Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWY 1000.00%
2 IVW 1000.00%
3 JKD 1000.00%
4 IWB 1000.00%
5 IWF 1000.00%
6 IWL 1000.00%
7 IWV 1000.00%
8 IYY 1000.00%
9 IDAT 1000.00%
10 ILCB 1000.00%
11 ILCV 1000.00%
12 IOO 1000.00%
13 ITOT 1000.00%
14 IUSG 1000.00%
15 IUSV 1000.00%
16 JKF 1000.00%
17 IVE 1000.00%
18 IVV 1000.00%
19 SRVR 15.09%
20 VPN 12.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.93M (13.10%) 196.94K
Increased by +0.32%
Sep 30, 23
2 BlackRock Inc 35.78M (7.69%) 144.42K
Increased by +0.40%
Sep 30, 23
3 State Street Corporation 19.95M (4.29%) -453.59K
Decreased by -2.27%
Sep 30, 23
4 Cohen & Steers Inc 15.86M (3.41%) 6.01M
Increased by +37.93%
Sep 30, 23
5 Wellington Management Company LLP 12.98M (2.79%) 691.93K
Increased by +5.33%
Sep 30, 23
6 Geode Capital Management, LLC 10.23M (2.20%) 241.47K
Increased by +2.36%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 7.27M (1.56%) 258.03K
Increased by +3.55%
Sep 30, 23
8 Goldman Sachs Group Inc 7.25M (1.56%) 365.99K
Increased by +5.05%
Sep 30, 23
9 Akre Capital Management, LLC 6.77M (1.45%) 23.28K
Increased by +0.34%
Sep 30, 23
10 Principal Financial Group Inc 6.63M (1.42%) -49.29K
Decreased by -0.74%
Sep 30, 23
11 FMR Inc 6.63M (1.42%) 138.30K
Increased by +2.09%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 6.49M (1.40%) 23.48K
Increased by +0.36%
Sep 30, 23
13 Deutsche Bank AG 6.39M (1.37%) -903.87K
Decreased by -14.15%
Sep 30, 23
14 Amvescap Plc. 5.71M (1.23%) 56.60K
Increased by +0.99%
Sep 30, 23
15 Northern Trust Corp 5.46M (1.17%) 22.66K
Increased by +0.41%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 5.13M (1.10%) -249.92K
Decreased by -4.87%
Sep 30, 23
17 Nuveen Asset Management, LLC 4.95M (1.06%) 1.12M
Increased by +22.63%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.69M (1.01%) -208.97K
Decreased by -4.46%
Sep 30, 23
19 Legal & General Group PLC 4.66M (1.00%) -49.64K
Decreased by -1.07%
Sep 30, 23
20 Wells Fargo & Co 4.51M (0.97%) -54.52K
Decreased by -1.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 18.90M (4.06%) -304.52K
Decreased by -1.61%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 14.61M (3.14%) 17.63K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 11.36M (2.44%) 105.73K
Increased by +0.93%
Nov 30, 23
4 Akre Focus Instl 5.84M (1.26%) -305.64K
Decreased by -5.23%
Jul 31, 23
5 Fidelity® 500 Index 5.40M (1.16%) 43.00K
Increased by +0.80%
Oct 31, 23
6 SPDR® S&P 500 ETF Trust 5.29M (1.14%) 16.90K
Increased by +0.32%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.59M (0.99%) 4.45K
Increased by +0.10%
Nov 30, 23
8 Vanguard Dividend Growth Inv 4.20M (0.90%) 501.93K
Increased by +11.95%
Sep 30, 23
9 Vanguard Growth Index Investor 4.11M (0.88%) 22.57K
Increased by +0.55%
Nov 30, 23
10 Vanguard Institutional Index I 3.11M (0.67%) -6.74K
Decreased by -0.22%
Nov 30, 23
11 Vanguard Real Estate II Index 2.94M (0.63%) -12.98K
Decreased by -0.44%
Nov 30, 23
12 DFA Real Estate Securities I 2.84M (0.61%) -43.04K
Decreased by -1.52%
Oct 31, 23
13 Cohen & Steers Real Estate Securities A 2.78M (0.60%) 776.73K
Increased by +27.95%
Sep 30, 23
14 Cohen & Steers Instl Realty Shares 2.72M (0.58%) 1.06M
Increased by +38.87%
Sep 30, 23
15 Cohen & Steers Realty Shares L 2.45M (0.53%) 962.17K
Increased by +39.25%
Sep 30, 23
16 Real Estate Select Sector SPDR® 2.41M (0.52%) 25.11K
Increased by +1.04%
Nov 30, 23
17 Schwab US REIT ETF™ 2.41M (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 2.23M (0.48%) 6.70K
Increased by +0.30%
Nov 30, 23
19 DFA Global Real Estate Securities Port 2.05M (0.44%) 0.00
Increased by 0.00%
Oct 31, 23
20 Edgewood Growth Instl 1.72M (0.37%) -1.17M
Decreased by -68.02%
Sep 30, 23