Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 14.98%
2 VPN 9.97%
3 DTCR 9.97%
4 CRED 9.03%
5 IDGT 8.34%
6 PSR 8.25%
7 FPRO 8.20%
8 SRS 8.05%
9 REK 8.05%
10 IGN 7.97%
11 SRHR 7.88%
12 ICF 7.69%
13 BYRE 7.10%
14 JPRE 6.95%
15 DTRE 6.84%
16 BYTE 6.77%
17 FFR 6.28%
18 XLRE 6.01%
19 WTRE 5.21%
20 REAI 4.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.76M (13.73%) 117.42K
Increased by +0.18%
Dec 31, 25
2 BlackRock Inc 44.95M (9.68%) 919.38K
Increased by +2.05%
Mar 31, 26
3 J Stern & Co LLP 37.69M (8.12%) 37.55M
Increased by +99.65%
Dec 31, 25
4 Vanguard Capital Management, LLC 30.36M (6.54%) 30.36M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 27.60M (5.94%) 27.60M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 21.43M (4.62%) 447.07K
Increased by +2.09%
Mar 31, 26
7 State Street Corporation 20.61M (4.44%) -237.60K
Decreased by -1.15%
Mar 31, 24
8 JPMorgan Chase & Co 15.13M (3.26%) 716.13K
Increased by +4.73%
Mar 31, 26
9 Geode Capital Management, LLC 13.93M (3.00%) 434.59K
Increased by +3.12%
Mar 31, 26
10 Cohen & Steers Inc 12.62M (2.72%) 132.78K
Increased by +1.05%
Mar 31, 26
11 FMR Inc 11.32M (2.44%) -701.79K
Decreased by -6.20%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 9.58M (2.06%) -223.73K
Decreased by -2.33%
Mar 31, 26
13 Deutsche Bank AG 7.77M (1.67%) 860.05K
Increased by +11.07%
Mar 31, 26
14 Wellington Management Company LLP 7.57M (1.63%) 419.72K
Increased by +5.55%
Jun 30, 25
15 Lazard Asset Management LLC 7.33M (1.58%) 1.24M
Increased by +16.94%
Mar 31, 26
16 Amvescap Plc. 7.28M (1.57%) 327.04K
Increased by +4.50%
Mar 31, 26
17 NORGES BANK 6.67M (1.44%) 463.71K
Increased by +6.95%
Dec 31, 25
18 Principal Financial Group Inc 5.91M (1.27%) -123.47K
Decreased by -2.09%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 5.81M (1.25%) -472.09K
Decreased by -8.12%
Mar 31, 26
20 Capital World Investors 5.67M (1.22%) 1.45M
Increased by +25.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 85.72M (18.46%) 85.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Real Estate Index Investor 17.37M (3.74%) -56.92K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 14.85M (3.20%) 44.90K
Increased by +0.30%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 14.80M (3.19%) 19.94K
Increased by +0.13%
Sep 30, 24
5 Core Plus Full Discretion CIT D 12.64M (2.72%) 12.64M
Increased by +100.00%
Dec 31, 25
6 Loomis Sayles CPFD CIT 12.64M (2.72%) 12.64M
Increased by +100.00%
Dec 31, 25
7 Loomis Sayles Inv Grade Bond CIT 12.64M (2.72%) 12.64M
Increased by +100.00%
Dec 31, 25
8 Vanguard 500 Index Investor 12.14M (2.61%) 217.60K
Increased by +1.79%
Apr 30, 26
9 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
10 iShares Core S&P 500 ETF 6.17M (1.33%) 18.84K
Increased by +0.31%
May 29, 26
11 Fidelity 500 Index 6.00M (1.29%) 20.62K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500 ETF 5.81M (1.25%) -85.25K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 5.66M (1.22%) -29.70K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 5.66M (1.22%) 69.58K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 5.65M (1.22%) 7.62K
Increased by +0.13%
May 29, 26
16 SPDR® S&P 500 ETF Trust 5.51M (1.19%) 12.46K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
18 Vanguard Value Index Inv 4.32M (0.93%) 12.46K
Increased by +0.29%
Apr 30, 26
19 Loomis Sayles MFD Class C 4.10M (0.88%) 0.00
Increased by 0.00%
Dec 31, 25
20 The Real Estate Select Sector SPDR® 3.32M (0.72%) 37.15K
Increased by +1.12%
Aug 29, 25