Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.04%
2 AREA 7.06%
3 DDIV 3.58%
4 PSR 2.65%
5 UDI 2.62%
6 TBG 2.53%
7 GLRY 2.52%
8 FTIF 2.16%
9 CRED 1.90%
10 EVSTC_old 1.61%
11 REAI 1.56%
12 GQRE 1.53%
13 PEZ 1.40%
14 HAPY 1.36%
15 VMAX 1.17%
16 EVSTC 1.06%
17 LSAF 1.02%
18 FRI 0.95%
19 USRT 0.94%
20 CVY 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.56M (14.42%) -47.37K
Decreased by -0.38%
Sep 30, 24
2 BlackRock Inc 9.07M (10.41%) 44.56K
Increased by +0.49%
Jun 30, 24
3 FMR Inc 4.98M (5.72%) -94.27K
Decreased by -1.89%
Sep 30, 24
4 HHG PLC 4.25M (4.88%) 119.07K
Increased by +2.80%
Sep 30, 24
5 Victory Capital Management Inc. 3.45M (3.96%) -529.78K
Decreased by -15.36%
Sep 30, 24
6 State Street Corporation 2.64M (3.03%) 81.31K
Increased by +3.08%
Mar 31, 24
7 State Street Corp 2.64M (3.03%) 21.85K
Increased by +0.83%
Sep 30, 24
8 Boston Partners Global Investors, Inc 2.27M (2.61%) -384.42K
Decreased by -16.92%
Sep 30, 24
9 Geode Capital Management, LLC 2.05M (2.36%) 90.78K
Increased by +4.42%
Sep 30, 24
10 Capital World Investors 2.01M (2.30%) 1.71K
Increased by +0.09%
Sep 30, 24
11 Wellington Management Company LLP 1.97M (2.27%) 617.36K
Increased by +31.26%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.53M (1.75%) -2.01M
Decreased by -131.76%
Sep 30, 24
13 Amvescap Plc. 1.52M (1.74%) -333.63K
Decreased by -21.98%
Jun 30, 24
14 JPMorgan Chase & Co 1.50M (1.72%) 90.93K
Increased by +6.07%
Sep 30, 24
15 Davenport & Company LLC 1.48M (1.70%) -275.87K
Decreased by -18.59%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.32M (1.52%) -11.77K
Decreased by -0.89%
Sep 30, 24
17 Hamlin Capital Management, LLC 1.27M (1.46%) -57.95K
Decreased by -4.56%
Sep 30, 24
18 Select Equity Group LP 1.11M (1.27%) -396.01K
Decreased by -35.73%
Mar 31, 24
19 Charles Schwab Investment Management Inc 1.09M (1.25%) 39.84K
Increased by +3.65%
Sep 30, 24
20 Bank of New York Mellon Corp 1.06M (1.22%) -89.11K
Decreased by -8.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.46M (3.97%) -9.28K
Decreased by -0.27%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 2.82M (3.24%) 5.55K
Increased by +0.20%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 2.78M (3.19%) -8.05K
Decreased by -0.29%
Oct 31, 24
4 Victory Sycamore Established Value R 2.50M (2.87%) -273.00K
Decreased by -10.91%
Sep 30, 24
5 Janus Henderson Enterprise D 2.25M (2.58%) -50.55K
Decreased by -2.25%
Sep 30, 24
6 Janus Inst Mid Cap Growth CF 2.25M (2.58%) -50.55K
Decreased by -2.25%
Sep 30, 24
7 Vanguard Small Cap Index 2.20M (2.53%) 4.30K
Increased by +0.20%
Oct 31, 24
8 American Funds Income Fund of Amer A 2.00M (2.30%) 0.00
Increased by 0.00%
Sep 30, 24
9 JHancock Disciplined Value Mid Cap I 1.62M (1.85%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.49%) -6.96K
Decreased by -0.54%
Oct 31, 24
11 Fidelity US REIT Mother Fund 793.60K (0.91%) -380.00K
Decreased by -47.88%
Mar 15, 24
12 Hamlin Equity Income Strategy 772.05K (0.89%) -9.73K
Decreased by -1.26%
Jun 30, 24
13 Vanguard Small Cap Value Index Inv 744.52K (0.85%) -256.00
Decreased by -0.03%
Oct 31, 24
14 Fidelity Equity-Income 712.66K (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
15 Zacks Dividend Strategy 696.69K (0.80%) -76.75K
Decreased by -11.02%
Sep 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 691.21K (0.79%) -10.18K
Decreased by -1.47%
Oct 31, 24
17 VIP Mid Cap Initial 633.38K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
18 AMOne Shinko US-REIT Open 613.84K (0.70%) 175.82K
Increased by +28.64%
Sep 5, 23
19 Vanguard Small Cap Growth Index Inv 605.96K (0.70%) -597.00
Decreased by -0.10%
Oct 31, 24
20 JPM US Value Advantage-MA 601.10K (0.69%) 580.85K
Increased by +96.63%
Sep 30, 23