Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYR 1000.00%
2 IWR 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 IWV 1000.00%
6 IUSV 1000.00%
7 IWS 1000.00%
8 IUSG 1000.00%
9 ITOT 1000.00%
10 IMCG 1000.00%
11 JKG 1000.00%
12 IMCB 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 ILCG 1000.00%
16 ILCB 1000.00%
17 JKE 1000.00%
18 PRVT 5.05%
19 RESI 4.85%
20 BYRE 4.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.40M (13.34%) 1.01M
Increased by +2.28%
Sep 30, 23
2 BlackRock Inc 25.91M (7.78%) 227.94K
Increased by +0.88%
Sep 30, 23
3 JPMorgan Chase & Co 19.18M (5.76%) -2.36M
Decreased by -12.30%
Sep 30, 23
4 Principal Financial Group Inc 16.93M (5.09%) 47.73K
Increased by +0.28%
Sep 30, 23
5 State Street Corporation 15.36M (4.61%) 250.75K
Increased by +1.63%
Sep 30, 23
6 FMR Inc 8.11M (2.44%) 287.25K
Increased by +3.54%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 7.87M (2.36%) 1.65M
Increased by +21.00%
Sep 30, 23
8 Nuveen Asset Management, LLC 7.35M (2.21%) 145.66K
Increased by +1.98%
Sep 30, 23
9 Cohen & Steers Inc 6.29M (1.89%) -3.20M
Decreased by -50.83%
Sep 30, 23
10 Citadel Advisors Llc 5.84M (1.75%) 4.76M
Increased by +81.46%
Sep 30, 23
11 Geode Capital Management, LLC 5.79M (1.74%) 528.09K
Increased by +9.12%
Sep 30, 23
12 CI Investments Inc 5.23M (1.57%) -805.32K
Decreased by -15.40%
Sep 30, 23
13 Deutsche Bank AG 4.84M (1.45%) 30.90K
Increased by +0.64%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 4.73M (1.42%) -408.03K
Decreased by -8.63%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 4.63M (1.39%) 32.86K
Increased by +0.71%
Sep 30, 23
16 Resolution Capital Limited 4.62M (1.39%) 212.76K
Increased by +4.61%
Sep 30, 23
17 CenterSquare Investment Management LLC 4.51M (1.35%) 3.34M
Increased by +74.05%
Sep 30, 23
18 Charles Schwab Investment Management Inc 3.78M (1.13%) 102.34K
Increased by +2.71%
Sep 30, 23
19 Burgundy Asset Management Ltd 3.72M (1.12%) 27.03K
Increased by +0.73%
Sep 30, 23
20 Boston Partners Global Investors, Inc 3.59M (1.08%) 4.66K
Increased by +0.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.19M (3.96%) -210.98K
Decreased by -1.60%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.63M (2.89%) 9.96K
Increased by +0.10%
Nov 30, 23
3 Vanguard Small Cap Index 7.95M (2.39%) 30.41K
Increased by +0.38%
Nov 30, 23
4 Principal Real Estate Securities R5 5.90M (1.77%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 4.60M (1.38%) 99.51K
Increased by +2.16%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 4.45M (1.34%) 29.07K
Increased by +0.65%
Nov 30, 23
7 Fidelity US REIT Mother Fund 3.68M (1.10%) -289.60K
Decreased by -7.88%
Sep 15, 23
8 JPM US Mid Cap Value-MA 3.27M (0.98%) 3.26M
Increased by +99.70%
Sep 30, 23
9 JPMorgan Mid Cap Value L 3.27M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
10 JPM US Mid Cap Value-Composite 3.21M (0.96%) -61.80K
Decreased by -1.92%
Dec 31, 23
11 T. Rowe Price Real Assets Tr I-Z 2.93M (0.88%) 865.86K
Increased by +29.59%
Sep 30, 23
12 JHancock Disciplined Value Mid Cap I 2.75M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
13 Cohen & Steers Instl Realty Shares 2.55M (0.77%) -1.04M
Decreased by -40.90%
Sep 30, 23
14 T. Rowe Price Real Assets 2.52M (0.76%) 706.86K
Increased by +28.07%
Sep 30, 23
15 CREF Stock R1 2.44M (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
16 CI High Income Class A 2.33M (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
17 TIAA-CREF Real Estate Sec Instl 2.30M (0.69%) -100.00K
Decreased by -4.35%
Nov 30, 23
18 Vanguard Real Estate II Index 2.05M (0.62%) -9.06K
Decreased by -0.44%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.98M (0.59%) 69.80K
Increased by +3.53%
Dec 31, 23
20 DFA Real Estate Securities I 1.94M (0.58%) -42.92K
Decreased by -2.22%
Nov 30, 23