Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 10.65%
2 BKGI 6.95%
3 SRHR 5.94%
4 UTRN 4.02%
5 EWO 3.97%
6 SPHD 3.72%
7 LPRE 3.65%
8 RSPR 3.54%
9 KBWY 3.53%
10 DIVP 3.17%
11 REZ 3.13%
12 BAMD 3.09%
13 DRW 3.06%
14 EWO 3.01%
15 WTRE 2.95%
16 SMHB 2.87%
17 JPRE 2.84%
18 EWRE 2.78%
19 BYRE 2.28%
20 CRED 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.04M (15.88%) -311.87K
Decreased by -0.29%
Dec 31, 25
2 BlackRock Inc 73.36M (10.68%) -182.07K
Decreased by -0.25%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 58.13M (8.47%) 58.13M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 48.50M (7.06%) -872.87K
Decreased by -1.80%
Mar 31, 26
5 Vanguard Capital Management, LLC 45.22M (6.59%) 45.22M
Increased by +100.00%
Mar 31, 26
6 JPMorgan Chase & Co 44.73M (6.51%) 14.06M
Increased by +31.42%
Mar 31, 26
7 State Street Corporation 41.14M (5.99%) 1.64M
Increased by +3.99%
Dec 31, 23
8 Fuller & Thaler Asset Management Inc 29.20M (4.25%) -30.09M
Decreased by -103.06%
Mar 31, 26
9 Geode Capital Management, LLC 24.40M (3.55%) 4.87M
Increased by +19.95%
Mar 31, 26
10 Amvescap Plc. 24.17M (3.52%) 5.87M
Increased by +24.28%
Mar 31, 26
11 Principal Financial Group Inc 18.77M (2.73%) -7.92M
Decreased by -42.18%
Mar 31, 26
12 Bank of New York Mellon Corp 15.46M (2.25%) 5.82M
Increased by +37.62%
Mar 31, 26
13 CenterSquare Investment Management LLC 14.76M (2.15%) 1.47M
Increased by +9.98%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 12.31M (1.79%) 58.02K
Increased by +0.47%
Mar 31, 26
15 Bank of America Corp 11.89M (1.73%) 2.56M
Increased by +21.56%
Mar 31, 26
16 Charles Schwab Investment Management Inc 11.46M (1.67%) 353.96K
Increased by +3.09%
Mar 31, 26
17 Cullen Capital Management, LLC 10.99M (1.60%) 1.74M
Increased by +15.87%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 10.58M (1.54%) 290.59K
Increased by +2.75%
Mar 31, 26
19 NORGES BANK 9.55M (1.39%) 1.52M
Increased by +15.94%
Dec 31, 25
20 FMR Inc 9.26M (1.35%) -1.28M
Decreased by -13.80%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 26.46M (3.85%) 410.23K
Increased by +1.55%
Jun 30, 26
2 FullerThaler Behavioral Small-Cap Value 25.30M (3.68%) 972.88K
Increased by +3.85%
May 31, 26
3 Undiscovered Managers Behavioral Val L 23.71M (3.45%) 0.00
Increased by 0.00%
May 31, 26
4 Vanguard Total Stock Mkt Idx Inv 21.89M (3.19%) -228.53K
Decreased by -1.04%
Jun 30, 26
5 Vanguard Institutional 500 Index Trust 19.89M (2.90%) 125.17K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 17.91M (2.61%) -295.59K
Decreased by -1.65%
Jun 30, 26
7 Vanguard Small Cap Index 15.81M (2.30%) -181.03K
Decreased by -1.14%
Jun 30, 26
8 Vanguard Small Cap Value Index Inv 10.04M (1.46%) -265.29K
Decreased by -2.64%
Jun 30, 26
9 JPM US Mid Cap Value-Composite 9.87M (1.44%) 1.00M
Increased by +10.14%
Mar 31, 26
10 iShares Core S&P 500 ETF 9.51M (1.39%) 30.07K
Increased by +0.32%
Jun 30, 26
11 JPMorgan Mid Cap Value L 9.12M (1.33%) -1.16M
Decreased by -12.70%
May 31, 26
12 Fidelity 500 Index 8.89M (1.30%) -12.32K
Decreased by -0.14%
May 31, 26
13 Invesco S&P 500® Equal Weight ETF 8.89M (1.30%) 27.67K
Increased by +0.31%
Jun 30, 26
14 SPDR® S&P 500® ETF Trust 8.65M (1.26%) -48.02K
Decreased by -0.55%
Nov 27, 24
15 SPDR® S&P 500® ETF 8.46M (1.23%) 103.22K
Increased by +1.22%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 8.37M (1.22%) 18.90K
Increased by +0.23%
Apr 30, 24
17 State Street® SPDR® S&P 500® ETF 8.37M (1.22%) -108.53K
Decreased by -1.30%
Jun 30, 26
18 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.14%) -27.96K
Decreased by -0.36%
Sep 30, 23
19 Vanguard Mid Cap Index Institutional 7.68M (1.12%) 72.59K
Increased by +0.95%
May 31, 25
20 iShares Core S&P Mid-Cap ETF 7.23M (1.05%) -3.91K
Decreased by -0.05%
Jan 31, 24