Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.51%
2 FFR 6.03%
3 NRSH 5.77%
4 AREA 5.53%
5 DTCR 4.56%
6 VPN 4.56%
7 SRVR 4.51%
8 ROOF 4.40%
9 WTRE 4.33%
10 IDGT 4.28%
11 TMFM 4.22%
12 BYRE 4.20%
13 UTRN 4.03%
14 DRW 3.97%
15 JRE_old 3.74%
16 JPRE 3.60%
17 IRET 3.49%
18 RSPR 3.36%
19 IGN 3.22%
20 GRBIC 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.67M (16.55%) 268.02K
Increased by +1.52%
Mar 31, 25
2 BlackRock Inc 10.04M (9.41%) -79.43K
Decreased by -0.79%
Mar 31, 25
3 Dodge & Cox 8.49M (7.95%) 1.14M
Increased by +13.42%
Mar 31, 25
4 JPMorgan Chase & Co 5.97M (5.60%) 1.72M
Increased by +28.72%
Mar 31, 25
5 State Street Corporation 4.74M (4.44%) -106.81K
Decreased by -2.26%
Mar 31, 24
6 State Street Corp 4.59M (4.30%) -43.77K
Decreased by -0.95%
Mar 31, 25
7 Geode Capital Management, LLC 3.12M (2.92%) 229.75K
Increased by +7.37%
Mar 31, 25
8 Goldman Sachs Group Inc 2.53M (2.37%) 1.28M
Increased by +50.54%
Dec 31, 23
9 Brookfield Corp 2.02M (1.89%) 35.40K
Increased by +1.75%
Mar 31, 25
10 Diamond Hill Capital Management Inc 2.00M (1.87%) 135.68K
Increased by +6.80%
Mar 31, 25
11 Victory Capital Management Inc. 1.99M (1.86%) 204.90K
Increased by +10.32%
Mar 31, 25
12 Cohen & Steers Inc 1.82M (1.70%) -64.58K
Decreased by -3.55%
Mar 31, 25
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 Dimensional Fund Advisors, Inc. 1.51M (1.41%) 14.92K
Increased by +0.99%
Mar 31, 25
16 Brown Advisory Holdings Inc 1.50M (1.41%) -590.72K
Decreased by -39.37%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.43M (1.34%) -50.44K
Decreased by -3.53%
Mar 31, 25
18 Ameriprise Financial Inc 1.41M (1.32%) -16.15K
Decreased by -1.15%
Jun 30, 24
19 Charles Schwab Investment Management Inc 1.35M (1.27%) 42.15K
Increased by +3.12%
Mar 31, 25
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 5.40M (5.06%) 82.40K
Increased by +1.53%
Jun 30, 25
2 Vanguard Real Estate Index Investor 4.01M (3.76%) 3.02K
Increased by +0.08%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.45M (3.24%) -3.17K
Decreased by -0.09%
Jun 30, 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 3.06M (2.86%) 21.31K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 3.05M (2.86%) -6.60K
Decreased by -0.22%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 2.37M (2.22%) 8.92K
Increased by +0.38%
Jun 30, 25
8 Principal Aligned MidCap Equity 1.89M (1.77%) -11.59K
Decreased by -0.61%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 1.41M (1.32%) 1.37M
Increased by +97.16%
Mar 31, 25
10 Fidelity 500 Index 1.36M (1.28%) 5.08K
Increased by +0.37%
Jun 30, 25
11 SPDR® S&P 500 ETF 1.33M (1.25%) -19.53K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Growth Index Investor 1.30M (1.22%) -49.52K
Decreased by -3.80%
Jun 30, 25
13 SPDR® S&P 500® ETF 1.30M (1.22%) -5.42K
Decreased by -0.42%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.22%) -6.80K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 1.28M (1.20%) -126.00
Decreased by -0.01%
Jul 30, 25
16 SPDR® S&P 500 ETF Trust 1.28M (1.20%) 2.88K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.26M (1.18%) 8.04K
Increased by +0.64%
Nov 30, 23
18 JPMorgan Equity Premium Income ETF 1.26M (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
19 Victory Sycamore Established Value R 1.16M (1.08%) -253.00K
Decreased by -21.87%
Jun 30, 25
20 Diamond Hill Large Cap Equity 1.14M (1.07%) -25.58K
Decreased by -2.24%
Jun 30, 25