Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.87M (15.34%) 4.17M
Increased by +3.76%
Sep 30, 23
2 BlackRock Inc 64.77M (8.96%) 2.93M
Increased by +4.52%
Sep 30, 23
3 State Street Corporation 55.94M (7.74%) 4.30M
Increased by +7.68%
Sep 30, 23
4 Cohen & Steers Inc 43.05M (5.96%) -2.26M
Decreased by -5.24%
Sep 30, 23
5 Geode Capital Management, LLC 16.70M (2.31%) 1.06M
Increased by +6.32%
Sep 30, 23
6 Bank of America Corp 16.43M (2.27%) -7.47M
Decreased by -45.50%
Sep 30, 23
7 Amvescap Plc. 11.59M (1.60%) -82.14K
Decreased by -0.71%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 11.12M (1.54%) -476.89K
Decreased by -4.29%
Sep 30, 23
9 JPMorgan Chase & Co 9.43M (1.30%) -1.62M
Decreased by -17.22%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 9.31M (1.29%) 326.35K
Increased by +3.50%
Sep 30, 23
11 Daiwa Securities Group Inc 9.27M (1.28%) 117.31K
Increased by +1.27%
Sep 30, 23
12 Northern Trust Corp 9.16M (1.27%) 452.05K
Increased by +4.93%
Sep 30, 23
13 Legal & General Group PLC 8.88M (1.23%) 47.44K
Increased by +0.53%
Sep 30, 23
14 Apg Investments Us Inc 7.45M (1.03%) 190.47K
Increased by +2.56%
Sep 30, 23
15 Charles Schwab Investment Management Inc 7.15M (0.99%) 407.54K
Increased by +5.70%
Sep 30, 23
16 CenterSquare Investment Management LLC 6.05M (0.84%) -77.89K
Decreased by -1.29%
Sep 30, 23
17 Bank of New York Mellon Corp 5.44M (0.75%) 135.25K
Increased by +2.49%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 5.19M (0.72%) 657.19K
Increased by +12.65%
Sep 30, 23
19 Resolution Capital Limited 5.04M (0.70%) -2.05M
Decreased by -40.67%
Sep 30, 23
20 Wells Fargo & Co 4.71M (0.65%) 110.45K
Increased by +2.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 28.74M (3.98%) 998.08K
Increased by +3.47%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 22.18M (3.07%) 25.10K
Increased by +0.11%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 17.28M (2.39%) 163.82K
Increased by +0.95%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 16.11M (2.23%) 15.02K
Increased by +0.09%
Nov 30, 23
5 SPDR® S&P Dividend ETF 10.12M (1.40%) 0.00
Increased by 0.00%
Dec 31, 23
6 SPDR® S&P 500 ETF Trust 8.92M (1.23%) -62.63K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 8.26M (1.14%) 52.57K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 7.21M (1.00%) 4.30K
Increased by +0.06%
Dec 29, 23
9 Cohen & Steers Real Estate Securities A 6.37M (0.88%) -1.20M
Decreased by -18.78%
Sep 30, 23
10 Daiwa US-REIT Open Mother Fund 6.25M (0.87%) 281.04K
Increased by +4.49%
Sep 19, 23
11 Cohen & Steers Instl Realty Shares 6.12M (0.85%) -119.56K
Decreased by -1.95%
Sep 30, 23
12 Cohen & Steers Realty Shares L 5.42M (0.75%) -207.91K
Decreased by -3.83%
Sep 30, 23
13 Vanguard Mid-Cap Growth ETF 4.93M (0.68%) 15.52K
Increased by +0.31%
Nov 30, 23
14 Vanguard Institutional Index I 4.72M (0.65%) -9.59K
Decreased by -0.20%
Nov 30, 23
15 DFA Real Estate Securities I 4.34M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Real Estate II Index 4.17M (0.58%) 203.66K
Increased by +4.88%
Nov 30, 23
17 Real Estate Select Sector SPDR® 4.09M (0.57%) -17.23K
Decreased by -0.42%
Dec 29, 23
18 Schwab US REIT ETF™ 3.72M (0.51%) 587.00
Increased by +0.02%
Dec 30, 23
19 State St S&P 500® Indx SL Cl III 3.47M (0.48%) 78.70K
Increased by +2.27%
Dec 31, 23
20 ProShares S&P 500 Dividend Aristocrats 3.19M (0.44%) 0.00
Increased by 0.00%
Nov 30, 23