| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWN | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | ISCG | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | IWM | 1000.00% |
| 10 | NETL | 3.92% |
| 11 | SRET | 3.52% |
| 12 | KBWY | 3.50% |
| 13 | REIT | 2.45% |
| 14 | RDOG | 2.24% |
| 15 | GRI_old | 2.04% |
| 16 | RIET | 1.16% |
| 17 | VRAI | 1.10% |
| 18 | MDIV | 0.94% |
| 19 | GYLD | 0.85% |
| 20 | DES | 0.69% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 28.04M (15.10%) | -12.81K Decreased by -0.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 17.81M (9.59%) | -771.00 Decreased by -0.00% | Sep 30, 23 |
| 3 | Principal Financial Group Inc | 14.46M (7.78%) | 551.24K Increased by +3.81% | Sep 30, 23 |
| 4 | State Street Corporation | 8.90M (4.79%) | 71.97K Increased by +0.81% | Sep 30, 23 |
| 5 | CenterSquare Investment Management LLC | 6.00M (3.23%) | 29.11K Increased by +0.48% | Sep 30, 23 |
| 6 | AllianceBernstein L.P. | 5.71M (3.08%) | -148.41K Decreased by -2.60% | Sep 30, 23 |
| 7 | United Capital Financial Advisers Inc | 5.31M (2.86%) | -682.46K Decreased by -12.86% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 5.01M (2.70%) | -199.85K Decreased by -3.99% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 4.28M (2.30%) | 200.87K Increased by +4.70% | Sep 30, 23 |
| 10 | Cohen & Steers Inc | 3.07M (1.65%) | 3.07M Increased by +100.00% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 2.62M (1.41%) | 103.08K Increased by +3.93% | Sep 30, 23 |
| 12 | Prudential Financial Inc | 2.35M (1.27%) | 2.22M Increased by +94.50% | Sep 30, 23 |
| 13 | Northern Trust Corp | 2.16M (1.16%) | 81.61K Increased by +3.78% | Sep 30, 23 |
| 14 | New England Private Wealth Advisors, LLC | 2.05M (1.11%) | -130.01K Decreased by -6.33% | Sep 30, 23 |
| 15 | AEW Capital Management LP | 2.05M (1.10%) | 1.21M Increased by +58.84% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 2.00M (1.07%) | 89.64K Increased by +4.49% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 1.86M (1.00%) | 139.79K Increased by +7.50% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 1.86M (1.00%) | 49.36K Increased by +2.65% | Sep 30, 23 |
| 19 | CBRE Investment Management Listed Real Assets LLC | 1.64M (0.88%) | -1.29M Decreased by -78.31% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.36M (0.73%) | 1.89K Increased by +0.14% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 7.59M (4.09%) | -128.86K Decreased by -1.70% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.87M (3.16%) | 11.52K Increased by +0.20% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 5.10M (2.74%) | 32.42K Increased by +0.64% | Dec 29, 23 |
| 4 | Principal Real Estate Securities R5 | 4.90M (2.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 4.85M (2.61%) | 14.87K Increased by +0.31% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 3.37M (1.82%) | 14.23K Increased by +0.42% | Nov 30, 23 |
| 7 | MFS New Discovery Value I | 2.75M (1.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.65M (1.42%) | 53.49K Increased by +2.02% | Nov 30, 23 |
| 9 | Fidelity® Small Cap Index | 1.85M (1.00%) | 61.45K Increased by +3.32% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 1.81M (0.98%) | 3.38K Increased by +0.19% | Dec 29, 23 |
| 11 | Principal Global Real Estate Sec Instl | 1.22M (0.65%) | -44.44K Decreased by -3.66% | Nov 30, 23 |
| 12 | Vanguard Real Estate II Index | 1.18M (0.64%) | -5.41K Decreased by -0.46% | Nov 30, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.10M (0.59%) | 59.70K Increased by +5.41% | Dec 31, 23 |
| 14 | Principal US REIT Fund Tr-II | 1.07M (0.58%) | 19.86K Increased by +1.86% | Nov 30, 23 |
| 15 | Fidelity® Extended Market Index | 1.02M (0.55%) | 10.95K Increased by +1.08% | Nov 30, 23 |
| 16 | Schwab US REIT ETF™ | 961.89K (0.52%) | 152.00 Increased by +0.02% | Dec 30, 23 |
| 17 | AB Discovery Value Advisor | 956.34K (0.51%) | -330.64K Decreased by -34.57% | Nov 30, 23 |
| 18 | DFA Real Estate Securities I | 921.34K (0.50%) | 9.54K Increased by +1.04% | Nov 30, 23 |
| 19 | AEW Global Diversified REIT (EPRA) | 899.42K (0.48%) | 551.99K Increased by +61.37% | Sep 30, 23 |
| 20 | iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 854.89K (0.46%) | 234.19K Increased by +27.39% | Nov 30, 23 |