Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.61%
2 XLRE 4.54%
3 PRVS 4.12%
4 UTRN 4.10%
5 EWRE 3.53%
6 RNTY 3.49%
7 RSPR 3.47%
8 JRE 3.43%
9 LOGO 3.21%
10 IYRI 3.19%
11 IYR 3.17%
12 FPRO 3.13%
13 URE 3.13%
14 DRN 3.08%
15 TXS 2.88%
16 FREL 2.88%
17 BASV 2.85%
18 PJFM 2.82%
19 PFI 2.59%
20 EPSB 2.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.82M (16.71%) 101.27K
Increased by +0.21%
Dec 31, 25
2 BlackRock Inc 27.58M (9.63%) -334.67K
Decreased by -1.21%
Sep 30, 25
3 State Street Corp 13.84M (4.84%) 105.59K
Increased by +0.76%
Sep 30, 25
4 State Street Corporation 13.09M (4.57%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Principal Financial Group Inc 9.47M (3.31%) 809.80K
Increased by +8.55%
Sep 30, 25
6 FMR Inc 9.25M (3.23%) 801.45K
Increased by +8.66%
Dec 31, 25
7 Geode Capital Management, LLC 8.48M (2.96%) 151.03K
Increased by +1.78%
Dec 31, 25
8 JPMorgan Chase & Co 7.91M (2.76%) 5.12M
Increased by +64.70%
Sep 30, 25
9 Harris Associates L.P. 6.93M (2.42%) 38.65K
Increased by +0.56%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 6.29M (2.20%) 454.29K
Increased by +7.23%
Sep 30, 25
11 Amvescap Plc. 6.23M (2.18%) 862.66K
Increased by +13.84%
Sep 30, 25
12 Wellington Management Company LLP 5.00M (1.75%) 490.42K
Increased by +9.82%
Mar 31, 24
13 Goldman Sachs Group Inc 4.83M (1.69%) 2.56M
Increased by +53.08%
Dec 31, 23
14 Millennium Management LLC 4.64M (1.62%) 1.93M
Increased by +41.68%
Jun 30, 24
15 Valueact Holdings, L.p. 4.64M (1.62%) 0.00
Increased by 0.00%
Dec 31, 23
16 Viking Global Investors LP 4.57M (1.60%) 759.08K
Increased by +16.61%
Mar 31, 24
17 Cantillon Capital Management LLC 4.46M (1.56%) 33.56K
Increased by +0.75%
Dec 31, 25
18 AllianceBernstein L.P. 4.46M (1.56%) -538.31K
Decreased by -12.07%
Jun 30, 24
19 Massachusetts Financial Services Company 4.45M (1.56%) -17.34K
Decreased by -0.39%
Dec 31, 25
20 NORGES BANK 4.00M (1.40%) 115.18K
Increased by +2.88%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.08M (3.87%) -43.32K
Decreased by -0.39%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 9.69M (3.39%) 6.66K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.38M (3.28%) -26.07K
Decreased by -0.28%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 8.41M (2.94%) 60.78K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 7.40M (2.58%) -141.96K
Decreased by -1.92%
Mar 31, 26
6 Principal MidCap R5 7.14M (2.50%) 198.31K
Increased by +2.78%
Feb 28, 26
7 Principal Aligned MidCap Equity 6.95M (2.43%) -7.46K
Decreased by -0.11%
Dec 31, 25
8 Vanguard Mid Cap Index Institutional 6.38M (2.23%) -91.78K
Decreased by -1.44%
Mar 31, 26
9 iShares Core S&P 500 ETF 3.73M (1.30%) -2.03K
Decreased by -0.05%
Mar 31, 26
10 Fidelity 500 Index 3.73M (1.30%) 6.14K
Increased by +0.16%
Feb 28, 26
11 SPDR® S&P 500 ETF 3.68M (1.28%) -121.76K
Decreased by -3.31%
Mar 31, 25
12 Fidelity® 500 Index 3.61M (1.26%) 22.98K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.58M (1.25%) -18.79K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.55M (1.24%) 43.52K
Increased by +1.22%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 3.52M (1.23%) 7.96K
Increased by +0.23%
Apr 30, 24
16 State Street® SPDR® S&P 500® ETF 3.36M (1.17%) -8.28K
Decreased by -0.25%
Mar 31, 26
17 Vanguard Value Index Inv 2.73M (0.95%) -42.67K
Decreased by -1.56%
Mar 31, 26
18 Allspring Mid Value SMA 2.66M (0.93%) 2.66M
Increased by +99.99%
Jun 30, 25
19 Allspring Special US Mid Cap Value Eq 2.66M (0.93%) 173.10K
Increased by +6.50%
Jun 30, 25
20 State Street Real Estate Sel SectSPDRETF 2.41M (0.84%) -992.00
Decreased by -0.04%
Mar 31, 26