Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 12.84%
2 GBLD 2.76%
3 NXTE 2.04%
4 SAMM 1.73%
5 ERTH 1.64%
6 WREI 1.62%
7 XMVM 1.27%
8 GRNR 1.26%
9 NIXT 1.08%
10 PZD 1.04%
11 GQRE 1.00%
12 SRS 0.83%
13 REK 0.83%
14 VGSR 0.75%
15 RWR 0.73%
16 GYLD 0.73%
17 ERET 0.72%
18 USRT 0.66%
19 PAMC 0.65%
20 CRED 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.81M (13.89%) 629.93K
Increased by +2.54%
Sep 30, 24
2 BlackRock Inc 20.86M (11.68%) -186.34K
Decreased by -0.89%
Jun 30, 24
3 NORGES BANK 17.34M (9.71%) 0.00
Increased by 0.00%
Jun 30, 24
4 Franklin Resources Inc 11.11M (6.22%) 592.41K
Increased by +5.33%
Sep 30, 24
5 Putnam Investments, LLC., a Franklin Templeton company 9.98M (5.59%) 288.95K
Increased by +2.90%
Dec 31, 23
6 Putnam Investments LLC 9.69M (5.43%) -159.11K
Decreased by -1.64%
Sep 30, 23
7 Brookfield Corp 9.36M (5.24%) 0.00
Increased by 0.00%
Jun 30, 24
8 State Street Corporation 8.77M (4.91%) -882.77K
Decreased by -10.06%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 8.61M (4.82%) 2.99M
Increased by +34.77%
Sep 30, 24
10 State Street Corp 8.59M (4.81%) -49.38K
Decreased by -0.58%
Sep 30, 24
11 Kemnay Advisory Services Inc. 5.83M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
12 JPMorgan Chase & Co 3.53M (1.98%) 2.47M
Increased by +69.95%
Sep 30, 24
13 Citadel Advisors Llc 3.15M (1.76%) 1.76M
Increased by +55.99%
Sep 30, 24
14 Deutsche Bank AG 3.14M (1.76%) -982.13K
Decreased by -31.32%
Mar 31, 24
15 Geode Capital Management, LLC 3.11M (1.74%) 39.15K
Increased by +1.26%
Sep 30, 24
16 Principal Financial Group Inc 2.82M (1.58%) 2.29M
Increased by +81.07%
Sep 30, 24
17 Charles Schwab Investment Management Inc 2.80M (1.57%) 149.02K
Increased by +5.32%
Sep 30, 24
18 Earnest Partners LLC 2.60M (1.46%) 36.72K
Increased by +1.41%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 2.49M (1.39%) -13.53K
Decreased by -0.54%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 2.27M (1.27%) -2.16M
Decreased by -95.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 7.18M (4.02%) 157.07K
Increased by +2.19%
Oct 31, 24
2 Putnam US Large Cap Value Equity 7.02M (3.93%) 416.86K
Increased by +5.94%
Sep 30, 24
3 Vanguard Real Estate Index Investor 6.37M (3.57%) 61.00
Increased by +0.00%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.74M (3.21%) -22.57K
Decreased by -0.39%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 5.32M (2.98%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 4.54M (2.54%) 8.90K
Increased by +0.20%
Oct 31, 24
7 T. Rowe Price US Mid-Cap Value Equity 3.26M (1.83%) 474.54K
Increased by +14.55%
Sep 30, 24
8 T. Rowe Price Mid-Cap Value 3.26M (1.82%) -5.68K
Decreased by -0.17%
Oct 31, 24
9 Vanguard Small Cap Value Index Inv 3.07M (1.72%) -1.05K
Decreased by -0.03%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.38%) -9.00K
Decreased by -0.37%
Oct 31, 24
11 EARNEST Small/Mid Cap Value 2.30M (1.29%) 2.30M
Increased by +99.84%
Dec 31, 23
12 Principal Real Estate Securities R5 1.96M (1.10%) 1.22M
Increased by +62.08%
Oct 31, 24
13 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.76M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.72M (0.96%) 218.37K
Increased by +12.69%
Sep 30, 24
15 FPA Contrarian Value 1.67M (0.93%) 0.00
Increased by 0.00%
Jun 30, 24
16 FPA Crescent 1.67M (0.93%) -78.62M
Decreased by -4.71 K%
Sep 30, 24
17 Putnam Large Cap Value Trust IA 1.59M (0.89%) 32.94K
Increased by +2.08%
Oct 31, 24
18 Baron Real Estate Institutional 1.49M (0.83%) 1.49M
Increased by +100.00%
Sep 30, 24
19 Baron Real Estate Strategy 1.49M (0.83%) 1.49M
Increased by +100.00%
Sep 30, 24
20 DWS Global Real Estate Sec Focus Comp 1.39M (0.78%) -9.78K
Decreased by -0.70%
Dec 31, 23