Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 SRHR 8.47%
3 REZ 7.67%
4 JPRE 6.30%
5 JRE 6.22%
6 WTRE 5.96%
7 DRW 5.69%
8 AREA 5.37%
9 HAUS 4.78%
10 BYRE 4.49%
11 UTRN 4.36%
12 BOUT 4.33%
13 XLRE 4.30%
14 ICF 4.11%
15 VGSR 3.98%
16 RWR 3.95%
17 CRED 3.74%
18 RITA 3.67%
19 USRT 3.56%
20 FPRO 3.29%

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 JPMorgan Chase & Co 59.40M (12.28%) 30.09M
Increased by +50.65%
Sep 30, 25
3 BlackRock Inc 52.29M (10.81%) 1.31M
Increased by +2.51%
Sep 30, 25
4 FMR Inc 29.28M (6.05%) 2.32M
Increased by +7.93%
Dec 31, 25
5 State Street Corp 28.93M (5.98%) 928.39K
Increased by +3.21%
Sep 30, 25
6 State Street Corporation 26.54M (5.49%) -1.97M
Decreased by -7.41%
Mar 31, 24
7 Principal Financial Group Inc 15.42M (3.19%) -379.26K
Decreased by -2.46%
Sep 30, 25
8 Geode Capital Management, LLC 12.99M (2.69%) 475.63K
Increased by +3.66%
Dec 31, 25
9 Apg Investments Us Inc 11.76M (2.43%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital World Investors 7.68M (1.59%) 7.68M
Increased by +100.00%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 7.18M (1.48%) -435.41K
Decreased by -6.07%
Sep 30, 25
12 Goldman Sachs Group Inc 7.09M (1.47%) 3.00M
Increased by +42.26%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 6.94M (1.43%) 336.43K
Increased by +4.85%
Dec 31, 25
14 CenterSquare Investment Management LLC 6.49M (1.34%) 7.30K
Increased by +0.11%
Dec 31, 25
15 Northern Trust Corp 6.40M (1.32%) 108.99K
Increased by +1.70%
Sep 30, 25
16 Charles Schwab Investment Management Inc 6.22M (1.29%) 461.18K
Increased by +7.42%
Dec 31, 25
17 NORGES BANK 6.13M (1.27%) 673.93K
Increased by +10.99%
Dec 31, 25
18 Amvescap Plc. 5.85M (1.21%) 1.03M
Increased by +17.69%
Sep 30, 25
19 Legal & General Group PLC 5.77M (1.19%) 420.83K
Increased by +7.30%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 5.62M (1.16%) 1.03M
Increased by +18.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.48M (3.62%) -68.55K
Decreased by -0.39%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 15.08M (3.12%) 231.40K
Increased by +1.53%
Mar 31, 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 12.10M (2.50%) 14.43K
Increased by +0.12%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 10.26M (2.12%) 50.64K
Increased by +0.49%
Mar 31, 26
7 iShares Core S&P 500 ETF 6.11M (1.26%) -3.32K
Decreased by -0.05%
Mar 31, 26
8 Fidelity 500 Index 5.98M (1.24%) 9.86K
Increased by +0.16%
Feb 28, 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 5.51M (1.14%) -13.52K
Decreased by -0.25%
Mar 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 5.31M (1.10%) -45.44K
Decreased by -0.86%
Feb 28, 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 JPMorgan Equity Income I 5.08M (1.05%) -57.97K
Decreased by -1.14%
Feb 28, 26
17 JPM US Equity Income-Composite 5.02M (1.04%) -160.56K
Decreased by -3.20%
Mar 31, 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 4.39M (0.91%) 16.36K
Increased by +0.37%
Mar 31, 26