Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 6.87%
2 RITA 4.58%
3 GBLD 4.43%
4 DRW 4.17%
5 UTRN 4.11%
6 SRHR 3.47%
7 EWRE 3.27%
8 RSPR 3.14%
9 BYRE 2.80%
10 CVAR 2.25%
11 KBWY 2.21%
12 RDOG 2.21%
13 PPTY 2.16%
14 PSR 2.05%
15 SPHD 2.04%
16 JPRE 2.03%
17 WREI 1.93%
18 URA 1.86%
19 REZ 1.86%
20 GREI 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.82M (16.76%) 13.51K
Increased by +0.05%
Dec 31, 25
2 BlackRock Inc 17.28M (11.22%) -2.06M
Decreased by -11.94%
Sep 30, 25
3 NORGES BANK 16.46M (10.69%) 0.00
Increased by 0.00%
Dec 31, 25
4 State Street Corp 11.27M (7.32%) 399.29K
Increased by +3.54%
Sep 30, 25
5 State Street Corporation 10.67M (6.93%) -777.49K
Decreased by -7.29%
Mar 31, 24
6 Apg Investments Us Inc 6.69M (4.35%) 0.00
Increased by 0.00%
Dec 31, 25
7 JPMorgan Chase & Co 5.74M (3.73%) 1.46M
Increased by +25.44%
Sep 30, 25
8 Geode Capital Management, LLC 4.46M (2.90%) 48.49K
Increased by +1.09%
Dec 31, 25
9 Amvescap Plc. 3.82M (2.48%) 145.56K
Increased by +3.81%
Sep 30, 25
10 Capital World Investors 3.72M (2.42%) 29.57K
Increased by +0.79%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 2.75M (1.79%) 845.14K
Increased by +30.70%
Sep 30, 25
12 Northern Trust Corp 2.58M (1.68%) 106.78K
Increased by +4.14%
Sep 30, 25
13 AQR Capital Management LLC 2.56M (1.67%) 531.67K
Increased by +20.73%
Sep 30, 25
14 Charles Schwab Investment Management Inc 2.56M (1.66%) 122.16K
Increased by +4.78%
Dec 31, 25
15 The Goldman Sachs Group Inc 2.35M (1.52%) 516.58K
Increased by +22.02%
Sep 30, 25
16 Victory Capital Management Inc. 2.33M (1.52%) -1.29M
Decreased by -55.28%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.24M (1.46%) 79.45K
Increased by +3.54%
Dec 31, 25
18 Legal & General Group PLC 1.95M (1.27%) -154.17K
Decreased by -7.90%
Dec 31, 25
19 Goldman Sachs Group Inc 1.83M (1.19%) -20.56K
Decreased by -1.12%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 1.81M (1.18%) 1.65M
Increased by +91.09%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.81M (3.77%) 1.30K
Increased by +0.02%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 5.53M (3.59%) 4.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.48M (3.56%) 10.43K
Increased by +0.19%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 4.38M (2.85%) 34.70K
Increased by +0.79%
May 31, 25
5 Vanguard 500 Index Investor 4.00M (2.60%) 38.26K
Increased by +0.96%
Feb 28, 26
6 Vanguard Small Cap Index 3.93M (2.55%) 10.42K
Increased by +0.27%
Feb 28, 26
7 Invesco S&P 500® Equal Weight ETF 3.66M (2.38%) -1.58K
Decreased by -0.04%
Feb 27, 26
8 iShares Core S&P 500 ETF 1.99M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
9 American Funds Fundamental Invs A 1.98M (1.29%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital Group Fundamental Invtrs Comp 1.98M (1.29%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity 500 Index 1.98M (1.28%) 9.16K
Increased by +0.46%
Jan 31, 26
12 Vanguard Mid Cap Index Institutional 1.93M (1.25%) 20.43K
Increased by +1.06%
Jul 31, 25
13 SPDR® S&P 500 ETF 1.92M (1.24%) -47.31K
Decreased by -2.47%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.88M (1.22%) -14.69K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.86M (1.21%) 22.77K
Increased by +1.22%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.83M (1.19%) -13.92K
Decreased by -0.76%
Feb 28, 26
18 Fidelity® 500 Index 1.81M (1.18%) 11.55K
Increased by +0.64%
Nov 30, 23
19 American Funds American Balanced A 1.60M (1.04%) 0.00
Increased by 0.00%
Dec 31, 25
20 Vanguard Value Index Inv 1.52M (0.99%) -479.00
Decreased by -0.03%
May 31, 25