Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 8.79%
2 CUT 5.03%
3 SPRE 5.03%
4 UTRN 3.85%
5 RSPR 3.51%
6 EWRE 3.42%
7 FTRI 3.38%
8 JPEF 2.77%
9 CSRE 2.71%
10 IWIN 2.61%
11 LOPP 2.48%
12 CIRC 2.46%
13 CRED 2.40%
14 XLRE 1.95%
15 PWC 1.83%
16 SRS 1.80%
17 REK 1.80%
18 DRN 1.76%
19 IVRA 1.66%
20 USFE 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.98M (15.90%) -189.21K
Decreased by -0.17%
Dec 31, 25
2 BlackRock Inc 64.81M (9.04%) 384.15K
Increased by +0.59%
Sep 30, 25
3 Wellington Management Company LLP 41.38M (5.77%) 1.73M
Increased by +4.18%
Dec 31, 25
4 Arnhold & S. Bleichroeder Advisers, LLC 37.62M (5.25%) 23.49M
Increased by +62.43%
Dec 31, 25
5 Cohen & Steers Inc 34.10M (4.76%) -8.80M
Decreased by -25.82%
Sep 30, 25
6 State Street Corp 32.47M (4.53%) 602.90K
Increased by +1.86%
Sep 30, 25
7 State Street Corporation 31.03M (4.33%) -214.24K
Decreased by -0.69%
Mar 31, 24
8 JPMorgan Chase & Co 28.78M (4.01%) 15.48M
Increased by +53.77%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 24.75M (3.45%) -6.25M
Decreased by -25.27%
Sep 30, 25
10 NORGES BANK 23.20M (3.24%) -178.17K
Decreased by -0.77%
Dec 31, 25
11 Geode Capital Management, LLC 20.30M (2.83%) 225.23K
Increased by +1.11%
Dec 31, 25
12 Bank of New York Mellon Corp 14.95M (2.09%) 1.40M
Increased by +9.36%
Sep 30, 25
13 Legal & General Group PLC 12.69M (1.77%) 1.31M
Increased by +10.29%
Dec 31, 25
14 Allspring Global Investments Holdings, LLC 11.72M (1.63%) 1.25M
Increased by +10.70%
Dec 31, 25
15 Amvescap Plc. 11.01M (1.54%) 1.37M
Increased by +12.42%
Sep 30, 25
16 Charles Schwab Investment Management Inc 10.27M (1.43%) 665.69K
Increased by +6.48%
Dec 31, 25
17 Northern Trust Corp 8.69M (1.21%) -282.48K
Decreased by -3.25%
Sep 30, 25
18 Goldman Sachs Group Inc 6.74M (0.94%) 2.91M
Increased by +43.16%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 6.37M (0.89%) -552.79K
Decreased by -8.68%
Sep 30, 25
20 Boston Partners Global Investors, Inc 6.31M (0.88%) 6.31M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 27.53M (3.84%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard Real Estate Index Investor 26.93M (3.76%) 11.02K
Increased by +0.04%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 22.98M (3.20%) -137.73K
Decreased by -0.60%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 22.80M (3.18%) 38.10K
Increased by +0.17%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 20.64M (2.88%) 148.51K
Increased by +0.72%
May 31, 25
6 Vanguard 500 Index Investor 18.54M (2.59%) 176.76K
Increased by +0.95%
Feb 28, 26
7 Vanguard Equity-Income Inv 17.68M (2.47%) 1.80M
Increased by +10.16%
Dec 31, 25
8 iShares Core S&P 500 ETF 9.19M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 9.16M (1.28%) 42.46K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 9.04M (1.26%) -132.83K
Decreased by -1.47%
Mar 31, 25
11 Allspring Mid Value SMA 9.01M (1.26%) 735.70K
Increased by +8.17%
Dec 31, 25
12 Allspring Special US Mid Cap Value Eq 9.01M (1.26%) 735.70K
Increased by +8.17%
Dec 31, 25
13 SPDR® S&P 500® ETF Trust 8.80M (1.23%) -46.01K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 8.79M (1.23%) 107.78K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 8.64M (1.21%) 19.48K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 8.52M (1.19%) 54.19K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 8.48M (1.18%) -64.26K
Decreased by -0.76%
Feb 28, 26
18 Allspring Special Mid Cap Value Inst 8.20M (1.14%) -153.60K
Decreased by -1.87%
Feb 28, 26
19 Vanguard Small Cap Index 8.19M (1.14%) 19.93K
Increased by +0.24%
Feb 28, 26
20 Cohen & Steers Instl Realty Shares 8.02M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25