Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 9.48%
2 AREA 7.34%
3 DDIV 4.34%
4 IRET 3.59%
5 UDI 2.69%
6 PSR 2.65%
7 TBG 2.58%
8 GLRY 2.52%
9 DVOL 2.23%
10 FTIF 2.12%
11 CRED 1.97%
12 REAI 1.65%
13 GQRE 1.61%
14 EVSTC_old 1.61%
15 PEZ 1.41%
16 HAPY 1.35%
17 VMAX 1.14%
18 EVSTC 1.06%
19 LSAF 1.02%
20 FRI 0.98%

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 9.42M (10.81%) 351.17K
Increased by +3.73%
Sep 30, 24
3 FMR Inc 4.98M (5.71%) -94.27K
Decreased by -1.89%
Sep 30, 24
4 HHG PLC 4.25M (4.87%) 119.07K
Increased by +2.80%
Sep 30, 24
5 Victory Capital Management Inc. 3.43M (3.93%) -20.98K
Decreased by -0.61%
Dec 31, 24
6 JPMorgan Chase & Co 3.00M (3.44%) 181.87K
Increased by +6.07%
Sep 30, 24
7 State Street Corporation 2.64M (3.03%) 81.31K
Increased by +3.08%
Mar 31, 24
8 State Street Corp 2.64M (3.03%) 21.85K
Increased by +0.83%
Sep 30, 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 2.05M (2.36%) 90.78K
Increased by +4.42%
Sep 30, 24
11 Wellington Management Company LLP 1.82M (2.09%) -153.34K
Decreased by -8.42%
Dec 31, 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 Davenport & Company LLC 1.45M (1.67%) -30.71K
Decreased by -2.11%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.32M (1.51%) -1.72K
Decreased by -0.13%
Dec 31, 24
16 Hamlin Capital Management, LLC 1.27M (1.45%) -3.70K
Decreased by -0.29%
Dec 31, 24
17 Capital World Investors 1.20M (1.38%) -801.71K
Decreased by -66.62%
Dec 31, 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 1.10M (1.26%) 9.15K
Increased by +0.83%
Dec 31, 24
20 Bank of New York Mellon Corp 1.06M (1.21%) -577.00
Decreased by -0.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.39M (3.89%) 4.04K
Increased by +0.12%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 2.87M (3.29%) -744.00
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.77M (3.17%) 2.02K
Increased by +0.07%
Dec 31, 24
4 Victory Sycamore Established Value R 2.50M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Index 2.24M (2.57%) 21.91K
Increased by +0.98%
Dec 31, 24
6 Janus Henderson Enterprise D 1.97M (2.26%) 0.00
Increased by 0.00%
Nov 30, 24
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%) -39.94K
Decreased by -2.35%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.52%) 3.77K
Increased by +0.29%
Dec 31, 24
10 American Funds Income Fund of Amer A 1.20M (1.38%) -800.00K
Decreased by -66.48%
Dec 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 774.69K (0.89%) 2.64K
Increased by +0.34%
Sep 30, 24
13 Zacks Dividend Strategy 773.30K (0.89%) 76.60K
Increased by +9.91%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 743.31K (0.85%) -6.09K
Decreased by -0.82%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 733.18K (0.84%) 20.64K
Increased by +2.81%
Dec 31, 24
16 Fidelity Equity-Income 712.66K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 634.88K (0.73%) 24.85K
Increased by +3.91%
Dec 31, 24
18 VIP Mid Cap Initial 633.38K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
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