Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.53%
2 UTRN 4.18%
3 GBLD 3.82%
4 JRE 3.70%
5 RSPR 3.32%
6 ICAP 3.31%
7 EWRE 3.26%
8 GRNR 2.93%
9 WREI 2.59%
10 HFGIC 2.56%
11 SPDV 1.85%
12 REAI 1.72%
13 REK 1.56%
14 SRS 1.56%
15 REIT 1.50%
16 RIET 1.42%
17 CRED 1.35%
18 SPYD 1.28%
19 NXTE 1.26%
20 DIVD 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.45M (15.93%) -103.35K
Decreased by -0.44%
Mar 31, 25
2 BlackRock Inc 19.54M (13.27%) -397.46K
Decreased by -2.03%
Mar 31, 25
3 NORGES BANK 12.70M (8.62%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 11.31M (7.68%) -798.34K
Decreased by -7.06%
Mar 31, 24
5 State Street Corp 11.25M (7.64%) -13.61K
Decreased by -0.12%
Mar 31, 25
6 Apg Investments Us Inc 7.22M (4.90%) -235.81K
Decreased by -3.27%
Mar 31, 25
7 Capital Research Global Investors 6.56M (4.45%) 2.56K
Increased by +0.04%
Sep 30, 23
8 Allspring Global Investments Holdings, LLC 4.13M (2.81%) -360.74K
Decreased by -8.73%
Mar 31, 25
9 Geode Capital Management, LLC 4.09M (2.77%) 147.40K
Increased by +3.61%
Mar 31, 25
10 JPMorgan Chase & Co 3.97M (2.70%) 761.88K
Increased by +19.19%
Mar 31, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 3.64M (2.47%) 11.62K
Increased by +0.32%
Mar 31, 25
12 Northern Trust Corp 3.28M (2.23%) 1.49M
Increased by +45.53%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.70M (1.83%) -144.21K
Decreased by -5.35%
Mar 31, 25
14 Earnest Partners LLC 2.65M (1.80%) -45.78K
Decreased by -1.73%
Mar 31, 25
15 Boston Partners Global Investors, Inc 2.61M (1.77%) 2.61M
Increased by +100.00%
Mar 31, 25
16 Amvescap Plc. 2.60M (1.77%) 322.51K
Increased by +12.40%
Dec 31, 24
17 CenterSquare Investment Management LLC 2.51M (1.71%) -21.84K
Decreased by -0.87%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 2.47M (1.68%) -104.44K
Decreased by -4.22%
Mar 31, 25
19 Bank of America Corp 2.32M (1.57%) 167.55K
Increased by +7.23%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 2.23M (1.52%) -32.50K
Decreased by -1.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.63M (3.83%) -84.03K
Decreased by -1.49%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.56M (3.10%) 58.80K
Increased by +1.29%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.50M (3.05%) 3.53K
Increased by +0.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.11M (2.79%) 64.75K
Increased by +1.58%
Apr 30, 25
5 Allspring Mid Value SMA 3.72M (2.52%) 3.72M
Increased by +99.99%
Dec 31, 24
6 Vanguard Small Cap Index 3.57M (2.43%) 21.13K
Increased by +0.59%
Apr 30, 25
7 American Funds Income Fund of Amer A 3.50M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
8 Allspring Special US Mid Cap Value Eq 3.42M (2.32%) -292.80K
Decreased by -8.55%
Mar 31, 25
9 Allspring Special Mid Cap Value Inst 3.36M (2.28%) -64.60K
Decreased by -1.92%
Apr 30, 25
10 American Funds Capital Income Bldr A 3.00M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
11 First Eagle Global A 2.47M (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 2.31M (1.57%) 7.25K
Increased by +0.31%
Apr 30, 25
13 Invesco S&P 500® Equal Weight ETF 2.13M (1.45%) -7.02K
Decreased by -0.33%
Apr 30, 25
14 JHancock Disciplined Value Mid Cap I 1.88M (1.28%) -56.33K
Decreased by -3.00%
Mar 31, 25
15 Fidelity 500 Index 1.83M (1.24%) 3.89K
Increased by +0.21%
Mar 31, 25
16 SPDR® S&P 500 ETF 1.81M (1.23%) -26.66K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.76M (1.20%) -9.29K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.76M (1.19%) -10.58K
Decreased by -0.60%
Apr 30, 25
19 iShares Core S&P 500 ETF 1.72M (1.17%) -1.81K
Decreased by -0.10%
Apr 30, 25
20 Fidelity® 500 Index 1.68M (1.14%) 10.70K
Increased by +0.64%
Nov 30, 23