Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 CRED 7.67%
3 WREI 7.46%
4 GQRE 5.90%
5 VGSR 5.35%
6 IQRA 5.27%
7 XLRE 5.00%
8 USRT 4.79%
9 RWR 4.69%
10 FRI 4.62%
11 TBG 4.59%
12 DDIV 4.51%
13 REIT 4.49%
14 DFAR 4.39%
15 DESK 4.26%
16 IYR 4.11%
17 SCHH 4.09%
18 UTRN 4.01%
19 FREL 3.91%
20 RWO 3.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.47M (14.06%) -702.53K
Decreased by -1.54%
Sep 30, 24
2 BlackRock Inc 33.82M (10.46%) 34.16K
Increased by +0.10%
Jun 30, 24
3 State Street Corp 21.41M (6.62%) 220.15K
Increased by +1.03%
Jun 30, 24
4 State Street Corporation 21.19M (6.55%) -1.55M
Decreased by -7.29%
Mar 31, 24
5 Cohen & Steers Inc 18.52M (5.73%) -2.08M
Decreased by -11.22%
Jun 30, 24
6 NORGES BANK 17.44M (5.39%) -512.69K
Decreased by -2.94%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 11.40M (3.53%) 179.02K
Increased by +1.57%
Jun 30, 24
8 Geode Capital Management, LLC 9.13M (2.82%) 230.91K
Increased by +2.53%
Jun 30, 24
9 Bank of America Corp 6.48M (2.00%) 4.57M
Increased by +70.45%
Jun 30, 24
10 Goldman Sachs Group Inc 5.67M (1.75%) 2.64M
Increased by +46.53%
Dec 31, 23
11 Legal & General Group PLC 4.80M (1.48%) -67.91K
Decreased by -1.42%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 4.53M (1.40%) -86.73K
Decreased by -1.91%
Sep 30, 24
13 Nuveen Asset Management, LLC 4.51M (1.39%) 100.57K
Increased by +2.23%
Jun 30, 24
14 FMR Inc 4.33M (1.34%) -1.04M
Decreased by -23.98%
Sep 30, 24
15 JPMorgan Chase & Co 4.12M (1.27%) -507.58K
Decreased by -12.33%
Jun 30, 24
16 Northern Trust Corp 3.74M (1.16%) -190.77K
Decreased by -5.09%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 3.67M (1.14%) -758.12K
Decreased by -20.63%
Jun 30, 24
18 Daiwa Securities Group Inc 3.59M (1.11%) -618.41K
Decreased by -17.24%
Jun 30, 24
19 Charles Schwab Investment Management Inc 3.57M (1.10%) -42.60K
Decreased by -1.19%
Sep 30, 24
20 Amvescap Plc. 3.46M (1.07%) 79.63K
Increased by +2.30%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.83M (3.97%) -34.52K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.78M (3.02%) -33.61K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 8.12M (2.51%) 93.70K
Increased by +1.15%
Oct 31, 24
4 SPDR® S&P 500 ETF Trust 3.84M (1.19%) -8.34K
Decreased by -0.22%
Apr 30, 24
5 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 3.77M (1.16%) -247.98K
Decreased by -6.58%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 3.74M (1.16%) 19.55K
Increased by +0.52%
Oct 31, 24
8 iShares Core S&P 500 ETF 3.41M (1.05%) 5.25K
Increased by +0.15%
Oct 31, 24
9 Vanguard Mid Cap Index Institutional 3.29M (1.02%) 5.91K
Increased by +0.18%
Oct 31, 24
10 Daiwa US-REIT Open Mother Fund 2.88M (0.89%) -581.09K
Decreased by -20.19%
Mar 18, 24
11 Cohen & Steers Real Estate Opportunities 2.77M (0.86%) -307.23K
Decreased by -11.08%
Sep 30, 24
12 Cohen & Steers Real Estate Securities A 2.77M (0.86%) -307.23K
Decreased by -11.08%
Sep 30, 24
13 Cohen & Steers Instl Realty Shares 2.71M (0.84%) -98.41K
Decreased by -3.63%
Sep 30, 24
14 Vanguard Value Index Inv 2.63M (0.81%) 8.77K
Increased by +0.33%
Oct 31, 24
15 Cohen & Steers Realty Shares L 2.47M (0.76%) 156.80K
Increased by +6.36%
Sep 30, 24
16 Smead Value Investor 2.28M (0.71%) 14.30K
Increased by +0.63%
Sep 30, 24
17 Smead US Value Composite 2.27M (0.70%) -15.68K
Decreased by -0.69%
Oct 31, 24
18 The Real Estate Select Sector SPDR® 2.22M (0.69%) 23.44K
Increased by +1.05%
Oct 31, 24
19 Vanguard Real Estate II Index 2.09M (0.65%) 2.83K
Increased by +0.13%
Oct 31, 24
20 Vanguard Institutional Index I 1.95M (0.60%) -739.00
Decreased by -0.04%
Oct 31, 24