Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 10.27%
2 PSR 2.37%
3 GBLD 2.31%
4 NXTE 1.82%
5 SAMM 1.63%
6 WREI 1.62%
7 ERTH 1.35%
8 PPTY 1.35%
9 PFI 1.27%
10 GRNR 1.26%
11 XMVM 1.24%
12 NIXT 1.06%
13 PZD 1.04%
14 GQRE 0.86%
15 REK 0.83%
16 SRS 0.83%
17 CRED 0.75%
18 GYLD 0.73%
19 RWR 0.64%
20 XMMO 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.84M (14.89%) -895.51K
Decreased by -3.76%
Mar 31, 25
2 BlackRock Inc 21.97M (13.72%) -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 Geode Capital Management, LLC 3.27M (2.04%) 137.95K
Increased by +4.22%
Mar 31, 25
14 Amvescap Plc. 3.14M (1.96%) 1.65M
Increased by +52.67%
Dec 31, 24
15 Deutsche Bank AG 2.95M (1.84%) 517.77K
Increased by +17.53%
Mar 31, 25
16 Northern Trust Corp 2.74M (1.71%) 1.36M
Increased by +49.56%
Dec 31, 24
17 Charles Schwab Investment Management Inc 2.70M (1.69%) -68.09K
Decreased by -2.52%
Mar 31, 25
18 Earnest Partners LLC 2.67M (1.67%) 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%
Apr 30, 25
2 Putnam US Large Cap Value Equity 7.69M (4.80%) 339.66K
Increased by +4.42%
Mar 31, 25
3 Vanguard Real Estate Index Investor 6.08M (3.80%) -85.67K
Decreased by -1.41%
Apr 30, 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 5.50M (3.43%) 76.89K
Increased by +1.40%
Apr 30, 25
6 iShares Core S&P Mid-Cap ETF 5.38M (3.36%) -17.34K
Decreased by -0.32%
Apr 30, 25
7 Vanguard Small Cap Index 4.31M (2.69%) 25.35K
Increased by +0.59%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.79M (1.74%) 8.79K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.60%) 15.17K
Increased by +0.59%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 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 (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.57M (0.98%) -310.75K
Decreased by -19.81%
Mar 31, 25
17 T. Rowe Price Real Assets Tr I-D 1.47M (0.92%) -9.64K
Decreased by -0.66%
Mar 31, 25
18 T. Rowe Price Real Assets Tr I-Z 1.47M (0.92%) -9.64K
Decreased by -0.66%
Mar 31, 25
19 FPA Crescent 1.45M (0.90%) -97.70K
Decreased by -6.74%
Mar 31, 25
20 DWS Global Real Estate Sec Focus Comp 1.39M (0.87%) -9.78K
Decreased by -0.70%
Dec 31, 23