Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.14%
2 WOOD 5.10%
3 CUT 4.99%
4 SPRE 4.70%
5 PSR 4.04%
6 UTRN 3.85%
7 FTRI 3.60%
8 EWRE 3.42%
9 LOPP 3.10%
10 RSPR 2.85%
11 JPEF 2.77%
12 IWIN 2.61%
13 CIRC 2.46%
14 CRED 2.40%
15 JPRE 2.25%
16 PWC 1.83%
17 REK 1.80%
18 SRS 1.80%
19 XLRE 1.73%
20 LQAI 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.78M (15.75%) 339.88K
Increased by +0.30%
Mar 31, 25
2 BlackRock Inc 68.41M (9.47%) -1.78M
Decreased by -2.60%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 39.38M (5.45%) -2.00M
Decreased by -5.09%
Mar 31, 25
4 Cohen & Steers Inc 38.74M (5.36%) -189.64K
Decreased by -0.49%
Mar 31, 25
5 Wellington Management Company LLP 35.77M (4.95%) 193.85K
Increased by +0.54%
Mar 31, 25
6 State Street Corp 31.59M (4.37%) 474.53K
Increased by +1.50%
Mar 31, 25
7 State Street Corporation 31.03M (4.30%) -214.24K
Decreased by -0.69%
Mar 31, 24
8 NORGES BANK 22.68M (3.14%) 191.25K
Increased by +0.84%
Dec 31, 24
9 Geode Capital Management, LLC 19.57M (2.71%) -602.86K
Decreased by -3.08%
Mar 31, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 14.40M (1.99%) 40.78K
Increased by +0.28%
Mar 31, 25
11 Amvescap Plc. 13.51M (1.87%) -1.30M
Decreased by -9.62%
Dec 31, 24
12 JPMorgan Chase & Co 11.93M (1.65%) 440.16K
Increased by +3.69%
Mar 31, 25
13 Legal & General Group PLC 10.19M (1.41%) 17.13K
Increased by +0.17%
Mar 31, 25
14 Northern Trust Corp 9.54M (1.32%) 322.31K
Increased by +3.38%
Dec 31, 24
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 (1.18%) 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 (0.93%) 2.91M
Increased by +43.16%
Dec 31, 23
20 Boston Partners Global Investors, Inc 6.31M (0.87%) 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 27.25M (3.77%) -460.11K
Decreased by -1.69%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 23.28M (3.22%) 378.39K
Increased by +1.63%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 22.98M (3.18%) -137.73K
Decreased by -0.60%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 20.49M (2.84%) 325.26K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 15.78M (2.18%) 151.64K
Increased by +0.96%
Apr 30, 25
6 Vanguard Equity-Income Inv 15.09M (2.09%) -594.59K
Decreased by -3.94%
Mar 31, 25
7 First Eagle Global A 10.35M (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
8 Cohen & Steers Instl Realty Shares 9.47M (1.31%) -161.66K
Decreased by -1.71%
Mar 31, 25
9 Fidelity 500 Index 9.10M (1.26%) 3.14K
Increased by +0.03%
Mar 31, 25
10 Cohen & Steers Realty Shares L 9.06M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
11 SPDR® S&P 500 ETF 9.04M (1.25%) -132.83K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 8.80M (1.22%) -46.01K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 8.76M (1.21%) -52.40K
Decreased by -0.60%
Apr 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 8.59M (1.19%) -8.97K
Decreased by -0.10%
Apr 30, 25
16 Fidelity® 500 Index 8.52M (1.18%) 54.19K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price Equity Income 8.23M (1.14%) -99.90K
Decreased by -1.21%
Mar 31, 25
18 T. Rowe Price US Lg-Cp Equity Inc Comp 8.23M (1.14%) -108.55K
Decreased by -1.32%
Mar 31, 25
19 Allspring Special Mid Cap Value Inst 7.96M (1.10%) 842.60K
Increased by +10.59%
Apr 30, 25
20 Vanguard Wellesley® Income Inv 7.47M (1.03%) -449.22K
Decreased by -6.01%
Mar 31, 25