Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.29%
2 FFR 6.03%
3 AREA 5.63%
4 NRSH 5.45%
5 SRVR 4.44%
6 ROOF 4.40%
7 DTCR 4.39%
8 VPN 4.39%
9 JPRE 4.21%
10 IDGT 4.13%
11 BYRE 4.07%
12 TMFM 4.03%
13 UTRN 4.03%
14 DRW 3.97%
15 WTRE 3.94%
16 JRE_old 3.74%
17 CSRE 3.33%
18 IRET 3.27%
19 IGN 3.22%
20 RSPR 3.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.76M (16.67%) 93.58K
Increased by +0.53%
Jun 30, 25
2 BlackRock Inc 10.04M (9.42%) -79.43K
Decreased by -0.79%
Mar 31, 25
3 Dodge & Cox 8.61M (8.08%) 123.23K
Increased by +1.43%
Jun 30, 25
4 JPMorgan Chase & Co 5.97M (5.61%) 1.72M
Increased by +28.72%
Mar 31, 25
5 Cohen & Steers Inc 5.04M (4.73%) 3.22M
Increased by +63.93%
Jun 30, 25
6 State Street Corporation 4.74M (4.44%) -106.81K
Decreased by -2.26%
Mar 31, 24
7 State Street Corp 4.59M (4.31%) -43.77K
Decreased by -0.95%
Mar 31, 25
8 Geode Capital Management, LLC 3.12M (2.92%) 229.75K
Increased by +7.37%
Mar 31, 25
9 Goldman Sachs Group Inc 2.53M (2.38%) 1.28M
Increased by +50.54%
Dec 31, 23
10 Brookfield Corp 2.02M (1.89%) 35.40K
Increased by +1.75%
Mar 31, 25
11 Victory Capital Management Inc. 1.99M (1.86%) 204.90K
Increased by +10.32%
Mar 31, 25
12 Massachusetts Financial Services Company 1.62M (1.52%) -19.95K
Decreased by -1.23%
Mar 31, 25
13 Principal Financial Group Inc 1.51M (1.42%) -21.12K
Decreased by -1.40%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.51M (1.41%) -1.60K
Decreased by -0.11%
Jun 30, 25
15 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
16 NORGES BANK 1.49M (1.40%) 178.57K
Increased by +11.94%
Jun 30, 25
17 Diamond Hill Capital Management Inc 1.49M (1.40%) -507.94K
Decreased by -34.12%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.43M (1.34%) -50.44K
Decreased by -3.53%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.41M (1.32%) 57.71K
Increased by +4.10%
Jun 30, 25
20 Ameriprise Financial Inc 1.41M (1.32%) -16.15K
Decreased by -1.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.40M (5.07%) 82.40K
Increased by +1.53%
Jun 30, 25
2 Vanguard Real Estate Index Investor 4.01M (3.77%) 4.55K
Increased by +0.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.40M (3.19%) 2.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.38M (3.17%) -72.02K
Decreased by -2.13%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 3.06M (2.87%) 21.31K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 2.66M (2.50%) -389.81K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 2.40M (2.25%) 25.80K
Increased by +1.08%
Jul 31, 25
8 Principal Aligned MidCap Equity 1.89M (1.78%) -11.59K
Decreased by -0.61%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 1.41M (1.32%) 1.37M
Increased by +97.16%
Mar 31, 25
10 Fidelity 500 Index 1.36M (1.28%) 5.08K
Increased by +0.37%
Jun 30, 25
11 SPDR® S&P 500 ETF 1.33M (1.25%) -19.53K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.31M (1.23%) 5.61K
Increased by +0.43%
Jul 31, 25
13 Vanguard Growth Index Investor 1.31M (1.23%) 5.14K
Increased by +0.39%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.22%) -6.80K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 1.28M (1.20%) 5.80K
Increased by +0.45%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 1.28M (1.20%) 2.88K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.26M (1.19%) 8.04K
Increased by +0.64%
Nov 30, 23
18 JPMorgan Equity Premium Income ETF 1.26M (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
19 Victory Sycamore Established Value R 1.16M (1.09%) -253.00K
Decreased by -21.87%
Jun 30, 25
20 Diamond Hill Large Cap Equity 1.14M (1.07%) -3.21K
Decreased by -0.28%
Jul 31, 25