Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.96%
2 KNGS 4.55%
3 UTRN 3.94%
4 JRE 3.89%
5 RSPR 3.20%
6 EWRE 3.17%
7 JPRE 2.96%
8 ICAP 2.89%
9 SPHD 1.81%
10 REAI 1.63%
11 PPTY 1.49%
12 VNAM 1.34%
13 WREI 1.25%
14 SPYD 1.19%
15 NBGR 1.11%
16 XRLV 0.89%
17 SPLV 0.89%
18 ALTL 0.89%
19 RORE 0.84%
20 VGSR 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.54M (14.93%) -88.33K
Decreased by -0.70%
Dec 31, 23
2 BlackRock Inc 8.17M (9.73%) 226.20K
Increased by +2.77%
Dec 31, 23
3 NORGES BANK 7.21M (8.59%) 1.13K
Increased by +0.02%
Dec 31, 23
4 State Street Corporation 6.87M (8.18%) 108.11K
Increased by +1.57%
Dec 31, 23
5 JPMorgan Chase & Co 4.12M (4.91%) -593.02K
Decreased by -14.38%
Dec 31, 23
6 Resolution Capital Limited 3.07M (3.66%) 156.96K
Increased by +5.11%
Dec 31, 23
7 Capital Research Global Investors 2.41M (2.87%) -3.55M
Decreased by -147.18%
Dec 31, 23
8 Amvescap Plc. 2.02M (2.41%) 109.43K
Increased by +5.41%
Dec 31, 23
9 Geode Capital Management, LLC 1.82M (2.17%) 33.02K
Increased by +1.81%
Dec 31, 23
10 ProShare Advisors LLC 1.81M (2.16%) 46.44K
Increased by +2.56%
Dec 31, 23
11 Massachusetts Financial Services Company 1.36M (1.61%) 469.43K
Increased by +34.62%
Dec 31, 23
12 Charles Schwab Investment Management Inc 1.16M (1.38%) 40.98K
Increased by +3.55%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.10M (1.31%) -19.88K
Decreased by -1.81%
Dec 31, 23
14 Legal & General Group PLC 954.62K (1.14%) 52.80K
Increased by +5.53%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 950.55K (1.13%) -27.46K
Decreased by -2.89%
Dec 31, 23
16 Alyeska Investment Group, L.P. 928.14K (1.11%) 293.79K
Increased by +31.65%
Sep 30, 23
17 Wells Fargo & Co 871.36K (1.04%) -36.71K
Decreased by -4.21%
Dec 31, 23
18 Clark Capital Management Group Inc 836.04K (1.00%) 156.07K
Increased by +18.67%
Dec 31, 23
19 Goldman Sachs Group Inc 815.17K (0.97%) 500.63K
Increased by +61.41%
Dec 31, 23
20 Northern Trust Corp 753.48K (0.90%) -270.98K
Decreased by -35.96%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.02M (3.59%) 18.67K
Increased by +0.62%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.61M (3.11%) 57.30K
Increased by +2.19%
Mar 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 Vanguard Small Cap Index 2.11M (2.51%) 5.29K
Increased by +0.25%
Mar 31, 24
7 American Funds Income Fund of Amer A 2.10M (2.50%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional 500 Index Trust 1.85M (2.21%) 19.75K
Increased by +1.07%
Mar 31, 24
9 ProShares S&P 500 Dividend Aristocrats 1.68M (2.00%) 0.00
Increased by 0.00%
Mar 28, 24
10 Vanguard Small Cap Value Index Inv 1.42M (1.69%) -14.04K
Decreased by -0.99%
Mar 31, 24
11 Invesco S&P 500® Equal Weight ETF 1.04M (1.24%) 2.56K
Increased by +0.25%
Mar 28, 24
12 SPDR® S&P Dividend ETF 1.02M (1.21%) 13.83K
Increased by +1.36%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 885.24K (1.05%) -6.95K
Decreased by -0.79%
Mar 31, 24
14 Fidelity 500 Index 881.04K (1.05%) 8.87K
Increased by +1.01%
Feb 29, 24
15 Fidelity® 500 Index 854.98K (1.02%) 5.45K
Increased by +0.64%
Nov 30, 23
16 SPDR® Portfolio S&P 500 High Div ETF 827.91K (0.99%) -972.00
Decreased by -0.12%
Mar 28, 24
17 iShares Core S&P 500 ETF 760.93K (0.91%) 5.63K
Increased by +0.74%
Mar 28, 24
18 JPM US Mid Cap Value-Composite 604.49K (0.72%) -11.63K
Decreased by -1.92%
Dec 31, 23
19 JPMorgan Mid Cap Value L 604.49K (0.72%) 0.00
Increased by 0.00%
Feb 29, 24
20 JPM US Mid Cap Value-MA 598.98K (0.71%) 597.20K
Increased by +99.70%
Mar 31, 24