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 RSPR 3.40%
6 BYRE 3.18%
7 BAMD 3.15%
8 DRW 3.06%
9 REZ 3.05%
10 PSR 2.97%
11 SMHB 2.87%
12 EWRE 2.78%
13 DIVP 2.75%
14 WTRE 2.49%
15 SPHD 2.29%
16 AREA 2.28%
17 CRED 2.14%
18 RITA 2.11%
19 IVRA 2.09%
20 SRHR 1.92%

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. 23.11M (3.34%) 3.97M
Increased by +17.17%
Mar 31, 25
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 10.52M (1.52%) -6.61K
Decreased by -0.06%
Mar 31, 25
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 25.90M (3.74%) -333.26K
Decreased by -1.29%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 22.50M (3.25%) 12.88K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 19.89M (2.87%) 125.17K
Increased by +0.63%
May 31, 25
4 Undiscovered Managers Behavioral Val L 15.96M (2.31%) 985.30K
Increased by +6.17%
Apr 30, 25
5 FullerThaler Behavioral Small-Cap Value 15.70M (2.27%) 693.05K
Increased by +4.41%
Mar 31, 25
6 Principal Real Estate Securities R5 9.73M (1.41%) 3.28M
Increased by +33.74%
May 31, 25
7 Vanguard Small Cap Index 8.82M (1.27%) 40.82K
Increased by +0.46%
May 31, 25
8 Fidelity 500 Index 8.79M (1.27%) 10.84K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 8.65M (1.25%) -48.02K
Decreased by -0.55%
Nov 27, 24
10 SPDR® S&P 500® ETF 8.38M (1.21%) -37.40K
Decreased by -0.45%
May 31, 25
11 SPDR® S&P 500 ETF Trust 8.37M (1.21%) 18.90K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 8.09M (1.17%) 0.00
Increased by 0.00%
May 31, 25
13 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.13%) -27.96K
Decreased by -0.36%
Sep 30, 23
14 Vanguard Mid Cap Index Institutional 7.68M (1.11%) 72.59K
Increased by +0.95%
May 31, 25
15 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24
16 Invesco S&P 500® Equal Weight ETF 6.83M (0.99%) 22.98K
Increased by +0.34%
May 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 5.67M (0.82%) -5.29K
Decreased by -0.09%
May 31, 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