Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REAI 1.63%
2 RORE 1.55%
3 VRAI 0.97%
4 XSLV 0.89%
5 PSR 0.76%
6 IQRA 0.76%
7 PSCF 0.71%
8 NBGR 0.66%
9 USVM 0.46%
10 GQRE 0.36%
11 FYC 0.35%
12 ESIX 0.30%
13 WREI 0.30%
14 EES 0.30%
15 CRED 0.29%
16 JPSE 0.28%
17 PSC 0.27%
18 RWR 0.26%
19 CVY 0.24%
20 SLYG 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.03M (17.66%) 464.58K
Increased by +2.11%
Sep 30, 24
2 Vanguard Group Inc 19.75M (15.84%) 485.62K
Increased by +2.46%
Sep 30, 24
3 FMR Inc 13.91M (11.16%) 1.10M
Increased by +7.88%
Sep 30, 24
4 State Street Corp 6.99M (5.61%) 177.75K
Increased by +2.54%
Sep 30, 24
5 State Street Corporation 6.86M (5.50%) -551.54K
Decreased by -8.04%
Mar 31, 24
6 Geode Capital Management, LLC 3.11M (2.49%) 130.85K
Increased by +4.21%
Sep 30, 24
7 Westwood Holdings Group Inc 3.07M (2.46%) -1.25M
Decreased by -40.86%
Sep 30, 24
8 Jennison Associates LLC 2.97M (2.38%) 215.88K
Increased by +7.28%
Sep 30, 24
9 Resolution Capital Limited 2.83M (2.27%) -2.33M
Decreased by -82.35%
Sep 30, 24
10 Charles Schwab Investment Management Inc 2.27M (1.82%) 101.11K
Increased by +4.45%
Sep 30, 24
11 Amvescap Plc. 2.13M (1.71%) 1.42M
Increased by +66.72%
Sep 30, 24
12 Citadel Advisors Llc 2.09M (1.68%) 705.08K
Increased by +33.67%
Sep 30, 24
13 Millennium Management LLC 2.09M (1.67%) 1.34M
Increased by +63.94%
Sep 30, 24
14 CenterSquare Investment Management LLC 2.09M (1.67%) -83.57K
Decreased by -4.00%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.94M (1.56%) -1.75M
Decreased by -90.13%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.76M (1.41%) -315.00
Decreased by -0.02%
Sep 30, 24
17 Heitman Real Estate Securities LLC 1.64M (1.31%) 33.85K
Increased by +2.07%
Sep 30, 24
18 Balyasny Asset Management LLC 1.62M (1.30%) 185.17K
Increased by +11.42%
Mar 31, 24
19 Wellington Management Company LLP 1.60M (1.28%) 1.50M
Increased by +93.75%
Sep 30, 24
20 Bank of New York Mellon Corp 1.59M (1.28%) -216.67K
Decreased by -13.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.06M (6.46%) 3.76K
Increased by +0.05%
Dec 31, 24
2 Vanguard Real Estate Index Investor 4.68M (3.75%) -1.90K
Decreased by -0.04%
Dec 31, 24
3 Fidelity US REIT Mother Fund 4.44M (3.56%) 388.80K
Increased by +8.75%
Mar 15, 24
4 Vanguard Total Stock Mkt Idx Inv 3.87M (3.10%) 4.24K
Increased by +0.11%
Dec 31, 24
5 iShares Russell 2000 ETF 3.50M (2.81%) -13.45K
Decreased by -0.38%
Dec 31, 24
6 Vanguard Small Cap Index 3.18M (2.55%) 121.55K
Increased by +3.82%
Dec 31, 24
7 Fidelity Real Estate Investment Port 2.37M (1.90%) 69.70K
Increased by +2.94%
Nov 30, 24
8 Vanguard Small Cap Value Index Inv 2.11M (1.69%) 42.82K
Increased by +2.03%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.51%) 69.51K
Increased by +3.68%
Dec 31, 24
10 Nikko World REIT Mother 1.77M (1.42%) -538.72K
Decreased by -30.42%
Jul 5, 23
11 Fidelity® Real Estate Investment Port 1.70M (1.36%) 45.00K
Increased by +2.65%
Nov 30, 23
12 Fidelity Advisor® Strategic Div & Inc® I 1.63M (1.31%) 44.50K
Increased by +2.72%
Oct 31, 23
13 Fidelity Advisor® Strategic Real Ret I 1.63M (1.31%) 44.50K
Increased by +2.72%
Oct 31, 23
14 FIAM Small Cap Core Composite 1.41M (1.13%) -17.90K
Decreased by -1.27%
Sep 30, 24
15 FIAM Small Cap Core CIT Cl B 1.39M (1.11%) -24.10K
Decreased by -1.74%
Oct 31, 24
16 Jennison SMid Cap Core Equity 1.34M (1.08%) 158.54K
Increased by +11.81%
Dec 31, 24
17 PGIM Jennison Small Company A 1.34M (1.08%) 158.54K
Increased by +11.81%
Dec 31, 24
18 Fidelity Small Cap Index 1.28M (1.03%) 4.18K
Increased by +0.33%
Oct 31, 24
19 iShares Russell 2000 Value ETF 1.21M (0.97%) -33.94K
Decreased by -2.80%
Dec 31, 24
20 Fidelity Advisor Strategic Div & Inc I 1.18M (0.94%) -25.80K
Decreased by -2.19%
Oct 31, 24