Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.94M (16.06%) -76.33K
Decreased by -0.45%
Sep 30, 23
2 Cohen & Steers Inc 12.18M (11.55%) 77.64K
Increased by +0.64%
Sep 30, 23
3 BlackRock Inc 11.50M (10.90%) 1.63M
Increased by +14.20%
Sep 30, 23
4 State Street Corporation 6.76M (6.41%) -140.39K
Decreased by -2.08%
Sep 30, 23
5 JPMorgan Chase & Co 4.04M (3.83%) 1.19M
Increased by +29.37%
Sep 30, 23
6 Victory Capital Management Inc. 3.60M (3.41%) 43.38K
Increased by +1.21%
Sep 30, 23
7 Geode Capital Management, LLC 2.56M (2.43%) 47.70K
Increased by +1.86%
Sep 30, 23
8 Daiwa Securities Group Inc 2.43M (2.31%) -1.89K
Decreased by -0.08%
Sep 30, 23
9 Long Pond Capital, LP 1.77M (1.68%) 179.46K
Increased by +10.13%
Sep 30, 23
10 D1 Capital Partners L.P. 1.63M (1.54%) -1.11M
Decreased by -68.22%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.53M (1.45%) 67.50K
Increased by +4.41%
Sep 30, 23
12 Charles Schwab Investment Management Inc 1.37M (1.30%) 2.87K
Increased by +0.21%
Sep 30, 23
13 Northern Trust Corp 1.32M (1.25%) 35.27K
Increased by +2.67%
Sep 30, 23
14 Amvescap Plc. 1.27M (1.21%) 148.81K
Increased by +11.69%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 1.19M (1.13%) 45.23K
Increased by +3.81%
Sep 30, 23
16 PGGM Investments 1.19M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
17 Legal & General Group PLC 983.56K (0.93%) -33.10K
Decreased by -3.37%
Sep 30, 23
18 Citadel Advisors Llc 925.12K (0.88%) 33.59K
Increased by +3.63%
Sep 30, 23
19 Bank of New York Mellon Corp 900.15K (0.85%) -41.59K
Decreased by -4.62%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 885.94K (0.84%) 43.68K
Increased by +4.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.33M (4.10%) -70.50K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.33M (3.16%) 3.52K
Increased by +0.11%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.60M (2.47%) 25.87K
Increased by +0.99%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 2.43M (2.30%) 1.16K
Increased by +0.05%
Nov 30, 23
5 Victory Sycamore Established Value R 2.42M (2.29%) -7.00K
Decreased by -0.29%
Sep 30, 23
6 Cohen & Steers Real Estate Securities A 2.07M (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
7 Cohen & Steers Instl Realty Shares 1.83M (1.73%) 0.00
Increased by 0.00%
Sep 30, 23
8 Daiwa US-REIT Open Mother Fund 1.65M (1.57%) 35.15K
Increased by +2.13%
Sep 19, 23
9 Cohen & Steers Realty Shares L 1.62M (1.54%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 1.32M (1.25%) -9.20K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 1.24M (1.18%) 7.92K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.06M (1.01%) 630.00
Increased by +0.06%
Dec 29, 23
13 Invesco S&P 500® Equal Weight ETF 1.01M (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Institutional Index I 710.01K (0.67%) -2.39K
Decreased by -0.34%
Nov 30, 23
15 Vanguard Real Estate II Index 673.73K (0.64%) -3.07K
Decreased by -0.46%
Nov 30, 23
16 DFA Real Estate Securities I 637.61K (0.60%) -11.85K
Decreased by -1.86%
Nov 30, 23
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 610.28K (0.58%) -10.31K
Decreased by -1.69%
Nov 30, 23
18 Real Estate Select Sector SPDR® 602.75K (0.57%) -2.54K
Decreased by -0.42%
Dec 29, 23
19 Schwab US REIT ETF™ 548.46K (0.52%) 86.00
Increased by +0.02%
Dec 30, 23
20 State St S&P 500® Indx SL Cl III 511.60K (0.48%) 1.30K
Increased by +0.25%
Dec 31, 23