Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVA 1.08%
2 AIEQ 1.04%
3 HDLB 0.86%
4 WREI 0.78%
5 SRS 0.50%
6 REK 0.50%
7 JIGB 0.20%
8 VCSH 0.03%
9 ONEK 0.02%
10 THRK 0.02%
11 SCHJ 0.02%
12 USDY 0.02%
13 BSV 0.01%
14 BND 0.01%
15 VCIT 0.01%
16 BIV 0.01%
17 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.83M (13.97%) 476.04K
Increased by +1.50%
Jun 30, 22
2 Cohen & Steers Inc 19.65M (8.62%) -6.07M
Decreased by -30.87%
Jun 30, 22
3 Apg Investments Us Inc 11.86M (5.21%) -273.52K
Decreased by -2.31%
Jun 30, 22
4 State Street Corporation 9.88M (4.34%) 230.47K
Increased by +2.33%
Jun 30, 22
5 Principal Financial Group Inc 6.37M (2.79%) -6.43M
Decreased by -100.91%
Jun 30, 22
6 Goldman Sachs Group Inc 4.78M (2.10%) 3.26M
Increased by +68.24%
Jun 30, 22
7 American Century Companies Inc 4.75M (2.08%) 2.41M
Increased by +50.80%
Jun 30, 22
8 Daiwa Securities Group Inc 4.42M (1.94%) 107.81K
Increased by +2.44%
Jun 30, 22
9 Balyasny Asset Management LLC 4.00M (1.76%) 350.11K
Increased by +8.75%
Jun 30, 22
10 Geode Capital Management, LLC 3.48M (1.53%) 72.64K
Increased by +2.09%
Jun 30, 22
11 JPMorgan Chase & Co 3.28M (1.44%) 1.83M
Increased by +55.71%
Jun 30, 22
12 Adage Capital Partners Gp LLC 3.20M (1.40%) 2.64M
Increased by +82.59%
Jun 30, 22
13 Dimensional Fund Advisors, Inc. 3.13M (1.37%) 3.23K
Increased by +0.10%
Jun 30, 22
14 Charles Schwab Investment Management Inc 2.91M (1.28%) 117.88K
Increased by +4.05%
Jun 30, 22
15 Bank of New York Mellon Corp 2.87M (1.26%) 211.70K
Increased by +7.38%
Jun 30, 22
16 Ceredex Value Advisors LLC 2.52M (1.11%) 2.52M
Increased by +100.00%
Jun 30, 22
17 Canada Pension Plan Investment Board 2.52M (1.11%) 272.35K
Increased by +10.81%
Jun 30, 22
18 Eckert Corp 2.25M (0.99%) 1.05M
Increased by +46.82%
Jun 30, 22
19 FMR Inc 2.23M (0.98%) -73.48K
Decreased by -3.29%
Jun 30, 22
20 Legal & General Group PLC 2.18M (0.96%) 57.08K
Increased by +2.62%
Jun 30, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Stck Mkt Idx Tr 6.75M (2.96%) 6.75M
Increased by +100.00%
Jun 30, 22
2 Cohen & Steers Real Estate Securities A 3.75M (1.64%) -807.46K
Decreased by -21.56%
Jun 30, 22
3 American Century Mid Cap Value Inv 3.44M (1.51%) 1.76M
Increased by +50.98%
Jun 30, 22
4 American Century U.S. Mid Cap Value 3.44M (1.51%) 1.74M
Increased by +50.54%
Jun 30, 22
5 Cohen & Steers Realty Shares L 2.97M (1.30%) -1.54M
Decreased by -51.99%
Jun 30, 22
6 Ceredex Mid Cap Value Equity 2.55M (1.12%) 2.55M
Increased by +100.00%
Jun 30, 22
7 Cohen & Steers Instl Realty Shares 2.53M (1.11%) -1.32M
Decreased by -52.27%
Jun 30, 22
8 Virtus Ceredex Mid-Cap Value Equity I 2.10M (0.92%) 0.00
Increased by 0.00%
Jun 30, 22
9 Principal Real Estate Securities R5 1.97M (0.87%) -673.42K
Decreased by -34.15%
Jun 30, 22
10 The Merger Fund A 1.87M (0.82%) -848.23K
Decreased by -45.47%
Jun 30, 22
11 Fidelity® Mid-Cap Stock 1.44M (0.63%) 0.00
Increased by 0.00%
Jun 30, 22
12 TMA Global Health Care REIT Mother Fund 1.37M (0.60%) -133.53K
Decreased by -9.76%
Apr 18, 22
13 Nikko World REIT Mother 1.32M (0.58%) -490.07K
Decreased by -37.05%
Jan 5, 22
14 Fidelity® Extended Market Index 1.17M (0.51%) 51.53K
Increased by +4.40%
Jun 30, 22
15 Cohen & Steers Qty Inc Realty 1.00M (0.44%) -143.97K
Decreased by -14.36%
Jun 30, 22
16 iShares Glb Prpty Secs Eq Idx (UK) L Acc 967.41K (0.42%) 44.26K
Increased by +4.57%
Jun 30, 22
17 Daiwa US REIT Mother Fund 930.32K (0.41%) -424.02K
Decreased by -45.58%
Mar 15, 22
18 Janus Henderson Global Eq-Property Eq 688.76K (0.30%) 688.76K
Increased by +100.00%
Jun 30, 22
19 Janus Henderson Hrzn GlblPtyEqsI2USD 688.76K (0.30%) 688.76K
Increased by +100.00%
Jun 30, 22
20 DWS Global Real Estate Sec Focus Comp 666.77K (0.29%) -4.57K
Decreased by -0.69%
Jun 30, 22