Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.57%
2 ICAP 4.21%
3 PSR 2.51%
4 JRE 2.23%
5 SCAP 2.19%
6 GBLD 1.78%
7 REAI 1.75%
8 REIT 1.68%
9 RIET 1.57%
10 WTRE 1.33%
11 NBGR 1.31%
12 FLCV 1.24%
13 GRNR 1.18%
14 NXTE 1.15%
15 DRW 1.11%
16 RFV 1.06%
17 RISN 1.04%
18 FLCC 0.97%
19 WREI 0.94%
20 CRED 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.67M (14.45%) -246.91K
Decreased by -1.48%
Sep 30, 24
2 BlackRock Inc 16.11M (13.96%) 1.40M
Increased by +8.67%
Jun 30, 24
3 NORGES BANK 9.06M (7.85%) 0.00
Increased by 0.00%
Jun 30, 24
4 State Street Corporation 5.77M (5.01%) -576.79K
Decreased by -9.99%
Mar 31, 24
5 State Street Corp 5.66M (4.90%) -24.95K
Decreased by -0.44%
Sep 30, 24
6 Apg Investments Us Inc 5.12M (4.44%) -255.84K
Decreased by -4.99%
Sep 30, 24
7 Principal Financial Group Inc 4.64M (4.03%) -220.03K
Decreased by -4.74%
Sep 30, 24
8 Resolution Capital Limited 3.99M (3.46%) 1.44M
Increased by +36.00%
Sep 30, 24
9 Canada Pension Plan Investment Board 3.87M (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
10 PGGM Investments 3.29M (2.85%) 271.88K
Increased by +8.27%
Sep 30, 24
11 Amvescap Plc. 3.15M (2.73%) -223.50K
Decreased by -7.10%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 3.07M (2.66%) -245.57K
Decreased by -7.99%
Sep 30, 24
13 JPMorgan Chase & Co 3.02M (2.62%) 128.77K
Increased by +4.26%
Dec 31, 23
14 RIMA MANAGEMENT, LLC 2.49M (2.16%) -1.10M
Decreased by -44.11%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 2.32M (2.01%) 593.07K
Increased by +25.53%
Sep 30, 24
16 Charles Schwab Investment Management Inc 2.17M (1.88%) 27.66K
Increased by +1.27%
Sep 30, 24
17 Geode Capital Management, LLC 2.05M (1.78%) 2.92K
Increased by +0.14%
Sep 30, 24
18 Oaktree Capital Management LLC 1.85M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
19 CenterSquare Investment Management LLC 1.69M (1.46%) -173.23K
Decreased by -10.26%
Sep 30, 24
20 HHG PLC 1.67M (1.45%) 19.57K
Increased by +1.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.39M (3.80%) -14.00K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.65M (3.17%) -17.02K
Decreased by -0.47%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 3.39M (2.94%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 2.94M (2.55%) 5.75K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 1.99M (1.72%) -694.00
Decreased by -0.03%
Oct 31, 24
6 T. Rowe Price Small-Cap Value 1.65M (1.43%) 281.48K
Increased by +17.11%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.36%) -10.44K
Decreased by -0.67%
Oct 31, 24
8 Principal Real Estate Securities R5 1.53M (1.32%) 9.63K
Increased by +0.63%
Oct 31, 24
9 T. Rowe Price Real Assets Tr I-Z 1.51M (1.31%) -77.01K
Decreased by -5.09%
Sep 30, 24
10 AMOne Shinko US-REIT Open 1.26M (1.10%) -374.70K
Decreased by -29.64%
Mar 5, 24
11 T. Rowe Price Real Assets 1.04M (0.90%) -2.36K
Decreased by -0.23%
Oct 31, 24
12 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.01M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 833.98K (0.72%) 156.00
Increased by +0.02%
Jan 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 830.95K (0.72%) -12.24K
Decreased by -1.47%
Oct 31, 24
15 Delaware Ivy Mid Cap Income Opps I 758.26K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
16 Ivy Mid Cap Income Opps Composite 758.26K (0.66%) 758.26K
Increased by +100.00%
Sep 30, 24
17 T. Rowe Price U.S. SC Value Eq Tr-Z 730.40K (0.63%) 196.56K
Increased by +26.91%
Sep 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 722.80K (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
19 Nikko World REIT Mother 721.70K (0.63%) 73.57K
Increased by +10.19%
Jan 5, 24
20 Vanguard Real Estate II Index 716.59K (0.62%) 1.34K
Increased by +0.19%
Oct 31, 24