Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWR 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 JKJ 1000.00%
6 IYY 1000.00%
7 IYR 1000.00%
8 IWV 1000.00%
9 ISCB 1000.00%
10 ISCV 1000.00%
11 IWS 1000.00%
12 GRI_old 1.88%
13 RDOG 1.50%
14 HIPS 1.22%
15 HDLB 1.04%
16 VRAI 0.99%
17 RFV 0.91%
18 REK 0.90%
19 SRS 0.90%
20 GYLD 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 86.84M (14.76%) 2.91K
Increased by +0.00%
Sep 30, 23
2 BlackRock Inc 68.96M (11.72%) -268.19K
Decreased by -0.39%
Sep 30, 23
3 Cohen & Steers Inc 42.34M (7.20%) -3.78M
Decreased by -8.93%
Sep 30, 23
4 State Street Corporation 33.53M (5.70%) 35.84K
Increased by +0.11%
Sep 30, 23
5 Geode Capital Management, LLC 11.97M (2.04%) 277.78K
Increased by +2.32%
Sep 30, 23
6 CenterSquare Investment Management LLC 10.97M (1.87%) -82.03K
Decreased by -0.75%
Sep 30, 23
7 Daiwa Securities Group Inc 9.05M (1.54%) -693.88K
Decreased by -7.67%
Sep 30, 23
8 Charles Schwab Investment Management Inc 8.61M (1.46%) 1.99M
Increased by +23.11%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 8.43M (1.43%) -178.19K
Decreased by -2.11%
Sep 30, 23
10 Bank of New York Mellon Corp 7.38M (1.25%) -1.67M
Decreased by -22.63%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 6.04M (1.03%) -3.85M
Decreased by -63.83%
Sep 30, 23
12 Cardinal Capital Management Llc 5.86M (1.00%) -309.37K
Decreased by -5.28%
Sep 30, 23
13 Coatue Management LLC 5.75M (0.98%) 5.75M
Increased by +100.00%
Sep 30, 23
14 Balyasny Asset Management LLC 5.49M (0.93%) -1.59M
Decreased by -29.01%
Sep 30, 23
15 Northern Trust Corp 5.12M (0.87%) -135.91K
Decreased by -2.66%
Sep 30, 23
16 LaSalle Investment Management Securities LLC 5.07M (0.86%) 1.68M
Increased by +33.17%
Sep 30, 23
17 Legal & General Group PLC 4.85M (0.82%) 13.59K
Increased by +0.28%
Sep 30, 23
18 Millennium Management LLC 4.34M (0.74%) 3.28M
Increased by +75.66%
Sep 30, 23
19 Sumitomo Mitsui Trust Holdings Inc 4.32M (0.73%) 791.32K
Increased by +18.33%
Sep 30, 23
20 Deutsche Bank AG 3.95M (0.67%) 3.55M
Increased by +89.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 24.25M (4.12%) -409.40K
Decreased by -1.69%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 18.75M (3.19%) 26.86K
Increased by +0.14%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 18.18M (3.09%) -3.29K
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 15.49M (2.63%) 47.51K
Increased by +0.31%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 10.78M (1.83%) 33.80K
Increased by +0.31%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 8.65M (1.47%) 142.54K
Increased by +1.65%
Nov 30, 23
7 Cohen & Steers Real Estate Securities A 7.99M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
8 Daiwa US-REIT Open Mother Fund 6.11M (1.04%) 6.11M
Increased by +100.00%
Sep 19, 23
9 Cohen & Steers Instl Realty Shares 5.89M (1.00%) -730.94K
Decreased by -12.41%
Sep 30, 23
10 Cohen & Steers Realty Shares L 5.34M (0.91%) -605.98K
Decreased by -11.36%
Sep 30, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 4.79M (0.81%) -41.24K
Decreased by -0.86%
Nov 30, 23
12 Cardinal Capital SMID Cap Value Equity 4.33M (0.74%) -171.75K
Decreased by -3.97%
Sep 30, 23
13 Vanguard Real Estate II Index 3.77M (0.64%) -18.01K
Decreased by -0.48%
Nov 30, 23
14 DFA Real Estate Securities I 3.66M (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares S&P Mid-Cap 400 Value ETF 3.50M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 3.46M (0.59%) 96.60K
Increased by +2.79%
Dec 31, 23
17 Fidelity® Extended Market Index 3.18M (0.54%) 536.72K
Increased by +16.90%
Nov 30, 23
18 Schwab US REIT ETF™ 3.07M (0.52%) 485.00
Increased by +0.02%
Dec 30, 23
19 DFA Global Real Estate Securities Port 2.82M (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
20 State St S&P Midcap® Indx SL Cl II 2.81M (0.48%) -38.70K
Decreased by -1.38%
Dec 31, 23