Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYR 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IUSV 1000.00%
12 ITOT 1000.00%
13 ISCV 1000.00%
14 ISCB 1000.00%
15 NETL 3.92%
16 RTL_old 3.77%
17 JRE 3.07%
18 SMIG 2.59%
19 JPRE 2.57%
20 XMLV 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.76M (13.97%) 452.80K
Increased by +3.29%
Sep 30, 23
2 BlackRock Inc 11.85M (12.03%) 587.17K
Increased by +4.96%
Sep 30, 23
3 Principal Financial Group Inc 5.94M (6.03%) 25.72K
Increased by +0.43%
Sep 30, 23
4 State Street Corporation 5.11M (5.19%) 178.76K
Increased by +3.50%
Sep 30, 23
5 CenterSquare Investment Management LLC 4.03M (4.09%) 757.70K
Increased by +18.81%
Sep 30, 23
6 Deutsche Bank AG 2.53M (2.57%) -583.12K
Decreased by -23.03%
Sep 30, 23
7 Amvescap Plc. 2.16M (2.19%) 216.49K
Increased by +10.03%
Sep 30, 23
8 Geode Capital Management, LLC 1.74M (1.77%) 60.71K
Increased by +3.49%
Sep 30, 23
9 Macquarie Group Ltd 1.66M (1.68%) 949.36K
Increased by +57.30%
Sep 30, 23
10 Thrivent Financial For Lutherans 1.52M (1.55%) 145.47K
Increased by +9.54%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.38M (1.40%) 81.29K
Increased by +5.91%
Sep 30, 23
12 Balyasny Asset Management LLC 1.35M (1.37%) 522.29K
Increased by +38.57%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1.35M (1.37%) 62.50K
Increased by +4.64%
Sep 30, 23
14 HHG PLC 1.30M (1.31%) 91.11K
Increased by +7.03%
Sep 30, 23
15 Bank of New York Mellon Corp 1.26M (1.28%) 2.90K
Increased by +0.23%
Sep 30, 23
16 JPMorgan Chase & Co 1.23M (1.25%) -246.79K
Decreased by -20.10%
Sep 30, 23
17 LaSalle Investment Management Securities LLC 1.16M (1.18%) 22.65K
Increased by +1.94%
Sep 30, 23
18 Daiwa Securities Group Inc 1.16M (1.17%) 5.09K
Increased by +0.44%
Sep 30, 23
19 Nuveen Asset Management, LLC 1.16M (1.17%) 24.83K
Increased by +2.15%
Sep 30, 23
20 GW&K Investment Management, LLC 1.15M (1.17%) -28.50K
Decreased by -2.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.90M (3.96%) 63.81K
Increased by +1.63%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 3.05M (3.10%) -552.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 3.00M (3.04%) 2.81K
Increased by +0.09%
Nov 30, 23
4 Vanguard Small Cap Index 2.49M (2.53%) 10.33K
Increased by +0.41%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 1.73M (1.76%) 5.83K
Increased by +0.34%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.42%) 21.09K
Increased by +1.51%
Nov 30, 23
7 Principal Real Estate Securities R5 1.29M (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
8 Carillon Scout Mid Cap I 818.44K (0.83%) 293.64K
Increased by +35.88%
Dec 31, 23
9 Scout Mid Cap Equity 818.44K (0.83%) 293.64K
Increased by +35.88%
Dec 31, 23
10 Daiwa US-REIT Open Mother Fund 797.46K (0.81%) 22.24K
Increased by +2.79%
Sep 19, 23
11 DWS Global Real Estate Sec Focus Comp 786.04K (0.80%) 47.44K
Increased by +6.04%
Nov 30, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 770.89K (0.78%) -6.63K
Decreased by -0.86%
Nov 30, 23
13 Nikko World REIT Mother 755.46K (0.77%) 231.38K
Increased by +30.63%
Jul 5, 23
14 Janus Henderson Global Eq-Property Eq 672.34K (0.68%) 68.41K
Increased by +10.17%
Sep 30, 23
15 Janus Henderson Hrzn GlblPtyEqsI2USD 655.75K (0.67%) -10.85K
Decreased by -1.65%
Dec 31, 23
16 Delaware Small Cap Value A 643.95K (0.65%) -32.60K
Decreased by -5.06%
Nov 30, 23
17 Vanguard Real Estate II Index 607.51K (0.62%) 16.60K
Increased by +2.73%
Nov 30, 23
18 DFA Real Estate Securities I 604.31K (0.61%) -3.61K
Decreased by -0.60%
Nov 30, 23
19 iShares S&P Mid-Cap 400 Value ETF 589.23K (0.60%) 0.00
Increased by 0.00%
Dec 29, 23
20 American Beacon Small Cp Val R5 581.41K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23