Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.87%
2 JRE_old 2.77%
3 RJMG 2.38%
4 RFV 2.25%
5 SAEF 2.10%
6 FTIF 2.03%
7 SRHQ 1.90%
8 LARE 1.61%
9 XMMO 1.44%
10 XMVM 1.12%
11 PXMV 1.01%
12 PAMC 0.94%
13 RWK 0.93%
14 JKL 0.87%
15 CNTR 0.86%
16 IYR 0.85%
17 FREL 0.78%
18 VNQ 0.73%
19 SRS 0.69%
20 REK 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.01M (14.94%) -21.77K
Decreased by -0.31%
Dec 31, 24
2 BlackRock Inc 4.71M (10.04%) 250.57K
Increased by +5.32%
Dec 31, 24
3 FMR Inc 2.31M (4.92%) -1.22M
Decreased by -53.08%
Dec 31, 24
4 Cohen & Steers Inc 2.26M (4.82%) -932.96K
Decreased by -41.27%
Sep 30, 23
5 Generation Investment Management LLP 2.01M (4.29%) -650.97K
Decreased by -32.32%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 1.66M (3.53%) 16.55K
Increased by +1.00%
Dec 31, 24
7 EdgePoint Investment Group, Inc. 1.64M (3.50%) 88.48K
Increased by +5.40%
Dec 31, 24
8 State Street Corp 1.48M (3.16%) 58.46K
Increased by +3.94%
Dec 31, 24
9 State Street Corporation 1.43M (3.04%) 26.73K
Increased by +1.87%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.13M (2.42%) -138.57K
Decreased by -12.22%
Dec 31, 24
11 Ariel Investments, LLC 1.06M (2.26%) -108.73K
Decreased by -10.26%
Dec 31, 24
12 Amvescap Plc. 944.62K (2.01%) 8.27K
Increased by +0.88%
Dec 31, 24
13 Geode Capital Management, LLC 934.96K (1.99%) 41.33K
Increased by +4.42%
Dec 31, 24
14 Wellington Management Company LLP 899.30K (1.92%) 53.07K
Increased by +5.90%
Sep 30, 24
15 Massachusetts Financial Services Company 771.95K (1.65%) -19.26K
Decreased by -2.50%
Dec 31, 24
16 Millennium Management LLC 730.33K (1.56%) 184.02K
Increased by +25.20%
Mar 31, 24
17 Select Equity Group LP 704.60K (1.50%) -209.71K
Decreased by -29.76%
Dec 31, 24
18 BTIM Corp 672.99K (1.44%) 7.70K
Increased by +1.14%
Jun 30, 24
19 NORGES BANK 590.46K (1.26%) 17.07K
Increased by +2.89%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 589.13K (1.26%) 270.40K
Increased by +45.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.81M (3.87%) -23.00K
Decreased by -1.27%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.55M (3.30%) 2.74K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.49M (3.19%) 825.00
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 1.21M (2.58%) 987.00
Increased by +0.08%
Feb 28, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 1.08M (2.29%) 0.00
Increased by 0.00%
Jan 31, 25
6 EdgePoint Global 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
7 EdgePoint Global Portfolio Series F 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 797.74K (1.70%) -2.84K
Decreased by -0.36%
Feb 28, 25
9 Fidelity® Low-Priced Stock 732.77K (1.56%) 36.00K
Increased by +4.91%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 721.27K (1.54%) 2.71K
Increased by +0.38%
Feb 28, 25
11 Cohen & Steers Real Estate Securities A 542.46K (1.16%) -193.31K
Decreased by -35.64%
Sep 30, 23
12 Vulcan Value Partners Large Cap Value 539.49K (1.15%) -27.47K
Decreased by -5.09%
Jun 30, 24
13 Fidelity® Small Cap Value 525.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Windsor Investor Shares 516.25K (1.10%) 73.78K
Increased by +14.29%
Sep 30, 24
15 Cohen & Steers Instl Realty Shares 461.92K (0.99%) -202.45K
Decreased by -43.83%
Sep 30, 23
16 Fidelity Small Cap Discovery 450.00K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
17 EdgePoint Global Growth and Income 449.71K (0.96%) 172.64K
Increased by +38.39%
Dec 31, 23
18 MFS Mid Cap Value A 448.58K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
19 MFS Mid Cap Value Equity 448.58K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
20 EdgePoint Global Growth & Inc Port Sr F 428.09K (0.91%) 13.55K
Increased by +3.17%
Dec 31, 24