Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 15.19%
2 SPRE 12.38%
3 REZ 10.75%
4 RITA 7.54%
5 REIT 5.85%
6 CRED 5.04%
7 PSR 4.76%
8 RWR 4.61%
9 XLRE 4.56%
10 IQRA 4.51%
11 FRI 4.28%
12 USRT 4.18%
13 UTRN 4.03%
14 NBGR 3.94%
15 DFAR 3.69%
16 SCHH 3.69%
17 IYR 3.68%
18 URE 3.40%
19 DRN 3.34%
20 FREL 3.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.73M (13.15%) 17.42K
Increased by +0.08%
Dec 31, 23
2 BlackRock Inc 16.20M (10.28%) 447.95K
Increased by +2.76%
Dec 31, 23
3 State Street Corporation 11.42M (7.24%) 237.82K
Increased by +2.08%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 5.21M (3.31%) 317.17K
Increased by +6.08%
Dec 31, 23
5 Wellington Management Company LLP 4.19M (2.66%) -47.34K
Decreased by -1.13%
Dec 31, 23
6 Geode Capital Management, LLC 3.69M (2.34%) -280.64K
Decreased by -7.61%
Dec 31, 23
7 Capital Research & Mgmt Co - Division 3 3.26M (2.06%) -4.85M
Decreased by -149.11%
Dec 31, 23
8 NORGES BANK 2.69M (1.71%) 299.24K
Increased by +11.11%
Dec 31, 23
9 Charles Schwab Investment Management Inc 2.69M (1.70%) 216.33K
Increased by +8.05%
Dec 31, 23
10 FMR Inc 2.64M (1.67%) 1.30M
Increased by +49.13%
Dec 31, 23
11 Legal & General Group PLC 2.61M (1.66%) 312.89K
Increased by +11.98%
Dec 31, 23
12 JPMorgan Chase & Co 2.54M (1.61%) -629.43K
Decreased by -24.79%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 2.17M (1.38%) -11.09K
Decreased by -0.51%
Dec 31, 23
14 Apg Investments Us Inc 2.07M (1.32%) 93.12K
Increased by +4.49%
Dec 31, 23
15 Northern Trust Corp 1.84M (1.17%) -474.91K
Decreased by -25.85%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.65M (1.04%) -33.66K
Decreased by -2.04%
Dec 31, 23
17 Cohen & Steers Inc 1.55M (0.98%) -593.73K
Decreased by -38.37%
Dec 31, 23
18 Deutsche Bank AG 1.48M (0.94%) 172.08K
Increased by +11.60%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 1.41M (0.90%) 72.94K
Increased by +5.17%
Dec 31, 23
20 Bank of New York Mellon Corp 1.40M (0.89%) -11.16K
Decreased by -0.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.50M (4.12%) 38.85K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.98M (3.16%) 16.95K
Increased by +0.34%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 3.99M (2.53%) 37.71K
Increased by +0.95%
Mar 31, 24
4 Vanguard Dividend Growth Inv 2.53M (1.61%) 84.13K
Increased by +3.32%
Dec 31, 23
5 American Funds Washington Mutual A 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
7 American Funds American Balanced A 2.49M (1.58%) 200.00K
Increased by +8.04%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 1.91M (1.21%) -14.85K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 1.90M (1.20%) 19.10K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.64M (1.04%) 12.03K
Increased by +0.73%
Mar 28, 24
12 Capital Group American Mutual Comp 1.55M (0.98%) -520.00
Decreased by -0.03%
Dec 31, 23
13 American Funds American Mutual A 1.55M (0.98%) -2.26K
Decreased by -0.15%
Mar 31, 24
14 Vanguard Growth Index Investor 1.46M (0.93%) 7.89K
Increased by +0.54%
Jan 31, 24
15 American Funds Income Fund of Amer A 1.32M (0.84%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Institutional Index I 1.04M (0.66%) -2.67K
Decreased by -0.26%
Mar 31, 24
17 American Funds Capital Income Bldr A 1.02M (0.65%) -303.50K
Decreased by -29.81%
Mar 31, 24
18 Vanguard Real Estate II Index 1.01M (0.64%) 7.46K
Increased by +0.74%
Mar 31, 24
19 Real Estate Select Sector SPDR® 965.23K (0.61%) -2.80K
Decreased by -0.29%
Mar 28, 24
20 DFA Real Estate Securities I 908.79K (0.58%) -2.20K
Decreased by -0.24%
Feb 29, 24