Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 7.78%
3 BJK 6.95%
4 JRE 6.05%
5 GQRE 4.37%
6 TRYP 4.21%
7 VICE 4.20%
8 REIT 4.03%
9 JPRE 3.93%
10 BYRE 3.91%
11 UTRN 3.85%
12 DIVP 3.72%
13 PSR 3.36%
14 AREA 3.26%
15 IRET 3.26%
16 RSPR 3.17%
17 EWRE 3.09%
18 SRHR 2.97%
19 XLRE 2.91%
20 JRE_old 2.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 153.75M (14.64%) -124.41K
Decreased by -0.08%
Sep 30, 24
2 BlackRock Inc 109.24M (10.40%) 4.98M
Increased by +4.56%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 68.02M (6.48%) 2.98M
Increased by +4.38%
Sep 30, 24
4 State Street Corp 55.55M (5.29%) 1.16M
Increased by +2.10%
Sep 30, 24
5 State Street Corporation 54.40M (5.18%) -66.58K
Decreased by -0.12%
Mar 31, 24
6 Capital Research Global Investors 53.53M (5.10%) 8.28M
Increased by +15.47%
Sep 30, 24
7 Cohen & Steers Inc 50.10M (4.77%) -207.86K
Decreased by -0.41%
Sep 30, 24
8 Geode Capital Management, LLC 28.48M (2.71%) 608.70K
Increased by +2.14%
Sep 30, 24
9 Capital World Investors 25.41M (2.42%) 99.76K
Increased by +0.39%
Sep 30, 24
10 Principal Financial Group Inc 24.07M (2.29%) -293.83K
Decreased by -1.22%
Sep 30, 24
11 Allianz Asset Management AG 23.35M (2.22%) -115.88K
Decreased by -0.50%
Sep 30, 24
12 JPMorgan Chase & Co 20.76M (1.98%) -1.75M
Decreased by -8.41%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 20.12M (1.92%) 414.03K
Increased by +2.06%
Jun 30, 24
14 Wellington Management Company LLP 18.97M (1.81%) -2.83M
Decreased by -14.94%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 14.98M (1.43%) 343.70K
Increased by +2.29%
Sep 30, 24
16 Bank of America Corp 14.64M (1.39%) 64.66K
Increased by +0.44%
Sep 30, 24
17 NORGES BANK 14.16M (1.35%) -286.69K
Decreased by -2.03%
Jun 30, 24
18 Legal & General Group PLC 14.13M (1.35%) -297.75K
Decreased by -2.11%
Sep 30, 24
19 Barrow Hanley Mewhinney & Strauss LLC 12.88M (1.23%) 1.34M
Increased by +10.40%
Sep 30, 24
20 Nuveen Asset Management, LLC 12.76M (1.21%) -115.19K
Decreased by -0.90%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 54.56M (5.20%) -149.75K
Decreased by -0.27%
Dec 31, 24
2 Vanguard Real Estate Index Investor 36.97M (3.52%) 43.51K
Increased by +0.12%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 30.00M (2.86%) 24.43K
Increased by +0.08%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 26.70M (2.54%) 398.58K
Increased by +1.49%
Dec 31, 24
5 American Funds Income Fund of Amer A 20.42M (1.94%) -944.02K
Decreased by -4.62%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 20.38M (1.94%) 182.22K
Increased by +0.89%
Dec 31, 24
7 American Funds American Balanced A 15.60M (1.49%) -1.46M
Decreased by -9.35%
Dec 31, 24
8 American Funds Invmt Co of Amer A 14.91M (1.42%) 1.54M
Increased by +10.36%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 14.55M (1.39%) -5.28K
Decreased by -0.04%
Sep 30, 24
10 Capital Group Investment Co of Amer Comp 13.36M (1.27%) 3.81M
Increased by +28.55%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 13.25M (1.26%) 153.14K
Increased by +1.16%
Dec 31, 24
12 Fidelity 500 Index 12.94M (1.23%) 87.87K
Increased by +0.68%
Nov 30, 24
13 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 12.38M (1.18%) 8.69K
Increased by +0.07%
Dec 31, 24
15 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
16 PIMCO Income Instl 11.63M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
18 American Funds Fundamental Invs A 10.06M (0.96%) -4.48M
Decreased by -44.54%
Dec 31, 24
19 American Funds IS® Growth-Income 1 9.31M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Core Equity Composite 9.31M (0.89%) 143.03K
Increased by +1.54%
Sep 30, 24