Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INDS 15.46%
2 SPRE 12.38%
3 REZ 10.27%
4 JRE 7.54%
5 RITA 7.16%
6 SRHR 5.92%
7 CRED 5.04%
8 XLRE 4.58%
9 REIT 4.56%
10 RWR 4.18%
11 USRT 4.14%
12 FRI 4.14%
13 AREA 4.13%
14 WREI 4.10%
15 IYR 3.93%
16 UTRN 3.84%
17 DFAR 3.76%
18 SCHH 3.72%
19 RWO 3.41%
20 FREL 3.37%

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 10.37M (6.60%) 55.12K
Increased by +0.53%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 6.10M (3.89%) 244.11K
Increased by +4.00%
Sep 30, 24
6 FMR Inc 5.03M (3.20%) 869.07K
Increased by +17.29%
Sep 30, 24
7 Cohen & Steers Inc 4.84M (3.08%) 1.98M
Increased by +40.96%
Sep 30, 24
8 JPMorgan Chase & Co 4.44M (2.83%) 1.46M
Increased by +32.95%
Sep 30, 24
9 Geode Capital Management, LLC 3.93M (2.50%) 52.81K
Increased by +1.34%
Sep 30, 24
10 Wellington Management Company LLP 3.36M (2.14%) -595.28K
Decreased by -17.72%
Sep 30, 24
11 NORGES BANK 3.01M (1.92%) 315.80K
Increased by +10.50%
Jun 30, 24
12 Charles Schwab Investment Management Inc 2.81M (1.79%) 54.99K
Increased by +1.95%
Sep 30, 24
13 Legal & General Group PLC 2.31M (1.47%) -120.81K
Decreased by -5.22%
Sep 30, 24
14 Apg Investments Us Inc 2.20M (1.40%) -2.46K
Decreased by -0.11%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.14M (1.36%) -43.73K
Decreased by -2.05%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 2.10M (1.34%) -509.09K
Decreased by -24.23%
Sep 30, 24
17 Barrow Hanley Mewhinney & Strauss LLC 1.74M (1.11%) 230.62K
Increased by +13.24%
Sep 30, 24
18 Northern Trust Corp 1.73M (1.10%) -66.22K
Decreased by -3.84%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.60M (1.02%) -1.88M
Decreased by -117.32%
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 SPDR® S&P 500® ETF Trust 1.95M (1.24%) 11.53K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 1.93M (1.23%) -3.18K
Decreased by -0.16%
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 1.78M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 Fidelity US REIT Mother Fund 1.13M (0.72%) 1.13M
Increased by +100.00%
Mar 15, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.09M (0.70%) 13.58K
Increased by +1.24%
Oct 31, 24
19 The Real Estate Select Sector SPDR® 1.09M (0.69%) 4.33K
Increased by +0.40%
Nov 29, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 1.04M (0.66%) 40.73K
Increased by +3.91%
Sep 30, 24