Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.93M (16.35%) -161.50K
Decreased by -0.85%
Sep 30, 23
2 BlackRock Inc 11.94M (10.31%) 18.79K
Increased by +0.16%
Sep 30, 23
3 Cohen & Steers Inc 10.77M (9.30%) 34.64K
Increased by +0.32%
Sep 30, 23
4 State Street Corporation 7.53M (6.50%) -115.33K
Decreased by -1.53%
Sep 30, 23
5 FMR Inc 5.46M (4.71%) 592.31K
Increased by +10.85%
Sep 30, 23
6 Apg Investments Us Inc 2.98M (2.58%) -164.23K
Decreased by -5.51%
Sep 30, 23
7 JPMorgan Chase & Co 2.82M (2.43%) -672.04K
Decreased by -23.84%
Sep 30, 23
8 Geode Capital Management, LLC 2.76M (2.38%) 53.85K
Increased by +1.95%
Sep 30, 23
9 Daiwa Securities Group Inc 2.46M (2.13%) -2.46K
Decreased by -0.10%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.35M (2.02%) 31.81K
Increased by +1.36%
Sep 30, 23
11 Blackstone Inc 2.04M (1.76%) 697.20K
Increased by +34.11%
Sep 30, 23
12 Northern Trust Corp 1.73M (1.49%) 93.02K
Increased by +5.39%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1.66M (1.43%) 5.56K
Increased by +0.34%
Sep 30, 23
14 Legal & General Group PLC 1.56M (1.34%) -10.49K
Decreased by -0.67%
Sep 30, 23
15 Canada Pension Plan Investment Board 1.44M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
16 Goldman Sachs Group Inc 1.30M (1.12%) 83.74K
Increased by +6.43%
Sep 30, 23
17 Charles Schwab Investment Management Inc 1.25M (1.08%) 16.89K
Increased by +1.35%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 1.06M (0.91%) 83.97K
Increased by +7.94%
Sep 30, 23
19 Amvescap Plc. 1.00M (0.86%) 136.69K
Increased by +13.65%
Sep 30, 23
20 Bank of New York Mellon Corp 903.76K (0.78%) -44.57K
Decreased by -4.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.73M (4.09%) -76.33K
Decreased by -1.61%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.65M (3.15%) 3.88K
Increased by +0.11%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.85M (2.46%) 26.23K
Increased by +0.92%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 2.65M (2.29%) 2.31K
Increased by +0.09%
Nov 30, 23
5 Daiwa US-REIT Open Mother Fund 1.67M (1.44%) 132.40K
Increased by +7.94%
Sep 19, 23
6 Fidelity US REIT Mother Fund 1.58M (1.37%) 83.20K
Increased by +5.26%
Sep 15, 23
7 Fidelity® 500 Index 1.35M (1.17%) 10.76K
Increased by +0.80%
Oct 31, 23
8 Cohen & Steers Instl Realty Shares 1.34M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
9 Cohen & Steers Real Estate Securities A 1.33M (1.14%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 1.31M (1.13%) 4.21K
Increased by +0.32%
Nov 30, 23
11 Cohen & Steers Realty Shares L 1.20M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
12 iShares Core S&P 500 ETF 1.15M (0.99%) 1.12K
Increased by +0.10%
Nov 30, 23
13 Vanguard Value Index Inv 1.00M (0.87%) 6.10K
Increased by +0.61%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 939.15K (0.81%) -4.17K
Decreased by -0.44%
Nov 30, 23
15 Vanguard Institutional Index I 777.61K (0.67%) -2.62K
Decreased by -0.34%
Nov 30, 23
16 Vanguard Real Estate II Index 736.15K (0.64%) -3.24K
Decreased by -0.44%
Nov 30, 23
17 DFA Real Estate Securities I 709.72K (0.61%) -10.79K
Decreased by -1.52%
Oct 31, 23
18 Fidelity® Real Estate Investment Port 679.00K (0.59%) -1.30K
Decreased by -0.19%
Oct 31, 23
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 670.44K (0.58%) 15.80K
Increased by +2.36%
Nov 30, 23
20 MFS Mid Cap Value A 639.02K (0.55%) 248.66K
Increased by +38.91%
Nov 30, 23