Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.07%
2 BYRE 2.71%
3 DDIV 2.55%
4 JRE 2.45%
5 RDOG 2.15%
6 BEDZ 2.03%
7 PSR 1.89%
8 REAI 1.56%
9 PFI 1.53%
10 REIT 1.44%
11 CRUZ 1.42%
12 RORE 1.20%
13 VRAI 1.16%
14 SCDS 1.10%
15 OOTO 0.92%
16 CRED 0.87%
17 JRNY 0.80%
18 CVY 0.77%
19 RWR 0.63%
20 WREI 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.34M (14.37%) -15.81K
Decreased by -0.19%
Sep 30, 24
2 BlackRock Inc 6.98M (12.02%) 256.13K
Increased by +3.67%
Sep 30, 24
3 Principal Financial Group Inc 3.15M (5.43%) 931.28K
Increased by +29.53%
Sep 30, 24
4 State Street Corporation 2.56M (4.40%) -294.06K
Decreased by -11.50%
Mar 31, 24
5 State Street Corp 2.52M (4.34%) -30.23K
Decreased by -1.20%
Sep 30, 24
6 FMR Inc 2.07M (3.56%) -775.60K
Decreased by -37.50%
Sep 30, 24
7 Wellington Management Company LLP 1.64M (2.82%) -214.21K
Decreased by -13.10%
Sep 30, 24
8 Geode Capital Management, LLC 1.46M (2.51%) 12.32K
Increased by +0.84%
Sep 30, 24
9 AllianceBernstein L.P. 1.43M (2.46%) -73.34K
Decreased by -5.14%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.33M (2.29%) -141.57K
Decreased by -10.63%
Jun 30, 24
11 JPMorgan Chase & Co 1.30M (2.24%) -118.81K
Decreased by -9.13%
Sep 30, 24
12 American Century Companies Inc 1.30M (2.24%) -287.68K
Decreased by -22.15%
Sep 30, 24
13 Balyasny Asset Management LLC 1.13M (1.95%) 1.13M
Increased by +99.58%
Sep 30, 23
14 Gamco Investors, Inc. Et Al 974.22K (1.68%) -4.93K
Decreased by -0.51%
Sep 30, 24
15 Charles Schwab Investment Management Inc 964.32K (1.66%) 6.29K
Increased by +0.65%
Sep 30, 24
16 Nuveen Asset Management, LLC 930.90K (1.60%) 26.42K
Increased by +2.84%
Sep 30, 24
17 Massachusetts Financial Services Company 828.81K (1.43%) -370.58K
Decreased by -44.71%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 821.67K (1.42%) 1.03K
Increased by +0.13%
Sep 30, 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 1.59M (2.74%) -6.13K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 1.45M (2.50%) 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%
Nov 30, 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 (1.42%) 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%
Jun 30, 24
11 Fidelity Small Cap Index 602.30K (1.04%) 1.13K
Increased by +0.19%
Oct 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 541.66K (0.93%) 8.83K
Increased by +1.63%
Sep 30, 24
15 iShares Russell 2000 Growth ETF 539.59K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
16 JPM US Small Cap Core-Composite 531.19K (0.91%) -10.47K
Decreased by -1.97%
Dec 31, 24
17 JPMorgan Small Cap Equity A 531.19K (0.91%) -10.47K
Decreased by -1.97%
Nov 30, 24
18 1290 VT GAMCO Small Company Value IB 516.00K (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
19 Federated Hermes Kaufmann Small Cap A 480.00K (0.83%) 10.00K
Increased by +2.08%
Sep 30, 24
20 Federated Hermes Kaufmann Small Cap Grow 480.00K (0.83%) 10.00K
Increased by +2.08%
Sep 30, 24