Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 5.79%
2 GENZ 5.42%
3 LPRE 4.60%
4 HOTL 4.39%
5 BYRE 3.82%
6 SRET 3.57%
7 VICE 3.43%
8 NETL 3.20%
9 KBWY 3.16%
10 PJFM 3.16%
11 BEDZ 2.86%
12 DIVE 2.85%
13 PSR 2.82%
14 KONG 2.49%
15 HIPS 2.46%
16 DFRA 2.24%
17 GRI_old 2.24%
18 RDOG 2.19%
19 REIT 2.01%
20 RORE 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.00M (13.97%) 91.76K
Increased by +0.24%
Dec 30, 25
2 BlackRock Inc 35.32M (12.99%) 434.86K
Increased by +1.23%
Mar 30, 26
3 Vanguard Portfolio Management, LLC 24.04M (8.84%) 24.04M
Increased by +100.00%
Mar 30, 26
4 Wellington Management Company LLP 13.57M (4.99%) 1.97M
Increased by +14.55%
Mar 30, 26
5 Dodge & Cox 13.46M (4.95%) -131.81K
Decreased by -0.98%
Mar 30, 26
6 State Street Corp 13.17M (4.84%) 279.05K
Increased by +2.12%
Mar 30, 26
7 Franklin Resources Inc 12.48M (4.59%) -346.03K
Decreased by -2.77%
Mar 30, 25
8 Vanguard Capital Management, LLC 12.20M (4.49%) 12.20M
Increased by +100.00%
Mar 30, 26
9 State Street Corporation 11.49M (4.22%) 39.65K
Increased by +0.35%
Mar 30, 24
10 Capital World Investors 10.79M (3.97%) -258.43K
Decreased by -2.39%
Sep 29, 23
11 Putnam Investments LLC 9.51M (3.50%) 282.83K
Increased by +2.97%
Dec 30, 23
12 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.50%) 282.83K
Increased by +2.97%
Dec 30, 23
13 Geode Capital Management, LLC 8.26M (3.04%) 580.06K
Increased by +7.02%
Mar 30, 26
14 Cohen & Steers Inc 8.21M (3.02%) 1.20M
Increased by +14.60%
Mar 30, 26
15 Principal Financial Group Inc 7.77M (2.86%) 7.08K
Increased by +0.09%
Mar 30, 26
16 BAMCO Inc 7.37M (2.71%) -228.74K
Decreased by -3.11%
Jun 29, 25
17 Bank of America Corp 5.98M (2.20%) -722.22K
Decreased by -12.07%
Mar 30, 26
18 Citadel Advisors Llc 5.59M (2.06%) -1.39M
Decreased by -24.91%
Mar 30, 26
19 Jennison Associates LLC 4.38M (1.61%) 781.20K
Increased by +17.84%
Mar 30, 26
20 Morgan Stanley - Brokerage Accounts 4.22M (1.55%) 266.01K
Increased by +6.31%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.24M (3.77%) 156.69K
Increased by +1.53%
Jun 29, 26
2 Dodge & Cox Stock I 10.14M (3.73%) 0.00
Increased by 0.00%
Jun 29, 26
3 iShares Core S&P Mid-Cap ETF 9.69M (3.56%) 22.21K
Increased by +0.23%
Jul 27, 26
4 Vanguard Morn Total Stk Mkt Idx Investor 8.54M (3.14%) -15.26K
Decreased by -0.18%
Jun 29, 26
5 Vanguard Total Stock Mkt Idx Inv 8.54M (3.14%) -15.26K
Decreased by -0.18%
Jun 29, 26
6 Vanguard US Total Market Shares ETF 8.29M (3.05%) 101.40K
Increased by +1.22%
Sep 29, 24
7 Vanguard Small Cap Index 6.17M (2.27%) -20.82K
Decreased by -0.34%
Jun 29, 26
8 Putnam Large Cap Value A 5.60M (2.06%) 0.00
Increased by 0.00%
Mar 30, 25
9 Putnam US Large Cap Value Equity 5.60M (2.06%) 0.00
Increased by 0.00%
Mar 30, 25
10 American Funds American Balanced A 5.30M (1.95%) 0.00
Increased by 0.00%
Sep 29, 23
11 Baron Growth Retail 4.95M (1.82%) -50.00K
Decreased by -1.01%
Jun 29, 25
12 Baron Small Cap Growth Strategy 4.95M (1.82%) -50.00K
Decreased by -1.01%
Jun 29, 25
13 Vanguard Wellesley® Income Inv 4.35M (1.60%) -560.90K
Decreased by -12.90%
Jun 29, 26
14 American Funds Capital Income Bldr A 4.09M (1.50%) 0.00
Increased by 0.00%
Dec 30, 23
15 Allspring Mid Value SMA 4.05M (1.49%) 4.05M
Increased by +99.99%
Jun 29, 25
16 Allspring Special US Mid Cap Value Eq 4.05M (1.49%) -396.00K
Decreased by -9.79%
Jun 29, 25
17 Allspring Special Mid Cap Value Inst 3.98M (1.46%) -67.00K
Decreased by -1.68%
Jul 30, 25
18 Vanguard Morn Small Cap Value Index 3.92M (1.44%) -71.18K
Decreased by -1.82%
Jun 29, 26
19 Vanguard Small Cap Value Index Inv 3.92M (1.44%) -71.18K
Decreased by -1.82%
Jun 29, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 3.25M (1.20%) 52.70K
Increased by +1.62%
Jun 29, 26