Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 6.37%
2 WOOD 5.61%
3 CUT 5.16%
4 SPRE 4.75%
5 FTRI 4.19%
6 PSR 4.04%
7 UTRN 3.85%
8 EWRE 3.42%
9 LOPP 3.31%
10 RSPR 3.06%
11 JPEF 2.77%
12 IWIN 2.61%
13 CIRC 2.46%
14 CRED 2.40%
15 JPRE 2.01%
16 XLRE 1.88%
17 PWC 1.83%
18 REK 1.80%
19 SRS 1.80%
20 DRN 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.44M (15.70%) -300.46K
Decreased by -0.26%
Dec 31, 24
2 BlackRock Inc 70.19M (9.71%) 7.03M
Increased by +10.02%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 41.38M (5.73%) -564.00K
Decreased by -1.36%
Dec 31, 24
4 Cohen & Steers Inc 38.93M (5.39%) 14.21M
Increased by +36.51%
Dec 31, 24
5 Wellington Management Company LLP 35.57M (4.92%) -183.54K
Decreased by -0.52%
Dec 31, 24
6 State Street Corp 31.12M (4.31%) -288.31K
Decreased by -0.93%
Dec 31, 24
7 State Street Corporation 31.03M (4.29%) -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 20.17M (2.79%) 637.64K
Increased by +3.16%
Dec 31, 24
10 Arnhold & S. Bleichroeder Advisers, LLC 14.36M (1.99%) 158.80K
Increased by +1.11%
Dec 31, 24
11 Amvescap Plc. 13.51M (1.87%) -1.30M
Decreased by -9.62%
Dec 31, 24
12 JPMorgan Chase & Co 11.49M (1.59%) -16.70M
Decreased by -145.30%
Dec 31, 24
13 Legal & General Group PLC 10.17M (1.41%) -940.51K
Decreased by -9.25%
Dec 31, 24
14 Northern Trust Corp 9.54M (1.32%) 322.31K
Increased by +3.38%
Dec 31, 24
15 Charles Schwab Investment Management Inc 8.99M (1.24%) 245.96K
Increased by +2.74%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 8.85M (1.23%) 249.26K
Increased by +2.82%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 8.03M (1.11%) 950.78K
Increased by +11.84%
Dec 31, 24
18 Goldman Sachs Group Inc 6.74M (0.93%) 2.91M
Increased by +43.16%
Dec 31, 23
19 Boston Partners Global Investors, Inc 6.31M (0.87%) 6.31M
Increased by +100.00%
Sep 30, 24
20 Bank of America Corp 5.91M (0.82%) -673.97K
Decreased by -11.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 27.77M (3.84%) -375.22K
Decreased by -1.35%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 22.84M (3.16%) 56.19K
Increased by +0.25%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 20.14M (2.79%) 123.09K
Increased by +0.61%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 15.69M (2.17%) 67.09K
Increased by +0.43%
Feb 28, 25
5 Vanguard Equity-Income Inv 15.69M (2.17%) -93.69K
Decreased by -0.60%
Dec 31, 24
6 First Eagle Global A 10.35M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
7 Cohen & Steers Instl Realty Shares 9.63M (1.33%) 2.15M
Increased by +22.36%
Dec 31, 24
8 Fidelity 500 Index 9.06M (1.25%) 39.98K
Increased by +0.44%
Jan 31, 25
9 Cohen & Steers Realty Shares L 9.06M (1.25%) 2.05M
Increased by +22.58%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 8.98M (1.24%) -66.61K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 8.64M (1.20%) 19.48K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 8.53M (1.18%) -429.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 8.52M (1.18%) 54.19K
Increased by +0.64%
Nov 30, 23
14 T. Rowe Price US Lg-Cp Equity Inc Comp 8.34M (1.15%) 117.58K
Increased by +1.41%
Dec 31, 24
15 T. Rowe Price Equity Income 8.33M (1.15%) -8.65K
Decreased by -0.10%
Jan 31, 25
16 Vanguard Wellesley® Income Inv 7.92M (1.10%) -328.65K
Decreased by -4.15%
Dec 31, 24
17 Allspring Mid Value SMA 6.95M (0.96%) 6.95M
Increased by +99.99%
Dec 31, 24
18 Allspring Special Mid Cap Value Inst 6.95M (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
19 Allspring Special US Mid Cap Value Eq 6.95M (0.96%) 228.00K
Increased by +3.28%
Dec 31, 24
20 T. Rowe Price US Value Equity Composite 6.37M (0.88%) 1.30M
Increased by +20.35%
Mar 31, 24