Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IWV 1000.00%
3 ILCG 1000.00%
4 ILCB 1000.00%
5 IWX 1000.00%
6 IWF 1000.00%
7 IWY 1000.00%
8 JKD 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IVW 1000.00%
12 IVV 1000.00%
13 IVE 1000.00%
14 IUSV 1000.00%
15 IUSG 1000.00%
16 JKE 1000.00%
17 IWL 1000.00%
18 ITOT 1000.00%
19 SRVR 15.29%
20 VPN 12.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.23M (13.07%) 34.93K
Increased by +0.29%
Sep 30, 23
2 BlackRock Inc 9.05M (9.67%) -198.62K
Decreased by -2.19%
Sep 30, 23
3 State Street Corporation 6.03M (6.45%) -86.88K
Decreased by -1.44%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 4.21M (4.50%) -385.11K
Decreased by -9.15%
Sep 30, 23
5 Cohen & Steers Inc 2.58M (2.75%) 252.53K
Increased by +9.80%
Sep 30, 23
6 FMR Inc 2.19M (2.34%) -61.22K
Decreased by -2.80%
Sep 30, 23
7 Geode Capital Management, LLC 2.13M (2.27%) 53.03K
Increased by +2.50%
Sep 30, 23
8 JPMorgan Chase & Co 1.43M (1.53%) -150.96K
Decreased by -10.54%
Sep 30, 23
9 Apg Investments Us Inc 1.41M (1.51%) 5.19K
Increased by +0.37%
Sep 30, 23
10 Principal Financial Group Inc 1.40M (1.49%) 431.44K
Increased by +30.85%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 1.37M (1.47%) 226.84K
Increased by +16.52%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.30M (1.39%) 7.90K
Increased by +0.61%
Sep 30, 23
13 Northern Trust Corp 1.19M (1.27%) 20.24K
Increased by +1.70%
Sep 30, 23
14 Capital Research Global Investors 1.12M (1.19%) 3.17K
Increased by +0.28%
Sep 30, 23
15 Deutsche Bank AG 1.11M (1.19%) -25.88K
Decreased by -2.33%
Jun 30, 23
16 Legal & General Group PLC 1.11M (1.19%) -30.33K
Decreased by -2.73%
Sep 30, 23
17 Pictet Asset Manangement SA 1.01M (1.08%) 1.01M
Increased by +100.00%
Sep 30, 23
18 Wellington Management Company LLP 979.13K (1.05%) -14.50K
Decreased by -1.48%
Sep 30, 23
19 Charles Schwab Investment Management Inc 974.40K (1.04%) 35.33K
Increased by +3.63%
Sep 30, 23
20 American Century Companies Inc 956.22K (1.02%) -73.88K
Decreased by -7.73%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.79M (4.05%) -60.26K
Decreased by -1.59%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.13%) 3.48K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.28M (2.44%) 21.14K
Increased by +0.93%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 1.16M (1.23%) -8.18K
Decreased by -0.71%
Dec 31, 23
5 Fidelity® 500 Index 1.09M (1.17%) 6.94K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 935.19K (1.00%) 560.00
Increased by +0.06%
Dec 29, 23
7 American Funds Capital Income Bldr A 890.88K (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
8 American Funds American Mutual A 879.77K (0.94%) -1.83K
Decreased by -0.21%
Sep 30, 23
9 Capital Group American Mutual Comp 879.77K (0.94%) -1.83K
Decreased by -0.21%
Sep 30, 23
10 Vanguard Growth Index Investor 824.24K (0.88%) 4.53K
Increased by +0.55%
Nov 30, 23
11 American Funds American Balanced A 649.01K (0.69%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity US REIT Mother Fund 640.60K (0.68%) -23.30K
Decreased by -3.64%
Sep 15, 23
13 Vanguard Institutional Index I 623.62K (0.67%) -1.32K
Decreased by -0.21%
Nov 30, 23
14 Vanguard Real Estate II Index 590.31K (0.63%) -2.48K
Decreased by -0.42%
Nov 30, 23
15 DFA Real Estate Securities I 560.65K (0.60%) -10.42K
Decreased by -1.86%
Nov 30, 23
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 554.19K (0.59%) -68.58K
Decreased by -12.37%
Nov 30, 23
17 Real Estate Select Sector SPDR® 530.86K (0.57%) -2.23K
Decreased by -0.42%
Dec 29, 23
18 American Funds Invmt Co of Amer A 456.85K (0.49%) -832.00
Decreased by -0.18%
Sep 30, 23
19 Capital Group Investment Co of Amer Comp 456.85K (0.49%) -832.00
Decreased by -0.18%
Sep 30, 23
20 Schwab US REIT ETF™ 454.71K (0.49%) 461.00
Increased by +0.10%
Oct 31, 23