Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKI 1000.00%
2 ILCB 1000.00%
3 IYR 1000.00%
4 IYY 1000.00%
5 JKD 1000.00%
6 JKF 1000.00%
7 JKG 1000.00%
8 IWR 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IUSV 1000.00%
12 ITOT 1000.00%
13 IWS 1000.00%
14 IWV 1000.00%
15 IMCV 1000.00%
16 IMCB 1000.00%
17 ILCV 1000.00%
18 NETL 7.99%
19 INDS 4.53%
20 UTRN 3.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.13M (13.94%) -188.47K
Decreased by -0.63%
Sep 30, 23
2 BlackRock Inc 15.81M (7.31%) 187.44K
Increased by +1.19%
Sep 30, 23
3 State Street Corporation 10.15M (4.70%) 63.11K
Increased by +0.62%
Sep 30, 23
4 Cohen & Steers Inc 5.88M (2.72%) 4.40M
Increased by +74.85%
Sep 30, 23
5 JPMorgan Chase & Co 5.35M (2.48%) -852.87K
Decreased by -15.94%
Sep 30, 23
6 Geode Capital Management, LLC 3.47M (1.61%) 86.25K
Increased by +2.48%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.99M (1.39%) 79.77K
Increased by +2.66%
Sep 30, 23
8 Legal & General Group PLC 2.84M (1.31%) 37.05K
Increased by +1.31%
Sep 30, 23
9 Daiwa Securities Group Inc 2.52M (1.16%) 1.42M
Increased by +56.52%
Sep 30, 23
10 Charles Schwab Investment Management Inc 2.34M (1.08%) 12.98K
Increased by +0.56%
Sep 30, 23
11 Massachusetts Financial Services Company 2.29M (1.06%) 334.63K
Increased by +14.64%
Sep 30, 23
12 PGGM Investments 2.11M (0.98%) 142.65K
Increased by +6.76%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.97M (0.91%) 102.59K
Increased by +5.21%
Sep 30, 23
14 UBS Asset Mgmt Americas Inc 1.84M (0.85%) 112.86K
Increased by +6.12%
Sep 30, 23
15 Northern Trust Corp 1.71M (0.79%) -57.25K
Decreased by -3.36%
Sep 30, 23
16 Ameriprise Financial Inc 1.56M (0.72%) -223.13K
Decreased by -14.29%
Sep 30, 23
17 Commonwealth Equity Services Inc 1.55M (0.72%) -122.91K
Decreased by -7.94%
Sep 30, 23
18 UBS Group AG 1.48M (0.69%) -75.09K
Decreased by -5.06%
Sep 30, 23
19 Balyasny Asset Management LLC 1.30M (0.60%) 786.03K
Increased by +60.46%
Sep 30, 23
20 American Century Companies Inc 1.14M (0.53%) 78.10K
Increased by +6.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.67M (4.01%) -141.17K
Decreased by -1.63%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 6.70M (3.10%) 7.39K
Increased by +0.11%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 6.64M (3.07%) -1.20K
Decreased by -0.02%
Dec 29, 23
4 Vanguard Mid Cap Index Institutional 4.86M (2.25%) 4.63K
Increased by +0.10%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 3.10M (1.43%) 62.79K
Increased by +2.03%
Nov 30, 23
6 MFS Mid Cap Value A 1.85M (0.85%) -3.61K
Decreased by -0.20%
Nov 30, 23
7 Vanguard Value Index Inv 1.83M (0.85%) 1.56K
Increased by +0.09%
Nov 30, 23
8 Vanguard Mid-Cap Value ETF 1.72M (0.80%) -7.63K
Decreased by -0.44%
Nov 30, 23
9 SPDR® S&P MIDCAP 400 ETF Trust 1.71M (0.79%) 1.71M
Increased by +100.00%
Nov 30, 23
10 MFS Mid Cap Value Equity 1.57M (0.73%) 270.87K
Increased by +17.22%
Sep 30, 23
11 JPMorgan Mid Cap Value L 1.45M (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
12 JPM US Mid Cap Value-Composite 1.42M (0.66%) 113.69K
Increased by +7.99%
Dec 31, 23
13 Vanguard Real Estate II Index 1.35M (0.62%) -6.11K
Decreased by -0.45%
Nov 30, 23
14 JPM US Mid Cap Value-MA 1.31M (0.61%) 1.31M
Increased by +99.74%
Sep 30, 23
15 DFA Real Estate Securities I 1.30M (0.60%) 1.30M
Increased by +100.00%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Value ETF 1.28M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.24M (0.58%) 30.30K
Increased by +2.44%
Dec 31, 23
18 Fidelity® Extended Market Index 1.15M (0.53%) 44.37K
Increased by +3.87%
Nov 30, 23
19 Schwab US REIT ETF™ 1.12M (0.52%) 177.00
Increased by +0.02%
Dec 30, 23
20 Zacks Dividend Strategy 1.07M (0.49%) -110.10K
Decreased by -10.31%
Dec 31, 23