Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.10%
2 PSR 3.79%
3 SRET 3.13%
4 KBWY 2.86%
5 GLRY 2.78%
6 GRI_old 2.47%
7 AREA 2.45%
8 HIPS 2.35%
9 REIT 2.26%
10 FTIF 2.20%
11 REZ 2.19%
12 DIV 2.18%
13 RORE 2.02%
14 IRET 1.63%
15 PXMG 1.61%
16 REAI 1.55%
17 SYE 1.46%
18 SYV 1.44%
19 RIET 1.39%
20 CRED 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.25M (12.91%) 853.64K
Increased by +2.35%
Sep 30, 24
2 BlackRock Inc 31.93M (11.37%) 1.83M
Increased by +5.74%
Sep 30, 24
3 Cohen & Steers Inc 17.39M (6.19%) 13.90M
Increased by +79.96%
Sep 30, 24
4 State Street Corporation 12.51M (4.45%) -1.08M
Decreased by -8.64%
Mar 31, 24
5 State Street Corp 12.34M (4.39%) 114.08K
Increased by +0.92%
Sep 30, 24
6 Geode Capital Management, LLC 6.43M (2.29%) 192.47K
Increased by +3.00%
Sep 30, 24
7 FMR Inc 4.22M (1.50%) 380.63K
Increased by +9.03%
Sep 30, 24
8 JPMorgan Chase & Co 3.99M (1.42%) 206.02K
Increased by +5.16%
Sep 30, 24
9 Daiwa Securities Group Inc 3.95M (1.41%) 3.00M
Increased by +76.06%
Sep 30, 24
10 Charles Schwab Investment Management Inc 3.83M (1.36%) 240.01K
Increased by +6.27%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.78M (1.35%) 48.69K
Increased by +1.29%
Sep 30, 24
12 Deutsche Bank AG 3.39M (1.21%) -697.83K
Decreased by -20.61%
Dec 31, 23
13 Bank of New York Mellon Corp 3.03M (1.08%) -210.09K
Decreased by -6.93%
Sep 30, 24
14 CenterSquare Investment Management LLC 3.02M (1.08%) -349.25K
Decreased by -11.55%
Sep 30, 24
15 Bank of America Corp 2.82M (1.00%) 442.26K
Increased by +15.69%
Sep 30, 24
16 NORGES BANK 2.24M (0.80%) 232.56K
Increased by +10.36%
Jun 30, 24
17 Northern Trust Corp 2.19M (0.78%) 235.62K
Increased by +10.75%
Sep 30, 24
18 Balyasny Asset Management LLC 2.14M (0.76%) -646.08K
Decreased by -30.20%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 2.13M (0.76%) -2.14M
Decreased by -100.37%
Sep 30, 24
20 Prudential Financial Inc 1.84M (0.65%) 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 9.94M (3.54%) 15.41K
Increased by +0.16%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 8.80M (3.13%) 1.43K
Increased by +0.02%
Jan 29, 25
3 Vanguard Total Stock Mkt Idx Inv 8.43M (3.00%) 326.34K
Increased by +3.87%
Dec 31, 24
4 Vanguard Small Cap Index 6.87M (2.45%) 368.65K
Increased by +5.36%
Dec 31, 24
5 Cohen & Steers Instl Realty Shares 5.38M (1.91%) 1.88M
Increased by +34.95%
Dec 31, 24
6 Cohen & Steers Realty Shares L 5.07M (1.80%) 1.31M
Increased by +25.83%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 4.56M (1.62%) 165.64K
Increased by +3.63%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 4.08M (1.45%) 204.09K
Increased by +5.01%
Dec 31, 24
9 Daiwa US-REIT Open Mother Fund 2.70M (0.96%) 2.70M
Increased by +100.00%
Sep 17, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 2.25M (0.80%) 160.14K
Increased by +7.12%
Dec 31, 24
11 Cohen & Steers Real Estate Opportunities 2.08M (0.74%) 2.08M
Increased by +100.00%
Dec 31, 24
12 Cohen & Steers Real Estate Securities A 2.08M (0.74%) 2.08M
Increased by +100.00%
Dec 31, 24
13 Vanguard Real Estate II Index 1.66M (0.59%) 15.13K
Increased by +0.91%
Dec 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.62M (0.58%) 99.21K
Increased by +6.13%
Dec 31, 24
15 Schwab US REIT ETF™ 1.54M (0.55%) 0.00
Increased by 0.00%
Jan 30, 25
16 Fidelity Extended Market Index 1.50M (0.53%) 66.11K
Increased by +4.40%
Dec 31, 24
17 DFA Real Estate Securities I 1.47M (0.52%) 19.55K
Increased by +1.33%
Nov 30, 24
18 Fidelity High Dividend ETF 1.37M (0.49%) 4.51K
Increased by +0.33%
Jan 30, 25
19 Fidelity® Extended Market Index 1.32M (0.47%) 12.83K
Increased by +0.97%
Nov 30, 23
20 State St S&P Midcap® Indx SL Cl II 1.22M (0.43%) 64.40K
Increased by +5.29%
Dec 31, 24