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 4.17%
6 VICE 4.14%
7 PJFM 4.11%
8 SRET 3.57%
9 NETL 3.40%
10 BEDZ 3.26%
11 PSR 3.11%
12 KONG 3.04%
13 HIPS 2.46%
14 DIVE 2.46%
15 KBWY 2.44%
16 CRED 2.26%
17 DFRA 2.24%
18 GRI_old 2.24%
19 DIV 2.08%
20 REIT 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.00M (14.02%) 91.76K
Increased by +0.24%
Dec 31, 25
2 BlackRock Inc 35.32M (13.03%) 434.86K
Increased by +1.23%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 24.04M (8.87%) 24.04M
Increased by +100.00%
Mar 31, 26
4 Wellington Management Company LLP 13.57M (5.00%) 1.97M
Increased by +14.55%
Mar 31, 26
5 Dodge & Cox 13.46M (4.96%) -131.81K
Decreased by -0.98%
Mar 31, 26
6 State Street Corp 13.17M (4.86%) 279.05K
Increased by +2.12%
Mar 31, 26
7 Franklin Resources Inc 12.48M (4.61%) -346.03K
Decreased by -2.77%
Mar 31, 25
8 Vanguard Capital Management, LLC 12.20M (4.50%) 12.20M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 11.49M (4.24%) 39.65K
Increased by +0.35%
Mar 31, 24
10 Capital World Investors 10.79M (3.98%) -258.43K
Decreased by -2.39%
Sep 30, 23
11 Putnam Investments LLC 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 9.51M (3.51%) 282.83K
Increased by +2.97%
Dec 31, 23
13 Geode Capital Management, LLC 8.26M (3.05%) 580.06K
Increased by +7.02%
Mar 31, 26
14 Cohen & Steers Inc 8.21M (3.03%) 1.20M
Increased by +14.60%
Mar 31, 26
15 Principal Financial Group Inc 7.77M (2.87%) 7.08K
Increased by +0.09%
Mar 31, 26
16 BAMCO Inc 7.37M (2.72%) -228.74K
Decreased by -3.11%
Jun 30, 25
17 Bank of America Corp 5.98M (2.21%) -722.22K
Decreased by -12.07%
Mar 31, 26
18 Citadel Advisors Llc 5.59M (2.06%) -1.39M
Decreased by -24.91%
Mar 31, 26
19 Jennison Associates LLC 4.38M (1.62%) 781.20K
Increased by +17.84%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 4.22M (1.56%) 266.01K
Increased by +6.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.50M (3.87%) -34.43K
Decreased by -0.33%
Apr 30, 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 9.60M (3.54%) 1.80K
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 8.57M (3.16%) 17.59K
Increased by +0.21%
Apr 30, 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 6.20M (2.29%) -14.32K
Decreased by -0.23%
Apr 30, 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 Vanguard Small Cap Value Index Inv 3.98M (1.47%) 29.13K
Increased by +0.73%
Apr 30, 26
17 Allspring Special Mid Cap Value Inst 3.98M (1.47%) -67.00K
Decreased by -1.68%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 3.20M (1.18%) 32.61K
Increased by +1.02%
Apr 30, 26
19 T. Rowe Price Real Assets Tr I-Z 2.61M (0.96%) 101.79K
Increased by +3.91%
Mar 31, 25
20 Cohen & Steers Real Estate Opportunities 2.45M (0.90%) 473.01K
Increased by +19.34%
Mar 31, 26