Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 ACWI 1000.00%
3 IWB 1000.00%
4 ERET 1000.00%
5 EUSA 1000.00%
6 IVW 1000.00%
7 IVV 1000.00%
8 IVE 1000.00%
9 IUSV 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 IMCV 1000.00%
13 IMCB 1000.00%
14 ILCV 1000.00%
15 REET 1000.00%
16 TOK 1000.00%
17 URTH 1000.00%
18 USRT 1000.00%
19 USXF 1000.00%
20 CRBN 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 115.55M (16.68%) 158.74K
Increased by +0.14%
Mar 31, 24
2 BlackRock Inc 75.98M (10.97%) 1.85M
Increased by +2.44%
Mar 31, 24
3 State Street Corporation 49.23M (7.10%) 544.69K
Increased by +1.11%
Mar 31, 24
4 Wellington Management Company LLP 33.79M (4.88%) -11.73M
Decreased by -34.71%
Mar 31, 24
5 NORGES BANK 31.62M (4.56%) 6.06M
Increased by +19.16%
Dec 31, 23
6 Amvescap Plc. 24.31M (3.51%) 10.80M
Increased by +44.44%
Mar 31, 24
7 Cohen & Steers Inc 23.22M (3.35%) 1.67M
Increased by +7.17%
Mar 31, 24
8 JPMorgan Chase & Co 19.17M (2.77%) 1.27M
Increased by +6.65%
Mar 31, 24
9 Geode Capital Management, LLC 18.42M (2.66%) 452.58K
Increased by +2.46%
Mar 31, 24
10 Goldman Sachs Group Inc 16.78M (2.42%) -16.40M
Decreased by -97.76%
Mar 31, 24
11 Citadel Advisors Llc 11.91M (1.72%) 5.52M
Increased by +46.35%
Sep 30, 23
12 Holocene Advisors, LP 11.48M (1.66%) 11.48M
Increased by +100.00%
Sep 30, 23
13 Legal & General Group PLC 10.92M (1.58%) 97.28K
Increased by +0.89%
Mar 31, 24
14 Resolution Capital Limited 10.63M (1.53%) 687.71K
Increased by +6.47%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 10.33M (1.49%) -96.81K
Decreased by -0.94%
Mar 31, 24
16 Charles Schwab Investment Management Inc 10.07M (1.45%) 269.44K
Increased by +2.68%
Mar 31, 24
17 Bank of America Corp 9.94M (1.43%) 4.72M
Increased by +47.51%
Mar 31, 24
18 Northern Trust Corp 9.57M (1.38%) -331.91K
Decreased by -3.47%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 9.52M (1.37%) 2.29M
Increased by +24.01%
Mar 31, 24
20 CenterSquare Investment Management LLC 8.30M (1.20%) -329.05K
Decreased by -3.97%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 28.28M (4.08%) 19.05K
Increased by +0.07%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.28M (3.21%) 11.21K
Increased by +0.05%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 18.11M (2.61%) 7.95K
Increased by +0.04%
Jun 30, 24
4 Vanguard Equity-Income Inv 11.15M (1.61%) -6.06M
Decreased by -54.37%
Mar 31, 24
5 Vanguard Small Cap Index 8.84M (1.28%) -130.10K
Decreased by -1.47%
Jun 30, 24
6 Fidelity 500 Index 8.59M (1.24%) 43.56K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500® ETF Trust 8.40M (1.21%) 79.00K
Increased by +0.94%
Jun 30, 24
8 SPDR® S&P 500 ETF Trust 8.34M (1.20%) 18.86K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 8.29M (1.20%) 52.76K
Increased by +0.64%
Nov 30, 23
10 Vanguard Mid Cap Index Institutional 7.54M (1.09%) -109.48K
Decreased by -1.45%
Jun 30, 24
11 iShares Core S&P 500 ETF 7.53M (1.09%) 38.22K
Increased by +0.51%
Jun 28, 24
12 Invesco S&P 500® Equal Weight ETF 6.04M (0.87%) 23.42K
Increased by +0.39%
Jun 28, 24
13 Vanguard Wellesley® Income Inv 5.87M (0.85%) -3.61M
Decreased by -61.51%
Mar 31, 24
14 AMOne Shinko US-REIT Open 5.70M (0.82%) 1.42M
Increased by +24.88%
Mar 5, 24
15 Hartford Dividend and Growth Y 5.54M (0.80%) 0.00
Increased by 0.00%
Jun 30, 24
16 Daiwa US-REIT Open Mother Fund 5.00M (0.72%) -1.17M
Decreased by -23.41%
Mar 18, 24
17 Vanguard Small Cap Growth Index Inv 4.97M (0.72%) -136.24K
Decreased by -2.74%
Jun 30, 24
18 MFS Mid Cap Value A 4.85M (0.70%) -36.18K
Decreased by -0.75%
Jun 30, 24
19 MFS Mid Cap Value Equity 4.85M (0.70%) -94.71K
Decreased by -1.95%
Jun 30, 24
20 Vanguard Institutional Index I 4.57M (0.66%) -29.70K
Decreased by -0.65%
Jun 30, 24