Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 15.90%
2 SPRE 12.38%
3 REZ 10.55%
4 JRE 8.39%
5 RITA 7.43%
6 SRHR 5.92%
7 CRED 5.04%
8 XLRE 4.80%
9 REIT 4.79%
10 RWR 4.44%
11 FRI 4.43%
12 USRT 4.33%
13 WREI 4.10%
14 DFAR 3.96%
15 SCHH 3.92%
16 IYR 3.90%
17 UTRN 3.84%
18 RWO 3.61%
19 FREL 3.53%
20 ERET 3.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.65M (13.15%) -24.30K
Decreased by -0.12%
Sep 30, 24
2 BlackRock Inc 15.77M (10.04%) -348.04K
Decreased by -2.21%
Jun 30, 24
3 State Street Corporation 10.50M (6.69%) -921.79K
Decreased by -8.78%
Mar 31, 24
4 State Street Corp 10.32M (6.57%) -182.30K
Decreased by -1.77%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 5.86M (3.73%) 427.00K
Increased by +7.29%
Jun 30, 24
6 FMR Inc 5.03M (3.20%) 869.07K
Increased by +17.29%
Sep 30, 24
7 Wellington Management Company LLP 3.95M (2.52%) -46.51K
Decreased by -1.18%
Jun 30, 24
8 Geode Capital Management, LLC 3.88M (2.47%) 91.05K
Increased by +2.35%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 3.47M (2.21%) -325.03K
Decreased by -9.36%
Jun 30, 24
10 NORGES BANK 3.01M (1.92%) 315.80K
Increased by +10.50%
Jun 30, 24
11 JPMorgan Chase & Co 2.98M (1.90%) 52.30K
Increased by +1.76%
Jun 30, 24
12 Cohen & Steers Inc 2.86M (1.82%) 166.81K
Increased by +5.84%
Jun 30, 24
13 Charles Schwab Investment Management Inc 2.81M (1.79%) 54.99K
Increased by +1.95%
Sep 30, 24
14 Legal & General Group PLC 2.43M (1.55%) -21.04K
Decreased by -0.86%
Jun 30, 24
15 Apg Investments Us Inc 2.20M (1.40%) 100.00K
Increased by +4.54%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.14M (1.36%) -43.73K
Decreased by -2.05%
Sep 30, 24
17 Capital Research & Mgmt Co - Division 3 2.10M (1.34%) -509.09K
Decreased by -24.23%
Sep 30, 24
18 Barrow Hanley Mewhinney & Strauss LLC 1.74M (1.11%) 230.62K
Increased by +13.24%
Sep 30, 24
19 Northern Trust Corp 1.73M (1.10%) -66.22K
Decreased by -3.84%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.54M (0.98%) 1.36M
Increased by +87.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.23M (3.97%) -16.68K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.99M (3.18%) -17.86K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 4.18M (2.66%) 50.03K
Increased by +1.20%
Oct 31, 24
4 American Funds Washington Mutual A 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 2.49M (1.58%) 341.62K
Increased by +13.74%
Sep 30, 23
6 American Funds American Balanced A 2.49M (1.58%) 200.00K
Increased by +8.04%
Sep 30, 23
7 Vanguard Dividend Growth Inv 1.96M (1.25%) -443.60K
Decreased by -22.61%
Sep 30, 24
8 Fidelity 500 Index 1.94M (1.23%) -12.05K
Decreased by -0.62%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.92M (1.22%) 10.04K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 1.91M (1.22%) -14.85K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.75M (1.12%) 2.70K
Increased by +0.15%
Oct 31, 24
13 Vanguard Growth Index Investor 1.46M (0.93%) 7.89K
Increased by +0.54%
Jan 31, 24
14 Vanguard Value Index Inv 1.34M (0.85%) 4.46K
Increased by +0.33%
Oct 31, 24
15 American Funds American Mutual A 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
16 Capital Group American Mutual Comp 1.19M (0.76%) -354.07K
Decreased by -29.69%
Sep 30, 24
17 The Real Estate Select Sector SPDR® 1.14M (0.73%) 12.05K
Increased by +1.06%
Oct 31, 24
18 Fidelity US REIT Mother Fund 1.13M (0.72%) 1.13M
Increased by +100.00%
Mar 15, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.08M (0.69%) 418.13K
Increased by +38.77%
Sep 30, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 1.04M (0.66%) 40.73K
Increased by +3.91%
Sep 30, 24