Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.14%
2 RINC 4.89%
3 MORT 4.79%
4 REM 4.63%
5 MVRL 4.54%
6 KBWD 3.26%
7 HYIN 3.08%
8 XSHD 2.69%
9 SMHB 2.21%
10 RIET 1.39%
11 ERNZ 1.21%
12 CVY 0.91%
13 SMDV 0.91%
14 XSVM 0.84%
15 PXSV 0.84%
16 SRET 0.74%
17 SDIV 0.73%
18 HOMZ 0.71%
19 PSCF 0.59%
20 FYT 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.77M (13.96%) 295.90K
Increased by +1.15%
Mar 31, 25
2 Vanguard Group Inc 19.50M (10.56%) 319.97K
Increased by +1.64%
Jun 30, 25
3 State Street Corp 7.28M (3.95%) -304.43K
Decreased by -4.18%
Mar 31, 25
4 State Street Corporation 7.17M (3.89%) 70.27K
Increased by +0.98%
Mar 31, 24
5 Geode Capital Management, LLC 4.43M (2.40%) 137.25K
Increased by +3.10%
Mar 31, 25
6 Wasatch Advisors LP 3.20M (1.74%) -342.27K
Decreased by -10.68%
Mar 31, 25
7 Wasatch Advisors Inc. 3.00M (1.63%) 726.68K
Increased by +24.18%
Dec 31, 23
8 Goldman Sachs Group Inc 2.98M (1.61%) -221.31K
Decreased by -7.43%
Jun 30, 25
9 Charles Schwab Investment Management Inc 2.67M (1.45%) 122.45K
Increased by +4.58%
Jun 30, 25
10 Northern Trust Corp 2.31M (1.25%) -124.85K
Decreased by -5.41%
Mar 31, 25
11 Amvescap Plc. 2.20M (1.19%) 510.77K
Increased by +23.24%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.97M (1.07%) -84.90K
Decreased by -4.30%
Mar 31, 25
13 Cooperman Leon G 1.80M (0.98%) -200.00K
Decreased by -11.11%
Jun 30, 25
14 Millennium Management LLC 1.44M (0.78%) 622.38K
Increased by +43.25%
Mar 31, 24
15 Mirae Asset Global Investments (Korea) Co Ltd 1.34M (0.72%) 78.15K
Increased by +5.84%
Mar 31, 24
16 Bank of New York Mellon Corp 1.25M (0.68%) -10.06K
Decreased by -0.81%
Mar 31, 25
17 Two Sigma Investments LLC 1.20M (0.65%) 317.43K
Increased by +26.36%
Sep 30, 24
18 Van Eck Associates Corporation 1.18M (0.64%) 64.60K
Increased by +5.49%
Mar 31, 25
19 Ameriprise Financial Inc 1.17M (0.64%) 44.61K
Increased by +3.80%
Mar 31, 25
20 D. E. Shaw & Co LP 1.02M (0.55%) 491.95K
Increased by +48.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.48M (6.22%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.31M (2.88%) 5.66K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.29M (2.87%) 30.05K
Increased by +0.57%
Jun 30, 25
4 Vanguard Small Cap Index 3.96M (2.14%) -77.93K
Decreased by -1.97%
Jun 30, 25
5 iShares Russell 2000 ETF 3.84M (2.08%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 3.68M (2.00%) 376.94K
Increased by +10.23%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.60%) 10.07K
Increased by +0.34%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.85M (1.54%) -72.99K
Decreased by -2.56%
Jun 30, 25
9 iShares Mortgage Real Estate Capped ETF 2.38M (1.29%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Small Cap Index 1.89M (1.02%) 2.14K
Increased by +0.11%
May 31, 25
11 iShares S&P Small-Cap 600 Value ETF 1.81M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
12 Wasatch Small Cap Value 1.77M (0.96%) 35.81K
Increased by +2.02%
Jun 30, 25
13 Fidelity® Small Cap Index 1.76M (0.96%) 46.78K
Increased by +2.65%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.68M (0.91%) 927.00
Increased by +0.06%
Jul 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.67M (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares Russell 2000 Value ETF 1.64M (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
17 VanEck Mortgage REIT Income ETF 1.29M (0.70%) 0.00
Increased by 0.00%
Jul 31, 25
18 Vanguard Tax-Managed Small Cap Adm 1.28M (0.69%) 75.95K
Increased by +5.95%
Jun 30, 25
19 Invesco KBW High Dividend Yld Fincl ETF 1.17M (0.63%) 6.61K
Increased by +0.57%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.10M (0.60%) 0.00
Increased by 0.00%
Jul 31, 25