Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWV 1000.00%
3 IWS 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IUSV 1000.00%
8 IUSG 1000.00%
9 ITOT 1000.00%
10 ISCV 1000.00%
11 ISCG 1000.00%
12 JKK 1000.00%
13 JKJ 1000.00%
14 IYY 1000.00%
15 IYR 1000.00%
16 RTL_old 4.27%
17 JRE 2.51%
18 REIT 1.98%
19 XMLV 1.12%
20 VRAI 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.76M (15.34%) 440.57K
Increased by +0.96%
Sep 30, 23
2 BlackRock Inc 36.90M (12.37%) 450.07K
Increased by +1.22%
Sep 30, 23
3 State Street Corporation 16.71M (5.60%) 5.82K
Increased by +0.03%
Sep 30, 23
4 Franklin Resources Inc 13.23M (4.43%) -31.33K
Decreased by -0.24%
Sep 30, 23
5 Massachusetts Financial Services Company 12.92M (4.33%) 1.13M
Increased by +8.75%
Sep 30, 23
6 JPMorgan Chase & Co 11.07M (3.71%) -1.58M
Decreased by -14.24%
Sep 30, 23
7 Wellington Management Company LLP 10.52M (3.53%) 929.97K
Increased by +8.84%
Sep 30, 23
8 CenterSquare Investment Management LLC 7.45M (2.50%) 26.02K
Increased by +0.35%
Sep 30, 23
9 Amvescap Plc. 6.93M (2.32%) 1.29M
Increased by +18.60%
Sep 30, 23
10 Millennium Management LLC 5.33M (1.79%) -188.12K
Decreased by -3.53%
Sep 30, 23
11 Geode Capital Management, LLC 5.08M (1.70%) 88.50K
Increased by +1.74%
Sep 30, 23
12 Charles Schwab Investment Management Inc 4.59M (1.54%) 289.06K
Increased by +6.30%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 4.40M (1.48%) 55.99K
Increased by +1.27%
Sep 30, 23
14 Northern Trust Corp 4.26M (1.43%) -322.98K
Decreased by -7.58%
Sep 30, 23
15 Duff & Phelps Inv Mgmt Co (IL) 4.07M (1.37%) 343.94K
Increased by +8.45%
Sep 30, 23
16 Bank of New York Mellon Corp 3.89M (1.30%) -97.45K
Decreased by -2.51%
Sep 30, 23
17 Nuveen Asset Management, LLC 3.43M (1.15%) -6.59K
Decreased by -0.19%
Sep 30, 23
18 HHG PLC 3.40M (1.14%) -99.39K
Decreased by -2.92%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 3.31M (1.11%) 212.00K
Increased by +6.41%
Sep 30, 23
20 Ameriprise Financial Inc 3.27M (1.10%) -219.09K
Decreased by -6.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.19M (4.09%) -196.72K
Decreased by -1.61%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.37M (3.14%) 10.28K
Increased by +0.11%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 9.12M (3.06%) -1.65K
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 7.78M (2.61%) 31.08K
Increased by +0.40%
Nov 30, 23
5 Franklin Mutual Shares Z 6.80M (2.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 5.41M (1.81%) 17.78K
Increased by +0.33%
Nov 30, 23
7 MFS Mid Cap Value A 5.32M (1.78%) -10.41K
Decreased by -0.20%
Nov 30, 23
8 MFS Mid Cap Value Equity 4.61M (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 4.37M (1.46%) 96.10K
Increased by +2.20%
Nov 30, 23
10 JPM US Mid Cap Value-MA 2.96M (0.99%) 2.95M
Increased by +99.67%
Sep 30, 23
11 JPMorgan Mid Cap Value L 2.96M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
12 Franklin Mutual Beacon Z 2.95M (0.99%) -62.77K
Decreased by -2.13%
Nov 30, 23
13 JPM US Value Advantage-MA 2.79M (0.94%) 2.67M
Increased by +95.65%
Sep 30, 23
14 JPMorgan Value Advantage L 2.73M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
15 AMOne Shinko US-REIT Open 2.41M (0.81%) -1.48M
Decreased by -61.55%
Sep 5, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 2.41M (0.81%) -20.72K
Decreased by -0.86%
Nov 30, 23
17 MFS Global Real Estate I 2.38M (0.80%) 52.76K
Increased by +2.22%
Nov 30, 23
18 JPM US Mid Cap Value-Composite 2.25M (0.76%) -705.88K
Decreased by -31.32%
Dec 31, 23
19 TIAA-CREF Real Estate Sec Instl 2.10M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
20 Franklin Mutual Shares VIP 1 1.96M (0.66%) -28.91K
Decreased by -1.48%
Nov 30, 23