Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.11%
2 BYRE 2.66%
3 DDIV 2.55%
4 JRE 2.38%
5 RDOG 2.15%
6 BEDZ 2.04%
7 FTIF 1.95%
8 PSR 1.89%
9 REAI 1.55%
10 PFI 1.53%
11 REIT 1.43%
12 CRUZ 1.36%
13 RORE 1.20%
14 VRAI 1.16%
15 SCDS 1.10%
16 CRED 0.89%
17 OOTO 0.85%
18 JRNY 0.80%
19 CVY 0.77%
20 RWR 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.30M (14.28%) -49.19K
Decreased by -0.59%
Dec 31, 24
2 BlackRock Inc 6.98M (12.01%) 256.13K
Increased by +3.67%
Sep 30, 24
3 Principal Financial Group Inc 3.25M (5.60%) 101.33K
Increased by +3.11%
Dec 31, 24
4 JPMorgan Chase & Co 2.60M (4.48%) -237.63K
Decreased by -9.13%
Sep 30, 24
5 State Street Corporation 2.56M (4.40%) -294.06K
Decreased by -11.50%
Mar 31, 24
6 State Street Corp 2.52M (4.34%) -30.23K
Decreased by -1.20%
Sep 30, 24
7 FMR Inc 2.07M (3.56%) -775.60K
Decreased by -37.50%
Sep 30, 24
8 Wellington Management Company LLP 1.58M (2.72%) -54.59K
Decreased by -3.45%
Dec 31, 24
9 Geode Capital Management, LLC 1.46M (2.51%) 12.32K
Increased by +0.84%
Sep 30, 24
10 AllianceBernstein L.P. 1.43M (2.45%) -73.34K
Decreased by -5.14%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.33M (2.29%) -141.57K
Decreased by -10.63%
Jun 30, 24
12 American Century Companies Inc 1.30M (2.24%) 2.33K
Increased by +0.18%
Dec 31, 24
13 Balyasny Asset Management LLC 1.13M (1.95%) 1.13M
Increased by +99.58%
Sep 30, 23
14 Charles Schwab Investment Management Inc 979.18K (1.69%) 14.86K
Increased by +1.52%
Dec 31, 24
15 Gamco Investors, Inc. Et Al 966.54K (1.66%) -7.68K
Decreased by -0.79%
Dec 31, 24
16 Nuveen Asset Management, LLC 930.90K (1.60%) 26.42K
Increased by +2.84%
Sep 30, 24
17 Massachusetts Financial Services Company 853.25K (1.47%) 24.44K
Increased by +2.86%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 834.18K (1.44%) 12.51K
Increased by +1.50%
Dec 31, 24
19 Deutsche Bank AG 820.11K (1.41%) -301.00K
Decreased by -36.70%
Sep 30, 24
20 AEW Capital Management LP 739.22K (1.27%) -6.93K
Decreased by -0.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.19M (3.78%) 1.64K
Increased by +0.07%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.08%) 1.38K
Increased by +0.08%
Dec 31, 24
3 iShares Russell 2000 ETF 1.61M (2.77%) -12.25K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 1.45M (2.49%) 13.48K
Increased by +0.93%
Dec 31, 24
5 Principal Real Estate Securities R5 1.02M (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 906.77K (1.56%) 9.29K
Increased by +1.02%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 821.82K (1.41%) 32.08K
Increased by +3.90%
Dec 31, 24
8 American Century Small Cap Value Inv 710.00K (1.22%) -70.00K
Decreased by -9.86%
Dec 31, 24
9 American Century U.S. Small Cap Value 710.00K (1.22%) -70.00K
Decreased by -9.86%
Dec 31, 24
10 UBS: US Equity Small Cap Growth 628.72K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Small Cap Index 597.39K (1.03%) -4.91K
Decreased by -0.82%
Nov 30, 24
12 VIP Mid Cap Initial 585.70K (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Small Cap Index 557.77K (0.96%) 15.12K
Increased by +2.71%
Oct 31, 23
14 JPM Small Cap Equity-MA 531.19K (0.91%) -10.47K
Decreased by -1.97%
Dec 31, 24
15 JPM US Small Cap Core-Composite 531.19K (0.91%) -10.47K
Decreased by -1.97%
Dec 31, 24
16 JPMorgan Small Cap Equity A 531.19K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
17 iShares Russell 2000 Growth ETF 524.83K (0.90%) -2.46K
Decreased by -0.47%
Jan 31, 25
18 1290 VT GAMCO Small Company Value IB 516.00K (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity VIP Mid Cap Initial 472.40K (0.81%) -113.30K
Decreased by -23.98%
Dec 31, 23
20 AEW Global Diversified REIT (EPRA) 453.36K (0.78%) -2.62K
Decreased by -0.58%
Dec 31, 23