Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFR 6.03%
2 DTRE 6.01%
3 NRSH 5.45%
4 IDGT 5.23%
5 LPRE 4.81%
6 SRVR 4.75%
7 DHLX 4.69%
8 REAI 4.63%
9 TMFM 4.61%
10 ROOF 4.40%
11 UTRN 4.03%
12 DRW 3.97%
13 DTCR 3.87%
14 VPN 3.87%
15 JRE_old 3.74%
16 IRET 3.73%
17 WTRE 3.43%
18 RSPR 3.24%
19 IGN 3.22%
20 GRBIC 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.90M (17.01%) -260.77K
Decreased by -1.46%
Dec 31, 25
2 Dodge & Cox 12.08M (11.48%) 84.15K
Increased by +0.70%
Mar 31, 26
3 BlackRock Inc 10.12M (9.61%) 216.12K
Increased by +2.14%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 9.71M (9.22%) 9.71M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.92M (6.58%) 6.92M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 4.96M (4.71%) 49.95K
Increased by +1.01%
Mar 31, 26
7 State Street Corporation 4.74M (4.50%) -106.81K
Decreased by -2.26%
Mar 31, 24
8 JPMorgan Chase & Co 3.91M (3.72%) -608.21K
Decreased by -15.54%
Mar 31, 26
9 Geode Capital Management, LLC 3.15M (2.99%) 64.42K
Increased by +2.05%
Mar 31, 26
10 Cohen & Steers Inc 3.13M (2.98%) -315.57K
Decreased by -10.07%
Mar 31, 26
11 Brookfield Corp 3.03M (2.88%) 1.04M
Increased by +34.50%
Mar 31, 25
12 Goldman Sachs Group Inc 2.53M (2.40%) 1.28M
Increased by +50.54%
Dec 31, 23
13 Diamond Hill Capital Management Inc 2.03M (1.93%) 179.59K
Increased by +8.83%
Dec 31, 25
14 Amvescap Plc. 1.96M (1.87%) 148.94K
Increased by +7.58%
Mar 31, 26
15 Diamond Hill Capital Management, LLC 1.93M (1.84%) -100.45K
Decreased by -5.19%
Mar 31, 26
16 Victory Capital Management Inc. 1.63M (1.55%) -355.97K
Decreased by -21.84%
Jun 30, 25
17 Massachusetts Financial Services Company 1.62M (1.54%) -19.95K
Decreased by -1.23%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.62M (1.53%) 522.44K
Increased by +32.35%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.61M (1.53%) 46.62K
Increased by +2.89%
Mar 31, 26
20 Deutsche Bank AG 1.59M (1.51%) -341.28K
Decreased by -21.46%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.76M (7.37%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Real Estate Index Investor 3.95M (3.75%) -12.96K
Decreased by -0.33%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.40M (3.23%) 2.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.40M (3.23%) 17.81K
Increased by +0.52%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 3.06M (2.90%) 21.31K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 2.76M (2.62%) 50.30K
Increased by +1.82%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 2.31M (2.19%) 5.15K
Increased by +0.22%
Apr 30, 26
8 Principal Aligned MidCap Equity 1.89M (1.80%) -11.59K
Decreased by -0.61%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 1.41M (1.34%) 1.37M
Increased by +97.16%
Mar 31, 25
10 Vanguard Growth Index Investor 1.41M (1.34%) 7.27K
Increased by +0.52%
Apr 30, 26
11 iShares Core S&P 500 ETF 1.40M (1.33%) 4.28K
Increased by +0.30%
May 29, 26
12 Fidelity 500 Index 1.37M (1.30%) 4.71K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.30M (1.23%) 15.94K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 1.29M (1.22%) 1.36K
Increased by +0.11%
May 31, 26
17 SPDR® S&P 500 ETF Trust 1.28M (1.21%) 2.88K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 1.26M (1.20%) 8.04K
Increased by +0.64%
Nov 30, 23
19 Diamond Hill Large Cap Equity 1.21M (1.15%) -114.57K
Decreased by -9.44%
Apr 30, 26
20 Victory Sycamore Established Value R 1.16M (1.10%) -253.00K
Decreased by -21.87%
Jun 30, 25