Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.86%
2 BEDZ 4.84%
3 VICE 4.45%
4 HOTL 4.39%
5 BYRE 4.17%
6 PSR 4.17%
7 NETL 3.57%
8 KONG 3.45%
9 SRET 3.36%
10 KBWY 3.03%
11 HIPS 2.46%
12 RDOG 2.39%
13 CRED 2.32%
14 GRI_old 2.24%
15 JHDV 2.15%
16 DIV 2.12%
17 OOTO 2.08%
18 RORE 2.00%
19 IRET 1.80%
20 REAI 1.76%

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 Principal Financial Group Inc 8.03M (3.06%) 4.36K
Increased by +0.05%
Dec 31, 24
12 BAMCO Inc 7.82M (2.98%) -290.34K
Decreased by -3.71%
Dec 31, 24
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 10.49M (3.99%) -131.69K
Decreased by -1.26%
Feb 28, 25
2 Dodge & Cox Stock I 10.14M (3.86%) 4.67M
Increased by +46.02%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 8.92M (3.40%) 6.69K
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 8.25M (3.14%) 48.08K
Increased by +0.58%
Feb 28, 25
5 Vanguard Small Cap Index 6.66M (2.53%) 5.42K
Increased by +0.08%
Feb 28, 25
6 Putnam Large Cap Value A 5.60M (2.13%) 0.00
Increased by 0.00%
Feb 28, 25
7 Putnam US Large Cap Value Equity 5.60M (2.13%) 122.50K
Increased by +2.19%
Dec 31, 24
8 American Funds American Balanced A 5.30M (2.02%) 0.00
Increased by 0.00%
Sep 30, 23
9 Baron Growth Retail 5.20M (1.98%) -50.00K
Decreased by -0.96%
Dec 31, 24
10 Baron Small Cap Growth Strategy 5.20M (1.98%) -50.00K
Decreased by -0.96%
Dec 31, 24
11 Allspring Mid Value SMA 4.44M (1.69%) 4.44M
Increased by +99.99%
Dec 31, 24
12 Allspring Special Mid Cap Value Inst 4.44M (1.69%) 0.00
Increased by 0.00%
Feb 28, 25
13 Allspring Special US Mid Cap Value Eq 4.44M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 4.38M (1.67%) -14.22K
Decreased by -0.32%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 4.15M (1.58%) -4.02K
Decreased by -0.10%
Feb 28, 25
16 American Funds Capital Income Bldr A 4.09M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Wellesley® Income Inv 3.62M (1.38%) -150.24K
Decreased by -4.15%
Dec 31, 24
18 T. Rowe Price Real Assets Tr I-Z 2.50M (0.95%) 66.98K
Increased by +2.67%
Dec 31, 24
19 Principal Real Estate Securities R5 2.33M (0.89%) -190.48K
Decreased by -8.19%
Feb 28, 25
20 American Funds Income Fund of Amer A 2.29M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24