Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 8.56%
2 AREA 6.75%
3 DDIV 4.13%
4 IRET 3.05%
5 PSR 2.65%
6 GLRY 2.52%
7 UDI 2.37%
8 TBG 2.36%
9 FTIF 2.07%
10 DVOL 1.99%
11 CRED 1.72%
12 EVSTC_old 1.61%
13 REAI 1.51%
14 PEZ 1.41%
15 JMID 1.37%
16 HAPY 1.32%
17 XMLV 1.15%
18 GQRE 1.08%
19 EVSTC 1.06%
20 VMAX 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.49M (14.33%) -70.26K
Decreased by -0.56%
Dec 31, 24
2 BlackRock Inc 10.28M (11.78%) 853.49K
Increased by +8.31%
Dec 31, 24
3 FMR Inc 5.53M (6.34%) 545.61K
Increased by +9.87%
Dec 31, 24
4 HHG PLC 3.83M (4.39%) -418.59K
Decreased by -10.93%
Dec 31, 24
5 Victory Capital Management Inc. 3.43M (3.93%) -20.98K
Decreased by -0.61%
Dec 31, 24
6 State Street Corp 2.73M (3.13%) 87.00K
Increased by +3.19%
Dec 31, 24
7 Cohen & Steers Inc 2.66M (3.05%) 2.18M
Increased by +81.93%
Dec 31, 24
8 State Street Corporation 2.64M (3.03%) 81.31K
Increased by +3.08%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.42M (2.78%) 152.57K
Increased by +6.29%
Dec 31, 24
10 Geode Capital Management, LLC 2.11M (2.42%) 59.04K
Increased by +2.79%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.91M (2.19%) 384.82K
Increased by +20.11%
Dec 31, 24
12 Wellington Management Company LLP 1.82M (2.09%) -153.34K
Decreased by -8.42%
Dec 31, 24
13 Amvescap Plc. 1.52M (1.74%) -333.63K
Decreased by -21.98%
Jun 30, 24
14 Davenport & Company LLC 1.45M (1.67%) -30.71K
Decreased by -2.11%
Dec 31, 24
15 JPMorgan Chase & Co 1.37M (1.57%) -1.63M
Decreased by -119.06%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.32M (1.51%) -1.72K
Decreased by -0.13%
Dec 31, 24
17 Northern Trust Corp 1.28M (1.47%) 428.74K
Increased by +33.54%
Dec 31, 24
18 Hamlin Capital Management, LLC 1.27M (1.45%) -3.70K
Decreased by -0.29%
Dec 31, 24
19 Capital World Investors 1.20M (1.38%) -801.71K
Decreased by -66.62%
Dec 31, 24
20 Select Equity Group LP 1.11M (1.27%) -396.01K
Decreased by -35.73%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.36M (3.85%) -38.53K
Decreased by -1.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.86M (3.28%) 2.14K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.78M (3.18%) 7.11K
Increased by +0.26%
Feb 28, 25
4 Victory Sycamore Established Value R 2.50M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Index 2.25M (2.57%) 1.83K
Increased by +0.08%
Feb 28, 25
6 Janus Henderson Enterprise D 1.97M (2.26%) 0.00
Increased by 0.00%
Jan 31, 25
7 Janus Inst Mid Cap Growth CF 1.97M (2.26%) -273.08K
Decreased by -13.85%
Dec 31, 24
8 JHancock Disciplined Value Mid Cap I 1.70M (1.95%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.53%) 1.76K
Increased by +0.13%
Feb 28, 25
10 American Funds Income Fund of Amer A 1.20M (1.38%) -800.00K
Decreased by -66.48%
Dec 31, 24
11 Hamlin Equity Income Strategy 774.69K (0.89%) 2.64K
Increased by +0.34%
Sep 30, 24
12 Zacks Dividend Strategy 773.30K (0.89%) 76.60K
Increased by +9.91%
Dec 31, 24
13 Fidelity US REIT Mother Fund 761.60K (0.87%) -32.00K
Decreased by -4.20%
Sep 17, 24
14 Vanguard Small Cap Value Index Inv 739.27K (0.85%) -2.65K
Decreased by -0.36%
Feb 28, 25
15 Fidelity Equity-Income 712.66K (0.82%) 0.00
Increased by 0.00%
Jan 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 710.46K (0.81%) 6.78K
Increased by +0.95%
Feb 28, 25
17 VIP Mid Cap Initial 633.38K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 630.47K (0.72%) -3.52K
Decreased by -0.56%
Feb 28, 25
19 AMOne Shinko US-REIT Open 613.84K (0.70%) 175.82K
Increased by +28.64%
Sep 5, 23
20 JPM US Value Advantage-MA 601.10K (0.69%) 580.85K
Increased by +96.63%
Sep 30, 23