Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.40M (15.18%) 372.18K
Increased by +0.65%
Sep 30, 23
2 BlackRock Inc 40.69M (10.76%) 320.53K
Increased by +0.79%
Sep 30, 23
3 State Street Corporation 24.48M (6.47%) -538.17K
Decreased by -2.20%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 19.70M (5.21%) 1.31M
Increased by +6.66%
Sep 30, 23
5 Apg Investments Us Inc 11.53M (3.05%) -171.23K
Decreased by -1.49%
Sep 30, 23
6 Arnhold & S. Bleichroeder Advisers, LLC 8.81M (2.33%) -80.54K
Decreased by -0.91%
Sep 30, 23
7 Resolution Capital Limited 8.44M (2.23%) -932.62K
Decreased by -11.05%
Sep 30, 23
8 Geode Capital Management, LLC 8.21M (2.17%) 222.94K
Increased by +2.72%
Sep 30, 23
9 Macquarie Group Ltd 7.06M (1.87%) -347.79K
Decreased by -4.92%
Sep 30, 23
10 JPMorgan Chase & Co 6.85M (1.81%) -3.89M
Decreased by -56.77%
Sep 30, 23
11 Northern Trust Corp 5.46M (1.44%) 94.51K
Increased by +1.73%
Sep 30, 23
12 Legal & General Group PLC 5.37M (1.42%) -99.88K
Decreased by -1.86%
Sep 30, 23
13 Chai Trust Co., LLC 5.36M (1.42%) -42.56K
Decreased by -0.79%
Sep 30, 23
14 CenterSquare Investment Management LLC 5.22M (1.38%) -653.29K
Decreased by -12.52%
Sep 30, 23
15 Canada Pension Plan Investment Board 5.21M (1.38%) 629.81K
Increased by +12.10%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 5.20M (1.37%) 84.30K
Increased by +1.62%
Sep 30, 23
17 FMR Inc 4.42M (1.17%) 1.80M
Increased by +40.66%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 4.14M (1.09%) 203.47K
Increased by +4.92%
Sep 30, 23
19 Charles Schwab Investment Management Inc 3.74M (0.99%) 98.24K
Increased by +2.63%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 3.43M (0.91%) 406.16K
Increased by +11.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 14.60M (3.86%) -233.22K
Decreased by -1.60%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 11.27M (2.98%) 13.31K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 8.40M (2.22%) 74.36K
Increased by +0.88%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 8.19M (2.17%) 11.25K
Increased by +0.14%
Nov 30, 23
5 First Eagle Global A 6.19M (1.64%) 242.43K
Increased by +3.92%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 4.22M (1.12%) -29.93K
Decreased by -0.71%
Dec 31, 23
7 Fidelity® 500 Index 4.02M (1.06%) 25.57K
Increased by +0.64%
Nov 30, 23
8 T. Rowe Price Equity Income 3.82M (1.01%) 10.00K
Increased by +0.26%
Sep 30, 23
9 T. Rowe Price US Lg-Cp Equity Inc Comp 3.82M (1.01%) 10.00K
Increased by +0.26%
Sep 30, 23
10 T. Rowe Price Dividend Growth 3.73M (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
11 T. Rowe Price US Dividend Growth Eq Comp 3.73M (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
12 iShares Core S&P 500 ETF 3.44M (0.91%) 2.05K
Increased by +0.06%
Dec 29, 23
13 Vanguard Value Index Inv 3.08M (0.82%) 4.45K
Increased by +0.14%
Nov 30, 23
14 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.91M (0.77%) -107.46K
Decreased by -3.69%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 2.90M (0.77%) -12.89K
Decreased by -0.44%
Nov 30, 23
16 Delaware Value® Inst 2.56M (0.68%) 0.00
Increased by 0.00%
Oct 31, 23
17 Fidelity US REIT Mother Fund 2.54M (0.67%) 2.54M
Increased by +100.00%
Sep 15, 23
18 Vanguard Institutional Index I 2.30M (0.61%) -7.74K
Decreased by -0.34%
Nov 30, 23
19 Vanguard Real Estate II Index 2.27M (0.60%) -9.53K
Decreased by -0.42%
Nov 30, 23
20 DFA Real Estate Securities I 2.15M (0.57%) -36.03K
Decreased by -1.67%
Nov 30, 23