Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 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 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 ILCB 1000.00%
16 ITOT 1000.00%
17 IMCV 1000.00%
18 IMCG 1000.00%
19 IMCB 1000.00%
20 ILCV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.69M (16.12%) 1.01M
Increased by +3.01%
Sep 30, 23
2 Capital World Investors 21.48M (10.28%) 3.60M
Increased by +16.77%
Sep 30, 23
3 BlackRock Inc 20.76M (9.93%) -1.47M
Decreased by -7.08%
Sep 30, 23
4 State Street Corporation 13.51M (6.46%) -98.94K
Decreased by -0.73%
Sep 30, 23
5 Cohen & Steers Inc 10.38M (4.97%) 4.67M
Increased by +45.01%
Sep 30, 23
6 Principal Financial Group Inc 6.51M (3.11%) 892.81K
Increased by +13.72%
Sep 30, 23
7 Geode Capital Management, LLC 5.18M (2.48%) 549.78K
Increased by +10.62%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 4.22M (2.02%) 2.15K
Increased by +0.05%
Sep 30, 23
9 JPMorgan Chase & Co 3.35M (1.60%) 1.35M
Increased by +40.20%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 3.07M (1.47%) 27.15K
Increased by +0.88%
Sep 30, 23
11 Massachusetts Financial Services Company 3.03M (1.45%) -706.16K
Decreased by -23.29%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 3.02M (1.45%) 257.50K
Increased by +8.51%
Sep 30, 23
13 CenterSquare Investment Management LLC 2.92M (1.40%) 993.38K
Increased by +34.02%
Sep 30, 23
14 Apg Investments Us Inc 2.92M (1.40%) -18.92K
Decreased by -0.65%
Sep 30, 23
15 Northern Trust Corp 2.72M (1.30%) 155.68K
Increased by +5.71%
Sep 30, 23
16 Daiwa Securities Group Inc 2.51M (1.20%) 583.25K
Increased by +23.21%
Sep 30, 23
17 Legal & General Group PLC 2.40M (1.15%) 149.16K
Increased by +6.21%
Sep 30, 23
18 Charles Schwab Investment Management Inc 2.14M (1.03%) -120.52K
Decreased by -5.62%
Sep 30, 23
19 Goldman Sachs Group Inc 2.11M (1.01%) 940.42K
Increased by +44.51%
Sep 30, 23
20 FMR Inc 1.99M (0.95%) -3.23M
Decreased by -162.02%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.57M (4.10%) -136.98K
Decreased by -1.60%
Nov 30, 23
2 American Funds Washington Mutual A 6.64M (3.18%) 645.97K
Increased by +9.72%
Sep 30, 23
3 Capital Group Wash Mutual Invtrs Comp 6.64M (3.18%) 645.97K
Increased by +9.72%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 6.62M (3.17%) 7.99K
Increased by +0.12%
Nov 30, 23
5 American Funds American Balanced A 6.37M (3.05%) 1.39M
Increased by +21.83%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 5.15M (2.46%) 48.49K
Increased by +0.94%
Nov 30, 23
7 American Funds Income Fund of Amer A 4.82M (2.31%) 172.70K
Increased by +3.58%
Sep 30, 23
8 Vanguard Mid Cap Index Institutional 4.80M (2.30%) 4.16K
Increased by +0.09%
Nov 30, 23
9 American Funds American Mutual A 2.66M (1.27%) -5.54K
Decreased by -0.21%
Sep 30, 23
10 Capital Group American Mutual Comp 2.66M (1.27%) -5.54K
Decreased by -0.21%
Sep 30, 23
11 Fidelity® 500 Index 2.45M (1.17%) 19.49K
Increased by +0.80%
Oct 31, 23
12 American Funds Fundamental Invs A 2.41M (1.16%) 1.20M
Increased by +49.89%
Sep 30, 23
13 Capital Group Fundamental Invtrs Comp 2.41M (1.16%) 1.20M
Increased by +49.89%
Sep 30, 23
14 SPDR® S&P 500 ETF Trust 2.40M (1.15%) 7.63K
Increased by +0.32%
Nov 30, 23
15 Principal Real Estate Securities R5 2.16M (1.03%) 155.47K
Increased by +7.19%
Nov 30, 23
16 American Funds Capital Income Bldr A 2.12M (1.02%) 109.40K
Increased by +5.15%
Sep 30, 23
17 iShares Core S&P 500 ETF 2.08M (1.00%) 2.02K
Increased by +0.10%
Nov 30, 23
18 Vanguard Value Index Inv 1.81M (0.87%) 2.86K
Increased by +0.16%
Nov 30, 23
19 Daiwa US-REIT Open Mother Fund 1.68M (0.80%) 628.55K
Increased by +37.37%
Sep 19, 23
20 Cohen & Steers Real Estate Securities A 1.53M (0.73%) 895.90K
Increased by +58.55%
Sep 30, 23