Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.38M (15.52%) 1.52M
Increased by +5.35%
Sep 30, 23
2 BlackRock Inc 18.46M (10.09%) 728.27K
Increased by +3.95%
Sep 30, 23
3 State Street Corporation 12.37M (6.77%) 349.33K
Increased by +2.82%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 8.10M (4.43%) 1.13M
Increased by +14.00%
Sep 30, 23
5 Principal Financial Group Inc 7.33M (4.01%) 90.05K
Increased by +1.23%
Sep 30, 23
6 Capital World Investors 6.15M (3.36%) -7.76K
Decreased by -0.13%
Sep 30, 23
7 JPMorgan Chase & Co 5.35M (2.93%) 933.33K
Increased by +17.45%
Sep 30, 23
8 Amvescap Plc. 4.85M (2.65%) 2.60M
Increased by +53.64%
Sep 30, 23
9 Geode Capital Management, LLC 4.17M (2.28%) 309.23K
Increased by +7.41%
Sep 30, 23
10 FMR Inc 4.08M (2.23%) 388.07K
Increased by +9.52%
Sep 30, 23
11 Boston Partners Global Investors, Inc 4.06M (2.22%) 4.18K
Increased by +0.10%
Sep 30, 23
12 Resolution Capital Limited 3.73M (2.04%) -566.02K
Decreased by -15.17%
Sep 30, 23
13 Apg Investments Us Inc 3.06M (1.68%) 0.00
Increased by 0.00%
Sep 30, 23
14 American Century Companies Inc 2.97M (1.62%) -96.04K
Decreased by -3.24%
Sep 30, 23
15 Nuveen Asset Management, LLC 2.68M (1.47%) -238.84K
Decreased by -8.91%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 2.39M (1.31%) 54.83K
Increased by +2.29%
Sep 30, 23
17 Northern Trust Corp 2.39M (1.31%) 138.26K
Increased by +5.78%
Sep 30, 23
18 Charles Schwab Investment Management Inc 2.13M (1.17%) 116.48K
Increased by +5.46%
Sep 30, 23
19 Legal & General Group PLC 2.01M (1.10%) 44.97K
Increased by +2.24%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 1.79M (0.98%) 186.34K
Increased by +10.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.74M (3.69%) -110.13K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.78M (3.16%) 6.24K
Increased by +0.11%
Nov 30, 23
3 American Funds Income Fund of Amer A 4.24M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 4.00M (2.19%) 31.37K
Increased by +0.78%
Nov 30, 23
5 JHancock Disciplined Value Mid Cap I 3.08M (1.69%) 0.00
Increased by 0.00%
Nov 30, 23
6 Principal Real Estate Securities R5 2.60M (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity US REIT Mother Fund 2.54M (1.39%) 367.60K
Increased by +14.48%
Sep 15, 23
8 Vanguard Small Cap Index 2.39M (1.31%) 9.83K
Increased by +0.41%
Nov 30, 23
9 T. Rowe Price Real Assets Tr I-Z 2.17M (1.19%) 615.16K
Increased by +28.29%
Sep 30, 23
10 Vanguard Mid Cap Index Institutional 2.10M (1.15%) -214.00
Decreased by -0.01%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 2.03M (1.11%) -14.16K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 1.91M (1.05%) 12.19K
Increased by +0.64%
Nov 30, 23
13 American Century Mid Cap Value Inv 1.88M (1.03%) -72.67K
Decreased by -3.86%
Sep 30, 23
14 American Century U.S. Mid Cap Value 1.88M (1.03%) -72.67K
Decreased by -3.86%
Sep 30, 23
15 T. Rowe Price Real Assets 1.88M (1.03%) 504.71K
Increased by +26.91%
Sep 30, 23
16 American Funds Washington Mutual A 1.79M (0.98%) -4.85K
Decreased by -0.27%
Sep 30, 23
17 Capital Group Wash Mutual Invtrs Comp 1.79M (0.98%) -4.85K
Decreased by -0.27%
Sep 30, 23
18 T. Rowe Price Mid-Cap Value 1.77M (0.97%) -60.20K
Decreased by -3.40%
Sep 30, 23
19 T. Rowe Price US Mid-Cap Value Equity 1.77M (0.97%) -60.20K
Decreased by -3.40%
Sep 30, 23
20 Vanguard Small Cap Value Index Inv 1.66M (0.91%) 5.87K
Increased by +0.35%
Nov 30, 23