Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.77%
2 GBLD 2.45%
3 PSR 2.38%
4 NXTE 1.91%
5 SAMM 1.63%
6 WREI 1.62%
7 ERTH 1.41%
8 PFI 1.31%
9 PPTY 1.28%
10 GRNR 1.26%
11 XMVM 1.24%
12 PZD 1.04%
13 NIXT 1.03%
14 GQRE 0.85%
15 REK 0.83%
16 SRS 0.83%
17 CRED 0.75%
18 GYLD 0.73%
19 XMMO 0.68%
20 RWR 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.73M (15.32%) -79.51K
Decreased by -0.32%
Dec 31, 24
2 BlackRock Inc 22.21M (13.76%) 565.10K
Increased by +2.54%
Dec 31, 24
3 NORGES BANK 17.34M (10.75%) 0.00
Increased by 0.00%
Dec 31, 24
4 Franklin Resources Inc 11.90M (7.37%) 792.10K
Increased by +6.66%
Dec 31, 24
5 Putnam Investments, LLC., a Franklin Templeton company 9.98M (6.18%) 288.95K
Increased by +2.90%
Dec 31, 23
6 Putnam Investments LLC 9.69M (6.00%) -159.11K
Decreased by -1.64%
Sep 30, 23
7 Brookfield Corp 9.36M (5.80%) 0.00
Increased by 0.00%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 8.89M (5.51%) 278.41K
Increased by +3.13%
Dec 31, 24
9 State Street Corporation 8.77M (5.44%) -882.77K
Decreased by -10.06%
Mar 31, 24
10 State Street Corp 8.72M (5.40%) 131.34K
Increased by +1.51%
Dec 31, 24
11 Principal Financial Group Inc 6.40M (3.96%) 3.58M
Increased by +55.90%
Dec 31, 24
12 Kemnay Advisory Services Inc. 5.83M (3.61%) 0.00
Increased by 0.00%
Dec 31, 24
13 Amvescap Plc. 3.14M (1.94%) 1.65M
Increased by +52.67%
Dec 31, 24
14 Geode Capital Management, LLC 3.13M (1.94%) 25.21K
Increased by +0.81%
Dec 31, 24
15 Charles Schwab Investment Management Inc 2.77M (1.71%) -35.08K
Decreased by -1.27%
Dec 31, 24
16 Northern Trust Corp 2.74M (1.70%) 1.36M
Increased by +49.56%
Dec 31, 24
17 JPMorgan Chase & Co 2.64M (1.64%) -4.42M
Decreased by -167.37%
Dec 31, 24
18 Earnest Partners LLC 2.58M (1.60%) -19.41K
Decreased by -0.75%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.50M (1.55%) 15.92K
Increased by +0.64%
Dec 31, 24
20 BAMCO Inc 2.44M (1.51%) 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 7.52M (4.66%) 0.00
Increased by 0.00%
Feb 28, 25
2 Putnam US Large Cap Value Equity 7.35M (4.56%) 332.58K
Increased by +4.52%
Dec 31, 24
3 Vanguard Real Estate Index Investor 6.19M (3.84%) -71.67K
Decreased by -1.16%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 5.71M (3.54%) 3.32K
Increased by +0.06%
Feb 28, 25
5 iShares Core S&P Mid-Cap ETF 5.39M (3.34%) 4.05K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 4.62M (2.87%) 3.78K
Increased by +0.08%
Feb 28, 25
7 T. Rowe Price US Mid-Cap Value Equity 3.17M (1.97%) -86.76K
Decreased by -2.73%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 3.05M (1.89%) -10.97K
Decreased by -0.36%
Feb 28, 25
9 T. Rowe Price Mid-Cap Value 2.81M (1.74%) -361.79K
Decreased by -12.86%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.56%) 10.99K
Increased by +0.44%
Feb 28, 25
11 EARNEST Small/Mid Cap Value 2.30M (1.43%) 2.30M
Increased by +99.84%
Dec 31, 23
12 Principal Real Estate Securities R5 2.03M (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
13 Baron Real Estate Institutional 2.02M (1.25%) 532.35K
Increased by +26.33%
Dec 31, 24
14 Baron Real Estate Strategy 2.02M (1.25%) 532.35K
Increased by +26.33%
Dec 31, 24
15 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.88M (1.16%) 43.17K
Increased by +2.30%
Jan 31, 25
16 FPA Contrarian Value 1.67M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
17 Putnam Large Cap Value Trust IA 1.62M (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.61M (1.00%) -106.04K
Decreased by -6.57%
Dec 31, 24
19 FPA Crescent 1.55M (0.96%) -122.38K
Decreased by -7.91%
Dec 31, 24
20 T. Rowe Price Real Assets Tr I-Z 1.48M (0.92%) 366.90K
Increased by +24.76%
Dec 31, 24