Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IUSV 1000.00%
3 IWB 1000.00%
4 IWD 1000.00%
5 IWR 1000.00%
6 IWS 1000.00%
7 IWV 1000.00%
8 IYR 1000.00%
9 JKG 1000.00%
10 IYY 1000.00%
11 JKD 1000.00%
12 IVE 1000.00%
13 IMCG 1000.00%
14 IMCB 1000.00%
15 IVV 1000.00%
16 ITOT 1000.00%
17 ILCG 1000.00%
18 ILCB 1000.00%
19 RESI 7.88%
20 BYRE 6.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 96.89M (15.89%) -399.85K
Decreased by -0.41%
Sep 30, 23
2 Cohen & Steers Inc 79.49M (13.03%) -991.42K
Decreased by -1.25%
Sep 30, 23
3 BlackRock Inc 58.93M (9.66%) -991.87K
Decreased by -1.68%
Sep 30, 23
4 State Street Corporation 37.52M (6.15%) -730.27K
Decreased by -1.95%
Sep 30, 23
5 Principal Financial Group Inc 20.78M (3.41%) 138.21K
Increased by +0.67%
Sep 30, 23
6 FMR Inc 17.22M (2.82%) -509.86K
Decreased by -2.96%
Sep 30, 23
7 Apg Investments Us Inc 16.71M (2.74%) -528.98K
Decreased by -3.17%
Sep 30, 23
8 Daiwa Securities Group Inc 16.64M (2.73%) -382.38K
Decreased by -2.30%
Sep 30, 23
9 JPMorgan Chase & Co 15.90M (2.61%) -656.64K
Decreased by -4.13%
Sep 30, 23
10 Geode Capital Management, LLC 13.76M (2.26%) 147.37K
Increased by +1.07%
Sep 30, 23
11 Canada Pension Plan Investment Board 12.34M (2.02%) 1.08M
Increased by +8.76%
Sep 30, 23
12 Resolution Capital Limited 10.54M (1.73%) -3.64M
Decreased by -34.54%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 8.99M (1.47%) 1.47M
Increased by +16.30%
Sep 30, 23
14 D1 Capital Partners L.P. 8.69M (1.42%) 8.69M
Increased by +100.00%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 8.68M (1.42%) 50.74K
Increased by +0.58%
Sep 30, 23
16 Amvescap Plc. 7.72M (1.27%) -467.21K
Decreased by -6.05%
Sep 30, 23
17 CenterSquare Investment Management LLC 7.63M (1.25%) -3.19M
Decreased by -41.78%
Sep 30, 23
18 Northern Trust Corp 7.07M (1.16%) 151.90K
Increased by +2.15%
Sep 30, 23
19 Legal & General Group PLC 6.94M (1.14%) -170.03K
Decreased by -2.45%
Sep 30, 23
20 CBRE Investment Management Listed Real Assets LLC 6.08M (1.00%) 1.24M
Increased by +20.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 24.82M (4.07%) -403.37K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 19.15M (3.14%) 22.98K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 14.02M (2.30%) 124.25K
Increased by +0.89%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 13.91M (2.28%) 17.80K
Increased by +0.13%
Nov 30, 23
5 Cohen & Steers Real Estate Securities A 12.62M (2.07%) -511.70K
Decreased by -4.05%
Sep 30, 23
6 Daiwa US-REIT Open Mother Fund 11.39M (1.87%) -686.74K
Decreased by -6.03%
Sep 19, 23
7 Cohen & Steers Instl Realty Shares 8.94M (1.47%) -88.44K
Decreased by -0.99%
Sep 30, 23
8 Cohen & Steers Realty Shares L 8.06M (1.32%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 7.10M (1.16%) -49.79K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 6.70M (1.10%) 42.65K
Increased by +0.64%
Nov 30, 23
11 Principal Real Estate Securities R5 6.49M (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Core S&P 500 ETF 5.73M (0.94%) 3.42K
Increased by +0.06%
Dec 29, 23
13 Vanguard Growth Index Investor 5.39M (0.88%) 27.88K
Increased by +0.52%
Nov 30, 23
14 Vanguard Mid-Cap Growth ETF 4.26M (0.70%) 13.36K
Increased by +0.31%
Nov 30, 23
15 Fidelity US REIT Mother Fund 4.21M (0.69%) -393.80K
Decreased by -9.35%
Sep 15, 23
16 Vanguard Real Estate II Index 3.86M (0.63%) -17.24K
Decreased by -0.45%
Nov 30, 23
17 Vanguard Institutional Index I 3.83M (0.63%) -12.90K
Decreased by -0.34%
Nov 30, 23
18 DFA Real Estate Securities I 3.65M (0.60%) -92.57K
Decreased by -2.53%
Nov 30, 23
19 Cohen & Steers Qty Inc Realty 3.35M (0.55%) -63.35K
Decreased by -1.89%
Sep 30, 23
20 Real Estate Select Sector SPDR® 3.25M (0.53%) -13.69K
Decreased by -0.42%
Dec 29, 23