Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 4.39%
2 BJK 4.28%
3 BYRE 4.27%
4 VICE 4.02%
5 NETL 3.41%
6 PSR 3.19%
7 SRET 3.16%
8 KONG 3.07%
9 BEDZ 2.97%
10 KBWY 2.91%
11 HIPS 2.46%
12 GRI_old 2.24%
13 RDOG 2.22%
14 CRED 2.13%
15 DIV 2.05%
16 RORE 2.00%
17 IRET 1.80%
18 REIT 1.76%
19 JHDV 1.73%
20 REAI 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.65M (14.33%) -104.40K
Decreased by -0.28%
Dec 31, 24
2 BlackRock Inc 34.23M (13.03%) 845.89K
Increased by +2.47%
Dec 31, 24
3 Dodge & Cox 13.50M (5.14%) 5.80M
Increased by +42.95%
Dec 31, 24
4 Franklin Resources Inc 12.83M (4.88%) 571.72K
Increased by +4.46%
Dec 31, 24
5 State Street Corp 12.42M (4.73%) 283.87K
Increased by +2.29%
Dec 31, 24
6 State Street Corporation 11.49M (4.37%) 39.65K
Increased by +0.35%
Mar 31, 24
7 Wellington Management Company LLP 11.21M (4.27%) -450.18K
Decreased by -4.02%
Dec 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 BAMCO Inc 7.82M (2.98%) -290.34K
Decreased by -3.71%
Dec 31, 24
12 Principal Financial Group Inc 7.61M (2.90%) -417.55K
Decreased by -5.48%
Mar 31, 25
13 Geode Capital Management, LLC 6.25M (2.38%) 165.02K
Increased by +2.64%
Dec 31, 24
14 Allspring Global Investments Holdings, LLC 5.53M (2.10%) -6.58K
Decreased by -0.12%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 4.69M (1.78%) -108.71K
Decreased by -2.32%
Dec 31, 24
16 Jennison Associates LLC 4.29M (1.63%) 211.66K
Increased by +4.94%
Dec 31, 24
17 Capital Research & Mgmt Co - Division 3 4.20M (1.60%) -5.72M
Decreased by -136.05%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 4.14M (1.58%) 3.07K
Increased by +0.07%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 4.11M (1.56%) 822.00
Increased by +0.02%
Dec 31, 24
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 10.47M (3.98%) -21.97K
Decreased by -0.21%
Mar 31, 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 US Total Market Shares ETF 8.29M (3.16%) 101.40K
Increased by +1.22%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 8.26M (3.15%) 16.45K
Increased by +0.20%
Mar 31, 25
6 Vanguard Small Cap Index 6.51M (2.48%) -141.12K
Decreased by -2.17%
Mar 31, 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 Mid Cap Value Inst 4.44M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
14 Allspring Special US Mid Cap Value Eq 4.44M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 4.23M (1.61%) 78.05K
Increased by +1.85%
Mar 31, 25
16 Vanguard Small Cap Value Index Inv 4.22M (1.61%) -160.51K
Decreased by -3.80%
Mar 31, 25
17 American Funds Capital Income Bldr A 4.09M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
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-Z 2.61M (0.99%) 101.79K
Increased by +3.91%
Mar 31, 25
20 T. Rowe Price Real Assets Tr I-D 2.50M (0.95%) 66.98K
Increased by +2.67%
Dec 31, 24