Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.12M (14.27%) -137.84K
Decreased by -0.30%
Sep 30, 23
2 BlackRock Inc 33.52M (10.37%) -492.46K
Decreased by -1.47%
Sep 30, 23
3 Cohen & Steers Inc 23.45M (7.26%) -980.74K
Decreased by -4.18%
Sep 30, 23
4 State Street Corporation 22.24M (6.88%) -358.23K
Decreased by -1.61%
Sep 30, 23
5 Geode Capital Management, LLC 8.54M (2.64%) 895.28K
Increased by +10.49%
Sep 30, 23
6 FMR Inc 5.93M (1.84%) -558.64K
Decreased by -9.42%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 5.84M (1.81%) 12.40K
Increased by +0.21%
Sep 30, 23
8 Daiwa Securities Group Inc 5.17M (1.60%) -258.34K
Decreased by -4.99%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 4.86M (1.50%) 850.47K
Increased by +17.50%
Sep 30, 23
10 Northern Trust Corp 4.75M (1.47%) 86.78K
Increased by +1.83%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 4.67M (1.45%) 18.01K
Increased by +0.39%
Sep 30, 23
12 JPMorgan Chase & Co 4.61M (1.43%) -91.79K
Decreased by -1.99%
Sep 30, 23
13 Nuveen Asset Management, LLC 4.57M (1.41%) 159.24K
Increased by +3.48%
Sep 30, 23
14 Legal & General Group PLC 4.24M (1.31%) -131.00K
Decreased by -3.09%
Sep 30, 23
15 Charles Schwab Investment Management Inc 3.47M (1.07%) 40.63K
Increased by +1.17%
Sep 30, 23
16 Goldman Sachs Group Inc 3.03M (0.94%) 1.01M
Increased by +33.18%
Sep 30, 23
17 Bank of New York Mellon Corp 2.77M (0.86%) -74.57K
Decreased by -2.70%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 2.70M (0.84%) 110.32K
Increased by +4.08%
Sep 30, 23
19 Amvescap Plc. 2.41M (0.75%) 71.75K
Increased by +2.98%
Sep 30, 23
20 Smead Capital Management Inc 2.34M (0.72%) -79.09K
Decreased by -3.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.87M (3.98%) -208.90K
Decreased by -1.62%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.74M (3.02%) 21.85K
Increased by +0.22%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 7.98M (2.47%) 74.68K
Increased by +0.94%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 4.02M (1.24%) -28.32K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 3.81M (1.18%) 24.27K
Increased by +0.64%
Nov 30, 23
6 Cohen & Steers Real Estate Securities A 3.64M (1.13%) -238.93K
Decreased by -6.57%
Sep 30, 23
7 Vanguard Mid Cap Index Institutional 3.53M (1.09%) 7.06K
Increased by +0.20%
Nov 30, 23
8 Daiwa US-REIT Open Mother Fund 3.46M (1.07%) 607.92K
Increased by +17.57%
Sep 19, 23
9 iShares Core S&P 500 ETF 3.25M (1.01%) 1.94K
Increased by +0.06%
Dec 29, 23
10 Cohen & Steers Instl Realty Shares 3.10M (0.96%) -123.59K
Decreased by -3.99%
Sep 30, 23
11 Cohen & Steers Realty Shares L 2.76M (0.86%) -118.41K
Decreased by -4.28%
Sep 30, 23
12 Vanguard Value Index Inv 2.67M (0.83%) 8.99K
Increased by +0.34%
Nov 30, 23
13 Vanguard Institutional Index I 2.18M (0.67%) -4.28K
Decreased by -0.20%
Nov 30, 23
14 Vanguard Real Estate II Index 2.06M (0.64%) -8.32K
Decreased by -0.40%
Nov 30, 23
15 Smead US Value Composite 2.04M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
16 Smead Value Investor 2.04M (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA Real Estate Securities I 1.95M (0.60%) -41.94K
Decreased by -2.15%
Nov 30, 23
18 Real Estate Select Sector SPDR® 1.84M (0.57%) -7.76K
Decreased by -0.42%
Dec 29, 23
19 JHancock Disciplined Value Mid Cap I 1.73M (0.53%) 162.44K
Increased by +9.41%
Nov 30, 23
20 Schwab US REIT ETF™ 1.68M (0.52%) 264.00
Increased by +0.02%
Dec 30, 23