Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.78%
2 CUT 4.78%
3 WOOD 4.78%
4 SPRE 4.72%
5 FTRI 4.31%
6 PSR 4.04%
7 UTRN 4.03%
8 LOPP 3.75%
9 EWRE 3.42%
10 RSPR 3.09%
11 JPEF 2.77%
12 IWIN 2.61%
13 CIRC 2.46%
14 CRED 2.40%
15 XLRE 1.99%
16 PWC 1.83%
17 SRS 1.80%
18 REK 1.80%
19 SDG 1.69%
20 NRES 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.74M (15.71%) -826.72K
Decreased by -0.73%
Sep 30, 24
2 BlackRock Inc 62.14M (8.58%) 1.37M
Increased by +2.20%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 41.95M (5.79%) -9.53M
Decreased by -22.72%
Sep 30, 24
4 Wellington Management Company LLP 35.76M (4.94%) 4.04M
Increased by +11.28%
Sep 30, 24
5 State Street Corp 31.41M (4.34%) 761.76K
Increased by +2.43%
Sep 30, 24
6 State Street Corporation 31.03M (4.29%) -214.24K
Decreased by -0.69%
Mar 31, 24
7 Cohen & Steers Inc 24.71M (3.41%) 13.39M
Increased by +54.17%
Sep 30, 24
8 NORGES BANK 22.49M (3.11%) 818.85K
Increased by +3.64%
Jun 30, 24
9 Geode Capital Management, LLC 19.53M (2.70%) 217.51K
Increased by +1.11%
Sep 30, 24
10 Amvescap Plc. 14.81M (2.05%) -2.96M
Decreased by -19.99%
Sep 30, 24
11 Arnhold & S. Bleichroeder Advisers, LLC 14.20M (1.96%) 8.81K
Increased by +0.06%
Sep 30, 24
12 JPMorgan Chase & Co 14.00M (1.93%) -989.99K
Decreased by -7.07%
Sep 30, 24
13 Legal & General Group PLC 12.23M (1.69%) 797.63K
Increased by +6.52%
Sep 30, 24
14 Northern Trust Corp 9.22M (1.27%) -911.13K
Decreased by -9.89%
Sep 30, 24
15 Charles Schwab Investment Management Inc 8.74M (1.21%) 454.10K
Increased by +5.20%
Sep 30, 24
16 Allspring Global Investments Holdings, LLC 8.60M (1.19%) 2.00M
Increased by +23.29%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 7.08M (0.98%) -7.66M
Decreased by -108.23%
Sep 30, 24
18 Goldman Sachs Group Inc 6.74M (0.93%) 2.91M
Increased by +43.16%
Dec 31, 23
19 Bank of America Corp 6.58M (0.91%) 996.27K
Increased by +15.13%
Sep 30, 24
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 28.70M (3.96%) -78.34K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 22.89M (3.16%) -83.54K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 19.27M (2.66%) 222.39K
Increased by +1.15%
Oct 31, 24
4 Vanguard Equity-Income Inv 15.78M (2.18%) 1.69M
Increased by +10.72%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 15.43M (2.13%) 27.97K
Increased by +0.18%
Oct 31, 24
6 First Eagle Global A 10.35M (1.43%) 0.00
Increased by 0.00%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 8.99M (1.24%) 53.07K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 8.93M (1.23%) -14.65K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 8.64M (1.19%) 19.48K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 8.52M (1.18%) 54.19K
Increased by +0.64%
Nov 30, 23
11 Vanguard Wellesley® Income Inv 8.25M (1.14%) 923.24K
Increased by +11.19%
Sep 30, 24
12 T. Rowe Price US Lg-Cp Equity Inc Comp 8.23M (1.14%) -144.04K
Decreased by -1.75%
Sep 30, 24
13 iShares Core S&P 500 ETF 8.22M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
14 T. Rowe Price Equity Income 8.15M (1.12%) -80.95K
Decreased by -0.99%
Oct 31, 24
15 Cohen & Steers Instl Realty Shares 7.48M (1.03%) 3.55M
Increased by +47.53%
Sep 30, 24
16 Cohen & Steers Realty Shares L 7.01M (0.97%) 3.81M
Increased by +54.31%
Sep 30, 24
17 Allspring Special Mid Cap Value Inst 6.86M (0.95%) 132.70K
Increased by +1.94%
Oct 31, 24
18 Allspring Special US Mid Cap Value Eq 6.72M (0.93%) 1.73M
Increased by +25.73%
Sep 30, 24
19 T. Rowe Price US Value Equity Composite 6.37M (0.88%) 1.30M
Increased by +20.35%
Mar 31, 24
20 T. Rowe Price Value 6.37M (0.88%) 1.30M
Increased by +20.35%
Mar 31, 24