Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 7.46%
2 WTRE 6.42%
3 AREA 6.16%
4 FFR 6.03%
5 DTCR 5.35%
6 VPN 5.35%
7 SRVR 4.98%
8 JPRE 4.80%
9 NRSH 4.55%
10 ROOF 4.40%
11 IDGT 4.21%
12 OCFS 4.03%
13 UTRN 4.03%
14 DRW 3.97%
15 BYRE 3.88%
16 JRE_old 3.74%
17 IRET 3.70%
18 RSPR 3.48%
19 PSR 3.27%
20 IGN 3.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.40M (16.29%) 3.08K
Increased by +0.02%
Dec 31, 24
2 BlackRock Inc 10.12M (9.48%) 899.28K
Increased by +8.89%
Dec 31, 24
3 Dodge & Cox 7.35M (6.88%) 5.72M
Increased by +77.90%
Dec 31, 24
4 State Street Corporation 4.74M (4.43%) -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 (2.70%) 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 Principal Financial Group Inc 1.97M (1.84%) -2.18M
Decreased by -111.00%
Dec 31, 24
11 Cohen & Steers Inc 1.88M (1.76%) 432.64K
Increased by +22.98%
Dec 31, 24
12 Diamond Hill Capital Management Inc 1.86M (1.74%) 142.05K
Increased by +7.63%
Dec 31, 24
13 Victory Capital Management Inc. 1.78M (1.67%) 565.14K
Increased by +31.73%
Dec 31, 24
14 Massachusetts Financial Services Company 1.64M (1.54%) -44.88K
Decreased by -2.74%
Dec 31, 24
15 Brown Advisory Holdings Inc 1.50M (1.40%) -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 (1.38%) 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 4.88M (4.57%) 3.88M
Increased by +79.55%
Dec 31, 24
2 Vanguard Real Estate Index Investor 4.11M (3.85%) -49.27K
Decreased by -1.20%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.39M (3.17%) 13.10K
Increased by +0.39%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.98M (2.79%) 20.54K
Increased by +0.69%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 2.32M (2.17%) 10.07K
Increased by +0.43%
Feb 28, 25
6 Principal Aligned MidCap Equity 1.89M (1.77%) -11.59K
Decreased by -0.61%
Sep 30, 24
7 Diamond Hill Large Cap Equity 1.61M (1.51%) 185.19K
Increased by +11.51%
Feb 28, 25
8 JPMorgan Equity Premium Income ETF 1.34M (1.26%) 2.30K
Increased by +0.17%
Feb 28, 25
9 Fidelity 500 Index 1.34M (1.26%) 5.92K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.33M (1.24%) -9.83K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 1.28M (1.19%) 2.88K
Increased by +0.23%
Apr 30, 24
12 Victory Sycamore Established Value R 1.27M (1.19%) 426.00K
Increased by +33.54%
Dec 31, 24
13 Fidelity® 500 Index 1.26M (1.18%) 8.04K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.26M (1.18%) -63.00
Decreased by -0.00%
Feb 28, 25
15 Vanguard Growth Index Investor 1.20M (1.12%) 1.07K
Increased by +0.09%
Feb 28, 25
16 Diamond Hill Large Cap Inv 977.48K (0.92%) 114.82K
Increased by +11.75%
Feb 28, 25
17 Principal Real Estate Securities R5 893.83K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
18 Cohen & Steers Realty Shares L 873.53K (0.82%) 83.41K
Increased by +9.55%
Sep 30, 23
19 Principal MidCap R5 828.90K (0.78%) -860.44K
Decreased by -103.80%
Nov 30, 24
20 Vanguard Mid-Cap Growth ETF 807.36K (0.76%) 6.48K
Increased by +0.80%
Feb 28, 25