Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.36%
2 SRET 4.32%
3 BYRE 4.26%
4 AREA 3.60%
5 JRE 2.80%
6 REIT 2.78%
7 GRI_old 2.55%
8 HIPS 2.49%
9 OLD 2.43%
10 SMHB 2.38%
11 RDOG 2.32%
12 BLLD 2.16%
13 RORE 1.85%
14 JPRE 1.72%
15 REAI 1.62%
16 RIET 1.41%
17 SDIV 1.19%
18 XMLV 1.17%
19 REZ 0.92%
20 PAMC 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.44M (14.77%) -531.99K
Decreased by -1.54%
Jun 30, 24
2 BlackRock Inc 34.39M (14.75%) 188.61K
Increased by +0.55%
Jun 30, 24
3 Principal Financial Group Inc 21.57M (9.25%) 167.07K
Increased by +0.77%
Sep 30, 24
4 State Street Corp 11.81M (5.07%) 104.58K
Increased by +0.89%
Jun 30, 24
5 State Street Corporation 11.71M (5.02%) -789.28K
Decreased by -6.74%
Mar 31, 24
6 Geode Capital Management, LLC 6.19M (2.65%) 247.71K
Increased by +4.00%
Jun 30, 24
7 HHG PLC 5.05M (2.16%) -152.17K
Decreased by -3.01%
Jun 30, 24
8 Bank of America Corp 4.75M (2.04%) 130.22K
Increased by +2.74%
Jun 30, 24
9 LSV Asset Management 4.38M (1.88%) 104.80K
Increased by +2.39%
Jun 30, 24
10 Charles Schwab Investment Management Inc 4.34M (1.86%) 87.51K
Increased by +2.02%
Jun 30, 24
11 Bank of New York Mellon Corp 4.18M (1.79%) -97.12K
Decreased by -2.32%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 3.62M (1.55%) -286.53K
Decreased by -7.92%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 3.39M (1.46%) 124.83K
Increased by +3.68%
Jun 30, 24
14 Northern Trust Corp 3.33M (1.43%) 177.94K
Increased by +5.35%
Jun 30, 24
15 Deutsche Bank AG 3.29M (1.41%) -14.35K
Decreased by -0.44%
Jun 30, 24
16 JPMorgan Chase & Co 3.07M (1.32%) -7.20M
Decreased by -234.81%
Jun 30, 24
17 NORGES BANK 2.78M (1.19%) 564.78K
Increased by +20.32%
Jun 30, 24
18 Apg Investments Us Inc 2.56M (1.10%) 575.00K
Increased by +22.43%
Jun 30, 24
19 Citadel Advisors Llc 2.56M (1.10%) 960.40K
Increased by +37.56%
Jun 30, 24
20 Goldman Sachs Group Inc 2.27M (0.97%) 1.05M
Increased by +46.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.14M (3.92%) -127.22K
Decreased by -1.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.54M (3.23%) 271.44K
Increased by +3.60%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 7.37M (3.16%) 11.75K
Increased by +0.16%
Oct 30, 24
4 Principal Real Estate Securities R5 7.05M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 6.01M (2.58%) -3.86K
Decreased by -0.06%
Oct 30, 24
6 Vanguard Small Cap Index 5.86M (2.51%) 4.59K
Increased by +0.08%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 3.97M (1.70%) 41.80K
Increased by +1.05%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.53M (1.51%) 31.12K
Increased by +0.88%
Sep 30, 24
9 Xtrackers S&P 500 Swap ETF 1C 2.56M (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
10 Janus Henderson US Real Estate MA 2.45M (1.05%) 2.45M
Increased by +99.97%
Dec 31, 23
11 Fidelity Small Cap Index 2.39M (1.03%) -57.12K
Decreased by -2.39%
Aug 31, 24
12 Fidelity® Small Cap Index 2.25M (0.96%) 60.04K
Increased by +2.67%
Oct 31, 23
13 iShares Russell 2000 Value ETF 2.22M (0.95%) 0.00
Increased by 0.00%
Oct 30, 24
14 Xtrackers MSCI World Swap ETF 1C 2.08M (0.89%) 0.00
Increased by 0.00%
Sep 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.87M (0.80%) 22.72K
Increased by +1.21%
Sep 30, 24
16 Nikko World REIT Mother 1.76M (0.76%) -145.20K
Decreased by -8.24%
Aug 21, 23
17 Principal US REIT Fund Tr-II 1.68M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.50M (0.64%) 1.00K
Increased by +0.07%
Sep 30, 24
19 Vanguard Real Estate II Index 1.48M (0.64%) 3.89K
Increased by +0.26%
Sep 30, 24
20 DFA Real Estate Securities I 1.41M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23