Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.39M (15.67%) 971.03K
Increased by +2.05%
Sep 30, 23
2 BlackRock Inc 31.25M (10.33%) 431.70K
Increased by +1.38%
Sep 30, 23
3 Cohen & Steers Inc 23.44M (7.75%) -6.42M
Decreased by -27.36%
Sep 30, 23
4 State Street Corporation 20.65M (6.83%) 54.28K
Increased by +0.26%
Sep 30, 23
5 Bank of America Corp 11.38M (3.76%) 4.03M
Increased by +35.41%
Sep 30, 23
6 Apg Investments Us Inc 9.26M (3.06%) -299.25K
Decreased by -3.23%
Sep 30, 23
7 JPMorgan Chase & Co 8.96M (2.96%) 1.63M
Increased by +18.24%
Sep 30, 23
8 FMR Inc 8.65M (2.86%) 394.68K
Increased by +4.56%
Sep 30, 23
9 Geode Capital Management, LLC 7.50M (2.48%) 384.66K
Increased by +5.13%
Sep 30, 23
10 Principal Financial Group Inc 5.73M (1.90%) -26.02K
Decreased by -0.45%
Sep 30, 23
11 Canada Pension Plan Investment Board 4.71M (1.56%) 8.00K
Increased by +0.17%
Sep 30, 23
12 Daiwa Securities Group Inc 4.44M (1.47%) -1.25M
Decreased by -28.16%
Sep 30, 23
13 Amvescap Plc. 4.44M (1.47%) -365.87K
Decreased by -8.25%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 4.43M (1.46%) 282.82K
Increased by +6.39%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 4.24M (1.40%) 123.44K
Increased by +2.91%
Sep 30, 23
16 Legal & General Group PLC 3.93M (1.30%) -38.82K
Decreased by -0.99%
Sep 30, 23
17 Northern Trust Corp 3.89M (1.29%) 160.73K
Increased by +4.13%
Sep 30, 23
18 CenterSquare Investment Management LLC 3.15M (1.04%) -1.29M
Decreased by -40.99%
Sep 30, 23
19 Charles Schwab Investment Management Inc 3.15M (1.04%) 180.87K
Increased by +5.74%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 3.14M (1.04%) -72.73K
Decreased by -2.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 11.65M (3.85%) 268.31K
Increased by +2.30%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.49M (3.14%) 22.01K
Increased by +0.23%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 7.38M (2.44%) 68.97K
Increased by +0.93%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 6.88M (2.28%) 8.23K
Increased by +0.12%
Nov 30, 23
5 Cohen & Steers Real Estate Securities A 4.12M (1.36%) -948.83K
Decreased by -23.05%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 3.74M (1.24%) -26.28K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 3.53M (1.17%) 22.45K
Increased by +0.64%
Nov 30, 23
8 Cohen & Steers Instl Realty Shares 3.25M (1.07%) -897.68K
Decreased by -27.65%
Sep 30, 23
9 Daiwa US-REIT Open Mother Fund 3.03M (1.00%) -712.48K
Decreased by -23.49%
Sep 19, 23
10 iShares Core S&P 500 ETF 3.02M (1.00%) 1.80K
Increased by +0.06%
Dec 29, 23
11 Cohen & Steers Realty Shares L 2.94M (0.97%) -810.96K
Decreased by -27.62%
Sep 30, 23
12 Vanguard Value Index Inv 2.60M (0.86%) 9.48K
Increased by +0.37%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 2.44M (0.81%) -10.72K
Decreased by -0.44%
Nov 30, 23
14 Fidelity US REIT Mother Fund 2.34M (0.78%) -574.30K
Decreased by -24.49%
Sep 15, 23
15 Vanguard Institutional Index I 2.02M (0.67%) -4.45K
Decreased by -0.22%
Nov 30, 23
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.96M (0.65%) 333.21K
Increased by +16.98%
Nov 30, 23
17 Principal Real Estate Securities R5 1.92M (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Real Estate II Index 1.91M (0.63%) 63.10K
Increased by +3.30%
Nov 30, 23
19 DFA Real Estate Securities I 1.82M (0.60%) -21.40K
Decreased by -1.18%
Nov 30, 23
20 Real Estate Select Sector SPDR® 1.71M (0.57%) -7.21K
Decreased by -0.42%
Dec 29, 23