Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 6.62%
2 IDGT 6.15%
3 FFR 6.03%
4 NRSH 5.45%
5 ROOF 4.40%
6 DHLX 4.29%
7 REAI 4.18%
8 SRVR 4.17%
9 UTRN 4.03%
10 TMFM 4.02%
11 DTCR 3.97%
12 VPN 3.97%
13 DRW 3.97%
14 JRE_old 3.74%
15 CSRE 3.71%
16 WTRE 3.39%
17 IGN 3.22%
18 IRET 3.15%
19 GRBIC 3.04%
20 RSPR 3.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.90M (17.05%) -260.77K
Decreased by -1.46%
Dec 31, 25
2 Dodge & Cox 12.00M (11.42%) 2.33M
Increased by +19.41%
Dec 31, 25
3 BlackRock Inc 10.01M (9.53%) 179.50K
Increased by +1.79%
Sep 30, 25
4 JPMorgan Chase & Co 9.92M (9.44%) 4.39M
Increased by +44.32%
Sep 30, 25
5 State Street Corp 4.75M (4.53%) 139.70K
Increased by +2.94%
Sep 30, 25
6 State Street Corporation 4.74M (4.51%) -106.81K
Decreased by -2.26%
Mar 31, 24
7 Cohen & Steers Inc 3.78M (3.60%) -1.26M
Decreased by -33.32%
Sep 30, 25
8 Geode Capital Management, LLC 3.09M (2.94%) 16.15K
Increased by +0.52%
Dec 31, 25
9 Brookfield Corp 3.03M (2.88%) 1.04M
Increased by +34.50%
Mar 31, 25
10 Goldman Sachs Group Inc 2.53M (2.41%) 1.28M
Increased by +50.54%
Dec 31, 23
11 Diamond Hill Capital Management Inc 2.03M (1.94%) 179.59K
Increased by +8.83%
Dec 31, 25
12 Amvescap Plc. 1.81M (1.72%) 231.84K
Increased by +12.84%
Sep 30, 25
13 Victory Capital Management Inc. 1.63M (1.55%) -355.97K
Decreased by -21.84%
Jun 30, 25
14 Massachusetts Financial Services Company 1.62M (1.54%) -19.95K
Decreased by -1.23%
Mar 31, 25
15 Deutsche Bank AG 1.59M (1.51%) -341.28K
Decreased by -21.46%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.57M (1.49%) 1.38K
Increased by +0.09%
Dec 31, 25
17 NORGES BANK 1.57M (1.49%) 70.30K
Increased by +4.49%
Dec 31, 25
18 Charles Schwab Investment Management Inc 1.53M (1.45%) 74.60K
Increased by +4.89%
Dec 31, 25
19 Principal Financial Group Inc 1.51M (1.44%) 707.00
Increased by +0.05%
Sep 30, 25
20 Brown Advisory Holdings Inc 1.50M (1.43%) -590.72K
Decreased by -39.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.76M (7.39%) 1.59M
Increased by +20.49%
Dec 31, 25
2 Vanguard Real Estate Index Investor 3.98M (3.79%) -25.60K
Decreased by -0.64%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.40M (3.24%) 2.51K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.37M (3.21%) 13.21K
Increased by +0.39%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 3.06M (2.91%) 21.31K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 2.74M (2.61%) 26.42K
Increased by +0.96%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 2.32M (2.21%) 8.07K
Increased by +0.35%
Feb 28, 26
8 Principal Aligned MidCap Equity 1.89M (1.80%) -11.59K
Decreased by -0.61%
Sep 30, 24
9 Vanguard Growth Index Investor 1.49M (1.42%) 4.23K
Increased by +0.28%
Feb 28, 26
10 Sycamore Mid Cap Value Comp 1.41M (1.34%) 1.37M
Increased by +97.16%
Mar 31, 25
11 iShares Core S&P 500 ETF 1.36M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 1.35M (1.29%) 6.28K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.30M (1.24%) -6.80K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.30M (1.23%) 15.94K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 1.28M (1.21%) 2.88K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.26M (1.20%) 8.04K
Increased by +0.64%
Nov 30, 23
18 State Street® SPDR® S&P 500® ETF 1.26M (1.20%) -9.49K
Decreased by -0.76%
Feb 28, 26
19 Diamond Hill Large Cap Equity 1.21M (1.15%) -141.45K
Decreased by -11.68%
Feb 28, 26
20 Victory Sycamore Established Value R 1.16M (1.10%) -253.00K
Decreased by -21.87%
Jun 30, 25