Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.71M (13.12%) 23.25K
Increased by +0.11%
Sep 30, 23
2 BlackRock Inc 15.75M (9.98%) -48.19K
Decreased by -0.31%
Sep 30, 23
3 State Street Corporation 11.18M (7.08%) -28.04K
Decreased by -0.25%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 8.11M (5.14%) 605.05K
Increased by +7.46%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 4.90M (3.10%) 806.01K
Increased by +16.46%
Sep 30, 23
6 Wellington Management Company LLP 4.23M (2.68%) -216.56K
Decreased by -5.11%
Sep 30, 23
7 Geode Capital Management, LLC 3.97M (2.51%) 111.09K
Increased by +2.80%
Sep 30, 23
8 JPMorgan Chase & Co 3.17M (2.01%) 732.96K
Increased by +23.13%
Sep 30, 23
9 Charles Schwab Investment Management Inc 2.47M (1.56%) 451.86K
Increased by +18.29%
Sep 30, 23
10 Northern Trust Corp 2.31M (1.46%) 63.29K
Increased by +2.74%
Sep 30, 23
11 Legal & General Group PLC 2.30M (1.46%) -44.46K
Decreased by -1.93%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.18M (1.38%) 6.65K
Increased by +0.30%
Sep 30, 23
13 Cohen & Steers Inc 2.14M (1.36%) -1.90M
Decreased by -88.64%
Sep 30, 23
14 Apg Investments Us Inc 1.98M (1.25%) -28.18K
Decreased by -1.42%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.68M (1.06%) 13.86K
Increased by +0.83%
Sep 30, 23
16 Bank of New York Mellon Corp 1.40M (0.88%) -11.16K
Decreased by -0.80%
Sep 30, 23
17 Capital World Investors 1.38M (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
18 FMR Inc 1.34M (0.85%) -62.34K
Decreased by -4.65%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 1.34M (0.85%) -35.73K
Decreased by -2.67%
Sep 30, 23
20 American Century Companies Inc 1.33M (0.84%) 80.78K
Increased by +6.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.42M (4.06%) -104.11K
Decreased by -1.62%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.96M (3.14%) 9.45K
Increased by +0.19%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 3.86M (2.44%) 35.91K
Increased by +0.93%
Nov 30, 23
4 American Funds Washington Mutual A 2.49M (1.57%) 341.62K
Increased by +13.74%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 2.49M (1.57%) 341.62K
Increased by +13.74%
Sep 30, 23
6 American Funds American Balanced A 2.49M (1.57%) 200.00K
Increased by +8.04%
Sep 30, 23
7 Vanguard Dividend Growth Inv 2.45M (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
8 American Funds Income Fund of Amer A 2.36M (1.50%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 1.95M (1.24%) -13.72K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.58M (1.00%) 940.00
Increased by +0.06%
Dec 29, 23
12 American Funds American Mutual A 1.55M (0.98%) -3.23K
Decreased by -0.21%
Sep 30, 23
13 Capital Group American Mutual Comp 1.55M (0.98%) -3.23K
Decreased by -0.21%
Sep 30, 23
14 Vanguard Growth Index Investor 1.39M (0.88%) 7.66K
Increased by +0.55%
Nov 30, 23
15 American Funds Capital Income Bldr A 1.32M (0.84%) 26.22K
Increased by +1.98%
Sep 30, 23
16 Vanguard Institutional Index I 1.05M (0.67%) -2.22K
Decreased by -0.21%
Nov 30, 23
17 Vanguard Real Estate II Index 998.38K (0.63%) -4.51K
Decreased by -0.45%
Nov 30, 23
18 DFA Real Estate Securities I 945.01K (0.60%) -17.56K
Decreased by -1.86%
Nov 30, 23
19 Real Estate Select Sector SPDR® 894.97K (0.57%) -3.77K
Decreased by -0.42%
Dec 29, 23
20 T. Rowe Price US Value Equity Composite 850.50K (0.54%) 212.10K
Increased by +24.94%
Sep 30, 23