Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 10.65%
2 LPRE 6.71%
3 BKGI 6.31%
4 SRHR 4.45%
5 UTRN 4.02%
6 EWO 3.97%
7 RSPR 3.60%
8 DIVP 3.47%
9 SPHD 3.35%
10 KBWY 3.12%
11 BAMD 3.09%
12 DRW 3.06%
13 REZ 3.03%
14 EWO 2.91%
15 SMHB 2.87%
16 EWRE 2.78%
17 BYRE 2.56%
18 WTRE 2.49%
19 JPRE 2.20%
20 AREA 2.16%

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 25.78M (3.75%) -84.88K
Decreased by -0.33%
Apr 30, 26
2 FullerThaler Behavioral Small-Cap Value 24.33M (3.54%) 307.27K
Increased by +1.26%
Mar 31, 26
3 Undiscovered Managers Behavioral Val L 23.71M (3.45%) 932.77K
Increased by +3.93%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 22.19M (3.23%) 51.30K
Increased by +0.23%
Apr 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 18.02M (2.62%) 323.65K
Increased by +1.80%
Apr 30, 26
7 Vanguard Small Cap Index 16.02M (2.33%) -36.14K
Decreased by -0.23%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 10.29M (1.50%) 75.91K
Increased by +0.74%
Apr 30, 26
9 JPMorgan Mid Cap Value L 10.28M (1.50%) 409.69K
Increased by +3.98%
Apr 30, 26
10 JPM US Mid Cap Value-Composite 9.87M (1.44%) 1.00M
Increased by +10.14%
Mar 31, 26
11 Invesco S&P 500® Equal Weight ETF 9.85M (1.43%) 18.86K
Increased by +0.19%
May 29, 26
12 iShares Core S&P 500 ETF 9.15M (1.33%) 27.95K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 8.91M (1.30%) 30.54K
Increased by +0.34%
Apr 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 8.32M (1.21%) 11.31K
Increased by +0.14%
May 29, 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