Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REZ 1000.00%
2 ACWI 1000.00%
3 ERET 1000.00%
4 IYY 1000.00%
5 ILCB 1000.00%
6 PABU 1000.00%
7 ILCG 1000.00%
8 ILCV 1000.00%
9 ITOT 1000.00%
10 IUSV 1000.00%
11 IVE 1000.00%
12 IVV 1000.00%
13 KLD 1000.00%
14 IWB 1000.00%
15 IWD 1000.00%
16 IWL 1000.00%
17 SUSA 1000.00%
18 IWV 1000.00%
19 CRBN 1000.00%
20 JKF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 89.19M (14.66%) 3.26M
Increased by +3.65%
Mar 31, 24
2 BlackRock Inc 59.13M (9.72%) 950.98K
Increased by +1.61%
Mar 31, 24
3 Cohen & Steers Inc 39.53M (6.50%) -1.31M
Decreased by -3.32%
Mar 31, 24
4 State Street Corporation 33.55M (5.52%) -2.08M
Decreased by -6.21%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 29.24M (4.81%) 6.10M
Increased by +20.88%
Mar 31, 24
6 NORGES BANK 27.20M (4.47%) 10.35M
Increased by +38.04%
Dec 31, 23
7 Wellington Management Company LLP 16.64M (2.74%) 398.35K
Increased by +2.39%
Mar 31, 24
8 Bank of America Corp 16.20M (2.66%) 1.30M
Increased by +8.04%
Mar 31, 24
9 Geode Capital Management, LLC 13.78M (2.27%) 590.34K
Increased by +4.28%
Mar 31, 24
10 Principal Financial Group Inc 12.46M (2.05%) -553.88K
Decreased by -4.45%
Mar 31, 24
11 FMR Inc 11.49M (1.89%) -605.95K
Decreased by -5.27%
Mar 31, 24
12 Goldman Sachs Group Inc 8.60M (1.41%) 5.62M
Increased by +65.31%
Dec 31, 23
13 Legal & General Group PLC 8.36M (1.37%) 217.54K
Increased by +2.60%
Mar 31, 24
14 Daiwa Securities Group Inc 7.94M (1.30%) -48.61K
Decreased by -0.61%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 7.75M (1.27%) 161.12K
Increased by +2.08%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 7.39M (1.21%) 790.92K
Increased by +10.71%
Mar 31, 24
17 Amvescap Plc. 7.25M (1.19%) -387.36K
Decreased by -5.35%
Mar 31, 24
18 Resolution Capital Limited 6.86M (1.13%) 838.03K
Increased by +12.22%
Mar 31, 24
19 T. Rowe Price Associates, Inc. 6.70M (1.10%) -475.40K
Decreased by -7.10%
Mar 31, 24
20 Northern Trust Corp 6.61M (1.09%) 118.66K
Increased by +1.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 22.36M (3.68%) 10.10K
Increased by +0.05%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.87M (3.10%) 925.37K
Increased by +4.90%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 15.37M (2.53%) 1.16M
Increased by +7.57%
Jun 30, 24
4 American Funds Washington Mutual A 14.19M (2.33%) 5.15M
Increased by +36.27%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 12.81M (2.11%) 449.79K
Increased by +3.51%
Jun 30, 24
6 Capital Group Wash Mutual Invtrs Comp 9.04M (1.49%) 267.98K
Increased by +2.96%
Mar 31, 24
7 SPDR® S&P 500® ETF Trust 7.12M (1.17%) 67.09K
Increased by +0.94%
Jun 30, 24
8 Fidelity 500 Index 6.74M (1.11%) 34.17K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500 ETF Trust 6.68M (1.10%) -51.98K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 6.45M (1.06%) 443.29K
Increased by +6.87%
Nov 30, 23
11 iShares Core S&P 500 ETF 6.38M (1.05%) 32.40K
Increased by +0.51%
Jun 28, 24
12 Cohen & Steers Real Estate Opportunities 6.26M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
13 Cohen & Steers Real Estate Securities A 6.26M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Growth Index Investor 6.17M (1.01%) 640.16K
Increased by +10.38%
Jun 30, 24
15 Vanguard Wellington™ Inv 5.73M (0.94%) 0.00
Increased by 0.00%
Mar 31, 24
16 Cohen & Steers Instl Realty Shares 5.73M (0.94%) 0.00
Increased by 0.00%
Jun 30, 24
17 Capital Group Fundamental Invtrs Comp 5.29M (0.87%) 1.25M
Increased by +23.68%
Mar 31, 24
18 American Funds Fundamental Invs A 5.29M (0.87%) -2.41K
Decreased by -0.05%
Jun 30, 24
19 Daiwa US-REIT Open Mother Fund 5.28M (0.87%) -298.82K
Decreased by -5.66%
Mar 18, 24
20 American Funds American Balanced A 4.93M (0.81%) 1.02M
Increased by +20.76%
Jun 30, 24