Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.13%
2 DDIV 2.55%
3 BYRE 2.38%
4 JRE 2.12%
5 RDOG 2.12%
6 BEDZ 2.04%
7 PSR 1.89%
8 FTIF 1.87%
9 PSCF 1.56%
10 PFI 1.53%
11 REAI 1.40%
12 REIT 1.36%
13 CRUZ 1.36%
14 RORE 1.20%
15 VRAI 1.16%
16 SCDS 1.08%
17 OOTO 1.05%
18 SLYG 0.85%
19 IJT 0.84%
20 JRNY 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.30M (14.29%) -49.19K
Decreased by -0.59%
Dec 31, 24
2 BlackRock Inc 6.86M (11.82%) -121.31K
Decreased by -1.77%
Dec 31, 24
3 Principal Financial Group Inc 3.25M (5.61%) 101.33K
Increased by +3.11%
Dec 31, 24
4 State Street Corporation 2.56M (4.40%) -294.06K
Decreased by -11.50%
Mar 31, 24
5 State Street Corp 2.54M (4.37%) 15.58K
Increased by +0.61%
Dec 31, 24
6 FMR Inc 1.83M (3.15%) -240.49K
Decreased by -13.16%
Dec 31, 24
7 Wellington Management Company LLP 1.58M (2.72%) -54.59K
Decreased by -3.45%
Dec 31, 24
8 Geode Capital Management, LLC 1.46M (2.51%) -1.90K
Decreased by -0.13%
Dec 31, 24
9 JPMorgan Chase & Co 1.44M (2.48%) -1.16M
Decreased by -80.72%
Dec 31, 24
10 AllianceBernstein L.P. 1.39M (2.40%) -33.83K
Decreased by -2.43%
Dec 31, 24
11 American Century Companies Inc 1.30M (2.24%) 2.33K
Increased by +0.18%
Dec 31, 24
12 Balyasny Asset Management LLC 1.13M (1.95%) 1.13M
Increased by +99.58%
Sep 30, 23
13 Charles Schwab Investment Management Inc 979.18K (1.69%) 14.86K
Increased by +1.52%
Dec 31, 24
14 Gamco Investors, Inc. Et Al 966.54K (1.67%) -7.68K
Decreased by -0.79%
Dec 31, 24
15 Nuveen Asset Management, LLC 936.71K (1.61%) 5.81K
Increased by +0.62%
Dec 31, 24
16 Massachusetts Financial Services Company 853.25K (1.47%) 24.44K
Increased by +2.86%
Dec 31, 24
17 Deutsche Bank AG 852.62K (1.47%) 32.52K
Increased by +3.81%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 834.18K (1.44%) 12.51K
Increased by +1.50%
Dec 31, 24
19 Northern Trust Corp 780.26K (1.34%) 170.40K
Increased by +21.84%
Dec 31, 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 2.17M (3.75%) -26.42K
Decreased by -1.21%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.80M (3.10%) 5.67K
Increased by +0.32%
Feb 28, 25
3 iShares Russell 2000 ETF 1.54M (2.65%) -18.03K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Small Cap Index 1.45M (2.50%) 1.18K
Increased by +0.08%
Feb 28, 25
5 Principal Real Estate Securities R5 1.03M (1.78%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 908.96K (1.57%) 2.33K
Increased by +0.26%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 815.95K (1.41%) -4.61K
Decreased by -0.56%
Feb 28, 25
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 592.99K (1.02%) -4.40K
Decreased by -0.74%
Dec 31, 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 (0.92%) -10.47K
Decreased by -1.97%
Dec 31, 24
15 JPM US Small Cap Core-Composite 531.19K (0.92%) -10.47K
Decreased by -1.97%
Dec 31, 24
16 JPMorgan Small Cap Equity A 531.19K (0.92%) 0.00
Increased by 0.00%
Jan 31, 25
17 iShares Russell 2000 Growth ETF 523.66K (0.90%) -618.00
Decreased by -0.12%
Feb 28, 25
18 1290 VT GAMCO Small Company Value IB 516.00K (0.89%) 0.00
Increased by 0.00%
Jan 31, 25
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