Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCV 1000.00%
2 SUSL 1000.00%
3 CRBN 1000.00%
4 ACWI 1000.00%
5 REZ 1000.00%
6 DSI 1000.00%
7 ERET 1000.00%
8 REET 1000.00%
9 EUSA 1000.00%
10 PABU 1000.00%
11 KLD 1000.00%
12 JKI 1000.00%
13 JKG 1000.00%
14 JKF 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IYR 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 87.76M (12.61%) 125.06K
Increased by +0.14%
Dec 31, 23
2 BlackRock Inc 57.11M (8.21%) 1.71M
Increased by +3.00%
Dec 31, 23
3 State Street Corporation 41.14M (5.91%) 1.64M
Increased by +3.99%
Dec 31, 23
4 Amvescap Plc. 24.84M (3.57%) 704.08K
Increased by +2.83%
Dec 31, 23
5 JPMorgan Chase & Co 17.18M (2.47%) 708.36K
Increased by +4.12%
Dec 31, 23
6 Geode Capital Management, LLC 13.20M (1.90%) 259.05K
Increased by +1.96%
Dec 31, 23
7 CenterSquare Investment Management LLC 11.98M (1.72%) 2.67M
Increased by +22.32%
Dec 31, 23
8 Resolution Capital Limited 11.52M (1.66%) -153.22K
Decreased by -1.33%
Dec 31, 23
9 Legal & General Group PLC 10.20M (1.47%) 828.36K
Increased by +8.12%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 9.29M (1.34%) 581.16K
Increased by +6.25%
Dec 31, 23
11 American Century Companies Inc 9.13M (1.31%) 104.60K
Increased by +1.15%
Dec 31, 23
12 AllianceBernstein L.P. 9.00M (1.29%) -393.42K
Decreased by -4.37%
Sep 30, 23
13 Fuller & Thaler Asset Management Inc 8.60M (1.24%) -378.55K
Decreased by -4.40%
Dec 31, 23
14 NORGES BANK 8.31M (1.19%) -7.11M
Decreased by -85.51%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 8.09M (1.16%) -96.86K
Decreased by -1.20%
Dec 31, 23
16 Charles Schwab Investment Management Inc 7.54M (1.08%) 276.39K
Increased by +3.66%
Dec 31, 23
17 Northern Trust Corp 7.47M (1.07%) -2.18M
Decreased by -29.13%
Dec 31, 23
18 Nuveen Asset Management, LLC 7.20M (1.04%) 572.35K
Increased by +7.94%
Dec 31, 23
19 PGGM Investments 6.22M (0.89%) 0.00
Increased by 0.00%
Dec 31, 23
20 Goldman Sachs Group Inc 6.00M (0.86%) 2.18M
Increased by +36.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 29.07M (4.18%) 175.08K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 22.29M (3.20%) 101.94K
Increased by +0.46%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 17.84M (2.56%) 1.98M
Increased by +11.08%
Mar 31, 24
4 Undiscovered Managers Behavioral Val L 13.55M (1.95%) 1.03M
Increased by +7.62%
Mar 31, 24
5 Vanguard Small Cap Index 9.03M (1.30%) -2.17M
Decreased by -24.01%
Mar 31, 24
6 Fidelity 500 Index 8.56M (1.23%) 1.99M
Increased by +23.31%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 8.37M (1.20%) 18.90K
Increased by +0.23%
Apr 30, 24
8 Fuller & Thaler Behavrl Small-Cap Value 7.83M (1.12%) -27.96K
Decreased by -0.36%
Sep 30, 23
9 Vanguard Mid Cap Index Institutional 7.69M (1.11%) 603.80K
Increased by +7.85%
Mar 31, 24
10 iShares Core S&P 500 ETF 7.29M (1.05%) 6.33K
Increased by +0.09%
Apr 30, 24
11 iShares Core S&P Mid-Cap ETF 7.23M (1.04%) -3.91K
Decreased by -0.05%
Jan 31, 24
12 Invesco S&P 500® Equal Weight ETF 6.24M (0.90%) 12.65K
Increased by +0.20%
Apr 30, 24
13 Vanguard Small Cap Value Index Inv 6.08M (0.87%) -1.56M
Decreased by -25.66%
Mar 31, 24
14 iShares Russell 2000 ETF 5.86M (0.84%) -106.93K
Decreased by -1.82%
Jan 31, 24
15 American Century Mid Cap Value Inv 5.64M (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
16 American Century U.S. Mid Cap Value 5.64M (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
17 AMOne Shinko US-REIT Open 5.55M (0.80%) -394.19K
Decreased by -7.10%
Sep 5, 23
18 FullerThaler Behavioral Small-Cap Value 4.73M (0.68%) 4.73M
Increased by +100.00%
Feb 29, 24
19 Vanguard Institutional Index I 4.66M (0.67%) 466.00
Increased by +0.01%
Mar 31, 24
20 Vanguard Real Estate II Index 4.52M (0.65%) 33.09K
Increased by +0.73%
Mar 31, 24