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 BAMD 3.55%
6 RSPR 3.50%
7 BYRE 3.33%
8 REZ 3.11%
9 DRW 3.06%
10 DIVP 3.05%
11 SPHD 2.91%
12 SRHR 2.89%
13 SMHB 2.87%
14 EWRE 2.78%
15 AREA 2.39%
16 CRED 2.27%
17 WTRE 2.24%
18 RITA 2.11%
19 PSR 1.99%
20 REIT 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 111.44M (16.10%) -112.91K
Decreased by -0.10%
Jun 30, 25
2 BlackRock Inc 74.23M (10.73%) -6.84M
Decreased by -9.21%
Jun 30, 25
3 State Street Corp 48.60M (7.02%) 442.48K
Increased by +0.91%
Jun 30, 25
4 State Street Corporation 41.14M (5.94%) 1.64M
Increased by +3.99%
Dec 31, 23
5 Principal Financial Group Inc 27.87M (4.03%) 10.01M
Increased by +35.92%
Jun 30, 25
6 Fuller & Thaler Asset Management Inc 23.14M (3.34%) 4.74M
Increased by +20.48%
Jun 30, 25
7 Amvescap Plc. 21.30M (3.08%) -1.81M
Decreased by -8.48%
Jun 30, 25
8 JPMorgan Chase & Co 20.02M (2.89%) 3.54M
Increased by +17.68%
Jun 30, 25
9 Geode Capital Management, LLC 19.07M (2.76%) 197.54K
Increased by +1.04%
Jun 30, 25
10 CenterSquare Investment Management LLC 14.76M (2.13%) 1.47M
Increased by +9.98%
Jun 30, 25
11 Northern Trust Corp 12.00M (1.73%) 1.48M
Increased by +12.32%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 11.65M (1.68%) -1.42M
Decreased by -12.16%
Jun 30, 25
13 Charles Schwab Investment Management Inc 10.52M (1.52%) 282.15K
Increased by +2.68%
Jun 30, 25
14 Cullen Capital Management, LLC 10.10M (1.46%) 1.27M
Increased by +12.63%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 9.83M (1.42%) -564.39K
Decreased by -5.74%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 9.22M (1.33%) 7.87M
Increased by +85.39%
Mar 31, 25
17 AllianceBernstein L.P. 9.00M (1.30%) -393.42K
Decreased by -4.37%
Sep 30, 23
18 Deutsche Bank AG 8.48M (1.23%) 23.14K
Increased by +0.27%
Mar 31, 25
19 Legal & General Group PLC 8.19M (1.18%) -3.08M
Decreased by -37.60%
Jun 30, 25
20 NORGES BANK 8.03M (1.16%) -201.80K
Decreased by -2.51%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.95M (3.75%) 28.56K
Increased by +0.11%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 21.83M (3.15%) -508.69K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 19.89M (2.87%) 125.17K
Increased by +0.63%
May 31, 25
4 FullerThaler Behavioral Small-Cap Value 19.77M (2.86%) 309.87K
Increased by +1.57%
Jun 30, 25
5 Undiscovered Managers Behavioral Val L 19.20M (2.77%) 213.06K
Increased by +1.11%
Jul 31, 25
6 Vanguard 500 Index Investor 17.20M (2.49%) -2.52M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 16.87M (2.44%) -108.86K
Decreased by -0.65%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 10.86M (1.57%) 23.80K
Increased by +0.22%
Jul 31, 25
9 Principal Real Estate Securities R5 10.07M (1.46%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity 500 Index 8.81M (1.27%) 3.80K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 8.65M (1.25%) -48.02K
Decreased by -0.55%
Nov 27, 24
12 SPDR® S&P 500® ETF 8.46M (1.22%) 103.22K
Increased by +1.22%
Aug 31, 25
13 iShares Core S&P 500 ETF 8.39M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 8.37M (1.21%) 18.90K
Increased by +0.23%
Apr 30, 24
15 Invesco S&P 500® Equal Weight ETF 8.08M (1.17%) 11.83K
Increased by +0.15%
Aug 29, 25
16 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.13%) -27.96K
Decreased by -0.36%
Sep 30, 23
17 Vanguard Mid Cap Index Institutional 7.68M (1.11%) 72.59K
Increased by +0.95%
May 31, 25
18 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24
19 iShares Russell 2000 ETF 5.86M (0.85%) -106.93K
Decreased by -1.82%
Jan 31, 24
20 American Century Mid Cap Value Inv 5.64M (0.82%) 0.00
Increased by 0.00%
Mar 31, 24