Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 PRVS 3.95%
3 XLRE 3.69%
4 EWRE 3.53%
5 EPSB 3.31%
6 RSPR 3.31%
7 EPSV 3.23%
8 JRE 3.19%
9 FPRO 3.15%
10 IYR 3.09%
11 FREL 2.91%
12 IYRI 2.85%
13 OAKM 2.82%
14 TXS 2.78%
15 EPMB 2.77%
16 DRN 2.70%
17 URE 2.63%
18 SOVF 2.37%
19 FCUS 2.27%
20 PFI 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.06M (16.49%) -387.00K
Decreased by -0.81%
Mar 31, 25
2 BlackRock Inc 28.43M (9.76%) -457.32K
Decreased by -1.61%
Mar 31, 25
3 State Street Corp 13.50M (4.63%) 146.04K
Increased by +1.08%
Mar 31, 25
4 State Street Corporation 13.09M (4.49%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Harris Associates L.P. 9.69M (3.32%) -1.09M
Decreased by -11.28%
Mar 31, 25
6 Geode Capital Management, LLC 8.12M (2.78%) 210.97K
Increased by +2.60%
Mar 31, 25
7 Principal Financial Group Inc 7.97M (2.73%) 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. 6.01M (2.06%) -395.51K
Decreased by -6.58%
Dec 31, 24
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 (1.80%) 3.81M
Increased by +72.38%
Mar 31, 25
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 Millennium Management LLC 4.64M (1.59%) 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 (1.34%) 48.43K
Increased by +1.24%
Dec 31, 24
20 Massachusetts Financial Services Company 3.91M (1.34%) 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 11.48M (3.94%) -190.64K
Decreased by -1.66%
Apr 30, 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 (3.30%) 129.89K
Increased by +1.35%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 8.35M (2.86%) 132.75K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 6.52M (2.24%) 62.59K
Increased by +0.96%
Apr 30, 25
6 Principal MidCap R5 6.19M (2.12%) 390.15K
Increased by +6.30%
Apr 30, 25
7 Principal Aligned MidCap Equity 5.80M (1.99%) 299.67K
Increased by +5.17%
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%) 4.58K
Increased by +0.12%
Apr 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 Trust 3.58M (1.23%) -18.79K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.54M (1.21%) -15.74K
Decreased by -0.45%
May 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 3.42M (1.17%) 0.00
Increased by 0.00%
May 31, 25
17 Allspring Special Mid Cap Value Inst 2.66M (0.91%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Value Index Inv 2.63M (0.90%) 1.37K
Increased by +0.05%
Apr 30, 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