Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 9.59%
2 NETL 8.07%
3 BJK 7.50%
4 JRE 6.05%
5 GQRE 4.80%
6 REIT 4.76%
7 CRED 4.60%
8 VICE 4.58%
9 BYRE 4.44%
10 TRYP 4.21%
11 UTRN 3.85%
12 DIVP 3.83%
13 UDI 3.55%
14 AREA 3.48%
15 SRHR 3.43%
16 PSR 3.36%
17 RSPR 3.31%
18 OOTO 3.26%
19 XLRE 3.19%
20 EWRE 3.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 153.97M (14.63%) 221.88K
Increased by +0.14%
Dec 31, 24
2 BlackRock Inc 110.44M (10.49%) 1.20M
Increased by +1.09%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 61.79M (5.87%) -6.24M
Decreased by -10.10%
Dec 31, 24
4 State Street Corp 55.94M (5.32%) 395.48K
Increased by +0.71%
Dec 31, 24
5 Capital Research Global Investors 54.51M (5.18%) 984.42K
Increased by +1.81%
Dec 31, 24
6 State Street Corporation 54.40M (5.17%) -66.58K
Decreased by -0.12%
Mar 31, 24
7 Cohen & Steers Inc 47.83M (4.54%) -2.27M
Decreased by -4.75%
Dec 31, 24
8 Geode Capital Management, LLC 29.51M (2.80%) 1.04M
Increased by +3.51%
Dec 31, 24
9 Capital World Investors 28.32M (2.69%) 2.90M
Increased by +10.25%
Dec 31, 24
10 Principal Financial Group Inc 24.20M (2.30%) 130.66K
Increased by +0.54%
Dec 31, 24
11 Allianz Asset Management AG 23.30M (2.21%) -43.81K
Decreased by -0.19%
Dec 31, 24
12 JPMorgan Chase & Co 21.81M (2.07%) -19.72M
Decreased by -90.39%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 20.12M (1.91%) 414.03K
Increased by +2.06%
Jun 30, 24
14 Wellington Management Company LLP 18.97M (1.80%) -2.83M
Decreased by -14.94%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 14.95M (1.42%) -21.59K
Decreased by -0.14%
Dec 31, 24
16 NORGES BANK 14.38M (1.37%) 220.35K
Increased by +1.53%
Dec 31, 24
17 Bank of America Corp 14.00M (1.33%) -632.76K
Decreased by -4.52%
Dec 31, 24
18 Amvescap Plc. 13.41M (1.27%) 692.09K
Increased by +5.16%
Dec 31, 24
19 Barrow Hanley Mewhinney & Strauss LLC 12.57M (1.19%) -314.11K
Decreased by -2.50%
Dec 31, 24
20 Charles Schwab Investment Management Inc 12.21M (1.16%) 385.65K
Increased by +3.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 54.56M (5.18%) -149.75K
Decreased by -0.27%
Dec 31, 24
2 Vanguard Real Estate Index Investor 36.89M (3.51%) -226.39K
Decreased by -0.61%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 30.16M (2.87%) 103.52K
Increased by +0.34%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 27.38M (2.60%) 195.26K
Increased by +0.71%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 20.48M (1.95%) 96.03K
Increased by +0.47%
Feb 28, 25
6 American Funds Income Fund of Amer A 20.42M (1.94%) -944.02K
Decreased by -4.62%
Dec 31, 24
7 American Funds American Balanced A 15.60M (1.48%) -1.46M
Decreased by -9.35%
Dec 31, 24
8 American Funds Invmt Co of Amer A 14.91M (1.42%) 1.54M
Increased by +10.36%
Dec 31, 24
9 Capital Group Investment Co of Amer Comp 14.91M (1.42%) 1.54M
Increased by +10.36%
Dec 31, 24
10 Fidelity 500 Index 13.14M (1.25%) 58.00K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 13.04M (1.24%) -96.72K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 12.48M (1.19%) -97.01K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 12.38M (1.18%) -622.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity® 500 Index 11.81M (1.12%) 75.15K
Increased by +0.64%
Nov 30, 23
15 PIMCO Income Instl 11.63M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Wellington™ Inv 10.49M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
17 American Funds Fundamental Invs A 10.06M (0.96%) -4.48M
Decreased by -44.54%
Dec 31, 24
18 Capital Group Fundamental Invtrs Comp 10.06M (0.96%) -4.48M
Decreased by -44.54%
Dec 31, 24
19 American Funds IS® Growth-Income 1 9.31M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Core Equity Composite 9.31M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24