Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REAI 1.75%
2 RORE 1.55%
3 IQRA 1.02%
4 XSLV 0.97%
5 PSR 0.76%
6 PSCF 0.73%
7 NBGR 0.66%
8 USVM 0.46%
9 FYC 0.38%
10 GQRE 0.38%
11 CVY 0.33%
12 JPSE 0.31%
13 ESIX 0.31%
14 WREI 0.30%
15 CRED 0.28%
16 PSC 0.28%
17 RWR 0.27%
18 SLYG 0.24%
19 ROSC 0.24%
20 IJT 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.56M (17.29%) 353.12K
Increased by +1.64%
Jun 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 Corporation 6.86M (5.50%) -551.54K
Decreased by -8.04%
Mar 31, 24
5 State Street Corp 6.81M (5.46%) -47.12K
Decreased by -0.69%
Jun 30, 24
6 Westwood Holdings Group Inc 4.32M (3.47%) -247.43K
Decreased by -5.72%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 3.69M (2.96%) 41.25K
Increased by +1.12%
Jun 30, 24
8 Geode Capital Management, LLC 2.98M (2.39%) 157.99K
Increased by +5.30%
Jun 30, 24
9 Jennison Associates LLC 2.97M (2.38%) 215.88K
Increased by +7.28%
Sep 30, 24
10 Resolution Capital Limited 2.83M (2.27%) -2.33M
Decreased by -82.35%
Sep 30, 24
11 Charles Schwab Investment Management Inc 2.27M (1.82%) 101.11K
Increased by +4.45%
Sep 30, 24
12 CenterSquare Investment Management LLC 2.09M (1.67%) -83.57K
Decreased by -4.00%
Jun 30, 24
13 Bank of New York Mellon Corp 1.81M (1.45%) -27.90K
Decreased by -1.54%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 1.76M (1.41%) -315.00
Decreased by -0.02%
Sep 30, 24
15 Heitman Real Estate Securities LLC 1.64M (1.31%) 33.85K
Increased by +2.07%
Sep 30, 24
16 Balyasny Asset Management LLC 1.62M (1.30%) 185.17K
Increased by +11.42%
Mar 31, 24
17 Northern Trust Corp 1.55M (1.24%) 67.84K
Increased by +4.38%
Sep 30, 24
18 American Century Companies Inc 1.50M (1.20%) 91.79K
Increased by +6.13%
Sep 30, 24
19 Citadel Advisors Llc 1.39M (1.11%) 926.74K
Increased by +66.72%
Jun 30, 24
20 Fisher Asset Management, LLC 1.17M (0.94%) -2.03K
Decreased by -0.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.76M (6.22%) 7.21K
Increased by +0.09%
Oct 31, 24
2 Vanguard Real Estate Index Investor 4.68M (3.75%) -11.87K
Decreased by -0.25%
Oct 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 3.96M (3.17%) -16.84K
Decreased by -0.43%
Oct 31, 24
5 iShares Russell 2000 ETF 3.22M (2.58%) -7.24K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Small Cap Index 3.04M (2.44%) 5.95K
Increased by +0.20%
Oct 31, 24
7 Fidelity Real Estate Investment Port 2.18M (1.74%) 349.10K
Increased by +16.05%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 2.06M (1.65%) -708.00
Decreased by -0.03%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.46%) 5.62K
Increased by +0.31%
Sep 30, 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 CIT Cl B 1.46M (1.17%) 19.00K
Increased by +1.30%
Aug 31, 24
15 FIAM Small Cap Core Composite 1.43M (1.15%) 122.50K
Increased by +8.57%
Jun 30, 24
16 Fidelity Small Cap Index 1.25M (1.01%) -28.38K
Decreased by -2.26%
Aug 31, 24
17 Fidelity Advisor Strategic Div & Inc I 1.20M (0.96%) -42.60K
Decreased by -3.55%
Aug 31, 24
18 Fidelity Advisor Strategic Real Ret I 1.20M (0.96%) -42.60K
Decreased by -3.55%
Aug 31, 24
19 iShares Russell 2000 Value ETF 1.19M (0.95%) 0.00
Increased by 0.00%
Oct 31, 24
20 Jennison SMid Cap Core Equity 1.18M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24