Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.48%
2 FFR 6.11%
3 JPRE 4.60%
4 IDGT 4.48%
5 SRVR 4.36%
6 BYRE 4.23%
7 ROOF 4.20%
8 WTRE 4.17%
9 UTRN 4.03%
10 DRW 3.97%
11 DTCR 3.85%
12 VPN 3.72%
13 IGN 3.41%
14 JRE 3.13%
15 EWRE 2.78%
16 GREI 2.60%
17 CRED 2.51%
18 XLRE 2.22%
19 SRS 2.21%
20 REK 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.28M (16.28%) -31.66K
Decreased by -0.18%
Dec 31, 23
2 BlackRock Inc 8.78M (8.27%) -200.18K
Decreased by -2.28%
Dec 31, 23
3 State Street Corporation 4.84M (4.56%) 200.02K
Increased by +4.13%
Dec 31, 23
4 Principal Financial Group Inc 4.30M (4.05%) 1.52M
Increased by +35.45%
Mar 31, 24
5 Cohen & Steers Inc 4.05M (3.81%) -1.74M
Decreased by -43.05%
Dec 31, 23
6 Geode Capital Management, LLC 2.68M (2.53%) 45.81K
Increased by +1.71%
Dec 31, 23
7 Deutsche Bank AG 2.61M (2.46%) 45.19K
Increased by +1.73%
Dec 31, 23
8 Goldman Sachs Group Inc 2.53M (2.38%) 1.28M
Increased by +50.54%
Dec 31, 23
9 JPMorgan Chase & Co 2.51M (2.36%) -99.21K
Decreased by -3.95%
Dec 31, 23
10 Amvescap Plc. 2.10M (1.98%) -43.02K
Decreased by -2.05%
Dec 31, 23
11 Massachusetts Financial Services Company 1.96M (1.84%) 166.55K
Increased by +8.51%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 1.62M (1.53%) 180.38K
Increased by +11.11%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.52M (1.43%) -3.04K
Decreased by -0.20%
Dec 31, 23
14 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
15 Legal & General Group PLC 1.45M (1.36%) 101.12K
Increased by +6.98%
Dec 31, 23
16 Ameriprise Financial Inc 1.36M (1.28%) -75.00
Decreased by -0.01%
Dec 31, 23
17 Citadel Advisors Llc 1.31M (1.24%) 841.92K
Increased by +64.17%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 1.18M (1.11%) -1.31M
Decreased by -110.94%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.17M (1.10%) 38.05K
Increased by +3.25%
Dec 31, 23
20 Diamond Hill Capital Management Inc 1.17M (1.10%) 177.41K
Increased by +15.16%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.42M (4.16%) 17.43K
Increased by +0.39%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.40M (3.20%) 11.55K
Increased by +0.34%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 2.72M (2.56%) 26.10K
Increased by +0.96%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 2.34M (2.21%) -67.84K
Decreased by -2.90%
Mar 31, 24
5 Principal Aligned MidCap Equity 1.90M (1.78%) 17.63K
Increased by +0.93%
Mar 31, 24
6 Principal MidCap R5 1.90M (1.78%) 5.52K
Increased by +0.29%
Mar 31, 24
7 Diamond Hill Large Cap Equity 1.48M (1.40%) 170.60K
Increased by +11.52%
Apr 30, 24
8 Fidelity 500 Index 1.30M (1.23%) 9.95K
Increased by +0.76%
Mar 31, 24
9 SPDR® S&P 500 ETF Trust 1.28M (1.20%) 2.88K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 1.26M (1.19%) 8.04K
Increased by +0.64%
Nov 30, 23
11 JPMorgan Equity Premium Income ETF 1.19M (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
12 iShares Core S&P 500 ETF 1.11M (1.05%) 960.00
Increased by +0.09%
Apr 30, 24
13 Principal Real Estate Securities R5 1.04M (0.98%) 552.40K
Increased by +53.30%
Mar 31, 24
14 Vanguard Growth Index Investor 1.03M (0.97%) 30.47K
Increased by +2.95%
Mar 31, 24
15 Cohen & Steers Realty Shares L 873.53K (0.82%) 83.41K
Increased by +9.55%
Sep 30, 23
16 Diamond Hill Large Cap Inv 870.59K (0.82%) 93.88K
Increased by +10.78%
Apr 30, 24
17 Vanguard Mid-Cap Growth ETF 766.29K (0.72%) -7.69K
Decreased by -1.00%
Mar 31, 24
18 T. Rowe Price Capital Appreciation 748.53K (0.71%) 126.71K
Increased by +16.93%
Mar 31, 24
19 Cohen & Steers Instl Realty Shares 747.07K (0.70%) -230.27K
Decreased by -30.82%
Dec 31, 23
20 Principal LargeCap Growth I Instl 745.84K (0.70%) -150.00
Decreased by -0.02%
Dec 31, 23