Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 REZ 8.00%
3 SRHR 7.69%
4 JPRE 6.10%
5 WTRE 5.96%
6 DRW 5.69%
7 AREA 5.37%
8 JRE 4.74%
9 HAUS 4.54%
10 ICF 4.37%
11 UTRN 4.36%
12 BOUT 4.33%
13 BYRE 4.20%
14 XLRE 4.12%
15 VGSR 3.92%
16 CRED 3.74%
17 RWR 3.74%
18 USRT 3.65%
19 RITA 3.60%
20 IYR 3.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 75.95M (15.70%) 2.35M
Increased by +3.09%
Dec 31, 25
2 BlackRock Inc 56.58M (11.70%) 1.49M
Increased by +2.63%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 41.26M (8.53%) 41.26M
Increased by +100.00%
Mar 31, 26
4 JPMorgan Chase & Co 35.38M (7.31%) 7.25M
Increased by +20.50%
Mar 31, 26
5 Vanguard Capital Management, LLC 30.87M (6.38%) 30.87M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 29.80M (6.16%) 135.86K
Increased by +0.46%
Mar 31, 26
7 FMR Inc 27.25M (5.63%) -2.03M
Decreased by -7.45%
Mar 31, 26
8 State Street Corporation 26.54M (5.49%) -1.97M
Decreased by -7.41%
Mar 31, 24
9 Principal Financial Group Inc 15.34M (3.17%) -63.31K
Decreased by -0.41%
Mar 31, 26
10 Geode Capital Management, LLC 13.50M (2.79%) 512.10K
Increased by +3.79%
Mar 31, 26
11 Apg Investments Us Inc 11.31M (2.34%) -443.63K
Decreased by -3.92%
Mar 31, 26
12 Capital World Investors 10.04M (2.08%) 2.37M
Increased by +23.56%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 9.65M (1.99%) 471.37K
Increased by +4.89%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 7.19M (1.49%) 253.02K
Increased by +3.52%
Mar 31, 26
15 Goldman Sachs Group Inc 7.09M (1.47%) 3.00M
Increased by +42.26%
Dec 31, 23
16 Charles Schwab Investment Management Inc 6.45M (1.33%) 232.32K
Increased by +3.60%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 6.39M (1.32%) 43.12K
Increased by +0.68%
Mar 31, 26
18 NORGES BANK 6.13M (1.27%) 673.93K
Increased by +10.99%
Dec 31, 25
19 Cohen & Steers Inc 6.01M (1.24%) 1.40M
Increased by +23.30%
Mar 31, 26
20 CenterSquare Investment Management LLC 5.93M (1.23%) -562.90K
Decreased by -9.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.43M (3.60%) -56.94K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 15.13M (3.13%) 44.35K
Increased by +0.29%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 13.11M (2.71%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 12.43M (2.57%) 85.85K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 12.32M (2.55%) 221.02K
Increased by +1.79%
Apr 30, 26
6 Vanguard Mid Cap Index Institutional 10.28M (2.13%) 21.61K
Increased by +0.21%
Apr 30, 26
7 iShares Core S&P 500 ETF 6.26M (1.29%) 19.11K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 6.09M (1.26%) 20.96K
Increased by +0.34%
Apr 30, 26
9 American Funds Income Fund of Amer A 5.90M (1.22%) 2.34M
Increased by +39.70%
Mar 31, 26
10 State Street® SPDR® S&P 500® ETF 5.73M (1.18%) 6.07K
Increased by +0.11%
May 31, 26
11 SPDR® S&P 500® ETF 5.46M (1.13%) 67.05K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF 5.44M (1.12%) 139.57K
Increased by +2.57%
Mar 31, 25
13 Principal Real Estate Securities R5 5.34M (1.10%) -51.88K
Decreased by -0.97%
Apr 30, 26
14 SPDR® S&P 500® ETF Trust 5.29M (1.09%) -27.76K
Decreased by -0.52%
Mar 31, 25
15 JPM US Equity Income-MA 5.18M (1.07%) -474.14K
Decreased by -9.15%
Dec 31, 25
16 JPM US Equity Income-Composite 5.02M (1.04%) -160.56K
Decreased by -3.20%
Mar 31, 26
17 JPMorgan Equity Income I 5.00M (1.03%) -26.80K
Decreased by -0.54%
Apr 30, 26
18 SPDR® S&P 500 ETF Trust 4.85M (1.00%) -37.76K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 4.69M (0.97%) 29.84K
Increased by +0.64%
Nov 30, 23
20 Vanguard Value Index Inv 4.40M (0.91%) 11.57K
Increased by +0.26%
Apr 30, 26