Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 XLRE 3.56%
3 EWRE 3.53%
4 RSPR 3.28%
5 JRE 3.04%
6 IYR 2.95%
7 OAKM 2.91%
8 FREL 2.77%
9 URE 2.67%
10 TXS 2.65%
11 VNQ 2.44%
12 DRN 2.43%
13 FCUS 2.27%
14 SOVF 2.22%
15 SRHQ 2.15%
16 PFI 2.12%
17 EQOP 1.92%
18 PPI 1.87%
19 PXLG 1.86%
20 SAEF 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.45M (16.54%) 70.68K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 28.89M (9.86%) -966.80K
Decreased by -3.35%
Dec 31, 24
3 State Street Corp 13.35M (4.56%) -81.69K
Decreased by -0.61%
Dec 31, 24
4 State Street Corporation 13.09M (4.47%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Harris Associates L.P. 10.78M (3.68%) -3.32M
Decreased by -30.82%
Dec 31, 24
6 Geode Capital Management, LLC 7.90M (2.70%) 245.82K
Increased by +3.11%
Dec 31, 24
7 Principal Financial Group Inc 7.60M (2.60%) 177.12K
Increased by +2.33%
Dec 31, 24
8 FMR Inc 7.49M (2.56%) -99.52K
Decreased by -1.33%
Dec 31, 24
9 JPMorgan Chase & Co 6.63M (2.26%) -997.78K
Decreased by -15.06%
Sep 30, 24
10 Amvescap Plc. 6.01M (2.05%) -395.51K
Decreased by -6.58%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 5.23M (1.78%) -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 (1.65%) 2.56M
Increased by +53.08%
Dec 31, 23
14 Cantillon Capital Management LLC 4.75M (1.62%) 25.14K
Increased by +0.53%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 4.74M (1.62%) 1.44M
Increased by +30.42%
Dec 31, 24
16 Millennium Management LLC 4.64M (1.58%) 1.93M
Increased by +41.68%
Jun 30, 24
17 Valueact Holdings, L.p. 4.64M (1.58%) 0.00
Increased by 0.00%
Dec 31, 23
18 Viking Global Investors LP 4.57M (1.56%) 759.08K
Increased by +16.61%
Mar 31, 24
19 AllianceBernstein L.P. 4.46M (1.52%) -538.31K
Decreased by -12.07%
Jun 30, 24
20 Franklin Resources Inc 4.10M (1.40%) 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 11.70M (3.99%) -161.03K
Decreased by -1.38%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.65M (3.29%) 31.44K
Increased by +0.33%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.34M (2.85%) 54.39K
Increased by +0.65%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 6.61M (2.26%) 28.34K
Increased by +0.43%
Feb 28, 25
5 Principal MidCap R5 5.67M (1.94%) 35.94K
Increased by +0.63%
Feb 28, 25
6 Principal Aligned MidCap Equity 5.50M (1.88%) 75.02K
Increased by +1.36%
Dec 31, 24
7 Oakmark Investor 4.02M (1.37%) -950.00K
Decreased by -23.62%
Dec 31, 24
8 Allspring Mid Value SMA 3.95M (1.35%) 3.95M
Increased by +99.99%
Dec 31, 24
9 Allspring Special US Mid Cap Value Eq 3.95M (1.35%) -648.10K
Decreased by -16.42%
Dec 31, 24
10 Fidelity 500 Index 3.75M (1.28%) 16.55K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 3.72M (1.27%) -27.61K
Decreased by -0.74%
Feb 28, 25
12 Fidelity® 500 Index 3.61M (1.23%) 22.98K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.53M (1.21%) -178.00
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 3.52M (1.20%) 7.96K
Increased by +0.23%
Apr 30, 24
15 Oakmark Select Investor 2.80M (0.96%) -1.29M
Decreased by -45.99%
Dec 31, 24
16 Vanguard Value Index Inv 2.64M (0.90%) 11.28K
Increased by +0.43%
Feb 28, 25
17 Allspring Special Mid Cap Value Inst 2.62M (0.89%) -744.80K
Decreased by -28.46%
Feb 28, 25
18 Franklin Mutual Shares Z 2.11M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 2.06M (0.70%) 3.84K
Increased by +0.19%
Feb 28, 25
20 The Real Estate Select Sector SPDR® 2.02M (0.69%) -1.17K
Decreased by -0.06%
Feb 28, 25