Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 13.41%
2 DTCR 10.07%
3 VPN 9.71%
4 CRED 9.03%
5 IDGT 8.49%
6 PSR 8.14%
7 FPRO 8.11%
8 REK 8.05%
9 SRS 8.05%
10 IGN 7.97%
11 SRHR 7.88%
12 JPRE 7.76%
13 ICF 7.54%
14 BYTE 6.77%
15 DTRE 6.46%
16 BYRE 6.41%
17 FFR 6.28%
18 GQRE 6.27%
19 XLRE 5.74%
20 LPRE 5.47%

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 44.03M (9.48%) -1.37M
Decreased by -3.11%
Dec 31, 25
3 J Stern & Co LLP 37.69M (8.12%) 37.55M
Increased by +99.65%
Dec 31, 25
4 State Street Corp 20.99M (4.52%) 71.61K
Increased by +0.34%
Dec 31, 25
5 State Street Corporation 20.61M (4.44%) -237.60K
Decreased by -1.15%
Mar 31, 24
6 JPMorgan Chase & Co 15.13M (3.26%) 716.13K
Increased by +4.73%
Mar 31, 26
7 Geode Capital Management, LLC 13.50M (2.91%) 227.36K
Increased by +1.68%
Dec 31, 25
8 Cohen & Steers Inc 12.49M (2.69%) -1.01M
Decreased by -8.12%
Dec 31, 25
9 FMR Inc 12.02M (2.59%) -228.69K
Decreased by -1.90%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 9.81M (2.11%) -226.01K
Decreased by -2.30%
Dec 31, 25
11 Deutsche Bank AG 7.77M (1.67%) 860.05K
Increased by +11.07%
Mar 31, 26
12 Wellington Management Company LLP 7.57M (1.63%) 419.72K
Increased by +5.55%
Jun 30, 25
13 Amvescap Plc. 7.28M (1.57%) 327.04K
Increased by +4.50%
Mar 31, 26
14 NORGES BANK 6.67M (1.44%) 463.71K
Increased by +6.95%
Dec 31, 25
15 Lazard Asset Management LLC 6.09M (1.31%) 1.62M
Increased by +26.63%
Dec 31, 25
16 Principal Financial Group Inc 5.91M (1.27%) -123.47K
Decreased by -2.09%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 5.81M (1.25%) -472.09K
Decreased by -8.12%
Mar 31, 26
18 Capital World Investors 5.67M (1.22%) 1.45M
Increased by +25.53%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 5.67M (1.22%) -530.10K
Decreased by -9.35%
Dec 31, 25
20 Akre Capital Management, LLC 5.50M (1.19%) -549.12K
Decreased by -9.98%
Dec 31, 24

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 17.42M (3.75%) -67.70K
Decreased by -0.39%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 14.81M (3.19%) 816.00
Increased by +0.01%
Mar 31, 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 11.92M (2.57%) -122.00K
Decreased by -1.02%
Mar 31, 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 6.06M (1.30%) 17.75K
Increased by +0.29%
Apr 30, 26
11 Fidelity 500 Index 5.98M (1.29%) 20.83K
Increased by +0.35%
Mar 31, 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 5.60M (1.21%) 18.22K
Increased by +0.33%
Apr 30, 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 4.31M (0.93%) 2.13M
Increased by +49.41%
Mar 31, 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