Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RINC 4.89%
2 MVRL 4.54%
3 DVDN 4.50%
4 MORT 2.57%
5 KBWD 2.36%
6 SMHB 2.21%
7 HYIN 2.20%
8 XSHD 2.05%
9 HIPS 1.69%
10 ERNZ 1.21%
11 RIET 1.05%
12 SDIV 1.02%
13 CVY 0.91%
14 SMDV 0.91%
15 SRET 0.74%
16 HAPS 0.67%
17 XSVM 0.64%
18 PXSV 0.64%
19 HOMZ 0.59%
20 FYT 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.84M (14.59%) -116.62K
Decreased by -0.43%
Mar 31, 26
2 Vanguard Group Inc 18.60M (10.11%) -731.43K
Decreased by -3.93%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 9.60M (5.22%) 9.60M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.57M (4.11%) 7.57M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 7.44M (4.04%) -28.72K
Decreased by -0.39%
Mar 31, 26
6 State Street Corporation 7.17M (3.90%) 70.27K
Increased by +0.98%
Mar 31, 24
7 Geode Capital Management, LLC 4.72M (2.56%) 65.46K
Increased by +1.39%
Mar 31, 26
8 Coatue Management LLC 4.20M (2.28%) 4.20M
Increased by +100.00%
Mar 31, 26
9 Balyasny Asset Management LLC 3.84M (2.08%) 2.87M
Increased by +74.80%
Dec 31, 25
10 Valiant Capital Management LP 3.75M (2.04%) 3.75M
Increased by +100.00%
Jun 30, 25
11 Wasatch Advisors LP 3.48M (1.89%) -578.88K
Decreased by -16.64%
Dec 31, 25
12 Charles Schwab Investment Management Inc 3.35M (1.82%) 353.85K
Increased by +10.57%
Mar 31, 26
13 The Goldman Sachs Group Inc 3.24M (1.76%) 143.36K
Increased by +4.42%
Mar 31, 26
14 Wasatch Advisors Inc. 3.00M (1.63%) 726.68K
Increased by +24.18%
Dec 31, 23
15 Goldman Sachs Group Inc 2.98M (1.62%) -221.31K
Decreased by -7.43%
Jun 30, 25
16 Marshall Wace Asset Management Ltd 2.90M (1.58%) -108.48K
Decreased by -3.74%
Dec 31, 25
17 Amvescap Plc. 2.83M (1.54%) 691.63K
Increased by +24.43%
Mar 31, 26
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.72M (1.48%) 1.59M
Increased by +58.48%
Mar 31, 26
19 Northern Trust Corp 2.11M (1.15%) -69.84K
Decreased by -3.31%
Mar 31, 26
20 Van Eck Associates Corporation 1.95M (1.06%) 59.48K
Increased by +3.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.85M (6.44%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 5.57M (3.03%) 528.10K
Increased by +9.48%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 5.31M (2.89%) 5.66K
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 4.03M (2.19%) 0.00
Increased by 0.00%
May 29, 26
5 Fuh Hwa FTSE Mortgage REITs ETF 3.68M (2.00%) 376.94K
Increased by +10.23%
Dec 31, 24
6 Vanguard Small Cap Index 3.57M (1.94%) 1.43K
Increased by +0.04%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 2.59M (1.41%) 3.97K
Increased by +0.15%
Apr 30, 26
8 iShares Mortgage Real Estate Capped ETF 2.34M (1.27%) 0.00
Increased by 0.00%
May 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.20%) 24.39K
Increased by +1.11%
Apr 30, 26
10 VanEck Mortgage REIT Income ETF 1.94M (1.05%) 0.00
Increased by 0.00%
May 30, 26
11 Fidelity Small Cap Index 1.92M (1.04%) -7.63K
Decreased by -0.40%
Mar 31, 26
12 Invesco KBW High Dividend Yld Fincl ETF 1.88M (1.02%) 0.00
Increased by 0.00%
May 29, 26
13 iShares S&P Small-Cap 600 Value ETF 1.81M (0.98%) 0.00
Increased by 0.00%
May 29, 26
14 State Street SPDR Port S&P 600 Sm CpETF 1.80M (0.98%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity® Small Cap Index 1.76M (0.96%) 46.78K
Increased by +2.65%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.70M (0.92%) 20.39K
Increased by +1.20%
Aug 29, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.67M (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares Russell 2000 Value ETF 1.64M (0.89%) 0.00
Increased by 0.00%
May 29, 26
19 Global X SuperDividend™ ETF 1.63M (0.88%) 0.00
Increased by 0.00%
May 29, 26
20 Wasatch Small Cap Value 1.45M (0.79%) -327.52K
Decreased by -22.53%
Dec 31, 25