Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRET 4.61%
2 OLD 4.10%
3 KBWY 3.97%
4 PSR 3.79%
5 GLRY 2.98%
6 AREA 2.56%
7 GRI_old 2.47%
8 HIPS 2.43%
9 DIV 2.39%
10 FTIF 2.31%
11 REIT 2.26%
12 REZ 2.22%
13 RORE 2.02%
14 PXMG 1.61%
15 REAI 1.57%
16 RIET 1.49%
17 SYE 1.46%
18 SYV 1.44%
19 XMLV 1.27%
20 CRED 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.25M (13.47%) 853.64K
Increased by +2.35%
Sep 30, 24
2 BlackRock Inc 30.10M (11.18%) 1.14M
Increased by +3.79%
Jun 30, 24
3 Cohen & Steers Inc 17.39M (6.46%) 13.90M
Increased by +79.96%
Sep 30, 24
4 State Street Corporation 12.51M (4.65%) -1.08M
Decreased by -8.64%
Mar 31, 24
5 State Street Corp 12.34M (4.58%) 114.08K
Increased by +0.92%
Sep 30, 24
6 Geode Capital Management, LLC 6.43M (2.39%) 192.47K
Increased by +3.00%
Sep 30, 24
7 FMR Inc 4.22M (1.57%) 380.63K
Increased by +9.03%
Sep 30, 24
8 Daiwa Securities Group Inc 3.95M (1.47%) 3.00M
Increased by +76.06%
Sep 30, 24
9 Charles Schwab Investment Management Inc 3.83M (1.42%) 240.01K
Increased by +6.27%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 3.78M (1.40%) 48.69K
Increased by +1.29%
Sep 30, 24
11 Deutsche Bank AG 3.39M (1.26%) -697.83K
Decreased by -20.61%
Dec 31, 23
12 Bank of New York Mellon Corp 3.03M (1.13%) -210.09K
Decreased by -6.93%
Sep 30, 24
13 CenterSquare Investment Management LLC 3.02M (1.12%) -349.25K
Decreased by -11.55%
Sep 30, 24
14 Bank of America Corp 2.82M (1.05%) 442.26K
Increased by +15.69%
Sep 30, 24
15 NORGES BANK 2.24M (0.83%) 232.56K
Increased by +10.36%
Jun 30, 24
16 Northern Trust Corp 2.19M (0.81%) 235.62K
Increased by +10.75%
Sep 30, 24
17 Balyasny Asset Management LLC 2.14M (0.79%) -646.08K
Decreased by -30.20%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.13M (0.79%) -2.14M
Decreased by -100.37%
Sep 30, 24
19 JPMorgan Chase & Co 2.00M (0.74%) 103.01K
Increased by +5.16%
Sep 30, 24
20 Prudential Financial Inc 1.84M (0.68%) 368.63K
Increased by +20.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.73M (3.61%) -26.14K
Decreased by -0.27%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 8.28M (3.08%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.15M (3.03%) -26.66K
Decreased by -0.33%
Oct 31, 24
4 Vanguard Small Cap Index 6.47M (2.40%) 12.65K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 4.37M (1.62%) -1.51K
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 3.81M (1.42%) -13.76K
Decreased by -0.36%
Oct 31, 24
7 Cohen & Steers Realty Shares L 3.76M (1.40%) 3.12M
Increased by +83.07%
Sep 30, 24
8 Cohen & Steers Instl Realty Shares 3.50M (1.30%) 2.72M
Increased by +77.69%
Sep 30, 24
9 SPDR® S&P MIDCAP 400 ETF Trust 2.03M (0.75%) -29.86K
Decreased by -1.47%
Oct 31, 24
10 Vanguard Real Estate II Index 1.59M (0.59%) 1.92K
Increased by +0.12%
Oct 31, 24
11 State St Russell Sm/Mid Cp® Indx NL Cl C 1.52M (0.56%) 0.00
Increased by 0.00%
Nov 30, 24
12 Schwab US REIT ETF™ 1.50M (0.56%) 1.91K
Increased by +0.13%
Nov 30, 24
13 DFA Real Estate Securities I 1.45M (0.54%) 3.14K
Increased by +0.22%
Oct 31, 24
14 Fidelity Extended Market Index 1.44M (0.53%) -67.69K
Decreased by -4.72%
Oct 31, 24
15 Fidelity® Extended Market Index 1.32M (0.49%) 12.83K
Increased by +0.97%
Nov 30, 23
16 Fidelity High Dividend ETF 1.23M (0.46%) 0.00
Increased by 0.00%
Nov 29, 24
17 State St S&P Midcap® Indx SL Cl II 1.15M (0.43%) -14.00K
Decreased by -1.21%
Nov 30, 24
18 Fidelity® Mid-Cap Stock 1.13M (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Mid-Cap Stock 1.11M (0.41%) 0.00
Increased by 0.00%
Oct 31, 24
20 DFA Global Real Estate Securities Port 1.08M (0.40%) 0.00
Increased by 0.00%
Oct 31, 24