Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 4.26%
2 BYRE 4.26%
3 SRET 4.19%
4 AREA 3.52%
5 JRE 2.70%
6 REIT 2.68%
7 GRI_old 2.55%
8 OLD 2.43%
9 HIPS 2.39%
10 SMHB 2.38%
11 RDOG 2.20%
12 BLLD 2.16%
13 RORE 1.85%
14 REAI 1.55%
15 RIET 1.45%
16 SDIV 1.19%
17 XMLV 1.14%
18 DES 1.06%
19 JPRE 0.99%
20 REZ 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.92M (14.98%) 482.19K
Increased by +1.38%
Sep 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 Corporation 11.71M (5.02%) -789.28K
Decreased by -6.74%
Mar 31, 24
5 State Street Corp 11.69M (5.01%) -123.49K
Decreased by -1.06%
Sep 30, 24
6 JPMorgan Chase & Co 9.89M (4.24%) 6.82M
Increased by +68.98%
Sep 30, 24
7 Geode Capital Management, LLC 6.29M (2.70%) 104.53K
Increased by +1.66%
Sep 30, 24
8 Bank of America Corp 4.75M (2.04%) 130.22K
Increased by +2.74%
Jun 30, 24
9 Charles Schwab Investment Management Inc 4.70M (2.02%) 365.86K
Increased by +7.78%
Sep 30, 24
10 LSV Asset Management 4.35M (1.87%) -29.70K
Decreased by -0.68%
Sep 30, 24
11 Bank of New York Mellon Corp 3.58M (1.53%) -608.84K
Decreased by -17.03%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 3.38M (1.45%) -18.69K
Decreased by -0.55%
Sep 30, 24
13 Deutsche Bank AG 3.29M (1.41%) -14.35K
Decreased by -0.44%
Jun 30, 24
14 Northern Trust Corp 3.26M (1.40%) -63.35K
Decreased by -1.94%
Sep 30, 24
15 HHG PLC 2.85M (1.22%) -2.20M
Decreased by -77.30%
Sep 30, 24
16 NORGES BANK 2.78M (1.19%) 564.78K
Increased by +20.32%
Jun 30, 24
17 Nuveen Asset Management, LLC 2.58M (1.11%) 983.17K
Increased by +38.07%
Sep 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 Morgan Stanley - Brokerage Accounts 2.43M (1.04%) -1.19M
Decreased by -49.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.11M (3.91%) -26.16K
Decreased by -0.29%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 7.52M (3.23%) 14.75K
Increased by +0.20%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 7.50M (3.22%) -38.16K
Decreased by -0.51%
Oct 31, 24
4 Principal Real Estate Securities R5 7.08M (3.04%) 30.00K
Increased by +0.42%
Oct 31, 24
5 iShares Russell 2000 ETF 6.64M (2.85%) -13.87K
Decreased by -0.21%
Nov 27, 24
6 Vanguard Small Cap Index 5.87M (2.52%) 11.50K
Increased by +0.20%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 3.97M (1.70%) -1.37K
Decreased by -0.03%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.52M (1.51%) -12.59K
Decreased by -0.36%
Oct 31, 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 2.38M (1.02%) -17.83K
Decreased by -0.75%
Sep 30, 24
12 iShares Russell 2000 Value ETF 2.29M (0.98%) 2.96K
Increased by +0.13%
Nov 27, 24
13 Fidelity® Small Cap Index 2.25M (0.96%) 60.04K
Increased by +2.67%
Oct 31, 23
14 Principal US REIT Fund Tr-II 1.89M (0.81%) 213.42K
Increased by +11.29%
Oct 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.84M (0.79%) -27.13K
Decreased by -1.47%
Oct 31, 24
16 Nikko World REIT Mother 1.76M (0.76%) -145.20K
Decreased by -8.24%
Aug 21, 23
17 Xtrackers MSCI World Swap ETF 1C 1.63M (0.70%) -454.73K
Decreased by -27.94%
Oct 31, 24
18 Vanguard Real Estate II Index 1.49M (0.64%) 2.72K
Increased by +0.18%
Oct 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.45M (0.62%) -50.80K
Decreased by -3.51%
Oct 31, 24
20 Principal Global Real Estate Sec Instl 1.41M (0.60%) 78.18K
Increased by +5.55%
Oct 31, 24