Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 10.65%
2 EWO 4.37%
3 UTRN 4.02%
4 EWO 3.66%
5 DRW 3.06%
6 SMHB 2.87%
7 REZ 2.82%
8 RSPR 2.80%
9 PSR 2.80%
10 EWRE 2.78%
11 DIVP 2.70%
12 WTRE 2.50%
13 SPHD 2.22%
14 AREA 2.21%
15 RITA 2.11%
16 CRED 2.02%
17 SRHR 1.84%
18 REIT 1.83%
19 SPDV 1.68%
20 GQRE 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 111.55M (16.12%) -92.82K
Decreased by -0.08%
Mar 31, 25
2 BlackRock Inc 81.07M (11.72%) -2.89M
Decreased by -3.57%
Mar 31, 25
3 State Street Corp 48.16M (6.96%) 735.87K
Increased by +1.53%
Mar 31, 25
4 State Street Corporation 41.14M (5.95%) 1.64M
Increased by +3.99%
Dec 31, 23
5 Amvescap Plc. 19.14M (2.77%) -1.24M
Decreased by -6.48%
Dec 31, 24
6 Geode Capital Management, LLC 18.87M (2.73%) 517.78K
Increased by +2.74%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 18.40M (2.66%) 1.13M
Increased by +6.14%
Mar 31, 25
8 Principal Financial Group Inc 17.86M (2.58%) -276.67K
Decreased by -1.55%
Mar 31, 25
9 JPMorgan Chase & Co 16.48M (2.38%) -3.18M
Decreased by -19.31%
Mar 31, 25
10 CenterSquare Investment Management LLC 13.29M (1.92%) 2.07M
Increased by +15.58%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 13.07M (1.89%) 733.39K
Increased by +5.61%
Mar 31, 25
12 Legal & General Group PLC 11.27M (1.63%) 278.94K
Increased by +2.48%
Mar 31, 25
13 Northern Trust Corp 10.53M (1.52%) 2.59M
Increased by +24.61%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 10.39M (1.50%) 76.98K
Increased by +0.74%
Mar 31, 25
15 Charles Schwab Investment Management Inc 10.24M (1.48%) 84.55K
Increased by +0.83%
Mar 31, 25
16 Cullen Capital Management, LLC 10.10M (1.46%) 1.27M
Increased by +12.63%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 9.22M (1.33%) 7.87M
Increased by +85.39%
Mar 31, 25
18 American Century Companies Inc 9.13M (1.32%) 104.60K
Increased by +1.15%
Dec 31, 23
19 AllianceBernstein L.P. 9.00M (1.30%) -393.42K
Decreased by -4.37%
Sep 30, 23
20 Deutsche Bank AG 8.48M (1.23%) 23.14K
Increased by +0.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 26.24M (3.79%) -386.39K
Decreased by -1.47%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 22.49M (3.25%) 379.98K
Increased by +1.69%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 19.77M (2.86%) 313.64K
Increased by +1.59%
Apr 30, 25
4 FullerThaler Behavioral Small-Cap Value 15.70M (2.27%) 693.05K
Increased by +4.41%
Mar 31, 25
5 Undiscovered Managers Behavioral Val L 14.97M (2.16%) -358.86K
Decreased by -2.40%
Mar 31, 25
6 Vanguard Small Cap Index 8.78M (1.27%) 50.99K
Increased by +0.58%
Apr 30, 25
7 Fidelity 500 Index 8.78M (1.27%) 16.68K
Increased by +0.19%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 8.65M (1.25%) -48.02K
Decreased by -0.55%
Nov 27, 24
9 SPDR® S&P 500® ETF 8.43M (1.22%) -50.55K
Decreased by -0.60%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 8.37M (1.21%) 18.90K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 8.29M (1.20%) -8.65K
Decreased by -0.10%
Apr 30, 25
12 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.13%) -27.96K
Decreased by -0.36%
Sep 30, 23
13 Vanguard Mid Cap Index Institutional 7.61M (1.10%) 74.54K
Increased by +0.98%
Apr 30, 25
14 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24
15 Invesco S&P 500® Equal Weight ETF 6.96M (1.01%) -22.82K
Decreased by -0.33%
Apr 30, 25
16 Principal Real Estate Securities R5 6.45M (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares Russell 2000 ETF 5.86M (0.85%) -106.93K
Decreased by -1.82%
Jan 31, 24
18 Vanguard Small Cap Value Index Inv 5.68M (0.82%) 17.89K
Increased by +0.32%
Apr 30, 25
19 American Century Mid Cap Value Inv 5.64M (0.82%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Century U.S. Mid Cap Value 5.64M (0.82%) 0.00
Increased by 0.00%
Mar 31, 24