Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.37%
2 FFR 6.03%
3 AREA 6.01%
4 WTRE 5.61%
5 BYRE 5.11%
6 ROOF 4.40%
7 VPN 4.24%
8 DTCR 4.24%
9 UTRN 4.03%
10 SRVR 4.00%
11 DRW 3.97%
12 JRE_old 3.74%
13 IDGT 3.46%
14 IGN 3.22%
15 GRBIC 3.04%
16 RSPR 2.95%
17 EWRE 2.63%
18 CRED 2.56%
19 JRE 2.40%
20 PSR 2.38%

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 4.64M (4.36%) 81.57K
Increased by +1.76%
Sep 30, 24
5 JPMorgan Chase & Co 4.23M (3.97%) 589.07K
Increased by +13.93%
Sep 30, 24
6 Principal Financial Group Inc 4.15M (3.90%) -56.91K
Decreased by -1.37%
Sep 30, 24
7 Geode Capital Management, LLC 2.82M (2.64%) 5.73K
Increased by +0.20%
Sep 30, 24
8 Goldman Sachs Group Inc 2.53M (2.38%) 1.28M
Increased by +50.54%
Dec 31, 23
9 Deutsche Bank AG 2.28M (2.14%) -7.70K
Decreased by -0.34%
Sep 30, 24
10 Diamond Hill Capital Management Inc 1.72M (1.61%) -254.83K
Decreased by -14.82%
Sep 30, 24
11 Massachusetts Financial Services Company 1.69M (1.58%) -139.03K
Decreased by -8.25%
Sep 30, 24
12 Dodge & Cox 1.62M (1.52%) 1.62M
Increased by +100.00%
Sep 30, 24
13 Amvescap Plc. 1.61M (1.51%) 121.62K
Increased by +7.55%
Sep 30, 24
14 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 1.49M (1.40%) -17.55K
Decreased by -1.18%
Sep 30, 24
16 Legal & General Group PLC 1.47M (1.38%) -3.62K
Decreased by -0.25%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.46M (1.37%) -1.84M
Decreased by -126.21%
Sep 30, 24
18 Cohen & Steers Inc 1.45M (1.36%) 715.47K
Increased by +49.33%
Sep 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 1.69M (1.59%) -202.35K
Decreased by -11.98%
Oct 31, 24
7 Diamond Hill Large Cap Equity 1.36M (1.28%) 50.96K
Increased by +3.75%
Nov 30, 24
8 SPDR® S&P 500® ETF Trust 1.33M (1.25%) 7.81K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 1.32M (1.24%) -2.17K
Decreased by -0.16%
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 JPMorgan Equity Premium Income ETF 1.26M (1.18%) 1.45K
Increased by +0.12%
Nov 29, 24
13 Vanguard Growth Index Investor 1.25M (1.18%) 8.12K
Increased by +0.65%
Oct 31, 24
14 iShares Core S&P 500 ETF 1.21M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
15 Principal Real Estate Securities R5 1.05M (0.99%) 0.00
Increased by 0.00%
Oct 31, 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 820.01K (0.77%) 40.94K
Increased by +4.99%
Nov 30, 24
20 Vanguard Mid-Cap Growth ETF 758.84K (0.71%) 2.00K
Increased by +0.26%
Oct 31, 24