Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCV 1000.00%
3 ISCG 1000.00%
4 IUSV 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWR 1000.00%
8 IWS 1000.00%
9 JKK 1000.00%
10 JKJ 1000.00%
11 IYY 1000.00%
12 ITOT 1000.00%
13 IYR 1000.00%
14 ISCB 1000.00%
15 IUSG 1000.00%
16 NETL 7.94%
17 FFR 4.26%
18 INDS 4.18%
19 DTRE 4.12%
20 JRE 2.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.95M (14.32%) 25.66K
Increased by +0.10%
Sep 30, 23
2 BlackRock Inc 21.45M (11.83%) 250.98K
Increased by +1.17%
Sep 30, 23
3 State Street Corporation 9.82M (5.42%) 35.98K
Increased by +0.37%
Sep 30, 23
4 AllianceBernstein L.P. 4.51M (2.49%) -701.49K
Decreased by -15.54%
Sep 30, 23
5 HHG PLC 4.46M (2.46%) -102.84K
Decreased by -2.31%
Sep 30, 23
6 Massachusetts Financial Services Company 4.29M (2.37%) 59.46K
Increased by +1.39%
Sep 30, 23
7 Earnest Partners LLC 3.79M (2.09%) 2.05K
Increased by +0.05%
Sep 30, 23
8 Geode Capital Management, LLC 3.06M (1.69%) 67.12K
Increased by +2.20%
Sep 30, 23
9 Nuveen Asset Management, LLC 2.84M (1.56%) 1.02M
Increased by +35.85%
Sep 30, 23
10 Charles Schwab Investment Management Inc 2.73M (1.51%) 73.22K
Increased by +2.68%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.62M (1.45%) 54.16K
Increased by +2.07%
Sep 30, 23
12 BTIM Corp 2.51M (1.39%) -249.31K
Decreased by -9.93%
Sep 30, 23
13 Bank of New York Mellon Corp 2.44M (1.35%) 76.41K
Increased by +3.13%
Sep 30, 23
14 Northern Trust Corp 2.15M (1.19%) -69.66K
Decreased by -3.24%
Sep 30, 23
15 Channing Capital Management, LLC 1.78M (0.98%) -165.80K
Decreased by -9.29%
Sep 30, 23
16 Waterfront Capital Partners, LLC 1.76M (0.97%) 447.09K
Increased by +25.40%
Sep 30, 23
17 Scout Investment Advisors Inc 1.73M (0.96%) -52.09K
Decreased by -3.01%
Sep 30, 23
18 GW&K Investment Management, LLC 1.66M (0.91%) -43.88K
Decreased by -2.65%
Sep 30, 23
19 Amvescap Plc. 1.61M (0.89%) 420.77K
Increased by +26.08%
Sep 30, 23
20 Legal & General Group PLC 1.53M (0.85%) -3.06K
Decreased by -0.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 7.29M (4.02%) -106.29K
Decreased by -1.46%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.61M (3.10%) 6.43K
Increased by +0.11%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 5.51M (3.04%) -998.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 4.65M (2.57%) 18.78K
Increased by +0.40%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 3.24M (1.79%) 10.99K
Increased by +0.34%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 2.61M (1.44%) 60.06K
Increased by +2.31%
Nov 30, 23
7 MFS Mid Cap Value A 2.30M (1.27%) 417.49K
Increased by +18.13%
Nov 30, 23
8 MFS Mid Cap Value Equity 1.89M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
9 Janus Henderson Small Cap Value L 1.71M (0.95%) -67.14K
Decreased by -3.91%
Sep 30, 23
10 SPDR® S&P MIDCAP 400 ETF Trust 1.44M (0.79%) -12.38K
Decreased by -0.86%
Nov 30, 23
11 Carillon Scout Mid Cap I 1.33M (0.73%) -115.92K
Decreased by -8.75%
Dec 31, 23
12 Scout Mid Cap Equity 1.33M (0.73%) -115.92K
Decreased by -8.75%
Dec 31, 23
13 Harbor Small Cap Value Instl 1.16M (0.64%) -13.94K
Decreased by -1.20%
Sep 30, 23
14 Vanguard Real Estate II Index 1.13M (0.63%) -3.18K
Decreased by -0.28%
Nov 30, 23
15 DFA Real Estate Securities I 1.09M (0.60%) -8.51K
Decreased by -0.78%
Nov 30, 23
16 AB Discovery Value Advisor 1.09M (0.60%) 136.64K
Increased by +12.56%
Nov 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.07M (0.59%) 39.30K
Increased by +3.68%
Dec 31, 23
18 Janus Henderson Hrzn GlblPtyEqsI2USD 1.06M (0.59%) -9.13K
Decreased by -0.86%
Nov 30, 23
19 MFS New Discovery I 975.47K (0.54%) 63.83K
Increased by +6.54%
Nov 30, 23
20 Fidelity® Extended Market Index 971.18K (0.54%) 11.33K
Increased by +1.17%
Nov 30, 23