Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 PRVS 3.97%
3 XLRE 3.66%
4 EWRE 3.53%
5 RSPR 3.36%
6 JRE 3.08%
7 IYR 3.04%
8 FREL 2.84%
9 OAKM 2.73%
10 DRN 2.72%
11 URE 2.68%
12 TXS 2.53%
13 VNQ 2.32%
14 FCUS 2.27%
15 SOVF 2.25%
16 PFI 2.06%
17 SRHQ 2.05%
18 SAEF 2.04%
19 EQOP 1.92%
20 PXLG 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.45M (16.62%) 70.68K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 28.89M (9.91%) -966.80K
Decreased by -3.35%
Dec 31, 24
3 State Street Corp 13.35M (4.58%) -81.69K
Decreased by -0.61%
Dec 31, 24
4 State Street Corporation 13.09M (4.49%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Harris Associates L.P. 10.78M (3.70%) -3.32M
Decreased by -30.82%
Dec 31, 24
6 Principal Financial Group Inc 7.97M (2.73%) 368.21K
Increased by +4.62%
Mar 31, 25
7 Geode Capital Management, LLC 7.90M (2.71%) 245.82K
Increased by +3.11%
Dec 31, 24
8 FMR Inc 7.49M (2.57%) -99.52K
Decreased by -1.33%
Dec 31, 24
9 JPMorgan Chase & Co 6.63M (2.27%) -997.78K
Decreased by -15.06%
Sep 30, 24
10 Amvescap Plc. 6.01M (2.06%) -395.51K
Decreased by -6.58%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 5.23M (1.79%) -909.44K
Decreased by -17.40%
Dec 31, 24
12 Wellington Management Company LLP 5.00M (1.71%) 490.42K
Increased by +9.82%
Mar 31, 24
13 Goldman Sachs Group Inc 4.83M (1.66%) 2.56M
Increased by +53.08%
Dec 31, 23
14 Cantillon Capital Management LLC 4.75M (1.63%) 25.14K
Increased by +0.53%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 4.74M (1.63%) 1.44M
Increased by +30.42%
Dec 31, 24
16 Millennium Management LLC 4.64M (1.59%) 1.93M
Increased by +41.68%
Jun 30, 24
17 Valueact Holdings, L.p. 4.64M (1.59%) 0.00
Increased by 0.00%
Dec 31, 23
18 Viking Global Investors LP 4.57M (1.57%) 759.08K
Increased by +16.61%
Mar 31, 24
19 AllianceBernstein L.P. 4.46M (1.53%) -538.31K
Decreased by -12.07%
Jun 30, 24
20 Franklin Resources Inc 4.10M (1.41%) 605.40K
Increased by +14.76%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.67M (4.00%) -23.87K
Decreased by -0.20%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 9.69M (3.33%) 6.66K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.50M (3.26%) -149.01K
Decreased by -1.57%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 8.21M (2.82%) -125.53K
Decreased by -1.53%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 6.46M (2.22%) -147.94K
Decreased by -2.29%
Mar 31, 25
6 Principal Aligned MidCap Equity 5.80M (1.99%) 299.67K
Increased by +5.17%
Mar 31, 25
7 Principal MidCap R5 5.80M (1.99%) 125.61K
Increased by +2.17%
Mar 31, 25
8 Allspring Mid Value SMA 3.95M (1.35%) 3.95M
Increased by +99.99%
Dec 31, 24
9 Fidelity 500 Index 3.71M (1.27%) -58.94K
Decreased by -1.59%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.68M (1.26%) -121.76K
Decreased by -3.31%
Mar 31, 25
11 Fidelity® 500 Index 3.61M (1.24%) 22.98K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF 3.58M (1.23%) 2.96K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 3.58M (1.23%) -18.79K
Decreased by -0.53%
Mar 31, 25
14 Oakmark Investor 3.52M (1.21%) -500.00K
Decreased by -14.20%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 3.52M (1.21%) 7.96K
Increased by +0.23%
Apr 30, 24
16 iShares Core S&P 500 ETF 3.50M (1.20%) -3.48K
Decreased by -0.10%
Apr 29, 25
17 Vanguard Value Index Inv 2.63M (0.90%) -7.90K
Decreased by -0.30%
Mar 31, 25
18 Allspring Special Mid Cap Value Inst 2.49M (0.85%) -126.60K
Decreased by -5.08%
Mar 31, 25
19 Allspring Special US Mid Cap Value Eq 2.49M (0.85%) -1.46M
Decreased by -58.53%
Mar 31, 25
20 Oakmark Select Investor 2.45M (0.84%) -354.00K
Decreased by -14.48%
Mar 31, 25