Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 IWC 1000.00%
9 ITOT 1000.00%
10 ISCB 1000.00%
11 ISCG 1000.00%
12 NETL 3.98%
13 KBWY 3.42%
14 GRI_old 2.22%
15 RDOG 2.18%
16 RIET 1.19%
17 SDIV 0.85%
18 JMBS 0.42%
19 SMHB 0.33%
20 SMLV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.10M (10.43%) 3.15K
Increased by +0.08%
Sep 30, 23
2 BlackRock Inc 3.12M (7.92%) -164.79K
Decreased by -5.29%
Sep 30, 23
3 Renaissance Technologies Corp 1.41M (3.59%) -44.10K
Decreased by -3.12%
Sep 30, 23
4 State Street Corporation 984.62K (2.50%) -9.60K
Decreased by -0.97%
Sep 30, 23
5 Geode Capital Management, LLC 950.43K (2.42%) 29.17K
Increased by +3.07%
Sep 30, 23
6 Amvescap Plc. 771.70K (1.96%) 17.44K
Increased by +2.26%
Sep 30, 23
7 XML Financial, LLC 565.64K (1.44%) -1.80K
Decreased by -0.32%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 557.27K (1.42%) 17.29K
Increased by +3.10%
Sep 30, 23
9 Northern Trust Corp 385.13K (0.98%) 9.13K
Increased by +2.37%
Sep 30, 23
10 CastleKnight Management LP 351.28K (0.89%) -25.32K
Decreased by -7.21%
Sep 30, 23
11 LSV Asset Management 327.50K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
12 Charles Schwab Investment Management Inc 308.51K (0.78%) 7.94K
Increased by +2.57%
Sep 30, 23
13 Citadel Advisors Llc 258.03K (0.66%) -23.34K
Decreased by -9.05%
Sep 30, 23
14 Bank of New York Mellon Corp 245.78K (0.62%) 5.88K
Increased by +2.39%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 211.00K (0.54%) 3.37K
Increased by +1.60%
Sep 30, 23
16 State of New Jersey Common Pension Fd D 194.51K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
17 Goldman Sachs Group Inc 169.75K (0.43%) -55.58K
Decreased by -32.74%
Sep 30, 23
18 LPL Financial Corp 164.27K (0.42%) -14.60K
Decreased by -8.89%
Sep 30, 23
19 National Asset Management Inc 160.27K (0.41%) -12.30K
Decreased by -7.68%
Sep 30, 23
20 Exchange Traded Concepts, LLC 151.41K (0.38%) -28.57K
Decreased by -18.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.63M (4.15%) -14.85K
Decreased by -0.91%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.02%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 1.10M (2.80%) 7.01K
Increased by +0.64%
Dec 29, 23
4 Invesco KBW Premium Yield Eq REIT ETF 651.25K (1.66%) 936.00
Increased by +0.14%
Dec 29, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 591.75K (1.50%) 1.51K
Increased by +0.25%
Nov 30, 23
6 Global X SuperDividend™ ETF 479.48K (1.22%) -3.57K
Decreased by -0.74%
Dec 29, 23
7 Fidelity® Small Cap Index 405.68K (1.03%) 10.20K
Increased by +2.51%
Oct 31, 23
8 iShares Russell 2000 Value ETF 321.51K (0.82%) 597.00
Increased by +0.19%
Dec 29, 23
9 Vanguard Real Estate II Index 251.80K (0.64%) -1.01K
Decreased by -0.40%
Nov 30, 23
10 DFA Real Estate Securities I 245.22K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 237.98K (0.60%) 16.00K
Increased by +6.72%
Dec 31, 23
12 Fidelity® Extended Market Index 223.11K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fundamental Income Net Lease Rl Estt ETF 193.82K (0.49%) 0.00
Increased by 0.00%
Dec 29, 23
14 Schwab US Small-Cap ETF™ 179.89K (0.46%) 78.00
Increased by +0.04%
Dec 30, 23
15 DFA Global Real Estate Securities Port 170.79K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
16 State St Russell Sm Cap® Indx SL Cl I 149.97K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Russell 2000 ETF 124.32K (0.32%) 2.51K
Increased by +2.02%
Nov 30, 23
18 NT R2000 Index Fund - NL 115.84K (0.29%) 1.89K
Increased by +1.63%
Sep 30, 23
19 Vanguard Explorer Inv 109.59K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
20 BlackRock Extended Equity Market K 98.72K (0.25%) 14.28K
Increased by +14.46%
Dec 31, 23