Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 7.01%
2 CUT 5.13%
3 SPRE 4.99%
4 WOOD 4.95%
5 FTRI 4.40%
6 PSR 4.04%
7 UTRN 4.03%
8 EWRE 3.42%
9 LOPP 3.35%
10 RSPR 3.19%
11 JPEF 2.77%
12 IWIN 2.61%
13 CIRC 2.46%
14 CRED 2.39%
15 AIVL 2.13%
16 SDG 2.08%
17 XLRE 2.03%
18 PWC 1.83%
19 SRS 1.80%
20 REK 1.80%

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. 51.48M (7.11%) 214.94K
Increased by +0.42%
Jun 30, 24
4 Wellington Management Company LLP 31.72M (4.38%) 1.91M
Increased by +6.01%
Jun 30, 24
5 State Street Corporation 31.03M (4.29%) -214.24K
Decreased by -0.69%
Mar 31, 24
6 State Street Corp 30.65M (4.23%) -384.35K
Decreased by -1.25%
Jun 30, 24
7 NORGES BANK 22.49M (3.11%) 818.85K
Increased by +3.64%
Jun 30, 24
8 Geode Capital Management, LLC 19.32M (2.67%) 409.46K
Increased by +2.12%
Jun 30, 24
9 Amvescap Plc. 17.78M (2.45%) 991.88K
Increased by +5.58%
Jun 30, 24
10 JPMorgan Chase & Co 14.99M (2.07%) -8.53M
Decreased by -56.86%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 14.74M (2.04%) 1.05M
Increased by +7.10%
Jun 30, 24
12 Arnhold & S. Bleichroeder Advisers, LLC 14.20M (1.96%) 8.81K
Increased by +0.06%
Sep 30, 24
13 Legal & General Group PLC 11.43M (1.58%) 503.06K
Increased by +4.40%
Jun 30, 24
14 Cohen & Steers Inc 11.33M (1.56%) -2.93M
Decreased by -25.83%
Jun 30, 24
15 Northern Trust Corp 9.22M (1.27%) -911.13K
Decreased by -9.89%
Sep 30, 24
16 Charles Schwab Investment Management Inc 8.74M (1.21%) 454.10K
Increased by +5.20%
Sep 30, 24
17 Goldman Sachs Group Inc 6.74M (0.93%) 2.91M
Increased by +43.16%
Dec 31, 23
18 Allspring Global Investments Holdings, LLC 6.60M (0.91%) 193.09K
Increased by +2.93%
Jun 30, 24
19 Bank of America Corp 5.59M (0.77%) -153.57K
Decreased by -2.75%
Jun 30, 24
20 Massachusetts Financial Services Company 5.18M (0.72%) 546.11K
Increased by +10.54%
Dec 31, 23

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 Fidelity 500 Index 8.94M (1.23%) -40.46K
Decreased by -0.45%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 8.87M (1.22%) 46.23K
Increased by +0.52%
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 Equity Income 8.23M (1.14%) -114.04K
Decreased by -1.39%
Sep 30, 24
13 T. Rowe Price US Lg-Cp Equity Inc Comp 8.23M (1.14%) -144.04K
Decreased by -1.75%
Sep 30, 24
14 iShares Core S&P 500 ETF 8.10M (1.12%) 12.47K
Increased by +0.15%
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