Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ITOT 1000.00%
3 IUSV 1000.00%
4 IWB 1000.00%
5 IWD 1000.00%
6 IYY 1000.00%
7 IYR 1000.00%
8 IWR 1000.00%
9 IWS 1000.00%
10 KBWY 3.27%
11 RDOG 2.25%
12 GRI_old 2.15%
13 JPRE 2.06%
14 REIT 1.98%
15 REZ 1.83%
16 RIET 1.58%
17 PSR 1.31%
18 VRAI 1.16%
19 ICAP 0.82%
20 FDVV 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 64.41M (17.01%) 884.27K
Increased by +1.37%
Sep 30, 23
2 Vanguard Group Inc 53.83M (14.21%) -156.74K
Decreased by -0.29%
Sep 30, 23
3 BlackRock Inc 45.79M (12.09%) 871.38K
Increased by +1.90%
Sep 30, 23
4 State Street Corporation 22.46M (5.93%) 36.65K
Increased by +0.16%
Sep 30, 23
5 Daiwa Securities Group Inc 14.41M (3.80%) 567.21K
Increased by +3.94%
Sep 30, 23
6 Principal Financial Group Inc 11.78M (3.11%) -463.47K
Decreased by -3.93%
Sep 30, 23
7 Mariner Value Strategies, LLC 11.59M (3.06%) 81.43K
Increased by +0.70%
Sep 30, 23
8 Apg Investments Us Inc 11.22M (2.96%) -156.01K
Decreased by -1.39%
Sep 30, 23
9 Rush Island Management, LP 11.01M (2.91%) 3.35M
Increased by +30.43%
Sep 30, 23
10 Amvescap Plc. 9.37M (2.47%) -190.00K
Decreased by -2.03%
Sep 30, 23
11 Geode Capital Management, LLC 7.30M (1.93%) 184.50K
Increased by +2.53%
Sep 30, 23
12 Canada Pension Plan Investment Board 7.08M (1.87%) 1.36M
Increased by +19.20%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 5.71M (1.51%) 1.37M
Increased by +24.09%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 5.48M (1.45%) -6.36K
Decreased by -0.12%
Sep 30, 23
15 Charles Schwab Investment Management Inc 4.99M (1.32%) 46.55K
Increased by +0.93%
Sep 30, 23
16 Bank of New York Mellon Corp 4.82M (1.27%) -154.50K
Decreased by -3.20%
Sep 30, 23
17 Legal & General Group PLC 4.73M (1.25%) -323.60K
Decreased by -6.85%
Sep 30, 23
18 Thrivent Financial For Lutherans 4.17M (1.10%) -1.23M
Decreased by -29.45%
Sep 30, 23
19 Northern Trust Corp 3.70M (0.98%) 17.74K
Increased by +0.48%
Sep 30, 23
20 Sumitomo Mitsui Trust Holdings Inc 3.07M (0.81%) 390.37K
Increased by +12.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.44M (4.08%) -254.43K
Decreased by -1.65%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 12.01M (3.17%) 16.29K
Increased by +0.14%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 11.71M (3.09%) 0.00
Increased by 0.00%
Nov 30, 23
4 Daiwa US-REIT Open Mother Fund 9.89M (2.61%) 914.78K
Increased by +9.25%
Sep 19, 23
5 Vanguard Small Cap Index 9.87M (2.60%) 41.32K
Increased by +0.42%
Nov 30, 23
6 Cohen & Steers Real Estate Securities A 9.11M (2.41%) 0.00
Increased by 0.00%
Sep 30, 23
7 Nuance Mid Cap Value Separate Account 7.88M (2.08%) -193.65K
Decreased by -2.46%
Sep 30, 23
8 Cohen & Steers Instl Realty Shares 7.56M (2.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Cohen & Steers Realty Shares L 6.72M (1.78%) 234.38K
Increased by +3.49%
Sep 30, 23
10 Nuance Mid Cap Value Institutional 5.61M (1.48%) 18.60K
Increased by +0.33%
Jul 31, 23
11 Vanguard Small Cap Growth Index Inv 5.52M (1.46%) 31.65K
Increased by +0.57%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 5.50M (1.45%) 104.02K
Increased by +1.89%
Nov 30, 23
13 AMOne Shinko US-REIT Open 3.62M (0.95%) -97.69K
Decreased by -2.70%
Sep 5, 23
14 Principal Real Estate Securities R5 3.36M (0.89%) 0.00
Increased by 0.00%
Oct 31, 23
15 Cohen & Steers Qty Inc Realty 3.35M (0.88%) 400.50K
Increased by +11.97%
Sep 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 3.05M (0.81%) -26.24K
Decreased by -0.86%
Nov 30, 23
17 Daiwa US REIT Mother Fund 2.41M (0.64%) 1.26M
Increased by +52.20%
Mar 15, 23
18 Vanguard Real Estate II Index 2.40M (0.63%) -9.13K
Decreased by -0.38%
Nov 30, 23
19 iShares S&P Mid-Cap 400 Value ETF 2.34M (0.62%) -1.81K
Decreased by -0.08%
Nov 30, 23
20 DFA Real Estate Securities I 2.32M (0.61%) -35.21K
Decreased by -1.52%
Oct 31, 23