Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 5.79%
2 GENZ 5.42%
3 VICE 4.82%
4 BEDZ 4.81%
5 LPRE 4.60%
6 HOTL 4.39%
7 BYRE 4.21%
8 PJFM 4.16%
9 PSR 3.81%
10 SRET 3.48%
11 NETL 3.44%
12 KONG 3.07%
13 KBWY 2.61%
14 HIPS 2.46%
15 DIVE 2.44%
16 CRED 2.26%
17 DFRA 2.24%
18 GRI_old 2.24%
19 REIT 2.10%
20 DIV 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.00M (14.01%) 91.76K
Increased by +0.24%
Dec 31, 25
2 BlackRock Inc 34.88M (12.86%) 744.81K
Increased by +2.14%
Dec 31, 25
3 Dodge & Cox 13.59M (5.01%) 7.11K
Increased by +0.05%
Dec 31, 25
4 State Street Corp 12.89M (4.76%) 147.68K
Increased by +1.15%
Dec 31, 25
5 Franklin Resources Inc 12.48M (4.60%) -346.03K
Decreased by -2.77%
Mar 31, 25
6 Wellington Management Company LLP 11.59M (4.28%) 198.58K
Increased by +1.71%
Dec 31, 25
7 State Street Corporation 11.49M (4.24%) 39.65K
Increased by +0.35%
Mar 31, 24
8 Capital World Investors 10.79M (3.98%) -258.43K
Decreased by -2.39%
Sep 30, 23
9 Putnam Investments LLC 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
10 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
11 Principal Financial Group Inc 7.76M (2.86%) 525.32K
Increased by +6.77%
Dec 31, 25
12 Geode Capital Management, LLC 7.68M (2.83%) 258.60K
Increased by +3.37%
Dec 31, 25
13 BAMCO Inc 7.37M (2.72%) -228.74K
Decreased by -3.11%
Jun 30, 25
14 Cohen & Steers Inc 7.01M (2.59%) 7.01M
Increased by +100.00%
Dec 31, 25
15 Citadel Advisors Llc 6.98M (2.58%) -281.85K
Decreased by -4.04%
Dec 31, 25
16 Bank of America Corp 6.71M (2.47%) 4.34M
Increased by +64.74%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 4.20M (1.55%) -5.72M
Decreased by -136.05%
Dec 31, 23
18 Allspring Global Investments Holdings, LLC 4.12M (1.52%) -992.47K
Decreased by -24.08%
Sep 30, 25
19 Dimensional Fund Advisors, Inc. 4.09M (1.51%) -13.85K
Decreased by -0.34%
Dec 31, 25
20 Barclays PLC 4.03M (1.49%) 3.79M
Increased by +93.85%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.53M (3.89%) -40.55K
Decreased by -0.38%
Mar 31, 26
2 Dodge & Cox Stock I 10.14M (3.74%) 0.00
Increased by 0.00%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 9.56M (3.53%) 13.93K
Increased by +0.15%
Apr 29, 26
4 Vanguard Total Stock Mkt Idx Inv 8.56M (3.16%) 67.53K
Increased by +0.79%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 8.29M (3.06%) 101.40K
Increased by +1.22%
Sep 30, 24
6 Vanguard Small Cap Index 6.21M (2.29%) 107.10K
Increased by +1.72%
Mar 31, 26
7 Putnam Large Cap Value A 5.60M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
8 Putnam US Large Cap Value Equity 5.60M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds American Balanced A 5.30M (1.95%) 0.00
Increased by 0.00%
Sep 30, 23
10 Baron Growth Retail 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
11 Baron Small Cap Growth Strategy 4.95M (1.83%) -50.00K
Decreased by -1.01%
Jun 30, 25
12 Vanguard Wellesley® Income Inv 4.91M (1.81%) 822.25K
Increased by +16.75%
Mar 31, 26
13 American Funds Capital Income Bldr A 4.09M (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
14 Allspring Mid Value SMA 4.05M (1.49%) 4.05M
Increased by +99.99%
Jun 30, 25
15 Allspring Special US Mid Cap Value Eq 4.05M (1.49%) -396.00K
Decreased by -9.79%
Jun 30, 25
16 Allspring Special Mid Cap Value Inst 3.98M (1.47%) -67.00K
Decreased by -1.68%
Jul 31, 25
17 Vanguard Small Cap Value Index Inv 3.95M (1.46%) 31.89K
Increased by +0.81%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 3.16M (1.17%) 81.13K
Increased by +2.57%
Mar 31, 26
19 T. Rowe Price Real Assets Tr I-Z 2.61M (0.96%) 101.79K
Increased by +3.91%
Mar 31, 25
20 Principal Real Estate Securities R5 2.45M (0.90%) 0.00
Increased by 0.00%
Mar 31, 26