Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWV 1000.00%
3 FOVL 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IYR 1000.00%
8 IUSV 1000.00%
9 ITOT 1000.00%
10 ISCV 1000.00%
11 IWS 1000.00%
12 ISCB 1000.00%
13 IYY 1000.00%
14 PRVT 2.51%
15 GBLD 1.58%
16 PPTY 1.24%
17 WTRE 1.07%
18 RFV 1.02%
19 DRW 1.02%
20 GRNR 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.68M (15.05%) 670.38K
Increased by +2.96%
Sep 30, 23
2 BlackRock Inc 20.24M (13.42%) 230.94K
Increased by +1.14%
Sep 30, 23
3 Principal Financial Group Inc 10.80M (7.17%) 12.75K
Increased by +0.12%
Sep 30, 23
4 State Street Corporation 8.42M (5.58%) -7.98K
Decreased by -0.09%
Sep 30, 23
5 Apg Investments Us Inc 8.36M (5.55%) -171.78K
Decreased by -2.06%
Sep 30, 23
6 Citadel Advisors Llc 4.69M (3.11%) 3.33M
Increased by +70.93%
Sep 30, 23
7 CenterSquare Investment Management LLC 4.30M (2.85%) 948.15K
Increased by +22.07%
Sep 30, 23
8 Schroder Investment Management Group 2.67M (1.77%) 71.12K
Increased by +2.67%
Sep 30, 23
9 Weiss Multi-Strategy Advisers Llc 2.65M (1.76%) 1.20M
Increased by +45.47%
Sep 30, 23
10 Geode Capital Management, LLC 2.59M (1.72%) 46.32K
Increased by +1.79%
Sep 30, 23
11 AEW Capital Management LP 2.19M (1.45%) 563.27K
Increased by +25.71%
Sep 30, 23
12 Charles Schwab Investment Management Inc 2.17M (1.44%) -290.87K
Decreased by -13.39%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.14M (1.42%) 686.00
Increased by +0.03%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 2.14M (1.42%) 1.14M
Increased by +53.30%
Sep 30, 23
15 PGGM Investments 2.05M (1.36%) 50.96K
Increased by +2.49%
Sep 30, 23
16 Millennium Management LLC 1.93M (1.28%) 1.90M
Increased by +98.38%
Sep 30, 23
17 JPMorgan Chase & Co 1.91M (1.26%) -272.10K
Decreased by -14.27%
Sep 30, 23
18 Balyasny Asset Management LLC 1.86M (1.24%) 1.71M
Increased by +91.91%
Sep 30, 23
19 Bank of New York Mellon Corp 1.66M (1.10%) -32.64K
Decreased by -1.97%
Sep 30, 23
20 Brookfield Corp 1.48M (0.98%) -272.56K
Decreased by -18.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.15M (4.08%) -103.29K
Decreased by -1.68%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.76M (3.16%) 8.63K
Increased by +0.18%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 4.61M (3.06%) -834.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 3.93M (2.61%) 12.05K
Increased by +0.31%
Nov 30, 23
5 Principal Real Estate Securities R5 2.76M (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 2.73M (1.81%) 5.54K
Increased by +0.20%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 2.18M (1.44%) 54.22K
Increased by +2.49%
Nov 30, 23
8 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.86M (1.23%) 520.51K
Increased by +27.98%
Nov 30, 23
9 UWS Schroder Global Prpty Sec B 1.64M (1.09%) -24.81K
Decreased by -1.51%
Sep 30, 23
10 AEW Global Diversified REIT (EPRA) 1.42M (0.94%) 413.13K
Increased by +29.09%
Sep 30, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 1.22M (0.81%) -10.47K
Decreased by -0.86%
Nov 30, 23
12 Vanguard Real Estate II Index 959.73K (0.64%) -4.37K
Decreased by -0.46%
Nov 30, 23
13 DFA Real Estate Securities I 919.52K (0.61%) -6.44K
Decreased by -0.70%
Nov 30, 23
14 iShares S&P Mid-Cap 400 Value ETF 887.63K (0.59%) 887.63K
Increased by +100.00%
Dec 29, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 878.71K (0.58%) 12.10K
Increased by +1.38%
Dec 31, 23
16 Daiwa US REIT Mother Fund 853.47K (0.57%) -10.91K
Decreased by -1.28%
Mar 15, 23
17 Fidelity® Extended Market Index 843.92K (0.56%) -17.77K
Decreased by -2.11%
Nov 30, 23
18 Schwab US REIT ETF™ 779.62K (0.52%) 123.00
Increased by +0.02%
Dec 30, 23
19 State St S&P Midcap® Indx SL Cl II 727.05K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
20 Palisade Small Cap Core Equity 726.57K (0.48%) 44.03K
Increased by +6.06%
Sep 30, 23