Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.86%
2 JRE_old 2.77%
3 SAEF 2.27%
4 RJMG 2.26%
5 RFV 2.25%
6 FTIF 1.96%
7 SRHQ 1.83%
8 LARE 1.61%
9 XMMO 1.34%
10 XMVM 1.09%
11 PXMV 1.01%
12 BRNY 0.94%
13 RWK 0.90%
14 JKL 0.87%
15 CNTR 0.86%
16 IYR 0.85%
17 ABCS 0.84%
18 FREL 0.78%
19 SRS 0.69%
20 REK 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.01M (14.93%) -21.77K
Decreased by -0.31%
Dec 31, 24
2 BlackRock Inc 4.71M (10.03%) 250.57K
Increased by +5.32%
Dec 31, 24
3 FMR Inc 2.31M (4.91%) -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 (3.49%) 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 772.47K (1.65%) 514.00
Increased by +0.07%
Mar 31, 25
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 (1.43%) 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 (3.86%) -3.17K
Decreased by -0.18%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.54M (3.28%) -765.00
Decreased by -0.05%
Apr 29, 25
3 Vanguard US Total Market Shares ETF 1.50M (3.20%) 1.10K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.50M (3.19%) 4.32K
Increased by +0.29%
Mar 31, 25
5 Vanguard Small Cap Index 1.18M (2.52%) -29.22K
Decreased by -2.47%
Mar 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.08M (2.29%) 0.00
Increased by 0.00%
Feb 28, 25
7 EdgePoint Global 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
8 EdgePoint Global Portfolio Series F 895.98K (1.91%) 44.28K
Increased by +4.94%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 766.71K (1.63%) -31.03K
Decreased by -4.05%
Mar 31, 25
10 Fidelity® Low-Priced Stock 732.77K (1.56%) 36.00K
Increased by +4.91%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 727.68K (1.55%) 6.42K
Increased by +0.88%
Mar 31, 25
12 Cohen & Steers Real Estate Securities A 542.46K (1.16%) -193.31K
Decreased by -35.64%
Sep 30, 23
13 Vulcan Value Partners Large Cap Value 539.49K (1.15%) -27.47K
Decreased by -5.09%
Jun 30, 24
14 Fidelity® Small Cap Value 525.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Windsor Investor Shares 516.25K (1.10%) 73.78K
Increased by +14.29%
Sep 30, 24
16 Baron Real Estate Institutional 464.49K (0.99%) 50.85K
Increased by +10.95%
Mar 31, 25
17 Baron Real Estate Strategy 464.49K (0.99%) 50.85K
Increased by +10.95%
Mar 31, 25
18 Cohen & Steers Instl Realty Shares 461.92K (0.98%) -202.45K
Decreased by -43.83%
Sep 30, 23
19 Fidelity Small Cap Discovery 450.00K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
20 EdgePoint Global Growth and Income 449.71K (0.96%) 172.64K
Increased by +38.39%
Dec 31, 23