Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLRE 4.33%
2 UTRN 4.10%
3 EPSB 3.99%
4 PRVS 3.95%
5 RSPR 3.94%
6 JRE 3.79%
7 EPSV 3.76%
8 IYR 3.62%
9 EWRE 3.53%
10 FPRO 3.51%
11 FREL 3.39%
12 EPMB 3.33%
13 TXS 3.21%
14 DRN 3.21%
15 OAKM 3.10%
16 BASV 3.10%
17 URE 3.08%
18 LOGO 3.06%
19 IYRI 2.85%
20 VNQ 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.80M (16.44%) -257.59K
Decreased by -0.54%
Jun 30, 25
2 BlackRock Inc 28.43M (9.78%) -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. 9.09M (3.13%) -590.70K
Decreased by -6.50%
Jun 30, 25
6 Principal Financial Group Inc 8.66M (2.98%) 688.65K
Increased by +7.95%
Jun 30, 25
7 Geode Capital Management, LLC 8.12M (2.79%) 210.97K
Increased by +2.60%
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 Viking Global Investors LP 4.57M (1.57%) 759.08K
Increased by +16.61%
Mar 31, 24
17 Cantillon Capital Management LLC 4.48M (1.54%) -129.94K
Decreased by -2.90%
Jun 30, 25
18 AllianceBernstein L.P. 4.46M (1.53%) -538.31K
Decreased by -12.07%
Jun 30, 24
19 Massachusetts Financial Services Company 3.94M (1.35%) 26.56K
Increased by +0.67%
Jun 30, 25
20 Bank of America Corp 3.90M (1.34%) 181.19K
Increased by +4.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.14M (3.83%) 13.95K
Increased by +0.13%
Jul 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 9.37M (3.22%) -223.73K
Decreased by -2.39%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 8.41M (2.89%) 60.78K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 7.27M (2.50%) -1.07M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 6.65M (2.29%) 71.79K
Increased by +1.08%
Jul 31, 25
7 Principal Aligned MidCap Equity 6.34M (2.18%) 543.34K
Increased by +8.57%
Jun 30, 25
8 Principal MidCap R5 6.33M (2.18%) 55.41K
Increased by +0.88%
Jun 30, 25
9 Fidelity 500 Index 3.72M (1.28%) -8.18K
Decreased by -0.22%
Jun 30, 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 3.60M (1.24%) 15.40K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 3.58M (1.23%) -18.79K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 3.52M (1.21%) 7.96K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 3.51M (1.21%) 15.92K
Increased by +0.45%
Jul 31, 25
16 Oakmark Investor 3.06M (1.05%) -466.00K
Decreased by -15.25%
Jun 30, 25
17 Allspring Mid Value SMA 2.66M (0.92%) 2.66M
Increased by +99.99%
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%) -3.77K
Decreased by -0.14%
Jul 31, 25
20 Oakmark Select Investor 2.37M (0.82%) -74.00K
Decreased by -3.12%
Jun 30, 25