Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.67%
2 CUT 4.02%
3 SPRE 3.61%
4 AREA 2.90%
5 PSR 2.04%
6 IWIN 1.99%
7 DFRA 1.79%
8 HOMZ 1.55%
9 SMAP 1.52%
10 XMLV 1.12%
11 VRAI 1.06%
12 RNMC 0.94%
13 FSCS 0.93%
14 FNK 0.84%
15 FSML 0.81%
16 GQRE 0.72%
17 JPSV 0.69%
18 MDIV 0.68%
19 FYT 0.59%
20 PAMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.17M (14.70%) 444.50K
Increased by +2.10%
Dec 31, 25
2 BlackRock Inc 14.70M (10.21%) -58.53K
Decreased by -0.40%
Sep 30, 25
3 NORGES BANK 14.49M (10.06%) 764.25K
Increased by +5.27%
Dec 31, 25
4 Cohen & Steers Inc 12.83M (8.91%) -203.44K
Decreased by -1.59%
Sep 30, 25
5 Fuller & Thaler Asset Management Inc 11.29M (7.84%) 9.59M
Increased by +84.95%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 10.28M (7.14%) -6.63M
Decreased by -64.50%
Sep 30, 25
7 JPMorgan Chase & Co 7.56M (5.25%) 3.88M
Increased by +51.24%
Sep 30, 25
8 Southeastern Asset Management Inc 5.68M (3.94%) 1.18M
Increased by +20.82%
Dec 31, 25
9 British Columbia Investment Management Corp 5.06M (3.52%) 222.11K
Increased by +4.39%
Dec 31, 25
10 Legal & General Group PLC 4.69M (3.26%) 467.70K
Increased by +9.97%
Dec 31, 25
11 State Street Corp 4.55M (3.16%) -12.86K
Decreased by -0.28%
Sep 30, 25
12 State Street Corporation 4.15M (2.88%) 99.19K
Increased by +2.39%
Mar 31, 24
13 Pictet Asset Manangement SA 3.46M (2.40%) -449.35K
Decreased by -12.98%
Dec 31, 25
14 Massachusetts Financial Services Company 3.37M (2.34%) 20.13K
Increased by +0.60%
Dec 31, 24
15 Geode Capital Management, LLC 3.09M (2.15%) 173.70K
Increased by +5.62%
Dec 31, 25
16 Charles Schwab Investment Management Inc 2.52M (1.75%) 197.50K
Increased by +7.83%
Dec 31, 25
17 Impax Asset Management Group PLC 2.48M (1.72%) -2.74M
Decreased by -110.46%
Jun 30, 25
18 Victory Capital Management Inc. 2.31M (1.60%) -117.06K
Decreased by -5.06%
Dec 31, 25
19 Confluence Investment Management LLC 2.09M (1.45%) -36.13K
Decreased by -1.73%
Sep 30, 24
20 Franklin Resources Inc 1.84M (1.28%) 416.05K
Increased by +22.61%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.72M (7.44%) 26.43K
Increased by +0.25%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 9.54M (6.62%) 18.59K
Increased by +0.19%
Feb 28, 26
3 iShares Core S&P Mid-Cap ETF 8.97M (6.22%) 4.62M
Increased by +51.58%
Feb 28, 26
4 Cohen & Steers Real Estate Opportunities 7.45M (5.17%) 346.75K
Increased by +4.65%
Dec 31, 25
5 Cohen & Steers Real Estate Securities A 7.45M (5.17%) 346.75K
Increased by +4.65%
Dec 31, 25
6 Vanguard Small Cap Index 6.86M (4.76%) 18.58K
Increased by +0.27%
Feb 28, 26
7 FullerThaler Behavioral Small-Cap Value 4.92M (3.42%) 560.75K
Increased by +11.39%
Dec 31, 25
8 Vanguard US Total Market Shares ETF 4.71M (3.27%) 2.90K
Increased by +0.06%
Sep 30, 24
9 Undiscovered Managers Behavioral Val L 4.42M (3.07%) -256.80K
Decreased by -5.81%
Jan 31, 26
10 Vanguard Small Cap Value Index Inv 4.41M (3.06%) 12.59K
Increased by +0.29%
Feb 28, 26
11 T. Rowe Price US Mid-Cap Value Equity 3.75M (2.61%) -339.70K
Decreased by -9.05%
Jun 30, 25
12 T. Rowe Price Equity Income 3.44M (2.39%) 104.28K
Increased by +3.03%
Jan 31, 26
13 T. Rowe Price US Lg-Cp Equity Inc Comp 3.34M (2.32%) -314.29K
Decreased by -9.42%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 3.03M (2.10%) 24.35K
Increased by +0.80%
Feb 28, 26
15 JPM US Mid Cap Value-Composite 2.73M (1.90%) -29.98K
Decreased by -1.10%
Jun 30, 24
16 JPM US Mid Cap Value-MA 2.73M (1.90%) -29.98K
Decreased by -1.10%
Jun 30, 24
17 JPMorgan Mid Cap Value L 2.73M (1.90%) 0.00
Increased by 0.00%
Jun 30, 24
18 T. Rowe Price Mid-Cap Value 2.52M (1.75%) -1.23M
Decreased by -48.73%
Jul 31, 25
19 Longleaf Partners 2.40M (1.66%) 146.40K
Increased by +6.11%
Dec 31, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.19M (1.52%) -44.76K
Decreased by -2.05%
Mar 31, 25