Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRVR 14.48%
2 FPRO 9.97%
3 IDGT 9.52%
4 CRED 9.00%
5 DTCR 8.90%
6 VPN 8.90%
7 JPRE 8.88%
8 SRS 8.05%
9 REK 8.05%
10 IGN 7.97%
11 SRHR 7.88%
12 BYRE 7.72%
13 IYRI 7.56%
14 PSR 7.18%
15 XLRE 7.15%
16 ICF 6.88%
17 BYTE 6.77%
18 DTRE 6.57%
19 GQRE 6.56%
20 IYR 6.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.03M (13.50%) 218.88K
Increased by +0.35%
Jun 30, 25
2 BlackRock Inc 45.66M (9.78%) 2.68M
Increased by +5.87%
Jun 30, 25
3 State Street Corp 21.11M (4.52%) -132.35K
Decreased by -0.63%
Jun 30, 25
4 State Street Corporation 20.61M (4.41%) -237.60K
Decreased by -1.15%
Mar 31, 24
5 Cohen & Steers Inc 13.90M (2.98%) -4.81M
Decreased by -34.58%
Jun 30, 25
6 FMR Inc 13.59M (2.91%) 943.11K
Increased by +6.94%
Jun 30, 25
7 Geode Capital Management, LLC 13.10M (2.81%) -123.45K
Decreased by -0.94%
Jun 30, 25
8 JPMorgan Chase & Co 12.67M (2.71%) 2.53M
Increased by +20.00%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 9.20M (1.97%) 909.49K
Increased by +9.89%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 7.63M (1.63%) -517.71K
Decreased by -6.79%
Jun 30, 25
11 Wellington Management Company LLP 7.57M (1.62%) 419.72K
Increased by +5.55%
Jun 30, 25
12 Deutsche Bank AG 7.17M (1.53%) -217.03K
Decreased by -3.03%
Jun 30, 25
13 Amvescap Plc. 6.68M (1.43%) 708.81K
Increased by +10.61%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 6.59M (1.41%) 52.09K
Increased by +0.79%
Jun 30, 25
15 NORGES BANK 6.21M (1.33%) -144.06K
Decreased by -2.32%
Jun 30, 25
16 Principal Financial Group Inc 6.08M (1.30%) -57.65K
Decreased by -0.95%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 5.57M (1.19%) 4.78M
Increased by +85.75%
Jun 30, 25
18 Charles Schwab Investment Management Inc 5.56M (1.19%) 208.21K
Increased by +3.74%
Jun 30, 25
19 Akre Capital Management, LLC 5.50M (1.18%) -549.12K
Decreased by -9.98%
Dec 31, 24
20 Northern Trust Corp 5.48M (1.17%) -160.00K
Decreased by -2.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 85.72M (18.36%) 85.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Real Estate Index Investor 17.39M (3.72%) 19.92K
Increased by +0.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 14.80M (3.17%) 19.94K
Increased by +0.13%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 14.72M (3.15%) -336.04K
Decreased by -2.28%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 13.29M (2.85%) 93.95K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 11.59M (2.48%) -1.70M
Decreased by -14.65%
Jul 31, 25
7 AF High Growth (AFRIS) 6.51M (1.40%) 6.51M
Increased by +100.00%
Feb 29, 24
8 Fidelity 500 Index 5.93M (1.27%) 2.56K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 5.81M (1.25%) -85.25K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.66M (1.21%) -29.70K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.66M (1.21%) 69.58K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 5.63M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 5.51M (1.18%) 12.46K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
15 Vanguard Growth Index Investor 5.03M (1.08%) 18.92K
Increased by +0.38%
Jul 31, 25
16 The Real Estate Select Sector SPDR® 3.32M (0.71%) 37.15K
Increased by +1.12%
Aug 29, 25
17 Vanguard Real Estate II Index 3.03M (0.65%) 2.75K
Increased by +0.09%
Jul 31, 25
18 Principal Real Estate Securities R5 3.02M (0.65%) -39.22K
Decreased by -1.30%
Jul 31, 25
19 Akre Focus Instl 3.00M (0.64%) -2.27M
Decreased by -75.83%
Jan 31, 25
20 Global Balanced (AFRIS) 2.99M (0.64%) 2.99M
Increased by +100.00%
Feb 29, 24