Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 12.48%
2 CRED 8.06%
3 WREI 7.46%
4 GQRE 5.64%
5 VGSR 5.32%
6 IQRA 5.18%
7 XLRE 5.14%
8 PSR 4.98%
9 USRT 4.87%
10 RWR 4.76%
11 FRI 4.62%
12 TBG 4.60%
13 DDIV 4.59%
14 DFAR 4.49%
15 DESK 4.34%
16 SCHH 4.18%
17 REIT 4.04%
18 IYR 4.03%
19 UTRN 4.01%
20 FREL 3.93%

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 Corporation 21.19M (6.55%) -1.55M
Decreased by -7.29%
Mar 31, 24
4 State Street Corp 21.06M (6.51%) -350.51K
Decreased by -1.66%
Sep 30, 24
5 Cohen & Steers Inc 18.09M (5.59%) -432.37K
Decreased by -2.39%
Sep 30, 24
6 NORGES BANK 17.44M (5.39%) -512.69K
Decreased by -2.94%
Jun 30, 24
7 Geode Capital Management, LLC 8.93M (2.76%) -205.68K
Decreased by -2.30%
Sep 30, 24
8 Bank of America Corp 6.51M (2.01%) 32.38K
Increased by +0.50%
Sep 30, 24
9 Goldman Sachs Group Inc 5.67M (1.75%) 2.64M
Increased by +46.53%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 5.55M (1.72%) -5.85M
Decreased by -105.40%
Sep 30, 24
11 Legal & General Group PLC 4.60M (1.42%) -200.41K
Decreased by -4.36%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 4.53M (1.40%) -86.73K
Decreased by -1.91%
Sep 30, 24
13 JPMorgan Chase & Co 4.46M (1.38%) 348.23K
Increased by +7.80%
Sep 30, 24
14 FMR Inc 4.33M (1.34%) -1.04M
Decreased by -23.98%
Sep 30, 24
15 Nuveen Asset Management, LLC 4.26M (1.32%) -244.23K
Decreased by -5.73%
Sep 30, 24
16 Northern Trust Corp 3.74M (1.16%) -190.77K
Decreased by -5.09%
Sep 30, 24
17 Amvescap Plc. 3.67M (1.14%) 211.71K
Increased by +5.76%
Sep 30, 24
18 Charles Schwab Investment Management Inc 3.57M (1.10%) -42.60K
Decreased by -1.19%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 3.57M (1.10%) -102.22K
Decreased by -2.86%
Sep 30, 24
20 Daiwa Securities Group Inc 3.48M (1.07%) -111.60K
Decreased by -3.21%
Sep 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 SPDR® S&P 500® ETF Trust 3.78M (1.17%) 22.32K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 3.76M (1.16%) -6.18K
Decreased by -0.16%
Oct 31, 24
8 iShares Core S&P 500 ETF 3.46M (1.07%) 0.00
Increased by 0.00%
Nov 30, 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 US Value Composite 2.27M (0.70%) -15.68K
Decreased by -0.69%
Oct 31, 24
17 Smead Value Investor 2.27M (0.70%) -15.68K
Decreased by -0.69%
Oct 31, 24
18 The Real Estate Select Sector SPDR® 2.12M (0.65%) 8.43K
Increased by +0.40%
Nov 29, 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