Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.63%
2 FFR 6.03%
3 AREA 5.96%
4 DTCR 5.03%
5 VPN 5.03%
6 SRVR 4.67%
7 WTRE 4.62%
8 NRSH 4.46%
9 ROOF 4.40%
10 UTRN 4.03%
11 DRW 3.97%
12 BYRE 3.97%
13 IDGT 3.80%
14 JRE_old 3.74%
15 JPRE 3.73%
16 IRET 3.62%
17 RSPR 3.42%
18 IGN 3.22%
19 GRBIC 3.04%
20 OCFS 2.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.40M (16.32%) 3.08K
Increased by +0.02%
Dec 31, 24
2 BlackRock Inc 10.12M (9.49%) 899.28K
Increased by +8.89%
Dec 31, 24
3 Dodge & Cox 7.35M (6.89%) 5.72M
Increased by +77.90%
Dec 31, 24
4 State Street Corporation 4.74M (4.44%) -106.81K
Decreased by -2.26%
Mar 31, 24
5 State Street Corp 4.63M (4.34%) -11.37K
Decreased by -0.25%
Dec 31, 24
6 JPMorgan Chase & Co 4.26M (3.99%) -4.22M
Decreased by -99.20%
Dec 31, 24
7 Geode Capital Management, LLC 2.89M (2.71%) 71.02K
Increased by +2.46%
Dec 31, 24
8 Goldman Sachs Group Inc 2.53M (2.37%) 1.28M
Increased by +50.54%
Dec 31, 23
9 Deutsche Bank AG 2.41M (2.26%) 134.62K
Increased by +5.58%
Dec 31, 24
10 Cohen & Steers Inc 1.88M (1.77%) 432.64K
Increased by +22.98%
Dec 31, 24
11 Diamond Hill Capital Management Inc 1.86M (1.75%) 142.05K
Increased by +7.63%
Dec 31, 24
12 Victory Capital Management Inc. 1.78M (1.67%) 565.14K
Increased by +31.73%
Dec 31, 24
13 Massachusetts Financial Services Company 1.62M (1.52%) -19.95K
Decreased by -1.23%
Mar 31, 25
14 Principal Financial Group Inc 1.53M (1.44%) -431.94K
Decreased by -28.17%
Mar 31, 25
15 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 1.49M (1.40%) 7.08K
Increased by +0.47%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.48M (1.39%) 18.52K
Increased by +1.25%
Dec 31, 24
18 Amvescap Plc. 1.43M (1.34%) -182.65K
Decreased by -12.78%
Dec 31, 24
19 Ameriprise Financial Inc 1.41M (1.32%) -16.15K
Decreased by -1.15%
Jun 30, 24
20 NORGES BANK 1.32M (1.23%) -19.12K
Decreased by -1.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.32M (4.99%) 434.40K
Increased by +8.17%
Mar 31, 25
2 Vanguard Real Estate Index Investor 4.10M (3.85%) -8.39K
Decreased by -0.20%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.40M (3.19%) 13.04K
Increased by +0.38%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 3.40M (3.19%) 2.51K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 2.99M (2.80%) 5.14K
Increased by +0.17%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 2.32M (2.17%) -4.92K
Decreased by -0.21%
Mar 31, 25
7 Principal Aligned MidCap Equity 1.89M (1.77%) -11.59K
Decreased by -0.61%
Sep 30, 24
8 Diamond Hill Large Cap Equity 1.53M (1.43%) -84.13K
Decreased by -5.52%
Mar 31, 25
9 Sycamore Mid Cap Value Comp 1.41M (1.32%) 1.37M
Increased by +97.16%
Mar 31, 25
10 Victory Sycamore Established Value R 1.41M (1.32%) 140.00K
Increased by +9.93%
Mar 31, 25
11 Fidelity 500 Index 1.35M (1.27%) 2.33K
Increased by +0.17%
Mar 31, 25
12 Vanguard Growth Index Investor 1.34M (1.26%) 140.30K
Increased by +10.48%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.33M (1.25%) -19.53K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.30M (1.22%) 1.07K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 1.30M (1.22%) -6.80K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 1.28M (1.20%) 2.88K
Increased by +0.23%
Apr 30, 24
17 iShares Core S&P 500 ETF 1.27M (1.19%) -1.32K
Decreased by -0.10%
Apr 30, 25
18 Fidelity® 500 Index 1.26M (1.18%) 8.04K
Increased by +0.64%
Nov 30, 23
19 JPMorgan Equity Premium Income ETF 1.25M (1.18%) 8.82K
Increased by +0.70%
Apr 30, 25
20 Principal Real Estate Securities R5 893.83K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25