Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 10.65%
2 BKGI 7.29%
3 LPRE 6.54%
4 UTRN 4.02%
5 EWO 3.97%
6 EWO 3.66%
7 BAMD 3.19%
8 RSPR 3.19%
9 DRW 3.06%
10 DIVP 2.98%
11 BYRE 2.91%
12 JPRE 2.90%
13 SMHB 2.87%
14 SPHD 2.82%
15 EWRE 2.78%
16 KBWY 2.63%
17 REZ 2.60%
18 SRHR 2.59%
19 AREA 2.16%
20 CRED 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.04M (15.75%) -311.87K
Decreased by -0.29%
Dec 31, 25
2 BlackRock Inc 73.01M (10.55%) -1.22M
Decreased by -1.67%
Sep 30, 25
3 JPMorgan Chase & Co 56.47M (8.16%) 36.45M
Increased by +64.54%
Sep 30, 25
4 State Street Corp 49.50M (7.15%) 895.46K
Increased by +1.81%
Sep 30, 25
5 State Street Corporation 41.14M (5.94%) 1.64M
Increased by +3.99%
Dec 31, 23
6 Principal Financial Group Inc 26.98M (3.90%) -883.59K
Decreased by -3.27%
Sep 30, 25
7 Fuller & Thaler Asset Management Inc 24.87M (3.59%) 1.74M
Increased by +6.98%
Sep 30, 25
8 Geode Capital Management, LLC 19.41M (2.80%) 339.67K
Increased by +1.75%
Sep 30, 25
9 Amvescap Plc. 16.65M (2.41%) -4.65M
Decreased by -27.95%
Sep 30, 25
10 CenterSquare Investment Management LLC 14.76M (2.13%) 1.47M
Increased by +9.98%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 12.18M (1.76%) 527.53K
Increased by +4.33%
Sep 30, 25
12 Charles Schwab Investment Management Inc 11.11M (1.60%) 523.82K
Increased by +4.72%
Dec 31, 25
13 FMR Inc 10.54M (1.52%) 6.38M
Increased by +60.54%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 10.29M (1.49%) 64.59K
Increased by +0.63%
Dec 31, 25
15 Northern Trust Corp 10.21M (1.47%) -1.79M
Decreased by -17.52%
Sep 30, 25
16 Bank of America Corp 9.94M (1.44%) 2.21M
Increased by +22.20%
Sep 30, 25
17 NORGES BANK 9.55M (1.38%) 1.52M
Increased by +15.94%
Dec 31, 25
18 Cullen Capital Management, LLC 9.25M (1.34%) -985.53K
Decreased by -10.66%
Dec 31, 25
19 AllianceBernstein L.P. 9.00M (1.30%) -393.42K
Decreased by -4.37%
Sep 30, 23
20 Deutsche Bank AG 8.48M (1.23%) 23.14K
Increased by +0.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.93M (3.75%) 80.13K
Increased by +0.31%
Jan 31, 26
2 FullerThaler Behavioral Small-Cap Value 25.08M (3.62%) 4.18M
Increased by +16.66%
Dec 31, 25
3 Undiscovered Managers Behavioral Val L 22.49M (3.25%) -1.31M
Decreased by -5.81%
Jan 31, 26
4 Vanguard Total Stock Mkt Idx Inv 21.95M (3.17%) 47.01K
Increased by +0.21%
Jan 31, 26
5 Vanguard Institutional 500 Index Trust 19.89M (2.87%) 125.17K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 17.70M (2.56%) 110.70K
Increased by +0.63%
Jan 31, 26
7 Vanguard Small Cap Index 15.74M (2.27%) 855.00
Increased by +0.01%
Jan 31, 26
8 Invesco S&P 500® Equal Weight ETF 10.25M (1.48%) -4.41K
Decreased by -0.04%
Feb 27, 26
9 Vanguard Small Cap Value Index Inv 10.11M (1.46%) -77.92K
Decreased by -0.77%
Jan 31, 26
10 JPMorgan Mid Cap Value L 9.01M (1.30%) 136.95K
Increased by +1.52%
Jan 31, 26
11 JPM US Mid Cap Value-Composite 8.87M (1.28%) 2.54M
Increased by +28.60%
Dec 31, 25
12 iShares Core S&P 500 ETF 8.85M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 8.83M (1.28%) 40.95K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500® ETF Trust 8.65M (1.25%) -48.02K
Decreased by -0.55%
Nov 27, 24
15 SPDR® S&P 500® ETF 8.46M (1.22%) 103.22K
Increased by +1.22%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 8.37M (1.21%) 18.90K
Increased by +0.23%
Apr 30, 24
17 State Street® SPDR® S&P 500® ETF 8.16M (1.18%) 34.42K
Increased by +0.42%
Feb 27, 26
18 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.13%) -27.96K
Decreased by -0.36%
Sep 30, 23
19 Vanguard Mid Cap Index Institutional 7.68M (1.11%) 72.59K
Increased by +0.95%
May 31, 25
20 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24