Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 IUSV 1000.00%
7 IWB 1000.00%
8 IYY 1000.00%
9 IYR 1000.00%
10 ISCV 1000.00%
11 ITOT 1000.00%
12 IWV 1000.00%
13 IWS 1000.00%
14 IUSG 1000.00%
15 IWR 1000.00%
16 BYRE 6.93%
17 REIT 6.27%
18 INDS 4.59%
19 FFR 4.50%
20 DTRE 4.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.75M (13.19%) 33.24K
Increased by +0.12%
Sep 30, 23
2 BlackRock Inc 26.08M (12.40%) 647.93K
Increased by +2.48%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 14.37M (6.83%) 1.12M
Increased by +7.77%
Sep 30, 23
4 Principal Financial Group Inc 13.58M (6.45%) 46.81K
Increased by +0.34%
Sep 30, 23
5 State Street Corporation 11.17M (5.31%) 290.62K
Increased by +2.60%
Sep 30, 23
6 Amvescap Plc. 6.48M (3.08%) 120.60K
Increased by +1.86%
Sep 30, 23
7 Nuveen Asset Management, LLC 5.04M (2.39%) 380.71K
Increased by +7.56%
Sep 30, 23
8 CenterSquare Investment Management LLC 3.73M (1.77%) 6.10K
Increased by +0.16%
Sep 30, 23
9 Geode Capital Management, LLC 3.49M (1.66%) 163.47K
Increased by +4.69%
Sep 30, 23
10 JPMorgan Chase & Co 3.06M (1.45%) -489.45K
Decreased by -15.99%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 3.00M (1.43%) 132.88K
Increased by +4.42%
Sep 30, 23
12 CBRE Investment Management Listed Real Assets LLC 2.78M (1.32%) 163.25K
Increased by +5.86%
Sep 30, 23
13 Schroder Investment Management Group 2.58M (1.23%) 12.33K
Increased by +0.48%
Sep 30, 23
14 Wellington Management Company LLP 2.51M (1.19%) -1.07M
Decreased by -42.56%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.42M (1.15%) 97.50K
Increased by +4.03%
Sep 30, 23
16 T. Rowe Price Investment Management,Inc. 2.41M (1.14%) 5.12K
Increased by +0.21%
Sep 30, 23
17 Charles Schwab Investment Management Inc 2.37M (1.13%) 93.05K
Increased by +3.93%
Sep 30, 23
18 NFJ Investment Group, LLC 2.36M (1.12%) 1.39M
Increased by +58.96%
Sep 30, 23
19 PGGM Investments 2.34M (1.11%) 0.00
Increased by 0.00%
Sep 30, 23
20 Long Pond Capital, LP 2.24M (1.07%) 850.79K
Increased by +37.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.36M (3.97%) 77.87K
Increased by +0.93%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 6.41M (3.05%) -1.16K
Decreased by -0.02%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 5.95M (2.83%) 7.58K
Increased by +0.13%
Nov 30, 23
4 Vanguard Small Cap Index 4.91M (2.34%) 21.35K
Increased by +0.43%
Nov 30, 23
5 Principal Real Estate Securities R5 3.62M (1.72%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 2.99M (1.42%) 56.89K
Increased by +1.90%
Nov 30, 23
7 T. Rowe Price Mid-Cap Value 2.83M (1.34%) -96.00K
Decreased by -3.40%
Sep 30, 23
8 T. Rowe Price US Mid-Cap Value Equity 2.83M (1.34%) -96.00K
Decreased by -3.40%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 2.75M (1.31%) 17.00K
Increased by +0.62%
Nov 30, 23
10 AMOne Shinko US-REIT Open 2.41M (1.15%) 230.61K
Increased by +9.56%
Sep 5, 23
11 T. Rowe Price Dividend Growth 2.22M (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
12 T. Rowe Price US Dividend Growth Eq Comp 2.22M (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
13 T. Rowe Price Real Assets Tr I-Z 1.99M (0.94%) 604.31K
Increased by +30.42%
Sep 30, 23
14 TIAA-CREF Real Estate Sec Instl 1.90M (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
15 JHancock Disciplined Value Mid Cap I 1.73M (0.82%) 426.38K
Increased by +24.71%
Nov 30, 23
16 T. Rowe Price Real Assets 1.71M (0.81%) 497.47K
Increased by +29.05%
Sep 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.65M (0.79%) -14.23K
Decreased by -0.86%
Nov 30, 23
18 UWS Schroder Global Prpty Sec B 1.63M (0.78%) -24.68K
Decreased by -1.51%
Sep 30, 23
19 Vanguard Explorer Inv 1.54M (0.73%) 123.85K
Increased by +8.06%
Sep 30, 23
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.39M (0.66%) 5.40K
Increased by +0.39%
Sep 30, 23