Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.59%
2 AREA 6.16%
3 FFR 6.03%
4 WTRE 5.72%
5 BYRE 5.11%
6 PSR 4.55%
7 ROOF 4.48%
8 VPN 4.46%
9 DTCR 4.46%
10 SRVR 4.21%
11 UTRN 4.03%
12 DRW 3.97%
13 IDGT 3.91%
14 JRE_old 3.74%
15 IGN 3.22%
16 RSPR 3.04%
17 GRBIC 3.04%
18 CRED 2.68%
19 EWRE 2.63%
20 JRE 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.40M (16.34%) -62.32K
Decreased by -0.36%
Sep 30, 24
2 BlackRock Inc 9.26M (8.70%) 40.19K
Increased by +0.43%
Jun 30, 24
3 State Street Corporation 4.74M (4.45%) -106.81K
Decreased by -2.26%
Mar 31, 24
4 State Street Corp 4.56M (4.29%) -173.26K
Decreased by -3.80%
Jun 30, 24
5 Principal Financial Group Inc 4.15M (3.90%) -56.91K
Decreased by -1.37%
Sep 30, 24
6 Cohen & Steers Inc 4.05M (3.80%) -1.74M
Decreased by -43.05%
Dec 31, 23
7 JPMorgan Chase & Co 3.64M (3.42%) 553.04K
Increased by +15.20%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 3.30M (3.10%) -136.61K
Decreased by -4.14%
Jun 30, 24
9 Geode Capital Management, LLC 2.81M (2.64%) 41.77K
Increased by +1.49%
Jun 30, 24
10 Goldman Sachs Group Inc 2.53M (2.38%) 1.28M
Increased by +50.54%
Dec 31, 23
11 Deutsche Bank AG 2.28M (2.15%) -90.00K
Decreased by -3.94%
Jun 30, 24
12 Diamond Hill Capital Management Inc 1.72M (1.61%) -254.83K
Decreased by -14.82%
Sep 30, 24
13 Massachusetts Financial Services Company 1.69M (1.58%) -139.03K
Decreased by -8.25%
Sep 30, 24
14 Dodge & Cox 1.62M (1.52%) 1.62M
Increased by +100.00%
Sep 30, 24
15 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
16 Amvescap Plc. 1.49M (1.40%) 112.98K
Increased by +7.58%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 1.49M (1.40%) -17.55K
Decreased by -1.18%
Sep 30, 24
18 Legal & General Group PLC 1.48M (1.39%) -4.56K
Decreased by -0.31%
Jun 30, 24
19 Ameriprise Financial Inc 1.41M (1.32%) -16.15K
Decreased by -1.15%
Jun 30, 24
20 NORGES BANK 1.34M (1.25%) 207.87K
Increased by +15.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.23M (3.97%) -97.00
Decreased by -0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.39M (3.18%) -12.60K
Decreased by -0.37%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 2.85M (2.67%) 32.74K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 2.28M (2.14%) 4.13K
Increased by +0.18%
Oct 31, 24
5 Principal Aligned MidCap Equity 1.89M (1.78%) -11.59K
Decreased by -0.61%
Sep 30, 24
6 Principal MidCap R5 1.89M (1.78%) -11.59K
Decreased by -0.61%
Sep 30, 24
7 Fidelity 500 Index 1.32M (1.24%) -2.52K
Decreased by -0.19%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 1.31M (1.23%) 6.80K
Increased by +0.52%
Oct 31, 24
9 Diamond Hill Large Cap Equity 1.31M (1.23%) 19.20K
Increased by +1.47%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 1.28M (1.20%) 2.88K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.26M (1.19%) 8.04K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 1.25M (1.18%) 8.12K
Increased by +0.65%
Oct 31, 24
13 iShares Core S&P 500 ETF 1.20M (1.12%) 1.86K
Increased by +0.16%
Oct 31, 24
14 JPMorgan Equity Premium Income ETF 1.18M (1.11%) 432.00
Increased by +0.04%
Oct 31, 24
15 Principal Real Estate Securities R5 1.05M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
16 Dodge & Cox Stock I 998.41K (0.94%) 998.41K
Increased by +100.00%
Sep 30, 24
17 Cohen & Steers Realty Shares L 873.53K (0.82%) 83.41K
Increased by +9.55%
Sep 30, 23
18 Victory Sycamore Established Value R 844.00K (0.79%) 844.00K
Increased by +100.00%
Sep 30, 24
19 Diamond Hill Large Cap Inv 779.07K (0.73%) 19.61K
Increased by +2.52%
Oct 31, 24
20 The Real Estate Select Sector SPDR® 778.65K (0.73%) 8.23K
Increased by +1.06%
Oct 31, 24