Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.54%
2 BJK 7.45%
3 REIT 6.64%
4 JRE 6.05%
5 JPRE 4.45%
6 BYRE 4.34%
7 BEDZ 4.16%
8 UTRN 3.99%
9 DIVP 3.68%
10 RSPR 3.32%
11 XLRE 3.18%
12 EWRE 3.13%
13 FRI 2.99%
14 USRT 2.95%
15 VICE 2.91%
16 DFAR 2.71%
17 SCHH 2.58%
18 IYR 2.57%
19 GREI 2.50%
20 OOTO 2.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 146.92M (14.15%) 1.05M
Increased by +0.72%
Dec 31, 23
2 BlackRock Inc 102.22M (9.84%) 3.58M
Increased by +3.51%
Dec 31, 23
3 Capital Research & Mgmt Co - Division 3 62.87M (6.05%) 9.32M
Increased by +14.82%
Dec 31, 23
4 State Street Corporation 54.46M (5.24%) 2.79M
Increased by +5.13%
Dec 31, 23
5 Cohen & Steers Inc 34.78M (3.35%) 19.79M
Increased by +56.89%
Dec 31, 23
6 Capital Research Global Investors 34.53M (3.32%) -2.61M
Decreased by -7.55%
Dec 31, 23
7 Bank of America Corp 30.91M (2.98%) -4.65M
Decreased by -15.03%
Dec 31, 23
8 Principal Financial Group Inc 25.89M (2.49%) 33.97K
Increased by +0.13%
Dec 31, 23
9 Geode Capital Management, LLC 25.12M (2.42%) 1.17M
Increased by +4.66%
Dec 31, 23
10 Allianz Asset Management AG 23.33M (2.25%) -271.54K
Decreased by -1.16%
Dec 31, 23
11 Wellington Management Company LLP 21.80M (2.10%) -3.55M
Decreased by -16.27%
Dec 31, 23
12 Capital World Investors 21.16M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
13 JPMorgan Chase & Co 20.95M (2.02%) 3.42M
Increased by +16.30%
Dec 31, 23
14 Amvescap Plc. 18.69M (1.80%) -5.00M
Decreased by -26.73%
Dec 31, 23
15 NORGES BANK 14.44M (1.39%) 4.20M
Increased by +29.06%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 14.29M (1.38%) 84.66K
Increased by +0.59%
Dec 31, 23
17 Legal & General Group PLC 14.27M (1.37%) 1.68M
Increased by +11.76%
Dec 31, 23
18 Barrow Hanley Mewhinney & Strauss LLC 13.18M (1.27%) -777.67K
Decreased by -5.90%
Dec 31, 23
19 Nuveen Asset Management, LLC 12.72M (1.23%) 2.50M
Increased by +19.64%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 11.45M (1.10%) -1.09M
Decreased by -9.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 48.73M (4.69%) 2.83M
Increased by +5.81%
Mar 31, 24
2 Vanguard Real Estate Index Investor 39.07M (3.76%) 254.98K
Increased by +0.65%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 29.71M (2.86%) 105.32K
Increased by +0.35%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 24.22M (2.33%) 251.12K
Increased by +1.04%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 20.42M (1.97%) -648.11K
Decreased by -3.17%
Mar 31, 24
6 American Funds Income Fund of Amer A 19.72M (1.90%) 773.48K
Increased by +3.92%
Mar 31, 24
7 American Funds Fundamental Invs A 14.56M (1.40%) 1.51M
Increased by +10.34%
Mar 31, 24
8 Capital Group Fundamental Invtrs Comp 13.05M (1.26%) 1.77M
Increased by +13.59%
Dec 31, 23
9 SPDR® S&P 500 ETF Trust 12.48M (1.20%) -97.01K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 12.41M (1.19%) 124.85K
Increased by +1.01%
Feb 29, 24
11 Fidelity® 500 Index 11.81M (1.14%) 75.15K
Increased by +0.64%
Nov 30, 23
12 PIMCO Income Instl 11.63M (1.12%) 0.00
Increased by 0.00%
Dec 31, 23
13 iShares Core S&P 500 ETF 10.72M (1.03%) 78.85K
Increased by +0.74%
Mar 28, 24
14 American Funds American Balanced A 10.60M (1.02%) 1.62M
Increased by +15.26%
Mar 31, 24
15 Vanguard Wellington™ Inv 10.49M (1.01%) 444.80K
Increased by +4.24%
Dec 31, 23
16 Capital Group Investment Co of Amer Comp 8.78M (0.85%) 1.68M
Increased by +19.15%
Dec 31, 23
17 American Funds Invmt Co of Amer A 8.78M (0.85%) -5.40K
Decreased by -0.06%
Mar 31, 24
18 Vanguard Value Index Inv 8.59M (0.83%) -57.37K
Decreased by -0.67%
Mar 31, 24
19 Cohen & Steers Real Estate Opportunities 8.20M (0.79%) 3.15M
Increased by +38.44%
Mar 31, 24
20 Cohen & Steers Real Estate Securities A 8.20M (0.79%) 3.15M
Increased by +38.44%
Mar 31, 24