Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRET 4.62%
2 OLD 4.10%
3 KBWY 3.95%
4 PSR 3.79%
5 GLRY 3.10%
6 AREA 2.53%
7 GRI_old 2.47%
8 HIPS 2.46%
9 DIV 2.37%
10 REIT 2.26%
11 FTIF 2.24%
12 REZ 2.18%
13 RORE 2.02%
14 RIET 1.76%
15 PXMG 1.61%
16 REAI 1.60%
17 SYE 1.46%
18 SYV 1.44%
19 CRED 1.36%
20 XMLV 1.28%

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 State Street Corporation 12.51M (4.65%) -1.08M
Decreased by -8.64%
Mar 31, 24
4 State Street Corp 12.23M (4.54%) -283.98K
Decreased by -2.32%
Jun 30, 24
5 Geode Capital Management, LLC 6.23M (2.32%) 310.36K
Increased by +4.98%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 4.27M (1.59%) 73.75K
Increased by +1.73%
Jun 30, 24
7 FMR Inc 4.22M (1.57%) 380.63K
Increased by +9.03%
Sep 30, 24
8 Charles Schwab Investment Management Inc 3.83M (1.42%) 240.01K
Increased by +6.27%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 3.78M (1.40%) 48.69K
Increased by +1.29%
Sep 30, 24
10 Cohen & Steers Inc 3.48M (1.29%) 3.48M
Increased by +100.00%
Jun 30, 24
11 Deutsche Bank AG 3.39M (1.26%) -697.83K
Decreased by -20.61%
Dec 31, 23
12 CenterSquare Investment Management LLC 3.37M (1.25%) -192.71K
Decreased by -5.71%
Jun 30, 24
13 Bank of New York Mellon Corp 3.24M (1.20%) 143.52K
Increased by +4.43%
Jun 30, 24
14 Balyasny Asset Management LLC 2.79M (1.03%) 66.45K
Increased by +2.39%
Jun 30, 24
15 Bank of America Corp 2.38M (0.88%) 53.98K
Increased by +2.27%
Jun 30, 24
16 Amundi 2.25M (0.83%) -139.63K
Decreased by -6.21%
Jun 30, 24
17 NORGES BANK 2.24M (0.83%) 232.56K
Increased by +10.36%
Jun 30, 24
18 Northern Trust Corp 2.19M (0.81%) 235.62K
Increased by +10.75%
Sep 30, 24
19 JPMorgan Chase & Co 1.89M (0.70%) 71.75K
Increased by +3.79%
Jun 30, 24
20 Legal & General Group PLC 1.86M (0.69%) -173.59K
Decreased by -9.32%
Jun 30, 24

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 Vanguard Total Stock Mkt Idx Inv 8.15M (3.03%) -26.66K
Decreased by -0.33%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 8.12M (3.02%) 4.40K
Increased by +0.05%
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 3.82M (1.42%) 45.01K
Increased by +1.18%
Sep 30, 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%) -54.50K
Decreased by -3.59%
Oct 31, 24
12 Fidelity Extended Market Index 1.50M (0.56%) 14.11K
Increased by +0.94%
Sep 30, 24
13 Schwab US REIT ETF™ 1.48M (0.55%) 0.00
Increased by 0.00%
Oct 31, 24
14 DFA Real Estate Securities I 1.45M (0.54%) 45.51K
Increased by +3.15%
Sep 30, 24
15 Fidelity® Extended Market Index 1.32M (0.49%) 12.83K
Increased by +0.97%
Nov 30, 23
16 State St S&P Midcap® Indx SL Cl II 1.17M (0.43%) -12.90K
Decreased by -1.10%
Oct 31, 24
17 Fidelity High Dividend ETF 1.17M (0.43%) 0.00
Increased by 0.00%
Oct 31, 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%
Sep 30, 24
20 DFA Global Real Estate Securities Port 1.08M (0.40%) 6.95K
Increased by +0.65%
Sep 30, 24