Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 4.39%
2 PSR 4.36%
3 BJK 4.31%
4 BYRE 4.00%
5 VICE 3.87%
6 NETL 3.36%
7 SRET 3.10%
8 KONG 3.06%
9 KBWY 2.88%
10 BEDZ 2.81%
11 HIPS 2.46%
12 GRI_old 2.24%
13 RDOG 2.19%
14 CRED 2.12%
15 DIV 2.04%
16 RORE 2.00%
17 IRET 1.80%
18 REIT 1.74%
19 JHDV 1.64%
20 RIET 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.45M (14.25%) -194.84K
Decreased by -0.52%
Mar 31, 25
2 BlackRock Inc 33.68M (12.82%) -551.43K
Decreased by -1.64%
Mar 31, 25
3 Dodge & Cox 13.51M (5.14%) 10.97K
Increased by +0.08%
Mar 31, 25
4 State Street Corp 12.60M (4.80%) 183.06K
Increased by +1.45%
Mar 31, 25
5 Franklin Resources Inc 12.48M (4.75%) -346.03K
Decreased by -2.77%
Mar 31, 25
6 Wellington Management Company LLP 11.56M (4.40%) 349.06K
Increased by +3.02%
Mar 31, 25
7 State Street Corporation 11.49M (4.37%) 39.65K
Increased by +0.35%
Mar 31, 24
8 Capital World Investors 10.79M (4.11%) -258.43K
Decreased by -2.39%
Sep 30, 23
9 Putnam Investments LLC 9.51M (3.62%) 282.83K
Increased by +2.97%
Dec 31, 23
10 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.62%) 282.83K
Increased by +2.97%
Dec 31, 23
11 Principal Financial Group Inc 7.61M (2.90%) -417.55K
Decreased by -5.48%
Mar 31, 25
12 BAMCO Inc 7.59M (2.89%) -222.90K
Decreased by -2.93%
Mar 31, 25
13 Geode Capital Management, LLC 6.47M (2.46%) 219.92K
Increased by +3.40%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 5.50M (2.09%) -24.38K
Decreased by -0.44%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 4.77M (1.81%) 77.56K
Increased by +1.63%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 4.27M (1.62%) 127.11K
Increased by +2.98%
Mar 31, 25
17 Jennison Associates LLC 4.25M (1.62%) -34.55K
Decreased by -0.81%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 4.20M (1.60%) -5.72M
Decreased by -136.05%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 4.02M (1.53%) -94.94K
Decreased by -2.36%
Mar 31, 25
20 Citadel Advisors Llc 3.91M (1.49%) 950.18K
Increased by +24.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.29M (3.92%) -173.07K
Decreased by -1.68%
Apr 30, 25
2 Dodge & Cox Stock I 10.14M (3.86%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 8.88M (3.38%) -28.65K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 8.39M (3.20%) 131.16K
Increased by +1.56%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 8.29M (3.16%) 101.40K
Increased by +1.22%
Sep 30, 24
6 Vanguard Small Cap Index 6.55M (2.49%) 40.79K
Increased by +0.62%
Apr 30, 25
7 Putnam Large Cap Value A 5.60M (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
8 Putnam US Large Cap Value Equity 5.60M (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds American Balanced A 5.30M (2.02%) 0.00
Increased by 0.00%
Sep 30, 23
10 Baron Growth Retail 5.00M (1.90%) -200.00K
Decreased by -4.00%
Mar 31, 25
11 Baron Small Cap Growth Strategy 5.00M (1.90%) -200.00K
Decreased by -4.00%
Mar 31, 25
12 Allspring Mid Value SMA 4.44M (1.69%) 4.44M
Increased by +99.99%
Dec 31, 24
13 Allspring Special US Mid Cap Value Eq 4.44M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 4.25M (1.62%) 24.22K
Increased by +0.57%
Apr 30, 25
15 Vanguard Small Cap Value Index Inv 4.24M (1.61%) 13.41K
Increased by +0.32%
Apr 30, 25
16 American Funds Capital Income Bldr A 4.09M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
17 Allspring Special Mid Cap Value Inst 4.05M (1.54%) -396.00K
Decreased by -9.79%
Apr 30, 25
18 Vanguard Wellesley® Income Inv 3.35M (1.27%) -272.26K
Decreased by -8.13%
Mar 31, 25
19 T. Rowe Price Real Assets Tr I-D 2.61M (0.99%) 101.79K
Increased by +3.91%
Mar 31, 25
20 T. Rowe Price Real Assets Tr I-Z 2.61M (0.99%) 101.79K
Increased by +3.91%
Mar 31, 25