Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.97M (16.78%) -1.81M
Decreased by -1.54%
Sep 30, 23
2 BlackRock Inc 74.13M (10.63%) 2.28M
Increased by +3.08%
Sep 30, 23
3 Wellington Management Company LLP 50.28M (7.21%) 6.72M
Increased by +13.37%
Sep 30, 23
4 State Street Corporation 47.27M (6.78%) -804.69K
Decreased by -1.70%
Sep 30, 23
5 Cohen & Steers Inc 23.44M (3.36%) -2.67M
Decreased by -11.40%
Sep 30, 23
6 JPMorgan Chase & Co 22.31M (3.20%) 310.08K
Increased by +1.39%
Sep 30, 23
7 Geode Capital Management, LLC 17.74M (2.54%) 323.77K
Increased by +1.83%
Sep 30, 23
8 Amvescap Plc. 13.20M (1.89%) -7.52M
Decreased by -56.98%
Sep 30, 23
9 Goldman Sachs Group Inc 12.94M (1.86%) -1.45M
Decreased by -11.20%
Sep 30, 23
10 Northern Trust Corp 12.14M (1.74%) 438.01K
Increased by +3.61%
Sep 30, 23
11 Citadel Advisors Llc 11.91M (1.71%) 5.52M
Increased by +46.35%
Sep 30, 23
12 Holocene Advisors, LP 11.48M (1.65%) 11.48M
Increased by +100.00%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 10.51M (1.51%) 86.21K
Increased by +0.82%
Sep 30, 23
14 Charles Schwab Investment Management Inc 9.64M (1.38%) 68.62K
Increased by +0.71%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 9.56M (1.37%) 542.13K
Increased by +5.67%
Sep 30, 23
16 Legal & General Group PLC 9.33M (1.34%) -271.63K
Decreased by -2.91%
Sep 30, 23
17 Daiwa Securities Group Inc 9.17M (1.32%) -45.31K
Decreased by -0.49%
Sep 30, 23
18 Resolution Capital Limited 8.86M (1.27%) -4.83M
Decreased by -54.55%
Sep 30, 23
19 CenterSquare Investment Management LLC 8.44M (1.21%) 2.01M
Increased by +23.81%
Sep 30, 23
20 Nuveen Asset Management, LLC 7.10M (1.02%) 1.06M
Increased by +14.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 28.85M (4.14%) -457.79K
Decreased by -1.59%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 22.31M (3.20%) 25.52K
Increased by +0.11%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 17.34M (2.49%) 136.50K
Increased by +0.79%
Nov 30, 23
4 Vanguard Equity-Income Inv 17.20M (2.47%) 6.05M
Increased by +35.18%
Sep 30, 23
5 Vanguard Wellesley® Income Inv 9.86M (1.41%) 3.12M
Increased by +31.59%
Sep 30, 23
6 Vanguard Small Cap Index 9.21M (1.32%) 37.94K
Increased by +0.41%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 8.78M (1.26%) -61.03K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 8.29M (1.19%) 52.76K
Increased by +0.64%
Nov 30, 23
9 Vanguard Mid Cap Index Institutional 8.09M (1.16%) -1.01K
Decreased by -0.01%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.03M (1.01%) 4.19K
Increased by +0.06%
Dec 29, 23
11 Daiwa US-REIT Open Mother Fund 6.17M (0.89%) 90.42K
Increased by +1.46%
Sep 19, 23
12 Hartford Dividend and Growth Y 5.54M (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
13 Invesco S&P 500® Equal Weight ETF 5.26M (0.75%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Small Cap Growth Index Inv 5.16M (0.74%) 32.18K
Increased by +0.62%
Nov 30, 23
15 MFS Mid Cap Value Equity 5.09M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
16 MFS Mid Cap Value A 5.08M (0.73%) -9.93K
Decreased by -0.20%
Nov 30, 23
17 Vanguard Institutional Index I 4.75M (0.68%) -15.96K
Decreased by -0.34%
Nov 30, 23
18 Vanguard Real Estate II Index 4.49M (0.64%) -18.84K
Decreased by -0.42%
Nov 30, 23
19 AMOne Shinko US-REIT Open 4.28M (0.61%) -1.72M
Decreased by -40.08%
Sep 5, 23
20 DFA Real Estate Securities I 4.18M (0.60%) -152.98K
Decreased by -3.66%
Nov 30, 23