Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ITOT 1000.00%
3 ISCV 1000.00%
4 JKJ 1000.00%
5 IYY 1000.00%
6 IYR 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSV 1000.00%
13 JRE 3.77%
14 ICAP 3.49%
15 PPTY 2.56%
16 RIET 1.75%
17 GBLD 1.58%
18 WTRE 1.25%
19 GRNR 1.18%
20 DRW 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.91M (14.59%) 334.86K
Increased by +1.98%
Sep 30, 23
2 BlackRock Inc 14.19M (12.25%) 73.52K
Increased by +0.52%
Sep 30, 23
3 State Street Corporation 6.35M (5.48%) 95.34K
Increased by +1.50%
Sep 30, 23
4 Principal Financial Group Inc 5.50M (4.75%) 23.59K
Increased by +0.43%
Sep 30, 23
5 Apg Investments Us Inc 5.12M (4.42%) -291.11K
Decreased by -5.68%
Sep 30, 23
6 Canada Pension Plan Investment Board 3.89M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 Amvescap Plc. 3.83M (3.30%) 22.88K
Increased by +0.60%
Sep 30, 23
8 RIMA MANAGEMENT, LLC 2.96M (2.56%) 837.75K
Increased by +28.29%
Sep 30, 23
9 JPMorgan Chase & Co 2.89M (2.50%) 1.56M
Increased by +53.78%
Sep 30, 23
10 Resolution Capital Limited 2.82M (2.44%) -1.88M
Decreased by -66.56%
Sep 30, 23
11 CenterSquare Investment Management LLC 2.52M (2.18%) -584.04K
Decreased by -23.17%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 2.45M (2.11%) 928.65K
Increased by +37.91%
Sep 30, 23
13 Charles Schwab Investment Management Inc 2.03M (1.75%) 404.82K
Increased by +19.99%
Sep 30, 23
14 PGGM Investments 1.92M (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
15 Geode Capital Management, LLC 1.88M (1.63%) 37.16K
Increased by +1.97%
Sep 30, 23
16 Oaktree Capital Management LLC 1.85M (1.60%) 0.00
Increased by 0.00%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 1.62M (1.40%) 74.59K
Increased by +4.61%
Sep 30, 23
18 Northern Trust Corp 1.47M (1.27%) -49.38K
Decreased by -3.36%
Sep 30, 23
19 Prudential Financial Inc 1.46M (1.26%) 1.30M
Increased by +88.96%
Jun 30, 23
20 Federated Hermes Inc 1.32M (1.14%) -146.06K
Decreased by -11.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.51M (3.89%) -74.67K
Decreased by -1.66%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.68M (3.17%) 6.02K
Increased by +0.16%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 3.24M (2.79%) -586.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 3.03M (2.62%) 9.31K
Increased by +0.31%
Nov 30, 23
5 Principal Real Estate Securities R5 1.83M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
6 AMOne Shinko US-REIT Open 1.64M (1.41%) 97.85K
Increased by +5.97%
Sep 5, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.33%) 18.94K
Increased by +1.23%
Nov 30, 23
8 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.30M (1.12%) 348.04K
Increased by +26.75%
Nov 30, 23
9 T. Rowe Price Real Assets Tr I-Z 1.07M (0.92%) 472.54K
Increased by +44.11%
Sep 30, 23
10 Vanguard Small Cap Value Index Inv 1.06M (0.91%) 3.33K
Increased by +0.32%
Nov 30, 23
11 T. Rowe Price Real Assets 928.60K (0.80%) 402.35K
Increased by +43.33%
Sep 30, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 853.88K (0.74%) -7.35K
Decreased by -0.86%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 851.30K (0.73%) 4.32K
Increased by +0.51%
Nov 30, 23
14 Nikko World REIT Mother 760.19K (0.66%) 31.11K
Increased by +4.09%
Jul 5, 23
15 Vanguard Real Estate II Index 703.25K (0.61%) -1.73K
Decreased by -0.25%
Nov 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 679.60K (0.59%) 19.70K
Increased by +2.90%
Dec 31, 23
17 DFA Real Estate Securities I 665.12K (0.57%) -12.36K
Decreased by -1.86%
Nov 30, 23
18 iShares S&P Mid-Cap 400 Value ETF 625.97K (0.54%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Extended Market Index 587.06K (0.51%) -10.23K
Decreased by -1.74%
Nov 30, 23
20 Invesco Real Estate C 567.03K (0.49%) -75.82K
Decreased by -13.37%
Oct 31, 23