Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 8.09%
3 BJK 7.10%
4 JRE 6.05%
5 BEDZ 4.74%
6 REIT 4.58%
7 VICE 4.53%
8 CRED 4.47%
9 GQRE 4.46%
10 BYRE 4.34%
11 TRYP 4.21%
12 DIVP 3.86%
13 UTRN 3.85%
14 UDI 3.39%
15 PSR 3.36%
16 SRHR 3.35%
17 RSPR 3.21%
18 XLRE 3.11%
19 EWRE 3.09%
20 FRI 2.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 154.17M (14.64%) 192.87K
Increased by +0.13%
Mar 31, 25
2 BlackRock Inc 110.37M (10.48%) -71.06K
Decreased by -0.06%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 61.04M (5.80%) -749.97K
Decreased by -1.23%
Mar 31, 25
4 Capital Research Global Investors 59.63M (5.66%) 5.12M
Increased by +8.58%
Mar 31, 25
5 State Street Corp 58.49M (5.56%) 2.55M
Increased by +4.35%
Mar 31, 25
6 State Street Corporation 54.40M (5.17%) -66.58K
Decreased by -0.12%
Mar 31, 24
7 Geode Capital Management, LLC 32.34M (3.07%) 2.83M
Increased by +8.74%
Mar 31, 25
8 Cohen & Steers Inc 30.19M (2.87%) -17.65M
Decreased by -58.46%
Mar 31, 25
9 Capital World Investors 26.48M (2.52%) -1.84M
Decreased by -6.94%
Mar 31, 25
10 Principal Financial Group Inc 23.68M (2.25%) -519.02K
Decreased by -2.19%
Mar 31, 25
11 Bank of America Corp 23.30M (2.21%) 9.29M
Increased by +39.88%
Mar 31, 25
12 Allianz Asset Management AG 23.29M (2.21%) -10.74K
Decreased by -0.05%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 20.12M (1.91%) 414.03K
Increased by +2.06%
Jun 30, 24
14 JPMorgan Chase & Co 19.59M (1.86%) -2.22M
Decreased by -11.32%
Mar 31, 25
15 Wellington Management Company LLP 18.97M (1.80%) -2.83M
Decreased by -14.94%
Mar 31, 24
16 T. Rowe Price Associates, Inc. 17.05M (1.62%) 11.46M
Increased by +67.22%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 14.49M (1.38%) -463.86K
Decreased by -3.20%
Mar 31, 25
18 NORGES BANK 14.38M (1.37%) 220.35K
Increased by +1.53%
Dec 31, 24
19 Amvescap Plc. 13.41M (1.27%) 692.09K
Increased by +5.16%
Dec 31, 24
20 Legal & General Group PLC 12.51M (1.19%) 616.80K
Increased by +4.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 51.85M (4.93%) -2.72M
Decreased by -5.24%
Mar 31, 25
2 Vanguard Real Estate Index Investor 36.15M (3.43%) -654.28K
Decreased by -1.81%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 30.72M (2.92%) 516.43K
Increased by +1.68%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 30.26M (2.87%) -125.95K
Decreased by -0.42%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 27.17M (2.58%) 472.94K
Increased by +1.74%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 20.63M (1.96%) 217.49K
Increased by +1.05%
Apr 30, 25
7 American Funds Income Fund of Amer A 19.19M (1.82%) -1.23M
Decreased by -6.40%
Mar 31, 25
8 American Funds Invmt Co of Amer A 16.18M (1.54%) 1.28M
Increased by +7.88%
Mar 31, 25
9 Capital Group Investment Co of Amer Comp 16.18M (1.54%) 1.28M
Increased by +7.88%
Mar 31, 25
10 American Funds American Balanced A 15.60M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity 500 Index 13.23M (1.26%) 22.84K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 13.12M (1.25%) -192.23K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 12.77M (1.21%) -66.96K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 12.71M (1.21%) -76.26K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 12.49M (1.19%) -13.04K
Decreased by -0.10%
Apr 30, 25
16 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
17 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
18 PIMCO Income Instl 11.63M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds IS® Growth-Income 1 10.16M (0.97%) 857.53K
Increased by +8.44%
Mar 31, 25