Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.38M (15.71%) -303.98K
Decreased by -0.59%
Sep 30, 23
2 BlackRock Inc 32.89M (10.06%) -160.46K
Decreased by -0.49%
Sep 30, 23
3 Cohen & Steers Inc 25.79M (7.89%) -2.83M
Decreased by -10.97%
Sep 30, 23
4 State Street Corporation 22.05M (6.74%) -976.03K
Decreased by -4.43%
Sep 30, 23
5 FMR Inc 12.08M (3.69%) 394.58K
Increased by +3.27%
Sep 30, 23
6 JPMorgan Chase & Co 12.07M (3.69%) -817.11K
Decreased by -6.77%
Sep 30, 23
7 Amvescap Plc. 8.82M (2.70%) -2.57M
Decreased by -29.16%
Sep 30, 23
8 Wellington Management Company LLP 8.49M (2.59%) -587.60K
Decreased by -6.92%
Sep 30, 23
9 Geode Capital Management, LLC 7.21M (2.20%) 28.86K
Increased by +0.40%
Sep 30, 23
10 CenterSquare Investment Management LLC 5.97M (1.83%) 1.80M
Increased by +30.09%
Sep 30, 23
11 Daiwa Securities Group Inc 5.70M (1.74%) -11.37K
Decreased by -0.20%
Sep 30, 23
12 Deutsche Bank AG 5.07M (1.55%) 1.34M
Increased by +26.43%
Sep 30, 23
13 Northern Trust Corp 4.74M (1.45%) 429.11K
Increased by +9.05%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 4.67M (1.43%) 15.04K
Increased by +0.32%
Sep 30, 23
15 Legal & General Group PLC 4.28M (1.31%) -105.97K
Decreased by -2.47%
Sep 30, 23
16 Charles Schwab Investment Management Inc 4.05M (1.24%) 41.47K
Increased by +1.02%
Sep 30, 23
17 Canada Pension Plan Investment Board 2.83M (0.87%) -994.08K
Decreased by -35.12%
Sep 30, 23
18 AEW Capital Management LP 2.60M (0.79%) 240.23K
Increased by +9.26%
Sep 30, 23
19 Bank of New York Mellon Corp 2.59M (0.79%) -93.83K
Decreased by -3.62%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 2.57M (0.78%) -9.94K
Decreased by -0.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.69M (3.88%) -195.74K
Decreased by -1.54%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 10.30M (3.15%) 10.61K
Increased by +0.10%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 7.49M (2.29%) 5.43K
Increased by +0.07%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 7.39M (2.26%) 72.98K
Increased by +0.99%
Nov 30, 23
5 Fidelity US REIT Mother Fund 6.17M (1.89%) 416.00K
Increased by +6.74%
Sep 15, 23
6 Vanguard Windsor Investor Shares 4.46M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 Daiwa US-REIT Open Mother Fund 3.89M (1.19%) -485.62K
Decreased by -12.50%
Sep 19, 23
8 SPDR® S&P 500 ETF Trust 3.74M (1.14%) -26.28K
Decreased by -0.70%
Dec 31, 23
9 Cohen & Steers Real Estate Securities A 3.64M (1.11%) -1.03M
Decreased by -28.20%
Sep 30, 23
10 Fidelity® 500 Index 3.53M (1.08%) 22.48K
Increased by +0.64%
Nov 30, 23
11 Cohen & Steers Instl Realty Shares 3.12M (0.95%) -346.46K
Decreased by -11.11%
Sep 30, 23
12 iShares Core S&P 500 ETF 3.01M (0.92%) 1.80K
Increased by +0.06%
Dec 29, 23
13 Vanguard Value Index Inv 2.82M (0.86%) 272.00
Increased by +0.01%
Nov 30, 23
14 Cohen & Steers Realty Shares L 2.82M (0.86%) -290.16K
Decreased by -10.30%
Sep 30, 23
15 Invesco S&P 500® Equal Weight ETF 2.68M (0.82%) 0.00
Increased by 0.00%
Dec 29, 23
16 Vanguard Mid-Cap Value ETF 2.65M (0.81%) -11.74K
Decreased by -0.44%
Nov 30, 23
17 AMOne Shinko US-REIT Open 2.38M (0.73%) -1.64M
Decreased by -68.85%
Sep 5, 23
18 Fidelity® Real Estate Investment Port 2.33M (0.71%) -339.50K
Decreased by -14.55%
Nov 30, 23
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.20M (0.67%) 19.59K
Increased by +0.89%
Nov 30, 23
20 Vanguard Institutional Index I 2.02M (0.62%) -6.80K
Decreased by -0.34%
Nov 30, 23