Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 4.85%
2 HOTL 4.39%
3 BJK 4.08%
4 BYRE 3.83%
5 PSR 3.63%
6 NETL 3.46%
7 KONG 3.03%
8 SRET 3.03%
9 KBWY 2.96%
10 DFRA 2.59%
11 HIPS 2.46%
12 GRI_old 2.24%
13 CRED 2.20%
14 RDOG 2.17%
15 DIV 2.09%
16 RORE 2.00%
17 BEDZ 1.96%
18 JHDV 1.92%
19 IRET 1.80%
20 REIT 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.01M (13.67%) -443.97K
Decreased by -1.20%
Jun 30, 25
2 BlackRock Inc 33.68M (12.44%) -551.43K
Decreased by -1.64%
Mar 31, 25
3 Dodge & Cox 13.62M (5.03%) 108.75K
Increased by +0.80%
Jun 30, 25
4 State Street Corp 12.60M (4.66%) 183.06K
Increased by +1.45%
Mar 31, 25
5 Franklin Resources Inc 12.48M (4.61%) -346.03K
Decreased by -2.77%
Mar 31, 25
6 Wellington Management Company LLP 11.84M (4.37%) 282.81K
Increased by +2.39%
Jun 30, 25
7 State Street Corporation 11.49M (4.24%) 39.65K
Increased by +0.35%
Mar 31, 24
8 Capital World Investors 10.79M (3.99%) -258.43K
Decreased by -2.39%
Sep 30, 23
9 Putnam Investments LLC 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
10 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
11 Principal Financial Group Inc 7.39M (2.73%) -219.20K
Decreased by -2.96%
Jun 30, 25
12 BAMCO Inc 7.37M (2.72%) -228.74K
Decreased by -3.11%
Jun 30, 25
13 Geode Capital Management, LLC 6.47M (2.39%) 219.92K
Increased by +3.40%
Mar 31, 25
14 Citadel Advisors Llc 5.59M (2.06%) 3.05M
Increased by +54.52%
Jun 30, 25
15 Allspring Global Investments Holdings, LLC 5.50M (2.03%) -24.38K
Decreased by -0.44%
Mar 31, 25
16 Jennison Associates LLC 4.60M (1.70%) 346.46K
Increased by +7.53%
Jun 30, 25
17 Amvescap Plc. 4.51M (1.67%) 2.53M
Increased by +56.08%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 4.27M (1.58%) 127.11K
Increased by +2.98%
Mar 31, 25
19 Capital Research & Mgmt Co - Division 3 4.20M (1.55%) -5.72M
Decreased by -136.05%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 3.97M (1.47%) -798.97K
Decreased by -20.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.21M (3.77%) 12.03K
Increased by +0.12%
Jul 31, 25
2 Dodge & Cox Stock I 10.14M (3.75%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 8.95M (3.31%) -30.88K
Decreased by -0.35%
Aug 29, 25
4 Vanguard US Total Market Shares ETF 8.29M (3.06%) 101.40K
Increased by +1.22%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 8.15M (3.01%) -207.93K
Decreased by -2.55%
Jul 31, 25
6 Vanguard Small Cap Index 6.34M (2.34%) -42.11K
Decreased by -0.66%
Jul 31, 25
7 Putnam Large Cap Value A 5.60M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
8 Putnam US Large Cap Value Equity 5.60M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds American Balanced A 5.30M (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
10 Baron Growth Retail 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
11 Baron Small Cap Growth Strategy 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
12 American Funds Capital Income Bldr A 4.09M (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
13 Vanguard Small Cap Value Index Inv 4.08M (1.51%) 7.38K
Increased by +0.18%
Jul 31, 25
14 Allspring Mid Value SMA 4.05M (1.49%) 4.05M
Increased by +99.99%
Jun 30, 25
15 Allspring Special US Mid Cap Value Eq 4.05M (1.49%) -396.00K
Decreased by -9.79%
Jun 30, 25
16 Allspring Special Mid Cap Value Inst 3.98M (1.47%) -67.00K
Decreased by -1.68%
Jul 31, 25
17 Vanguard Wellesley® Income Inv 3.95M (1.46%) 597.82K
Increased by +15.15%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.09%) -1.27M
Decreased by -43.25%
Jul 31, 25
19 T. Rowe Price Real Assets Tr I-Z 2.61M (0.96%) 101.79K
Increased by +3.91%
Mar 31, 25
20 Principal Real Estate Securities R5 2.33M (0.86%) 0.00
Increased by 0.00%
Jul 31, 25