Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKD 1000.00%
3 JKI 1000.00%
4 JKE 1000.00%
5 IYY 1000.00%
6 IYR 1000.00%
7 JKF 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 ITOT 1000.00%
17 JKG 1000.00%
18 IMCV 1000.00%
19 IMCG 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.77M (15.62%) -243.05K
Decreased by -0.91%
Sep 30, 23
2 BlackRock Inc 17.15M (10.01%) 9.94K
Increased by +0.06%
Sep 30, 23
3 State Street Corporation 11.13M (6.49%) 484.88K
Increased by +4.36%
Sep 30, 23
4 Apg Investments Us Inc 7.18M (4.19%) -72.55K
Decreased by -1.01%
Sep 30, 23
5 Principal Financial Group Inc 6.37M (3.72%) -48.97K
Decreased by -0.77%
Sep 30, 23
6 JPMorgan Chase & Co 5.32M (3.10%) -332.13K
Decreased by -6.25%
Sep 30, 23
7 Canada Pension Plan Investment Board 4.04M (2.36%) 0.00
Increased by 0.00%
Sep 30, 23
8 Geode Capital Management, LLC 3.73M (2.18%) 53.30K
Increased by +1.43%
Sep 30, 23
9 Victory Capital Management Inc. 3.72M (2.17%) -150.97K
Decreased by -4.06%
Sep 30, 23
10 Amvescap Plc. 2.65M (1.55%) 194.65K
Increased by +7.33%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.37M (1.38%) 57.85K
Increased by +2.44%
Sep 30, 23
12 Legal & General Group PLC 2.32M (1.35%) 77.01K
Increased by +3.32%
Sep 30, 23
13 Northern Trust Corp 2.17M (1.27%) 54.72K
Increased by +2.52%
Sep 30, 23
14 M&G INVESTMENT MANAGEMENT LTD 2.03M (1.19%) 206.78K
Increased by +10.17%
Sep 30, 23
15 Charles Schwab Investment Management Inc 1.60M (0.94%) 2.25K
Increased by +0.14%
Sep 30, 23
16 CenterSquare Investment Management LLC 1.60M (0.93%) 134.45K
Increased by +8.40%
Sep 30, 23
17 FMR Inc 1.51M (0.88%) 10.91K
Increased by +0.72%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.51M (0.88%) 345.08K
Increased by +22.88%
Sep 30, 23
19 Goldman Sachs Group Inc 1.34M (0.78%) 247.92K
Increased by +18.56%
Sep 30, 23
20 Bank of New York Mellon Corp 1.32M (0.77%) -41.78K
Decreased by -3.18%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.66M (3.89%) -108.67K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.43M (3.17%) 6.85K
Increased by +0.13%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.93M (2.29%) 3.35K
Increased by +0.09%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 3.79M (2.21%) 30.15K
Increased by +0.79%
Nov 30, 23
5 Victory Sycamore Established Value R 2.48M (1.45%) -8.00K
Decreased by -0.32%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 1.92M (1.12%) -13.58K
Decreased by -0.71%
Dec 31, 23
7 Fidelity® 500 Index 1.81M (1.06%) 11.55K
Increased by +0.64%
Nov 30, 23
8 Principal Real Estate Securities R5 1.60M (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.56M (0.91%) 930.00
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 1.48M (0.86%) 6.33K
Increased by +0.43%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 1.39M (0.81%) -6.13K
Decreased by -0.44%
Nov 30, 23
12 Principal Equity Income A 1.30M (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
13 JPM US Equity Income-MA 1.12M (0.65%) 1.12M
Increased by +99.90%
Sep 30, 23
14 JPMorgan Equity Income I 1.09M (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
15 JPM US Equity Income-Composite 1.07M (0.62%) -47.97K
Decreased by -4.48%
Dec 31, 23
16 Vanguard Institutional Index I 1.04M (0.61%) 1.20K
Increased by +0.12%
Nov 30, 23
17 Vanguard Real Estate II Index 1.04M (0.61%) -4.82K
Decreased by -0.46%
Nov 30, 23
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.00M (0.59%) 24.87K
Increased by +2.48%
Nov 30, 23
19 DFA Real Estate Securities I 985.86K (0.58%) -16.99K
Decreased by -1.72%
Nov 30, 23
20 Real Estate Select Sector SPDR® 884.74K (0.52%) -3.72K
Decreased by -0.42%
Dec 29, 23