Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.05%
2 FFR 6.03%
3 IDGT 5.68%
4 NRSH 5.45%
5 TMFM 4.70%
6 DHLX 4.67%
7 SRVR 4.67%
8 REAI 4.45%
9 ROOF 4.40%
10 UTRN 4.03%
11 DRW 3.97%
12 VPN 3.80%
13 JRE_old 3.74%
14 IRET 3.73%
15 DTCR 3.66%
16 RSPR 3.34%
17 WTRE 3.29%
18 IGN 3.22%
19 GRBIC 3.04%
20 AREA 2.94%

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 9.90M (9.41%) -108.65K
Decreased by -1.10%
Dec 31, 25
4 State Street Corp 4.91M (4.67%) 158.74K
Increased by +3.23%
Dec 31, 25
5 State Street Corporation 4.74M (4.50%) -106.81K
Decreased by -2.26%
Mar 31, 24
6 JPMorgan Chase & Co 3.91M (3.72%) -608.21K
Decreased by -15.54%
Mar 31, 26
7 Cohen & Steers Inc 3.45M (3.28%) -332.27K
Decreased by -9.63%
Dec 31, 25
8 Geode Capital Management, LLC 3.09M (2.93%) 16.15K
Increased by +0.52%
Dec 31, 25
9 Brookfield Corp 3.03M (2.88%) 1.04M
Increased by +34.50%
Mar 31, 25
10 Goldman Sachs Group Inc 2.53M (2.40%) 1.28M
Increased by +50.54%
Dec 31, 23
11 Diamond Hill Capital Management Inc 2.03M (1.93%) 179.59K
Increased by +8.83%
Dec 31, 25
12 Amvescap Plc. 1.96M (1.87%) 148.94K
Increased by +7.58%
Mar 31, 26
13 Diamond Hill Capital Management, LLC 1.93M (1.84%) -100.45K
Decreased by -5.19%
Mar 31, 26
14 Victory Capital Management Inc. 1.63M (1.55%) -355.97K
Decreased by -21.84%
Jun 30, 25
15 Massachusetts Financial Services Company 1.62M (1.54%) -19.95K
Decreased by -1.23%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.61M (1.53%) 46.62K
Increased by +2.89%
Mar 31, 26
17 Deutsche Bank AG 1.59M (1.51%) -341.28K
Decreased by -21.46%
Dec 31, 25
18 NORGES BANK 1.57M (1.49%) 70.30K
Increased by +4.49%
Dec 31, 25
19 Charles Schwab Investment Management Inc 1.53M (1.45%) 74.60K
Increased by +4.89%
Dec 31, 25
20 Principal Financial Group Inc 1.51M (1.44%) 707.00
Increased by +0.05%
Sep 30, 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 3.97M (3.77%) -15.40K
Decreased by -0.39%
Mar 31, 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 3.38M (3.21%) 7.99K
Increased by +0.24%
Mar 31, 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 2.71M (2.58%) -28.99K
Decreased by -1.07%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 2.30M (2.19%) -13.98K
Decreased by -0.61%
Mar 31, 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 1.40M (1.33%) -89.11K
Decreased by -6.37%
Mar 31, 26
11 iShares Core S&P 500 ETF 1.38M (1.31%) 4.03K
Increased by +0.29%
Apr 30, 26
12 Fidelity 500 Index 1.36M (1.29%) 4.74K
Increased by +0.35%
Mar 31, 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 1.28M (1.21%) 4.15K
Increased by +0.33%
Apr 30, 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