Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 NURE 4.91%
3 SPRE 4.77%
4 HAUS 4.08%
5 UTRN 3.95%
6 KONG 3.72%
7 IRET 3.43%
8 RNTY 3.42%
9 LBAY 3.25%
10 EWRE 3.19%
11 JRE 3.12%
12 RSPR 3.10%
13 LPRE 2.66%
14 PSR 2.60%
15 PRVT 2.52%
16 TSRS 2.43%
17 REZ 2.38%
18 RORE 2.06%
19 PXMG 1.90%
20 REIT 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.86M (16.16%) -144.17K
Decreased by -0.86%
Dec 31, 25
2 BlackRock Inc 11.49M (11.02%) 354.53K
Increased by +3.08%
Sep 30, 25
3 State Street Corp 7.56M (7.25%) 111.22K
Increased by +1.47%
Sep 30, 25
4 State Street Corporation 7.27M (6.97%) 341.86K
Increased by +4.70%
Mar 31, 24
5 FMR Inc 6.05M (5.80%) 608.84K
Increased by +10.06%
Dec 31, 25
6 Viking Global Investors LP 4.76M (4.57%) 917.75K
Increased by +19.26%
Dec 31, 25
7 JPMorgan Chase & Co 3.46M (3.31%) 1.59M
Increased by +45.92%
Sep 30, 25
8 Victory Capital Management Inc. 3.33M (3.19%) -1.02M
Decreased by -30.48%
Sep 30, 25
9 Geode Capital Management, LLC 3.00M (2.87%) 37.20K
Increased by +1.24%
Sep 30, 25
10 CenterSquare Investment Management LLC 2.83M (2.71%) 98.13K
Increased by +3.47%
Dec 31, 25
11 Amvescap Plc. 2.49M (2.39%) 119.40K
Increased by +4.79%
Sep 30, 25
12 Long Pond Capital, LP 1.95M (1.86%) 922.96K
Increased by +47.44%
Sep 30, 25
13 Wellington Management Company LLP 1.89M (1.81%) -378.60K
Decreased by -20.01%
Jun 30, 25
14 Northern Trust Corp 1.74M (1.67%) 315.24K
Increased by +18.14%
Sep 30, 25
15 Charles Schwab Investment Management Inc 1.67M (1.60%) 35.71K
Increased by +2.14%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.56M (1.50%) 35.59K
Increased by +2.28%
Dec 31, 25
17 D1 Capital Partners L.P. 1.48M (1.42%) -150.23K
Decreased by -10.17%
Dec 31, 23
18 Holocene Advisors, LP 1.41M (1.35%) 1.36M
Increased by +96.67%
Dec 31, 25
19 NORGES BANK 1.40M (1.35%) -17.43K
Decreased by -1.24%
Dec 31, 25
20 The Goldman Sachs Group Inc 1.29M (1.23%) 165.46K
Increased by +12.84%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.99M (3.82%) 12.31K
Increased by +0.31%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 3.37M (3.23%) 2.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.32M (3.19%) 6.10K
Increased by +0.18%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 3.03M (2.91%) 23.50K
Increased by +0.77%
May 31, 25
5 Vanguard 500 Index Investor 2.71M (2.60%) 17.17K
Increased by +0.63%
Jan 31, 26
6 Sycamore Mid Cap Value Comp 2.64M (2.53%) 2.55M
Increased by +96.46%
Mar 31, 25
7 Vanguard Small Cap Index 2.41M (2.31%) 264.00
Increased by +0.01%
Jan 31, 26
8 Victory Sycamore Established Value R 1.90M (1.82%) -130.00K
Decreased by -6.86%
Dec 31, 25
9 Invesco S&P 500® Equal Weight ETF 1.65M (1.58%) -703.00
Decreased by -0.04%
Feb 27, 26
10 Daiwa US-REIT Open Mother Fund 1.65M (1.58%) 35.15K
Increased by +2.13%
Sep 19, 23
11 Strategic Advisers Fidelity US TtlStk 1.62M (1.56%) 441.09K
Increased by +27.17%
Jan 31, 26
12 Vanguard Small Cap Value Index Inv 1.55M (1.48%) -11.80K
Decreased by -0.76%
Jan 31, 26
13 Cohen & Steers Real Estate Opportunities 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
14 Cohen & Steers Real Estate Securities A 1.40M (1.34%) -157.01K
Decreased by -11.20%
Jun 30, 24
15 iShares Core S&P 500 ETF 1.36M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity 500 Index 1.35M (1.30%) 6.27K
Increased by +0.46%
Jan 31, 26
17 SPDR® S&P 500 ETF 1.33M (1.28%) -19.53K
Decreased by -1.47%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.30M (1.24%) -6.80K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.29M (1.24%) 15.94K
Increased by +1.23%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 1.26M (1.21%) 2.83K
Increased by +0.22%
Apr 30, 24