Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLRE 4.24%
2 UTRN 4.10%
3 PRVS 3.95%
4 RSPR 3.82%
5 JRE 3.65%
6 EWRE 3.53%
7 FPRO 3.53%
8 IYR 3.50%
9 EPSB 3.31%
10 FREL 3.31%
11 EPSV 3.23%
12 DRN 3.22%
13 TXS 3.12%
14 OAKM 3.07%
15 BASV 3.04%
16 URE 2.99%
17 LOGO 2.95%
18 IYRI 2.85%
19 EPMB 2.77%
20 PFI 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.06M (16.52%) -387.00K
Decreased by -0.81%
Mar 31, 25
2 BlackRock Inc 28.43M (9.77%) -457.32K
Decreased by -1.61%
Mar 31, 25
3 State Street Corp 13.50M (4.64%) 146.04K
Increased by +1.08%
Mar 31, 25
4 State Street Corporation 13.09M (4.50%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Harris Associates L.P. 9.69M (3.33%) -1.09M
Decreased by -11.28%
Mar 31, 25
6 Geode Capital Management, LLC 8.12M (2.79%) 210.97K
Increased by +2.60%
Mar 31, 25
7 Principal Financial Group Inc 7.97M (2.74%) 368.21K
Increased by +4.62%
Mar 31, 25
8 FMR Inc 6.99M (2.40%) -498.62K
Decreased by -7.13%
Mar 31, 25
9 Amvescap Plc. 6.41M (2.20%) 397.82K
Increased by +6.21%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 5.71M (1.96%) 965.10K
Increased by +16.91%
Mar 31, 25
11 Alphinity Investment Management Pty Ltd 5.26M (1.81%) 3.81M
Increased by +72.38%
Mar 31, 25
12 Wellington Management Company LLP 5.00M (1.72%) 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 Millennium Management LLC 4.64M (1.60%) 1.93M
Increased by +41.68%
Jun 30, 24
15 Valueact Holdings, L.p. 4.64M (1.59%) 0.00
Increased by 0.00%
Dec 31, 23
16 Cantillon Capital Management LLC 4.61M (1.58%) -142.62K
Decreased by -3.10%
Mar 31, 25
17 Viking Global Investors LP 4.57M (1.57%) 759.08K
Increased by +16.61%
Mar 31, 24
18 AllianceBernstein L.P. 4.46M (1.53%) -538.31K
Decreased by -12.07%
Jun 30, 24
19 NORGES BANK 3.92M (1.35%) 48.43K
Increased by +1.24%
Dec 31, 24
20 Massachusetts Financial Services Company 3.91M (1.35%) 2.68M
Increased by +68.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.12M (3.82%) -361.77K
Decreased by -3.25%
May 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 9.63M (3.31%) 5.93K
Increased by +0.06%
May 31, 25
4 Vanguard Institutional 500 Index Trust 8.41M (2.89%) 60.78K
Increased by +0.72%
May 31, 25
5 Vanguard Mid Cap Index Institutional 6.59M (2.26%) 62.25K
Increased by +0.95%
May 31, 25
6 Principal Aligned MidCap Equity 6.34M (2.18%) 543.34K
Increased by +8.57%
Jun 30, 25
7 Principal MidCap R5 6.33M (2.18%) 55.41K
Increased by +0.88%
Jun 30, 25
8 Fidelity 500 Index 3.73M (1.28%) 15.93K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 3.68M (1.26%) -121.76K
Decreased by -3.31%
Mar 31, 25
10 Fidelity® 500 Index 3.61M (1.24%) 22.98K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 3.58M (1.23%) -18.79K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.54M (1.22%) -12.46K
Decreased by -0.35%
Jun 30, 25
13 SPDR® S&P 500 ETF Trust 3.52M (1.21%) 7.96K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 3.48M (1.20%) 5.54K
Increased by +0.16%
Jun 30, 25
15 Oakmark Investor 3.06M (1.05%) -466.00K
Decreased by -15.25%
Jun 30, 25
16 Allspring Mid Value SMA 2.66M (0.92%) 2.66M
Increased by +99.99%
Jun 30, 25
17 Allspring Special Mid Cap Value Inst 2.66M (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
18 Allspring Special US Mid Cap Value Eq 2.66M (0.92%) 173.10K
Increased by +6.50%
Jun 30, 25
19 Vanguard Value Index Inv 2.64M (0.91%) 2.96K
Increased by +0.11%
May 31, 25
20 Oakmark Select Investor 2.37M (0.82%) -74.00K
Decreased by -3.12%
Jun 30, 25