Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.91%
2 FFR 6.03%
3 NRSH 5.45%
4 REAI 4.97%
5 SRVR 4.82%
6 ROOF 4.40%
7 IDGT 4.31%
8 DHLX 4.25%
9 TMFM 4.08%
10 UTRN 4.03%
11 DRW 3.97%
12 WTRE 3.85%
13 JRE_old 3.74%
14 VPN 3.66%
15 CSRE 3.63%
16 DTCR 3.63%
17 IRET 3.46%
18 RSPR 3.42%
19 IGN 3.22%
20 AREA 3.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.76M (16.80%) 93.58K
Increased by +0.53%
Jun 30, 25
2 BlackRock Inc 9.83M (9.30%) -209.38K
Decreased by -2.13%
Jun 30, 25
3 Dodge & Cox 8.61M (8.14%) 123.23K
Increased by +1.43%
Jun 30, 25
4 JPMorgan Chase & Co 5.52M (5.22%) -452.90K
Decreased by -8.20%
Jun 30, 25
5 Cohen & Steers Inc 5.04M (4.77%) 3.22M
Increased by +63.93%
Jun 30, 25
6 State Street Corporation 4.74M (4.48%) -106.81K
Decreased by -2.26%
Mar 31, 24
7 State Street Corp 4.61M (4.36%) 24.79K
Increased by +0.54%
Jun 30, 25
8 Geode Capital Management, LLC 3.03M (2.87%) -81.74K
Decreased by -2.69%
Jun 30, 25
9 Brookfield Corp 3.03M (2.86%) 1.04M
Increased by +34.50%
Mar 31, 25
10 Goldman Sachs Group Inc 2.53M (2.39%) 1.28M
Increased by +50.54%
Dec 31, 23
11 Deutsche Bank AG 1.66M (1.57%) 367.36K
Increased by +22.09%
Jun 30, 25
12 Victory Capital Management Inc. 1.63M (1.54%) -355.97K
Decreased by -21.84%
Jun 30, 25
13 Massachusetts Financial Services Company 1.62M (1.53%) -19.95K
Decreased by -1.23%
Mar 31, 25
14 Amvescap Plc. 1.57M (1.49%) 259.88K
Increased by +16.52%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.56M (1.47%) 127.35K
Increased by +8.19%
Jun 30, 25
16 Principal Financial Group Inc 1.51M (1.43%) -21.12K
Decreased by -1.40%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.51M (1.42%) -1.60K
Decreased by -0.11%
Jun 30, 25
18 Brown Advisory Holdings Inc 1.50M (1.42%) -590.72K
Decreased by -39.37%
Mar 31, 24
19 NORGES BANK 1.49M (1.41%) 178.57K
Increased by +11.94%
Jun 30, 25
20 Diamond Hill Capital Management Inc 1.49M (1.41%) -507.94K
Decreased by -34.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.40M (5.11%) 82.40K
Increased by +1.53%
Jun 30, 25
2 Vanguard Real Estate Index Investor 4.01M (3.80%) 4.55K
Increased by +0.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.40M (3.22%) 2.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.38M (3.20%) -72.02K
Decreased by -2.13%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 3.06M (2.89%) 21.31K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 2.66M (2.52%) -389.81K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 2.40M (2.27%) 25.80K
Increased by +1.08%
Jul 31, 25
8 Principal Aligned MidCap Equity 1.89M (1.79%) -11.59K
Decreased by -0.61%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 1.41M (1.33%) 1.37M
Increased by +97.16%
Mar 31, 25
10 Fidelity 500 Index 1.36M (1.29%) 584.00
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 1.33M (1.26%) -19.53K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Growth Index Investor 1.31M (1.24%) 5.14K
Increased by +0.39%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.30M (1.23%) 15.94K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 1.29M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 1.28M (1.21%) 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 1.24M (1.18%) -731.00
Decreased by -0.06%
Aug 29, 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 1.15M (1.09%) 13.27K
Increased by +1.15%
Aug 31, 25