Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 2.29%
2 REAI 1.72%
3 PFI 1.66%
4 RORE 1.33%
5 RFDA 1.29%
6 VRAI 1.27%
7 PPTY 1.14%
8 EHLS 1.13%
9 PSCF 1.03%
10 XSLV 0.94%
11 XSMO 0.68%
12 IJT 0.58%
13 SLYG 0.58%
14 VIOG 0.53%
15 GQRE 0.53%
16 DWAS 0.48%
17 USVM 0.47%
18 ESIX 0.45%
19 CRED 0.39%
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 6.34M (5.88%) 95.58K
Increased by +1.51%
Jun 30, 24
5 State Street Corporation 6.25M (5.79%) -383.67K
Decreased by -6.14%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 3.47M (3.22%) 590.10K
Increased by +17.00%
Jun 30, 24
7 Wellington Management Company LLP 2.91M (2.70%) -198.62K
Decreased by -6.82%
Jun 30, 24
8 Geode Capital Management, LLC 2.69M (2.50%) 141.60K
Increased by +5.26%
Jun 30, 24
9 Charles Schwab Investment Management Inc 1.97M (1.82%) 21.79K
Increased by +1.11%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 1.57M (1.46%) -54.97K
Decreased by -3.49%
Sep 30, 24
11 Ameriprise Financial Inc 1.20M (1.11%) -310.02K
Decreased by -25.77%
Jun 30, 24
12 Northern Trust Corp 1.16M (1.08%) 3.36K
Increased by +0.29%
Sep 30, 24
13 Bank of New York Mellon Corp 1.09M (1.01%) 55.79K
Increased by +5.11%
Jun 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 1.04M (0.97%) 358.86K
Increased by +34.40%
Jun 30, 24
17 Nuveen Asset Management, LLC 1.02M (0.95%) -227.58K
Decreased by -22.29%
Jun 30, 24
18 Legal & General Group PLC 964.36K (0.89%) -10.94K
Decreased by -1.13%
Jun 30, 24
19 LSV Asset Management 918.00K (0.85%) -471.79K
Decreased by -51.39%
Mar 31, 24
20 Amvescap Plc. 845.77K (0.78%) 76.17K
Increased by +9.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.99M (6.48%) 6.29K
Increased by +0.09%
Oct 31, 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 2.78M (2.57%) -6.24K
Decreased by -0.22%
Oct 31, 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 1.65M (1.53%) -28.82K
Decreased by -1.75%
Sep 30, 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%) -27.63K
Decreased by -2.50%
Aug 31, 24
10 iShares S&P Small-Cap 600 Growth ETF 1.06M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity® Small Cap Index 992.40K (0.92%) 26.16K
Increased by +2.64%
Oct 31, 23
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 966.36K (0.90%) 7.32K
Increased by +0.76%
Oct 31, 24
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%) 24.10K
Increased by +2.75%
Aug 31, 24
15 Fidelity Advisor Strategic Real Ret I 875.40K (0.81%) 24.10K
Increased by +2.75%
Aug 31, 24
16 Vanguard Tax-Managed Small Cap Adm 790.29K (0.73%) 0.00
Increased by 0.00%
Oct 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 744.37K (0.69%) 255.33K
Increased by +34.30%
Sep 30, 24
18 Fidelity Real Estate Investment Port 731.40K (0.68%) 124.90K
Increased by +17.08%
Sep 30, 24
19 Vanguard Real Estate II Index 702.89K (0.65%) 1.45K
Increased by +0.21%
Oct 31, 24
20 Columbia Small Cap Value II 691.09K (0.64%) -48.72K
Decreased by -7.05%
Mar 31, 24