Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYF 1000.00%
2 PFF 1000.00%
3 LRGF 1000.00%
4 JKL 1000.00%
5 JKJ 1000.00%
6 IYY 1000.00%
7 IYR 1000.00%
8 ISCB 1000.00%
9 ISCV 1000.00%
10 ITOT 1000.00%
11 IWB 1000.00%
12 IWD 1000.00%
13 IWR 1000.00%
14 IWS 1000.00%
15 IWV 1000.00%
16 MORT 9.09%
17 MVRL 8.86%
18 DVDN 6.98%
19 RINC 4.56%
20 KBWD 3.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.74M (9.12%) 2.37M
Increased by +3.60%
Mar 31, 24
2 BlackRock Inc 37.07M (5.14%) 966.74K
Increased by +2.61%
Mar 31, 24
3 State Street Corporation 16.82M (2.33%) 717.71K
Increased by +4.27%
Mar 31, 24
4 Geode Capital Management, LLC 11.25M (1.56%) 859.28K
Increased by +7.64%
Mar 31, 24
5 Allspring Global Investments Holdings, LLC 8.02M (1.11%) 332.71K
Increased by +4.15%
Mar 31, 24
6 Bank of America Corp 7.13M (0.99%) 3.10M
Increased by +43.50%
Mar 31, 24
7 NORGES BANK 7.06M (0.98%) 1.62M
Increased by +23.02%
Dec 31, 23
8 Equity Investment Corp 6.87M (0.95%) 957.14K
Increased by +13.93%
Mar 31, 24
9 Charles Schwab Investment Management Inc 6.45M (0.89%) 2.13M
Increased by +33.03%
Mar 31, 24
10 Victory Capital Management Inc. 5.26M (0.73%) 86.76K
Increased by +1.65%
Mar 31, 24
11 Virginia Retirement Systems Et AL 5.18M (0.72%) -20.40K
Decreased by -0.39%
Sep 30, 23
12 Northern Trust Corp 4.76M (0.66%) -904.03K
Decreased by -18.97%
Mar 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 4.52M (0.63%) 582.36K
Increased by +12.89%
Mar 31, 24
14 ClearBridge Advisors, LLC 4.46M (0.62%) -2.92M
Decreased by -65.46%
Mar 31, 24
15 JPMorgan Chase & Co 3.45M (0.48%) -23.21K
Decreased by -0.67%
Sep 30, 23
16 GRS Advisors, LLC 3.31M (0.46%) 3.31M
Increased by +100.00%
Dec 31, 23
17 Davidson Investment Advisors, Inc. 3.28M (0.46%) 1.19M
Increased by +36.26%
Mar 31, 24
18 Van Eck Associates Corporation 3.12M (0.43%) 547.85K
Increased by +17.58%
Mar 31, 24
19 Two Sigma Investments LLC 3.08M (0.43%) 3.08M
Increased by +100.00%
Mar 31, 24
20 Schonfeld Strategic Advisors LLC 3.04M (0.42%) 560.79K
Increased by +18.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.71M (3.15%) 1.25M
Increased by +5.49%
Jun 30, 24
2 Vanguard Small Cap Index 18.27M (2.54%) 539.00K
Increased by +2.95%
Jun 30, 24
3 Vanguard Small Cap Value Index Inv 12.30M (1.71%) 422.42K
Increased by +3.44%
Jun 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 10.91M (1.51%) 452.34K
Increased by +4.15%
Jun 30, 24
5 iShares Mortgage Real Estate Capped ETF 6.55M (0.91%) 0.00
Increased by 0.00%
Jun 28, 24
6 Allspring Special Small Cap Value A 5.76M (0.80%) -13.70K
Decreased by -0.24%
Jun 30, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 4.32M (0.60%) 175.10K
Increased by +4.06%
Jun 30, 24
8 Fidelity Extended Market Index 3.94M (0.55%) 7.40K
Increased by +0.19%
May 31, 24
9 Lear Global Vigilance 3.61M (0.50%) 233.70K
Increased by +6.48%
Jun 30, 24
10 Fidelity® Extended Market Index 3.15M (0.44%) 481.76K
Increased by +15.28%
Nov 30, 23
11 Ruffer LLP USD 2.71M (0.38%) 2.15M
Increased by +79.44%
May 31, 24
12 Ruffer SICAV Total Return Int'l 2.71M (0.38%) 2.15M
Increased by +79.44%
May 31, 24
13 Ruffer SICAV Total Return International 2.71M (0.38%) 2.15M
Increased by +79.44%
May 31, 24
14 WS Ruffer Absolute Return Fund C Acc 2.71M (0.38%) 2.15M
Increased by +79.44%
May 31, 24
15 VanEck Mortgage REIT Income ETF 2.56M (0.35%) 15.71K
Increased by +0.61%
Jun 29, 24
16 iShares US Real Estate ETF 2.36M (0.33%) -25.07K
Decreased by -1.06%
Mar 28, 24
17 ClearBridge Value C 2.20M (0.31%) 200.00K
Increased by +9.09%
Dec 31, 23
18 ClearBridge Value Equity 2.20M (0.31%) 0.00
Increased by 0.00%
Dec 31, 23
19 Blackrock Russ 1000 Eq Idx Composite 2.15M (0.30%) 150.86K
Increased by +7.00%
Mar 31, 24
20 Russell 1000 Index Fund 2.15M (0.30%) 0.00
Increased by 0.00%
Jun 30, 24