Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.70%
2 PRVS 4.19%
3 UTRN 4.10%
4 FPRO 3.86%
5 XLRE 3.62%
6 EWRE 3.53%
7 JRE 3.33%
8 IYRI 3.28%
9 LOGO 3.21%
10 RNTY 3.21%
11 IYR 3.03%
12 DRN 2.98%
13 TXS 2.84%
14 PJFM 2.81%
15 URE 2.69%
16 FREL 2.64%
17 RSPR 2.64%
18 PFI 2.57%
19 BASV 2.57%
20 EPSB 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.82M (16.57%) 101.27K
Increased by +0.21%
Dec 31, 25
2 BlackRock Inc 27.58M (9.56%) -334.67K
Decreased by -1.21%
Sep 30, 25
3 State Street Corp 13.84M (4.80%) 105.59K
Increased by +0.76%
Sep 30, 25
4 State Street Corporation 13.09M (4.54%) -267.52K
Decreased by -2.04%
Mar 31, 24
5 Principal Financial Group Inc 9.47M (3.28%) 809.80K
Increased by +8.55%
Sep 30, 25
6 FMR Inc 9.25M (3.21%) 801.45K
Increased by +8.66%
Dec 31, 25
7 Geode Capital Management, LLC 8.32M (2.89%) 74.66K
Increased by +0.90%
Sep 30, 25
8 JPMorgan Chase & Co 7.91M (2.74%) 5.12M
Increased by +64.70%
Sep 30, 25
9 Harris Associates L.P. 6.93M (2.40%) 38.65K
Increased by +0.56%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 6.29M (2.18%) 454.29K
Increased by +7.23%
Sep 30, 25
11 Amvescap Plc. 6.23M (2.16%) 862.66K
Increased by +13.84%
Sep 30, 25
12 Wellington Management Company LLP 5.00M (1.73%) 490.42K
Increased by +9.82%
Mar 31, 24
13 Goldman Sachs Group Inc 4.83M (1.67%) 2.56M
Increased by +53.08%
Dec 31, 23
14 Millennium Management LLC 4.64M (1.61%) 1.93M
Increased by +41.68%
Jun 30, 24
15 Valueact Holdings, L.p. 4.64M (1.61%) 0.00
Increased by 0.00%
Dec 31, 23
16 Viking Global Investors LP 4.57M (1.58%) 759.08K
Increased by +16.61%
Mar 31, 24
17 AllianceBernstein L.P. 4.46M (1.55%) -538.31K
Decreased by -12.07%
Jun 30, 24
18 Massachusetts Financial Services Company 4.45M (1.54%) -17.34K
Decreased by -0.39%
Dec 31, 25
19 Cantillon Capital Management LLC 4.43M (1.53%) -48.80K
Decreased by -1.10%
Sep 30, 25
20 NORGES BANK 4.00M (1.39%) 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 11.10M (3.85%) 33.09K
Increased by +0.30%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 9.69M (3.36%) 6.66K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.36M (3.24%) 19.81K
Increased by +0.21%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 8.41M (2.91%) 60.78K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 7.47M (2.59%) 46.77K
Increased by +0.63%
Jan 31, 26
6 Principal Aligned MidCap Equity 6.95M (2.41%) -7.46K
Decreased by -0.11%
Dec 31, 25
7 Principal MidCap R5 6.95M (2.41%) 65.72K
Increased by +0.95%
Jan 31, 26
8 Vanguard Mid Cap Index Institutional 6.45M (2.23%) -33.49K
Decreased by -0.52%
Jan 31, 26
9 iShares Core S&P 500 ETF 3.74M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 3.72M (1.29%) 17.26K
Increased by +0.46%
Jan 31, 26
11 SPDR® S&P 500 ETF 3.68M (1.27%) -121.76K
Decreased by -3.31%
Mar 31, 25
12 Fidelity® 500 Index 3.61M (1.25%) 22.98K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.58M (1.24%) -18.79K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.55M (1.23%) 43.52K
Increased by +1.22%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 3.52M (1.22%) 7.96K
Increased by +0.23%
Apr 30, 24
16 State Street® SPDR® S&P 500® ETF 3.48M (1.21%) 14.54K
Increased by +0.42%
Feb 27, 26
17 Vanguard Value Index Inv 2.74M (0.95%) -763.00
Decreased by -0.03%
Jan 31, 26
18 Allspring Mid Value SMA 2.66M (0.92%) 2.66M
Increased by +99.99%
Jun 30, 25
19 Allspring Special US Mid Cap Value Eq 2.66M (0.92%) 173.10K
Increased by +6.50%
Jun 30, 25
20 Fidelity Contrafund 2.23M (0.77%) 166.26K
Increased by +7.45%
Jan 31, 26