Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.48M (16.10%) -171.90K
Decreased by -0.27%
Sep 30, 23
2 BlackRock Inc 42.19M (10.53%) 2.08M
Increased by +4.93%
Sep 30, 23
3 State Street Corporation 28.04M (7.00%) -526.07K
Decreased by -1.88%
Sep 30, 23
4 JPMorgan Chase & Co 23.76M (5.93%) -3.41M
Decreased by -14.36%
Sep 30, 23
5 FMR Inc 22.25M (5.55%) 1.48M
Increased by +6.67%
Sep 30, 23
6 Principal Financial Group Inc 19.69M (4.92%) 331.02K
Increased by +1.68%
Sep 30, 23
7 Apg Investments Us Inc 17.08M (4.26%) -477.36K
Decreased by -2.80%
Sep 30, 23
8 Geode Capital Management, LLC 9.44M (2.36%) 215.34K
Increased by +2.28%
Sep 30, 23
9 CenterSquare Investment Management LLC 6.64M (1.66%) 541.59K
Increased by +8.16%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 5.84M (1.46%) 98.00K
Increased by +1.68%
Sep 30, 23
11 Legal & General Group PLC 5.58M (1.39%) 173.41K
Increased by +3.11%
Sep 30, 23
12 Northern Trust Corp 5.32M (1.33%) 88.49K
Increased by +1.66%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 4.67M (1.17%) 1.22M
Increased by +26.16%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 4.46M (1.11%) -561.58K
Decreased by -12.58%
Sep 30, 23
15 Charles Schwab Investment Management Inc 4.38M (1.09%) 105.58K
Increased by +2.41%
Sep 30, 23
16 Goldman Sachs Group Inc 4.09M (1.02%) -2.51M
Decreased by -61.34%
Sep 30, 23
17 Bank of New York Mellon Corp 4.02M (1.00%) 101.31K
Increased by +2.52%
Sep 30, 23
18 Nuveen Asset Management, LLC 3.83M (0.96%) -54.25K
Decreased by -1.42%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 3.63M (0.91%) -622.00K
Decreased by -17.14%
Sep 30, 23
20 Amvescap Plc. 3.41M (0.85%) -670.26K
Decreased by -19.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.31M (4.07%) -171.94K
Decreased by -1.05%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 12.61M (3.15%) 15.78K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 9.81M (2.45%) 87.66K
Increased by +0.89%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 9.15M (2.28%) 11.27K
Increased by +0.12%
Nov 30, 23
5 Fidelity US REIT Mother Fund 7.23M (1.81%) 957.40K
Increased by +13.24%
Sep 15, 23
6 Principal Real Estate Securities R5 6.63M (1.66%) 0.00
Increased by 0.00%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 4.95M (1.24%) -34.89K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 4.69M (1.17%) 29.84K
Increased by +0.64%
Nov 30, 23
9 JPM US Equity Income-MA 4.06M (1.01%) 4.05M
Increased by +99.90%
Sep 30, 23
10 iShares Core S&P 500 ETF 4.01M (1.00%) 2.39K
Increased by +0.06%
Dec 29, 23
11 JPMorgan Equity Income I 3.97M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
12 JPM US Equity Income-Composite 3.89M (0.97%) -167.53K
Decreased by -4.31%
Dec 31, 23
13 Vanguard Value Index Inv 3.45M (0.86%) 5.38K
Increased by +0.16%
Nov 30, 23
14 Fidelity® Real Estate Investment Port 3.26M (0.81%) 50.00K
Increased by +1.53%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 3.24M (0.81%) -14.34K
Decreased by -0.44%
Nov 30, 23
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.79M (0.70%) 548.65K
Increased by +19.64%
Nov 30, 23
17 Vanguard Institutional Index I 2.68M (0.67%) -2.20K
Decreased by -0.08%
Nov 30, 23
18 Vanguard Real Estate II Index 2.54M (0.63%) 2.88K
Increased by +0.11%
Nov 30, 23
19 DFA Real Estate Securities I 2.40M (0.60%) -44.63K
Decreased by -1.86%
Nov 30, 23
20 Real Estate Select Sector SPDR® 2.28M (0.57%) -9.58K
Decreased by -0.42%
Dec 29, 23