Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IWX 1000.00%
3 IWV 1000.00%
4 IWL 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IUSV 1000.00%
8 IVV 1000.00%
9 JKE 1000.00%
10 JKF 1000.00%
11 JKD 1000.00%
12 ILCB 1000.00%
13 IYY 1000.00%
14 ILCG 1000.00%
15 ILCV 1000.00%
16 ITOT 1000.00%
17 OLD 20.27%
18 REZ 12.72%
19 JRE 7.78%
20 RITA 7.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 80.76M (15.08%) 2.16M
Increased by +2.67%
Sep 30, 23
2 BlackRock Inc 52.63M (9.83%) -783.76K
Decreased by -1.49%
Sep 30, 23
3 Cohen & Steers Inc 40.77M (7.61%) 2.76M
Increased by +6.77%
Sep 30, 23
4 State Street Corporation 32.52M (6.07%) 289.36K
Increased by +0.89%
Sep 30, 23
5 Wellington Management Company LLP 26.82M (5.01%) -283.82K
Decreased by -1.06%
Sep 30, 23
6 Capital Research & Mgmt Co - Division 3 21.77M (4.07%) 387.75K
Increased by +1.78%
Sep 30, 23
7 FMR Inc 14.31M (2.67%) -189.67K
Decreased by -1.33%
Sep 30, 23
8 Principal Financial Group Inc 12.93M (2.41%) 2.60M
Increased by +20.09%
Sep 30, 23
9 Geode Capital Management, LLC 12.12M (2.26%) 599.47K
Increased by +4.95%
Sep 30, 23
10 Amvescap Plc. 8.49M (1.58%) 1.58M
Increased by +18.63%
Sep 30, 23
11 Daiwa Securities Group Inc 7.89M (1.47%) -129.61K
Decreased by -1.64%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 7.28M (1.36%) 1.22M
Increased by +16.69%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 7.25M (1.35%) 272.02K
Increased by +3.75%
Sep 30, 23
14 Legal & General Group PLC 6.63M (1.24%) 48.05K
Increased by +0.72%
Sep 30, 23
15 Northern Trust Corp 6.61M (1.23%) 118.66K
Increased by +1.79%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 6.59M (1.23%) 208.71K
Increased by +3.17%
Sep 30, 23
17 JPMorgan Chase & Co 5.56M (1.04%) -2.00M
Decreased by -35.96%
Sep 30, 23
18 Resolution Capital Limited 5.48M (1.02%) 49.18K
Increased by +0.90%
Sep 30, 23
19 Charles Schwab Investment Management Inc 5.39M (1.01%) 270.25K
Increased by +5.02%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 4.98M (0.93%) 443.81K
Increased by +8.92%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 20.29M (3.79%) 551.55K
Increased by +2.72%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 17.23M (3.22%) 991.96K
Increased by +5.76%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 13.49M (2.52%) 962.41K
Increased by +7.13%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 12.50M (2.33%) 719.40K
Increased by +5.76%
Nov 30, 23
5 Vanguard Wellington™ Inv 8.57M (1.60%) -127.72K
Decreased by -1.49%
Sep 30, 23
6 American Funds Washington Mutual A 8.35M (1.56%) -22.65K
Decreased by -0.27%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 8.35M (1.56%) -22.65K
Decreased by -0.27%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 6.83M (1.28%) -47.89K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 6.45M (1.20%) 443.29K
Increased by +6.87%
Nov 30, 23
10 Cohen & Steers Real Estate Securities A 6.43M (1.20%) 749.65K
Increased by +11.65%
Sep 30, 23
11 Daiwa US-REIT Open Mother Fund 5.58M (1.04%) -972.97K
Decreased by -17.45%
Sep 19, 23
12 iShares Core S&P 500 ETF 5.51M (1.03%) 3.29K
Increased by +0.06%
Dec 29, 23
13 Cohen & Steers Instl Realty Shares 5.43M (1.01%) 623.82K
Increased by +11.50%
Sep 30, 23
14 Cohen & Steers Realty Shares L 4.87M (0.91%) 537.20K
Increased by +11.04%
Sep 30, 23
15 Vanguard Growth Index Investor 4.84M (0.90%) 298.52K
Increased by +6.16%
Nov 30, 23
16 Principal Real Estate Securities R5 4.20M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
17 American Funds American Mutual A 4.15M (0.78%) 45.70K
Increased by +1.10%
Sep 30, 23
18 Capital Group American Mutual Comp 4.15M (0.78%) 45.70K
Increased by +1.10%
Sep 30, 23
19 American Funds Fundamental Invs A 4.04M (0.75%) -2.49K
Decreased by -0.06%
Sep 30, 23
20 Capital Group Fundamental Invtrs Comp 4.04M (0.75%) -2.49K
Decreased by -0.06%
Sep 30, 23