Nov 27, 24
15 SPDR® S&P 500 ETF Trust 885.24K (1.05%) -6.95K
Decreased by -0.79%
Mar 31, 24
16 Fidelity® 500 Index 854.98K (1.02%) 5.45K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 847.93K (1.01%) 2.60K
Increased by +0.31%
Nov 27, 24
18 SPDR® Portfolio S&P 500 High Div ETF 827.91K (0.99%) -972.00
Decreased by -0.12%
Mar 28, 24
19 SPDR® Portfolio S&P 500® High Div ETF 747.98K (0.89%) 0.00
Increased by 0.00%
Nov 27, 24
20 Clark Navigator High Dividend Equity 616.32K (0.73%) 2.88K
Increased by +0.47%
Oct 31, 24