Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.71%
2 PSR 2.57%
3 GBLD 2.53%
4 NXTE 1.85%
5 SAMM 1.63%
6 WREI 1.62%
7 PPTY 1.43%
8 ERTH 1.35%
9 PFI 1.33%
10 GRNR 1.26%
11 XMVM 1.24%
12 NIXT 1.07%
13 PZD 1.04%
14 GQRE 0.89%
15 SRS 0.83%
16 REK 0.83%
17 CRED 0.79%
18 GYLD 0.73%
19 RWR 0.69%
20 XMMO 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.73M (15.48%) -79.51K
Decreased by -0.32%
Dec 31, 24
2 BlackRock Inc 22.21M (13.90%) 565.10K
Increased by +2.54%
Dec 31, 24
3 NORGES BANK 17.34M (10.85%) 0.00
Increased by 0.00%
Dec 31, 24
4 Franklin Resources Inc 11.90M (7.45%) 792.10K
Increased by +6.66%
Dec 31, 24
5 Putnam Investments, LLC., a Franklin Templeton company 9.98M (6.24%) 288.95K
Increased by +2.90%
Dec 31, 23
6 Putnam Investments LLC 9.69M (6.06%) -159.11K
Decreased by -1.64%
Sep 30, 23
7 Brookfield Corp 9.36M (5.86%) 0.00
Increased by 0.00%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 8.89M (5.56%) 278.41K
Increased by +3.13%
Dec 31, 24
9 State Street Corporation 8.77M (5.49%) -882.77K
Decreased by -10.06%
Mar 31, 24
10 State Street Corp 8.72M (5.46%) 131.34K
Increased by +1.51%
Dec 31, 24
11 Principal Financial Group Inc 6.03M (3.78%) -363.58K
Decreased by -6.03%
Mar 31, 25
12 Kemnay Advisory Services Inc. 5.83M (3.65%) 0.00
Increased by 0.00%
Dec 31, 24
13 Amvescap Plc. 3.14M (1.96%) 1.65M
Increased by +52.67%
Dec 31, 24
14 Geode Capital Management, LLC 3.13M (1.96%) 25.21K
Increased by +0.81%
Dec 31, 24
15 Charles Schwab Investment Management Inc 2.77M (1.73%) -35.08K
Decreased by -1.27%
Dec 31, 24
16 Northern Trust Corp 2.74M (1.72%) 1.36M
Increased by +49.56%
Dec 31, 24
17 JPMorgan Chase & Co 2.64M (1.65%) -4.42M
Decreased by -167.37%
Dec 31, 24
18 Earnest Partners LLC 2.58M (1.61%) -19.41K
Decreased by -0.75%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.50M (1.57%) 15.92K
Increased by +0.64%
Dec 31, 24
20 BAMCO Inc 2.44M (1.53%) 531.35K
Increased by +21.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 7.69M (4.81%) 172.15K
Increased by +2.24%
Mar 31, 25
2 Putnam US Large Cap Value Equity 7.69M (4.81%) 339.66K
Increased by +4.42%
Mar 31, 25
3 Vanguard Real Estate Index Investor 6.17M (3.86%) -24.20K
Decreased by -0.39%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 5.76M (3.60%) 356.59K
Increased by +6.19%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.42M (3.39%) -285.54K
Decreased by -5.27%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 5.39M (3.37%) -2.65K
Decreased by -0.05%
Apr 29, 25
7 Vanguard Small Cap Index 4.29M (2.68%) -337.69K
Decreased by -7.88%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 2.78M (1.74%) -266.44K
Decreased by -9.59%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.60%) 32.26K
Increased by +1.26%
Mar 31, 25
10 T. Rowe Price Mid-Cap Value 2.46M (1.54%) -158.72K
Decreased by -6.44%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 2.46M (1.54%) -711.50K
Decreased by -28.88%
Mar 31, 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%) -90.13K
Decreased by -4.64%
Mar 31, 25
14 FPA Contrarian Value 1.67M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
15 Putnam Large Cap Value Trust IA 1.62M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.61M (1.01%) -106.04K
Decreased by -6.57%
Dec 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.57M (0.98%) -310.75K
Decreased by -19.81%
Mar 31, 25
18 T. Rowe Price Real Assets Tr I-D 1.48M (0.93%) 366.90K
Increased by +24.76%
Dec 31, 24
19 T. Rowe Price Real Assets Tr I-Z 1.47M (0.92%) -9.64K
Decreased by -0.66%
Mar 31, 25
20 FPA Crescent 1.45M (0.91%) -97.70K
Decreased by -6.74%
Mar 31, 25