Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRI_old 2.22%
2 NXTE 1.20%
3 DESK 0.83%
4 WREI 0.69%
5 NBGR 0.62%
6 FYT 0.59%
7 GYLD 0.51%
8 AFSM 0.50%
9 REK 0.45%
10 SRS 0.45%
11 GRNR 0.40%
12 RZV 0.29%
13 USVM 0.18%
14 ETHO 0.17%
15 GBLD 0.16%
16 PFF 0.15%
17 PSC 0.15%
18 RNSC 0.14%
19 ISMD 0.14%
20 GQRE 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.23M (19.58%) 822.07K
Increased by +3.02%
Jun 30, 24
2 Vanguard Group Inc 21.52M (15.47%) 478.83K
Increased by +2.22%
Sep 30, 24
3 State Street Corporation 8.64M (6.22%) -670.49K
Decreased by -7.76%
Mar 31, 24
4 State Street Corp 8.46M (6.08%) -183.17K
Decreased by -2.16%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 6.18M (4.44%) -207.34K
Decreased by -3.36%
Jun 30, 24
6 Charles Schwab Investment Management Inc 5.21M (3.75%) 630.93K
Increased by +12.11%
Sep 30, 24
7 Canada Pension Plan Investment Board 4.32M (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
8 Deutsche Bank AG 4.28M (3.08%) 4.11M
Increased by +95.95%
Sep 30, 23
9 Neuberger Berman Group LLC 3.91M (2.81%) -169.15K
Decreased by -4.32%
Jun 30, 24
10 Blackstone Inc 3.80M (2.73%) 0.00
Increased by 0.00%
Jun 30, 24
11 Legal & General Group PLC 3.56M (2.56%) 44.90K
Increased by +1.26%
Jun 30, 24
12 FMR Inc 3.40M (2.45%) -6.00K
Decreased by -0.18%
Sep 30, 24
13 Geode Capital Management, LLC 3.27M (2.35%) 113.38K
Increased by +3.46%
Jun 30, 24
14 Balyasny Asset Management LLC 3.09M (2.22%) 435.30K
Increased by +14.07%
Jun 30, 24
15 Prudential Financial Inc 3.03M (2.18%) 2.36M
Increased by +77.79%
Sep 30, 24
16 Nuveen Asset Management, LLC 2.93M (2.10%) 324.94K
Increased by +11.10%
Jun 30, 24
17 Citadel Advisors Llc 2.50M (1.80%) 2.24M
Increased by +89.59%
Jun 30, 24
18 AQR Capital Management LLC 2.49M (1.79%) -491.24K
Decreased by -19.76%
Sep 30, 23
19 Waterfront Capital Partners, LLC 2.45M (1.76%) 2.45M
Increased by +100.00%
Dec 31, 23
20 Presima Inc. 2.32M (1.67%) -377.53K
Decreased by -16.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.01M (6.48%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Real Estate Index Investor 5.01M (3.60%) -18.96K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.47M (3.22%) 6.65K
Increased by +0.15%
Oct 31, 24
4 Vanguard Small Cap Index 3.55M (2.55%) 6.95K
Increased by +0.20%
Oct 31, 24
5 iShares Russell 2000 ETF 3.54M (2.54%) 0.00
Increased by 0.00%
Oct 31, 24
6 Undrly L&G Heitman Property 2.79M (2.01%) 481.76K
Increased by +17.26%
Sep 30, 24
7 Schwab Fundamental U.S. Small CompanyETF 2.63M (1.89%) 0.00
Increased by 0.00%
Oct 31, 24
8 Vanguard Small Cap Value Index Inv 2.39M (1.72%) -824.00
Decreased by -0.03%
Oct 31, 24
9 Fidelity Global Innovators Cl F 2.29M (1.65%) -9.60K
Decreased by -0.42%
Jun 30, 24
10 Neuberger Berman Real Estate Tr 2.25M (1.62%) -11.40K
Decreased by -0.51%
Sep 30, 24
11 Neuberger Berman REIT 2.25M (1.62%) -58.83K
Decreased by -2.62%
Sep 30, 24
12 Schwab Fundamental US Small Company ETF 2.10M (1.51%) 0.00
Increased by 0.00%
Mar 29, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.48%) 33.17K
Increased by +1.61%
Sep 30, 24
14 Northern Tr Presima Glbl Rl Estt Concntr 1.89M (1.36%) 117.97K
Increased by +6.24%
Oct 31, 24
15 iShares S&P Small-Cap 600 Value ETF 1.47M (1.06%) 0.00
Increased by 0.00%
Oct 31, 24
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.44M (1.03%) -500.75K
Decreased by -34.87%
Sep 30, 24
17 Nuveen Quant Small Cap Equity R6 1.42M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
18 Neuberger Berman US RE Scs USD I Acc 1.42M (1.02%) -23.53K
Decreased by -1.66%
Jun 30, 24
19 Fidelity Small Cap Index 1.41M (1.01%) -32.72K
Decreased by -2.32%
Aug 31, 24
20 Xtrackers MSCI USA Swap ETF 1C 1.36M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24