Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.07%
2 CUT 5.14%
3 SPRE 4.90%
4 WOOD 4.49%
5 FTRI 4.11%
6 PSR 4.04%
7 UTRN 3.85%
8 EWRE 3.42%
9 RSPR 3.08%
10 JPEF 2.77%
11 IWIN 2.61%
12 CIRC 2.46%
13 LOPP 2.41%
14 CRED 2.40%
15 JPRE 2.24%
16 IVRA 1.87%
17 PWC 1.83%
18 REK 1.80%
19 SRS 1.80%
20 XLRE 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.78M (15.83%) 339.88K
Increased by +0.30%
Mar 31, 25
2 BlackRock Inc 68.41M (9.52%) -1.78M
Decreased by -2.60%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 39.38M (5.48%) -2.00M
Decreased by -5.09%
Mar 31, 25
4 Cohen & Steers Inc 38.74M (5.39%) -189.64K
Decreased by -0.49%
Mar 31, 25
5 Wellington Management Company LLP 35.77M (4.98%) 193.85K
Increased by +0.54%
Mar 31, 25
6 State Street Corp 31.59M (4.40%) 474.53K
Increased by +1.50%
Mar 31, 25
7 State Street Corporation 31.03M (4.32%) -214.24K
Decreased by -0.69%
Mar 31, 24
8 NORGES BANK 22.68M (3.16%) 191.25K
Increased by +0.84%
Dec 31, 24
9 Geode Capital Management, LLC 19.57M (2.72%) -602.86K
Decreased by -3.08%
Mar 31, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 14.40M (2.00%) 40.78K
Increased by +0.28%
Mar 31, 25
11 JPMorgan Chase & Co 11.93M (1.66%) 440.16K
Increased by +3.69%
Mar 31, 25
12 Legal & General Group PLC 10.19M (1.42%) 17.13K
Increased by +0.17%
Mar 31, 25
13 Amvescap Plc. 9.61M (1.34%) -3.90M
Decreased by -40.59%
Mar 31, 25
14 Northern Trust Corp 9.38M (1.31%) -157.02K
Decreased by -1.67%
Mar 31, 25
15 Charles Schwab Investment Management Inc 9.14M (1.27%) 151.93K
Increased by +1.66%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 9.07M (1.26%) 213.06K
Increased by +2.35%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 8.53M (1.19%) 506.24K
Increased by +5.93%
Mar 31, 25
18 Bank of New York Mellon Corp 7.27M (1.01%) 2.83M
Increased by +39.00%
Mar 31, 25
19 Goldman Sachs Group Inc 6.74M (0.94%) 2.91M
Increased by +43.16%
Dec 31, 23
20 Boston Partners Global Investors, Inc 6.31M (0.88%) 6.31M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 26.92M (3.75%) -338.94K
Decreased by -1.26%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 23.30M (3.24%) 14.98K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 22.98M (3.20%) -137.73K
Decreased by -0.60%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 20.64M (2.87%) 148.51K
Increased by +0.72%
May 31, 25
5 Vanguard Mid Cap Index Institutional 15.93M (2.22%) 151.20K
Increased by +0.95%
May 31, 25
6 Vanguard Equity-Income Inv 15.09M (2.10%) -594.59K
Decreased by -3.94%
Mar 31, 25
7 First Eagle Global A 10.35M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
8 Cohen & Steers Realty Shares L 10.08M (1.40%) 1.02M
Increased by +10.12%
Jun 30, 25
9 Cohen & Steers Instl Realty Shares 9.99M (1.39%) 526.74K
Increased by +5.27%
Jun 30, 25
10 Fidelity 500 Index 9.15M (1.27%) 38.35K
Increased by +0.42%
May 31, 25
11 SPDR® S&P 500 ETF 9.04M (1.26%) -132.83K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 8.80M (1.23%) -46.01K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 8.76M (1.22%) -30.74K
Decreased by -0.35%
Jun 30, 25
14 SPDR® S&P 500 ETF Trust 8.64M (1.20%) 19.48K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 8.60M (1.20%) 13.70K
Increased by +0.16%
Jun 30, 25
16 Fidelity® 500 Index 8.52M (1.19%) 54.19K
Increased by +0.64%
Nov 30, 23
17 Allspring Mid Value SMA 7.96M (1.11%) 7.96M
Increased by +99.99%
Jun 30, 25
18 Allspring Special Mid Cap Value Inst 7.96M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
19 Allspring Special US Mid Cap Value Eq 7.96M (1.11%) 842.60K
Increased by +10.59%
Jun 30, 25
20 Vanguard Wellesley® Income Inv 7.47M (1.04%) -449.22K
Decreased by -6.01%
Mar 31, 25