Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 JKI 1000.00%
3 JKG 1000.00%
4 JKF 1000.00%
5 JKD 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IVV 1000.00%
12 IVE 1000.00%
13 IUSV 1000.00%
14 ITOT 1000.00%
15 IMCV 1000.00%
16 IMCB 1000.00%
17 ILCV 1000.00%
18 ILCB 1000.00%
19 IDAT 1000.00%
20 SRVR 14.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.21M (13.02%) -30.77K
Decreased by -0.05%
Sep 30, 23
2 BlackRock Inc 32.68M (7.57%) 1.03M
Increased by +3.17%
Sep 30, 23
3 State Street Corporation 20.56M (4.76%) -345.56K
Decreased by -1.68%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 13.08M (3.03%) 1.06M
Increased by +8.14%
Sep 30, 23
5 FMR Inc 11.94M (2.76%) 1.50M
Increased by +12.54%
Sep 30, 23
6 Capital World Investors 11.88M (2.75%) 52.29K
Increased by +0.44%
Sep 30, 23
7 Cohen & Steers Inc 10.54M (2.44%) -534.88K
Decreased by -5.07%
Sep 30, 23
8 Wellington Management Company LLP 10.13M (2.35%) 1.82M
Increased by +17.95%
Sep 30, 23
9 Geode Capital Management, LLC 9.55M (2.21%) 219.12K
Increased by +2.29%
Sep 30, 23
10 Capital Research Global Investors 7.33M (1.70%) -444.30K
Decreased by -6.06%
Sep 30, 23
11 Manufacturers Life Insurance Co 7.08M (1.64%) 2.12M
Increased by +29.95%
Sep 30, 23
12 Bank of America Corp 6.73M (1.56%) -1.73M
Decreased by -25.75%
Sep 30, 23
13 Aristotle Capital Management LLC 6.32M (1.46%) -94.22K
Decreased by -1.49%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 6.05M (1.40%) 34.68K
Increased by +0.57%
Sep 30, 23
15 Royal Bank of Canada 5.74M (1.33%) -772.89K
Decreased by -13.47%
Sep 30, 23
16 Legal & General Group PLC 5.57M (1.29%) 155.54K
Increased by +2.79%
Sep 30, 23
17 Charles Schwab Investment Management Inc 5.36M (1.24%) 111.21K
Increased by +2.08%
Sep 30, 23
18 Amvescap Plc. 5.20M (1.20%) 312.80K
Increased by +6.01%
Sep 30, 23
19 Northern Trust Corp 4.54M (1.05%) -391.69K
Decreased by -8.63%
Sep 30, 23
20 Goldman Sachs Group Inc 4.26M (0.99%) 2.49M
Increased by +58.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.59M (4.07%) -287.13K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 13.59M (3.15%) 16.14K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 10.57M (2.45%) 92.28K
Increased by +0.87%
Nov 30, 23
4 American Funds Income Fund of Amer A 6.83M (1.58%) -448.55K
Decreased by -6.56%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 5.35M (1.24%) -37.52K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 5.05M (1.17%) 32.16K
Increased by +0.64%
Nov 30, 23
7 Vanguard Equity-Income Inv 4.55M (1.05%) 673.77K
Increased by +14.82%
Sep 30, 23
8 iShares Core S&P 500 ETF 4.32M (1.00%) 2.58K
Increased by +0.06%
Dec 29, 23
9 American Funds Capital Income Bldr A 3.98M (0.92%) -4.70M
Decreased by -117.90%
Sep 30, 23
10 Vanguard Value Index Inv 3.72M (0.86%) 8.09K
Increased by +0.22%
Nov 30, 23
11 Fidelity Global Technology A-Dis-EUR 2.99M (0.69%) 7.18K
Increased by +0.24%
Nov 30, 23
12 Vanguard Institutional Index I 2.89M (0.67%) -6.13K
Decreased by -0.21%
Nov 30, 23
13 American Funds American Balanced A 2.88M (0.67%) -2.14M
Decreased by -74.39%
Sep 30, 23
14 Cohen & Steers Real Estate Securities A 2.84M (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Real Estate II Index 2.74M (0.63%) -12.73K
Decreased by -0.47%
Nov 30, 23
16 Vanguard Wellesley® Income Inv 2.68M (0.62%) 311.86K
Increased by +11.64%
Sep 30, 23
17 DFA Real Estate Securities I 2.59M (0.60%) -50.02K
Decreased by -1.93%
Nov 30, 23
18 Real Estate Select Sector SPDR® 2.45M (0.57%) -10.33K
Decreased by -0.42%
Dec 29, 23
19 Cohen & Steers Instl Realty Shares 2.35M (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
20 American Funds Capital World Gr&Inc A 2.33M (0.54%) -1.78K
Decreased by -0.08%
Sep 30, 23