| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWM | 1000.00% |
| 3 | IWN | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IYR | 1000.00% |
| 6 | JKJ | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | JRE | 3.73% |
| 12 | BYRE | 3.73% |
| 13 | KBWY | 3.67% |
| 14 | HIPS | 2.83% |
| 15 | BLLD | 2.77% |
| 16 | GRI_old | 2.55% |
| 17 | OLD | 2.43% |
| 18 | SMHB | 2.38% |
| 19 | RDOG | 2.16% |
| 20 | SDIV | 1.13% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 34.31M (15.03%) | -31.10K Decreased by -0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 33.33M (14.60%) | 180.36K Increased by +0.54% | Sep 30, 23 |
| 3 | Principal Financial Group Inc | 21.00M (9.20%) | 313.52K Increased by +1.49% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 13.50M (5.92%) | 11.84M Increased by +87.64% | Sep 30, 23 |
| 5 | State Street Corporation | 12.44M (5.45%) | 128.40K Increased by +1.03% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 5.56M (2.44%) | 166.30K Increased by +2.99% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 4.93M (2.16%) | -499.60K Decreased by -10.14% | Sep 30, 23 |
| 8 | HHG PLC | 4.29M (1.88%) | 3.96M Increased by +92.25% | Sep 30, 23 |
| 9 | LSV Asset Management | 4.28M (1.87%) | 37.10K Increased by +0.87% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 4.10M (1.79%) | 116.44K Increased by +2.84% | Sep 30, 23 |
| 11 | Northern Trust Corp | 3.35M (1.47%) | 264.57K Increased by +7.90% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 3.29M (1.44%) | 48.41K Increased by +1.47% | Sep 30, 23 |
| 13 | American Century Companies Inc | 2.11M (0.92%) | 622.13K Increased by +29.50% | Sep 30, 23 |
| 14 | Victory Capital Management Inc. | 2.08M (0.91%) | -131.46K Decreased by -6.33% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 1.93M (0.85%) | 856.52K Increased by +44.36% | Sep 30, 23 |
| 16 | Systematic Financial Management LP | 1.89M (0.83%) | 67.68K Increased by +3.57% | Sep 30, 23 |
| 17 | Advisors Capital Management, LLC | 1.85M (0.81%) | 56.56K Increased by +3.06% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 1.79M (0.78%) | -12.91K Decreased by -0.72% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.76M (0.77%) | 493.52K Increased by +28.01% | Sep 30, 23 |
| 20 | LaSalle Investment Management Securities LLC | 1.74M (0.76%) | -949.90K Decreased by -54.46% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 9.37M (4.11%) | -157.48K Decreased by -1.68% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 7.28M (3.19%) | 11.05K Increased by +0.15% | Nov 30, 23 |
| 3 | Principal Real Estate Securities R5 | 7.05M (3.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 7.02M (3.08%) | -1.27K Decreased by -0.02% | Dec 29, 23 |
| 5 | iShares Russell 2000 ETF | 6.24M (2.74%) | 39.73K Increased by +0.64% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 5.98M (2.62%) | 18.36K Increased by +0.31% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 4.16M (1.82%) | 4.26K Increased by +0.10% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 3.29M (1.44%) | 28.45K Increased by +0.86% | Nov 30, 23 |
| 9 | Janus Henderson Hrzn GlblPtyEqsI2USD | 2.48M (1.09%) | 302.00K Increased by +12.15% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Index | 2.25M (0.98%) | 60.04K Increased by +2.67% | Oct 31, 23 |
| 11 | TMA Global Health Care REIT Mother Fund | 2.24M (0.98%) | 256.37K Increased by +11.45% | Apr 18, 23 |
| 12 | iShares Russell 2000 Value ETF | 2.24M (0.98%) | 4.17K Increased by +0.19% | Dec 29, 23 |
| 13 | Janus Henderson Global Eq-Property Eq | 2.00M (0.88%) | 2.00M Increased by +100.00% | Sep 30, 23 |
| 14 | Nikko World REIT Mother | 1.91M (0.84%) | 462.36K Increased by +24.23% | Jul 5, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 1.85M (0.81%) | -15.93K Decreased by -0.86% | Nov 30, 23 |
| 16 | Principal Global Real Estate Sec Instl | 1.53M (0.67%) | -50.00K Decreased by -3.26% | Nov 30, 23 |
| 17 | Principal US REIT Fund Tr-II | 1.48M (0.65%) | 29.45K Increased by +1.99% | Nov 30, 23 |
| 18 | Vanguard Real Estate II Index | 1.46M (0.64%) | -6.85K Decreased by -0.47% | Nov 30, 23 |
| 19 | DFA Real Estate Securities I | 1.41M (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Value ETF | 1.36M (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |