| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | ISCV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYR | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | SRET | 4.56% |
| 15 | OLD | 4.10% |
| 16 | KBWY | 3.70% |
| 17 | HIPS | 2.96% |
| 18 | GLRY | 2.79% |
| 19 | GRI_old | 2.47% |
| 20 | REZ | 2.05% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 34.87M (14.28%) | 1.00M Increased by +2.88% | Sep 30, 23 |
| 2 | BlackRock Inc | 29.54M (12.10%) | 860.62K Increased by +2.91% | Sep 30, 23 |
| 3 | State Street Corporation | 13.14M (5.38%) | 201.85K Increased by +1.54% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 5.11M (2.09%) | 130.10K Increased by +2.55% | Sep 30, 23 |
| 5 | Deutsche Bank AG | 4.08M (1.67%) | -3.08M Decreased by -75.33% | Sep 30, 23 |
| 6 | Bank of New York Mellon Corp | 3.97M (1.63%) | -653.93K Decreased by -16.47% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 3.46M (1.42%) | 103.43K Increased by +2.99% | Sep 30, 23 |
| 8 | FMR Inc | 2.98M (1.22%) | 1.46M Increased by +49.11% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 2.82M (1.16%) | 227.61K Increased by +8.06% | Sep 30, 23 |
| 10 | CenterSquare Investment Management LLC | 2.62M (1.07%) | 57.84K Increased by +2.20% | Sep 30, 23 |
| 11 | LSV Asset Management | 2.45M (1.00%) | -105.40K Decreased by -4.31% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.41M (0.99%) | 446.23K Increased by +18.52% | Sep 30, 23 |
| 13 | Legal & General Group PLC | 1.94M (0.79%) | -15.66K Decreased by -0.81% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.92M (0.79%) | 19.90K Increased by +1.04% | Sep 30, 23 |
| 15 | Prudential Financial Inc | 1.84M (0.75%) | 368.63K Increased by +20.07% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 1.45M (0.59%) | -33.17K Decreased by -2.29% | Sep 30, 23 |
| 17 | Marshall Wace Asset Management Ltd | 1.36M (0.56%) | -1.37M Decreased by -100.80% | Sep 30, 23 |
| 18 | Amvescap Plc. | 1.35M (0.55%) | 508.33K Increased by +37.78% | Sep 30, 23 |
| 19 | UBS Asset Mgmt Americas Inc | 1.26M (0.52%) | 45.73K Increased by +3.62% | Sep 30, 23 |
| 20 | abrdn PLC | 1.22M (0.50%) | -26.01K Decreased by -2.13% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 9.93M (4.07%) | 270.66K Increased by +2.73% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 7.67M (3.14%) | 8.77K Increased by +0.11% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 7.44M (3.05%) | -1.35K Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 6.34M (2.60%) | 24.00K Increased by +0.38% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 4.41M (1.80%) | 10.26K Increased by +0.23% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 3.55M (1.45%) | 63.12K Increased by +1.78% | Nov 30, 23 |
| 7 | SPDR® S&P MIDCAP 400 ETF Trust | 1.96M (0.80%) | -16.87K Decreased by -0.86% | Nov 30, 23 |
| 8 | Vanguard Real Estate II Index | 1.55M (0.63%) | 59.20K Increased by +3.83% | Nov 30, 23 |
| 9 | DFA Real Estate Securities I | 1.46M (0.60%) | -59.14K Decreased by -4.04% | Nov 30, 23 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.44M (0.59%) | 96.90K Increased by +6.73% | Dec 31, 23 |
| 11 | Fidelity® Extended Market Index | 1.32M (0.54%) | 12.83K Increased by +0.97% | Nov 30, 23 |
| 12 | Schwab US REIT ETF™ | 1.26M (0.52%) | 198.00 Increased by +0.02% | Dec 30, 23 |
| 13 | State St S&P Midcap® Indx SL Cl II | 1.16M (0.48%) | 5.90K Increased by +0.51% | Dec 31, 23 |
| 14 | DFA Global Real Estate Securities Port | 1.15M (0.47%) | 29.55K Increased by +2.57% | Nov 30, 23 |
| 15 | Fidelity® Mid-Cap Stock | 1.13M (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | TMA Global Health Care REIT Mother Fund | 877.49K (0.36%) | -483.44K Decreased by -55.09% | Apr 18, 23 |
| 17 | iShares US Real Estate ETF | 861.17K (0.35%) | -2.62K Decreased by -0.30% | Dec 29, 23 |
| 18 | iShares S&P Mid-Cap 400 Value ETF | 845.60K (0.35%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | SPDR® Portfolio S&P 400 Mid Cap ETF | 779.77K (0.32%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Principal MidCap S&P 400 Index SP | 749.14K (0.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |