Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 IUSV 1000.00%
3 ITOT 1000.00%
4 ILCV 1000.00%
5 ILCG 1000.00%
6 GLOF 1000.00%
7 JKF 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 IYY 1000.00%
11 IWX 1000.00%
12 IWV 1000.00%
13 IWL 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 CRED 15.48%
19 INDS 15.36%
20 SPRE 12.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.11M (13.03%) 68.71K
Increased by +0.06%
Sep 30, 23
2 BlackRock Inc 92.52M (10.04%) -400.89K
Decreased by -0.43%
Sep 30, 23
3 State Street Corporation 60.18M (6.53%) -928.62K
Decreased by -1.54%
Sep 30, 23
4 Cohen & Steers Inc 33.37M (3.62%) -2.39M
Decreased by -7.17%
Sep 30, 23
5 JPMorgan Chase & Co 32.81M (3.56%) -328.39K
Decreased by -1.00%
Sep 30, 23
6 Apg Investments Us Inc 19.74M (2.14%) -273.69K
Decreased by -1.39%
Sep 30, 23
7 Geode Capital Management, LLC 19.16M (2.08%) 398.67K
Increased by +2.08%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 17.43M (1.89%) -2.72K
Decreased by -0.02%
Sep 30, 23
9 Bank of America Corp 17.20M (1.87%) 177.15K
Increased by +1.03%
Sep 30, 23
10 Massachusetts Financial Services Company 16.52M (1.79%) 1.03M
Increased by +6.26%
Sep 30, 23
11 FMR Inc 16.22M (1.76%) 197.69K
Increased by +1.22%
Sep 30, 23
12 Nuveen Asset Management, LLC 13.33M (1.45%) 222.91K
Increased by +1.67%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 12.92M (1.40%) 69.92K
Increased by +0.54%
Sep 30, 23
14 Northern Trust Corp 12.72M (1.38%) 92.04K
Increased by +0.72%
Sep 30, 23
15 Principal Financial Group Inc 12.20M (1.32%) 268.67K
Increased by +2.20%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 12.17M (1.32%) 1.14M
Increased by +9.34%
Sep 30, 23
17 Legal & General Group PLC 12.07M (1.31%) -262.73K
Decreased by -2.18%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 9.61M (1.04%) 1.42M
Increased by +14.78%
Sep 30, 23
19 Goldman Sachs Group Inc 9.43M (1.02%) 1.44M
Increased by +15.31%
Sep 30, 23
20 Charles Schwab Investment Management Inc 9.34M (1.01%) 121.16K
Increased by +1.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 37.46M (4.06%) -595.69K
Decreased by -1.59%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 28.97M (3.14%) 34.82K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 22.52M (2.44%) 206.31K
Increased by +0.92%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 11.40M (1.24%) -80.01K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 10.77M (1.17%) 68.51K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 9.20M (1.00%) 5.49K
Increased by +0.06%
Dec 29, 23
7 MFS Large Cap Value Equity 8.43M (0.91%) 335.08K
Increased by +3.98%
Sep 30, 23
8 MFS Value A 8.29M (0.90%) -91.95K
Decreased by -1.11%
Nov 30, 23
9 Vanguard Value Index Inv 7.92M (0.86%) 19.89K
Increased by +0.25%
Nov 30, 23
10 Vanguard Institutional Index I 6.16M (0.67%) -13.15K
Decreased by -0.21%
Nov 30, 23
11 Vanguard Real Estate II Index 5.83M (0.63%) -24.56K
Decreased by -0.42%
Nov 30, 23
12 DFA Real Estate Securities I 5.52M (0.60%) -102.52K
Decreased by -1.86%
Nov 30, 23
13 Cohen & Steers Real Estate Securities A 5.33M (0.58%) -262.19K
Decreased by -4.92%
Sep 30, 23
14 Real Estate Select Sector SPDR® 5.22M (0.57%) -21.98K
Decreased by -0.42%
Dec 29, 23
15 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 4.71M (0.51%) 1.03M
Increased by +21.81%
Nov 30, 23
16 Schwab US REIT ETF™ 4.69M (0.51%) 740.00
Increased by +0.02%
Dec 30, 23
17 Cohen & Steers Instl Realty Shares 4.50M (0.49%) -436.24K
Decreased by -9.70%
Sep 30, 23
18 JPM US Equity-MA 4.49M (0.49%) 4.49M
Increased by +99.91%
Dec 31, 23
19 State St S&P 500® Indx SL Cl III 4.43M (0.48%) 12.30K
Increased by +0.28%
Dec 31, 23
20 Fidelity US REIT Mother Fund 4.40M (0.48%) -249.40K
Decreased by -5.67%
Sep 15, 23