Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 8.00%
3 BJK 7.17%
4 JRE 6.05%
5 REIT 4.82%
6 VICE 4.34%
7 TRYP 4.21%
8 UTRN 4.18%
9 BYRE 4.18%
10 JPRE 4.05%
11 BEDZ 3.89%
12 DIVP 3.88%
13 PSR 3.36%
14 AREA 3.28%
15 RSPR 3.13%
16 SRHR 3.09%
17 EWRE 3.09%
18 XLRE 3.01%
19 JRE_old 2.89%
20 FRI 2.78%

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 104.25M (9.93%) -293.97K
Decreased by -0.28%
Jun 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 Corporation 54.40M (5.18%) -66.58K
Decreased by -0.12%
Mar 31, 24
5 State Street Corp 54.38M (5.18%) -13.03K
Decreased by -0.02%
Jun 30, 24
6 Capital Research Global Investors 53.53M (5.10%) 8.28M
Increased by +15.47%
Sep 30, 24
7 Cohen & Steers Inc 50.31M (4.79%) 507.34K
Increased by +1.01%
Jun 30, 24
8 Geode Capital Management, LLC 27.87M (2.65%) 935.31K
Increased by +3.36%
Jun 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 23.46M (2.23%) 194.54K
Increased by +0.83%
Jun 30, 24
12 JPMorgan Chase & Co 22.51M (2.14%) -473.01K
Decreased by -2.10%
Jun 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 14.57M (1.39%) -9.40M
Decreased by -64.50%
Jun 30, 24
17 Legal & General Group PLC 14.43M (1.37%) 251.31K
Increased by +1.74%
Jun 30, 24
18 NORGES BANK 14.16M (1.35%) -286.69K
Decreased by -2.03%
Jun 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 12.87M (1.23%) -79.75K
Decreased by -0.62%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 54.71M (5.21%) 5.30M
Increased by +9.69%
Sep 30, 24
2 Vanguard Real Estate Index Investor 37.67M (3.59%) -109.23K
Decreased by -0.29%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 30.16M (2.87%) -100.22K
Decreased by -0.33%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 25.90M (2.47%) 320.59K
Increased by +1.24%
Oct 31, 24
5 American Funds Income Fund of Amer A 21.36M (2.03%) 604.96K
Increased by +2.83%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 20.08M (1.91%) 39.90K
Increased by +0.20%
Oct 31, 24
7 American Funds American Balanced A 17.06M (1.62%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds Fundamental Invs A 14.55M (1.39%) -5.28K
Decreased by -0.04%
Sep 30, 24
9 Capital Group Fundamental Invtrs Comp 14.55M (1.39%) -5.28K
Decreased by -0.04%
Sep 30, 24
10 American Funds Invmt Co of Amer A 13.36M (1.27%) 3.81M
Increased by +28.55%
Sep 30, 24
11 Capital Group Investment Co of Amer Comp 13.36M (1.27%) 3.81M
Increased by +28.55%
Sep 30, 24
12 Fidelity 500 Index 12.87M (1.23%) 21.16K
Increased by +0.16%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 12.77M (1.22%) 66.64K
Increased by +0.52%
Oct 31, 24
14 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
15 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 11.66M (1.11%) 17.95K
Increased by +0.15%
Oct 31, 24
17 PIMCO Income Instl 11.63M (1.11%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
19 American Funds IS® Growth-Income 1 9.31M (0.89%) 143.03K
Increased by +1.54%
Sep 30, 24
20 Capital Group Core Equity Composite 9.31M (0.89%) 143.03K
Increased by +1.54%
Sep 30, 24