Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.73%
2 CUT 2.17%
3 PSR 2.17%
4 IWIN 1.99%
5 SPRE 1.64%
6 XMLV 1.28%
7 TEMP 0.77%
8 TEQI 0.71%
9 HOMZ 0.69%
10 PAMC 0.49%
11 HSMV 0.45%
12 JHSC 0.35%
13 REK 0.32%
14 SRS 0.32%
15 FNK 0.31%
16 IYR 0.30%
17 SCHH 0.30%
18 FREL 0.28%
19 VNQ 0.25%
20 FNX 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.60M (13.95%) -203.35K
Decreased by -0.99%
Jun 30, 24
2 T. Rowe Price Associates, Inc. 16.31M (11.04%) 17.11K
Increased by +0.10%
Jun 30, 24
3 NORGES BANK 13.14M (8.90%) 0.00
Increased by 0.00%
Jun 30, 24
4 BlackRock Inc 12.71M (8.61%) -27.77K
Decreased by -0.22%
Jun 30, 24
5 Cohen & Steers Inc 8.35M (5.66%) 1.36M
Increased by +16.25%
Jun 30, 24
6 Impax Asset Management Group PLC 6.82M (4.61%) 1.00M
Increased by +14.74%
Jun 30, 24
7 JPMorgan Chase & Co 6.79M (4.60%) 3.26K
Increased by +0.05%
Jun 30, 24
8 State Street Corp 4.18M (2.83%) 23.24K
Increased by +0.56%
Jun 30, 24
9 State Street Corporation 4.15M (2.81%) 99.19K
Increased by +2.39%
Mar 31, 24
10 Pictet Asset Manangement SA 3.78M (2.56%) -224.32K
Decreased by -5.93%
Jun 30, 24
11 British Columbia Investment Management Corp 3.23M (2.19%) 0.00
Increased by 0.00%
Jun 30, 24
12 Victory Capital Management Inc. 2.95M (2.00%) -172.71K
Decreased by -5.85%
Jun 30, 24
13 Massachusetts Financial Services Company 2.66M (1.80%) -1.03M
Decreased by -38.72%
Jun 30, 24
14 Legal & General Group PLC 2.65M (1.80%) 72.09K
Increased by +2.72%
Jun 30, 24
15 Geode Capital Management, LLC 2.61M (1.77%) 61.55K
Increased by +2.36%
Jun 30, 24
16 Charles Schwab Investment Management Inc 2.43M (1.65%) 27.23K
Increased by +1.12%
Jun 30, 24
17 Confluence Investment Management LLC 2.12M (1.44%) -193.81K
Decreased by -9.13%
Jun 30, 24
18 Diamond Hill Capital Management Inc 1.85M (1.25%) -15.13K
Decreased by -0.82%
Jun 30, 24
19 Northern Trust Corp 1.35M (0.91%) 78.49K
Increased by +5.82%
Jun 30, 24
20 Balyasny Asset Management LLC 1.24M (0.84%) 931.98K
Increased by +74.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.66M (3.83%) -18.58K
Decreased by -0.33%
Jul 31, 24
2 Cohen & Steers Real Estate Opportunities 5.36M (3.63%) 0.00
Increased by 0.00%
Jun 30, 24
3 Cohen & Steers Real Estate Securities A 5.36M (3.63%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.69M (3.18%) -9.09K
Decreased by -0.19%
Jul 31, 24
5 iShares Core S&P Mid-Cap ETF 4.33M (2.93%) 1.34K
Increased by +0.03%
Aug 30, 24
6 T. Rowe Price Equity Income 4.33M (2.93%) -3.00K
Decreased by -0.07%
Jun 30, 24
7 T. Rowe Price US Lg-Cp Equity Inc Comp 4.33M (2.93%) -3.00K
Decreased by -0.07%
Jun 30, 24
8 Vanguard Small Cap Index 3.75M (2.54%) 15.28K
Increased by +0.41%
Jul 31, 24
9 T. Rowe Price Mid-Cap Value 3.15M (2.13%) -8.20K
Decreased by -0.26%
Jun 30, 24
10 T. Rowe Price US Mid-Cap Value Equity 3.15M (2.13%) -8.20K
Decreased by -0.26%
Jun 30, 24
11 JPM US Mid Cap Value-Composite 2.73M (1.85%) -29.98K
Decreased by -1.10%
Jun 30, 24
12 JPM US Mid Cap Value-MA 2.73M (1.85%) -29.98K
Decreased by -1.10%
Jun 30, 24
13 JPMorgan Mid Cap Value L 2.73M (1.85%) 0.00
Increased by 0.00%
Jun 30, 24
14 Impax Specialists Strategy Composite 2.63M (1.78%) -28.40K
Decreased by -1.08%
Jul 31, 24
15 Vanguard Small Cap Value Index Inv 2.52M (1.71%) 8.38K
Increased by +0.33%
Jul 31, 24
16 Impax Climate Strategy 2.36M (1.60%) -16.28K
Decreased by -0.69%
Jul 31, 24
17 Victory Small Cap Value CIT (Net 75) 2.20M (1.49%) -61.00K
Decreased by -2.77%
Jun 30, 24
18 Victory Sycamore Small Company Opp R 2.20M (1.49%) -61.00K
Decreased by -2.77%
Jun 30, 24
19 MFS Global Real Estate I 2.09M (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.40%) 12.58K
Increased by +0.61%
Jul 31, 24