Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 2.32%
2 REAI 1.68%
3 PFI 1.66%
4 RORE 1.33%
5 VRAI 1.27%
6 RFDA 1.25%
7 PPTY 1.14%
8 EHLS 1.09%
9 PSCF 1.03%
10 XSLV 0.92%
11 XSMO 0.70%
12 SLYG 0.57%
13 IJT 0.57%
14 VIOG 0.53%
15 GQRE 0.52%
16 USVM 0.47%
17 DWAS 0.47%
18 ESIX 0.43%
19 CRED 0.42%
20 CVY 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.87M (19.34%) 951.94K
Increased by +4.56%
Jun 30, 24
2 Vanguard Group Inc 17.30M (16.03%) -158.21K
Decreased by -0.91%
Sep 30, 24
3 FMR Inc 7.52M (6.97%) 1.83M
Increased by +24.35%
Sep 30, 24
4 State Street Corp 6.35M (5.88%) 4.16K
Increased by +0.07%
Sep 30, 24
5 State Street Corporation 6.25M (5.79%) -383.67K
Decreased by -6.14%
Mar 31, 24
6 Geode Capital Management, LLC 2.69M (2.50%) 96.00
Increased by +0.00%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 2.10M (1.94%) -1.37M
Decreased by -65.35%
Sep 30, 24
8 Wellington Management Company LLP 2.05M (1.90%) -862.62K
Decreased by -42.06%
Sep 30, 24
9 Charles Schwab Investment Management Inc 1.97M (1.82%) 21.79K
Increased by +1.11%
Sep 30, 24
10 Millennium Management LLC 1.74M (1.61%) 972.88K
Increased by +55.91%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 1.57M (1.46%) -54.97K
Decreased by -3.49%
Sep 30, 24
12 Northern Trust Corp 1.16M (1.08%) 3.36K
Increased by +0.29%
Sep 30, 24
13 Ameriprise Financial Inc 1.10M (1.02%) -102.27K
Decreased by -9.29%
Sep 30, 24
14 Waterfront Capital Partners, LLC 1.09M (1.01%) -592.50K
Decreased by -54.45%
Jun 30, 24
15 GRS Advisors, LLC 1.07M (1.00%) -598.24K
Decreased by -55.69%
Sep 30, 24
16 Land & Buildings Investment Mgmt, LLC 1.05M (0.97%) 7.78K
Increased by +0.74%
Sep 30, 24
17 Nuveen Asset Management, LLC 960.34K (0.89%) -60.74K
Decreased by -6.33%
Sep 30, 24
18 Bank of New York Mellon Corp 947.66K (0.88%) -144.20K
Decreased by -15.22%
Sep 30, 24
19 Legal & General Group PLC 919.35K (0.85%) -45.00K
Decreased by -4.89%
Sep 30, 24
20 LSV Asset Management 918.00K (0.85%) -471.79K
Decreased by -51.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.07M (6.55%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Real Estate Index Investor 4.30M (3.99%) -13.03K
Decreased by -0.30%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.47M (3.22%) -17.61K
Decreased by -0.51%
Oct 31, 24
4 iShares Russell 2000 ETF 3.01M (2.79%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 2.74M (2.54%) 5.35K
Increased by +0.20%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 1.85M (1.72%) -640.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.52%) -12.25K
Decreased by -0.75%
Oct 31, 24
8 Fidelity US REIT Mother Fund 1.28M (1.18%) 15.00K
Increased by +1.17%
Mar 15, 24
9 Fidelity Small Cap Index 1.10M (1.02%) -5.99K
Decreased by -0.55%
Sep 30, 24
10 iShares S&P Small-Cap 600 Growth ETF 1.07M (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 998.42K (0.92%) 920.00
Increased by +0.09%
Nov 29, 24
12 Fidelity® Small Cap Index 992.40K (0.92%) 26.16K
Increased by +2.64%
Oct 31, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 953.68K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Advisor Strategic Div & Inc I 875.40K (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Advisor Strategic Real Ret I 875.40K (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Tax-Managed Small Cap Adm 790.29K (0.73%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Real Estate Investment Port 785.50K (0.73%) 54.10K
Increased by +6.89%
Oct 31, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 744.37K (0.69%) 0.00
Increased by 0.00%
Oct 31, 24
19 FIAM Small Cap Core CIT Cl B 742.10K (0.69%) 366.59K
Increased by +49.40%
Sep 30, 24
20 Vanguard Real Estate II Index 702.89K (0.65%) 1.45K
Increased by +0.21%
Oct 31, 24