Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 RSPR 3.93%
3 XLRE 3.83%
4 OAKM 3.58%
5 EWRE 3.53%
6 IYR 3.02%
7 FREL 2.81%
8 TXS 2.65%
9 URE 2.55%
10 VNQ 2.33%
11 DRN 2.30%
12 FCUS 2.27%
13 PPI 2.15%
14 SRHQ 2.08%
15 JRE 2.00%
16 EQOP 1.92%
17 PXLG 1.86%
18 SAEF 1.79%
19 SOVF 1.76%
20 PWC 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.38M (16.22%) -42.92K
Decreased by -0.09%
Sep 30, 24
2 BlackRock Inc 29.48M (9.88%) 966.05K
Increased by +3.28%
Jun 30, 24
3 Harris Associates L.P. 14.10M (4.73%) -1.86M
Decreased by -13.18%
Sep 30, 24
4 State Street Corp 13.43M (4.50%) 692.70K
Increased by +5.16%
Sep 30, 24
5 State Street Corporation 13.09M (4.39%) -267.52K
Decreased by -2.04%
Mar 31, 24
6 Geode Capital Management, LLC 7.66M (2.57%) 56.89K
Increased by +0.74%
Sep 30, 24
7 FMR Inc 7.59M (2.54%) 3.50M
Increased by +46.11%
Sep 30, 24
8 Generation Investment Management LLP 7.43M (2.49%) -1.51M
Decreased by -20.29%
Sep 30, 24
9 Principal Financial Group Inc 7.42M (2.49%) 277.92K
Increased by +3.74%
Sep 30, 24
10 Amvescap Plc. 6.40M (2.15%) 937.37K
Increased by +14.64%
Sep 30, 24
11 Allspring Global Investments Holdings, LLC 6.14M (2.06%) 49.73K
Increased by +0.81%
Sep 30, 24
12 Wellington Management Company LLP 5.00M (1.67%) 490.42K
Increased by +9.82%
Mar 31, 24
13 Goldman Sachs Group Inc 4.83M (1.62%) 2.56M
Increased by +53.08%
Dec 31, 23
14 Cantillon Capital Management LLC 4.72M (1.58%) -141.05K
Decreased by -2.99%
Sep 30, 24
15 Millennium Management LLC 4.64M (1.56%) 1.93M
Increased by +41.68%
Jun 30, 24
16 Valueact Holdings, L.p. 4.64M (1.55%) 0.00
Increased by 0.00%
Dec 31, 23
17 Viking Global Investors LP 4.57M (1.53%) 759.08K
Increased by +16.61%
Mar 31, 24
18 AllianceBernstein L.P. 4.46M (1.50%) -538.31K
Decreased by -12.07%
Jun 30, 24
19 Baillie Gifford & Co Limited. 4.44M (1.49%) -152.95K
Decreased by -3.44%
Sep 30, 24
20 Bank of America Corp 3.93M (1.32%) 127.98K
Increased by +3.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.08M (4.05%) -31.03K
Decreased by -0.26%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.66M (3.24%) -33.84K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 7.99M (2.68%) 96.66K
Increased by +1.21%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 6.50M (2.18%) 11.80K
Increased by +0.18%
Oct 31, 24
5 Principal MidCap R5 5.45M (1.83%) 21.92K
Increased by +0.40%
Oct 31, 24
6 Principal Aligned MidCap Equity 5.42M (1.82%) 270.52K
Increased by +4.99%
Sep 30, 24
7 Oakmark Investor 4.97M (1.67%) -589.00K
Decreased by -11.85%
Sep 30, 24
8 Allspring Special US Mid Cap Value Eq 4.60M (1.54%) 107.90K
Increased by +2.35%
Sep 30, 24
9 Allspring Mid Value SMA 4.49M (1.50%) 4.49M
Increased by +99.99%
Jun 30, 24
10 Oakmark Select Investor 4.09M (1.37%) -832.20K
Decreased by -20.36%
Sep 30, 24
11 Allspring Special Mid Cap Value Inst 4.05M (1.36%) -262.50K
Decreased by -6.48%
Nov 30, 24
12 SPDR® S&P 500® ETF Trust 3.72M (1.25%) 21.95K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 3.70M (1.24%) -6.07K
Decreased by -0.16%
Oct 31, 24
14 Fidelity® 500 Index 3.61M (1.21%) 22.98K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 3.52M (1.18%) 7.96K
Increased by +0.23%
Apr 30, 24
16 iShares Core S&P 500 ETF 3.40M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Value Index Inv 2.60M (0.87%) 9.76K
Increased by +0.38%
Oct 31, 24
18 Franklin Mutual Shares Z 2.11M (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 2.11M (0.71%) 8.53K
Increased by +0.40%
Oct 31, 24
20 The Real Estate Select Sector SPDR® 2.08M (0.70%) 8.29K
Increased by +0.40%
Nov 29, 24