Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.31%
2 EPSV 2.77%
3 EPMV 2.33%
4 GBLD 2.20%
5 PSR 2.05%
6 JPRE 1.73%
7 NXTE 1.69%
8 SAMM 1.63%
9 WREI 1.62%
10 PPTY 1.50%
11 PFI 1.27%
12 ERTH 1.26%
13 GRNR 1.26%
14 XMVM 1.24%
15 DDIV 1.23%
16 PZD 1.04%
17 REK 0.83%
18 SRS 0.83%
19 GQRE 0.82%
20 CRED 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.84M (14.88%) -895.51K
Decreased by -3.76%
Mar 31, 25
2 BlackRock Inc 21.97M (13.71%) -245.54K
Decreased by -1.12%
Mar 31, 25
3 NORGES BANK 17.34M (10.83%) 0.00
Increased by 0.00%
Dec 31, 24
4 Franklin Resources Inc 11.93M (7.45%) 30.00K
Increased by +0.25%
Mar 31, 25
5 Putnam Investments, LLC., a Franklin Templeton company 9.98M (6.23%) 288.95K
Increased by +2.90%
Dec 31, 23
6 Putnam Investments LLC 9.69M (6.05%) -159.11K
Decreased by -1.64%
Sep 30, 23
7 Brookfield Corp 9.36M (5.84%) 0.00
Increased by 0.00%
Jun 30, 24
8 State Street Corp 8.79M (5.49%) 75.10K
Increased by +0.85%
Mar 31, 25
9 State Street Corporation 8.77M (5.48%) -882.77K
Decreased by -10.06%
Mar 31, 24
10 T. Rowe Price Associates, Inc. 7.43M (4.64%) -1.46M
Decreased by -19.70%
Mar 31, 25
11 Principal Financial Group Inc 6.03M (3.77%) -363.58K
Decreased by -6.03%
Mar 31, 25
12 Kemnay Advisory Services Inc. 5.83M (3.64%) 0.00
Increased by 0.00%
Mar 31, 25
13 Amvescap Plc. 4.20M (2.62%) 1.07M
Increased by +25.39%
Mar 31, 25
14 Geode Capital Management, LLC 3.27M (2.04%) 137.95K
Increased by +4.22%
Mar 31, 25
15 Deutsche Bank AG 2.95M (1.84%) 517.77K
Increased by +17.53%
Mar 31, 25
16 Northern Trust Corp 2.79M (1.74%) 49.20K
Increased by +1.76%
Mar 31, 25
17 Charles Schwab Investment Management Inc 2.70M (1.68%) -68.09K
Decreased by -2.52%
Mar 31, 25
18 Earnest Partners LLC 2.67M (1.66%) 86.00K
Increased by +3.23%
Mar 31, 25
19 JPMorgan Chase & Co 2.66M (1.66%) 20.58K
Increased by +0.77%
Mar 31, 25
20 CenterSquare Investment Management LLC 2.60M (1.62%) 632.72K
Increased by +24.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 7.69M (4.80%) 0.00
Increased by 0.00%
Jun 30, 25
2 Putnam US Large Cap Value Equity 7.69M (4.80%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Real Estate Index Investor 6.05M (3.78%) 2.90K
Increased by +0.05%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.76M (3.59%) 356.59K
Increased by +6.19%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.52M (3.45%) 19.00K
Increased by +0.34%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 5.45M (3.40%) 356.00
Increased by +0.01%
Jul 30, 25
7 Vanguard Small Cap Index 4.22M (2.64%) -111.35K
Decreased by -2.64%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.69M (1.68%) -91.82K
Decreased by -3.41%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.61%) -10.26K
Decreased by -0.40%
Jun 30, 25
10 T. Rowe Price Mid-Cap Value 2.57M (1.60%) 108.17K
Increased by +4.21%
Jun 30, 25
11 T. Rowe Price US Mid-Cap Value Equity 2.57M (1.60%) 106.39K
Increased by +4.14%
Jun 30, 25
12 EARNEST Small/Mid Cap Value 2.30M (1.44%) 2.30M
Increased by +99.84%
Dec 31, 23
13 Principal Real Estate Securities R5 1.94M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price Real Assets Tr I-D 1.79M (1.12%) 317.71K
Increased by +17.75%
Jun 30, 25
15 FPA Contrarian Value 1.67M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
16 Putnam Large Cap Value Trust IA 1.67M (1.04%) 44.72K
Increased by +2.68%
Jun 30, 25
17 T. Rowe Price Real Assets Tr I-Z 1.47M (0.92%) -9.64K
Decreased by -0.66%
Mar 31, 25
18 FPA Crescent 1.45M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
19 Baron Real Estate Institutional 1.41M (0.88%) 102.00K
Increased by +7.24%
Jun 30, 25
20 Baron Real Estate Strategy 1.41M (0.88%) 102.00K
Increased by +7.24%
Jun 30, 25