| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IYR | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | ISCG | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | JKK | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | JKJ | 1000.00% |
| 15 | SILJ | 10.68% |
| 16 | REIT | 5.11% |
| 17 | FFR | 4.36% |
| 18 | SIL | 4.35% |
| 19 | DTRE | 4.23% |
| 20 | INDS | 4.05% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 19.22M (14.60%) | -30.39K Decreased by -0.16% | Sep 30, 23 |
| 2 | BlackRock Inc | 15.19M (11.54%) | -287.98K Decreased by -1.90% | Sep 30, 23 |
| 3 | Principal Financial Group Inc | 7.30M (5.55%) | -2.17M Decreased by -29.66% | Sep 30, 23 |
| 4 | State Street Corporation | 7.28M (5.53%) | -14.10K Decreased by -0.19% | Sep 30, 23 |
| 5 | Blackstone Inc | 5.00M (3.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | CenterSquare Investment Management LLC | 3.68M (2.80%) | 52.49K Increased by +1.43% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 3.02M (2.30%) | 158.72K Increased by +5.25% | Sep 30, 23 |
| 8 | Ameriprise Financial Inc | 2.79M (2.12%) | -42.38K Decreased by -1.52% | Sep 30, 23 |
| 9 | Nomura Holdings Inc | 2.71M (2.06%) | -694.03K Decreased by -25.63% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 2.55M (1.94%) | 972.02K Increased by +38.13% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.24M (1.70%) | 42.54K Increased by +1.90% | Sep 30, 23 |
| 12 | HSBC Holdings PLC | 2.24M (1.70%) | 403.89K Increased by +18.02% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 2.17M (1.65%) | 302.98K Increased by +13.94% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 1.98M (1.51%) | 51.83K Increased by +2.62% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 1.89M (1.43%) | -1.00K Decreased by -0.05% | Sep 30, 23 |
| 16 | Victory Capital Management Inc. | 1.82M (1.38%) | -84.32K Decreased by -4.64% | Sep 30, 23 |
| 17 | Cohen & Steers Inc | 1.74M (1.32%) | -1.43M Decreased by -81.87% | Sep 30, 23 |
| 18 | TOMS Capital Investment Management LP | 1.61M (1.23%) | -749.50K Decreased by -46.47% | Sep 30, 23 |
| 19 | Daiwa Securities Group Inc | 1.56M (1.19%) | -1.29M Decreased by -82.85% | Sep 30, 23 |
| 20 | V3 Capital Management, LP | 1.42M (1.08%) | 939.75K Increased by +66.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 5.36M (4.07%) | -85.59K Decreased by -1.60% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.12M (3.13%) | 4.10K Increased by +0.10% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 4.01M (3.05%) | -727.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 3.42M (2.60%) | 14.03K Increased by +0.41% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.38M (1.81%) | 8.41K Increased by +0.35% | Nov 30, 23 |
| 6 | Principal Real Estate Securities R5 | 2.11M (1.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.93M (1.46%) | 48.23K Increased by +2.50% | Nov 30, 23 |
| 8 | Columbia Focused Mid Cap Value | 1.08M (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Columbia Select Mid Cap Value Instl | 1.08M (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | SPDR® S&P MIDCAP 400 ETF Trust | 1.06M (0.80%) | -9.11K Decreased by -0.86% | Nov 30, 23 |
| 11 | Daiwa US-REIT Open Mother Fund | 1.04M (0.79%) | -437.34K Decreased by -41.95% | Sep 19, 23 |
| 12 | Victory Small Cap Value CIT (Net 75) | 990.00K (0.75%) | -105.10K Decreased by -10.62% | Sep 30, 23 |
| 13 | Victory Sycamore Small Company Opp R | 990.00K (0.75%) | -105.10K Decreased by -10.62% | Sep 30, 23 |
| 14 | Vanguard Real Estate II Index | 834.82K (0.63%) | -3.15K Decreased by -0.38% | Nov 30, 23 |
| 15 | Nikko World REIT Mother | 796.48K (0.61%) | -133.69K Decreased by -16.78% | Jul 5, 23 |
| 16 | DFA Real Estate Securities I | 789.92K (0.60%) | -14.68K Decreased by -1.86% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 773.98K (0.59%) | 26.40K Increased by +3.41% | Dec 31, 23 |
| 18 | JHancock Small Cap Core NAV | 730.51K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Fidelity® Extended Market Index | 714.78K (0.54%) | 6.59K Increased by +0.92% | Nov 30, 23 |
| 20 | Schwab US REIT ETF™ | 679.47K (0.52%) | 107.00 Increased by +0.02% | Dec 30, 23 |