Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.51%
2 MVRL 4.54%
3 RINC 4.10%
4 MORT 3.72%
5 KBWD 3.00%
6 SMHB 2.21%
7 ERNZ 1.21%
8 CVY 0.91%
9 RIET 0.91%
10 SRET 0.74%
11 SDIV 0.67%
12 XSVM 0.61%
13 HOMZ 0.53%
14 PSCF 0.53%
15 EBIT 0.50%
16 FYT 0.43%
17 VIOV 0.37%
18 SLYV 0.30%
19 IJS 0.30%
20 PZI 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.77M (13.97%) 295.90K
Increased by +1.15%
Mar 31, 25
2 Vanguard Group Inc 19.18M (10.40%) -341.42K
Decreased by -1.78%
Mar 31, 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 Goldman Sachs Group Inc 3.20M (1.73%) -1.50M
Decreased by -46.80%
Mar 31, 25
8 Wasatch Advisors Inc. 3.00M (1.63%) 726.68K
Increased by +24.18%
Dec 31, 23
9 Charles Schwab Investment Management Inc 2.55M (1.38%) 56.00K
Increased by +2.20%
Mar 31, 25
10 Northern Trust Corp 2.43M (1.32%) 220.47K
Increased by +9.06%
Dec 31, 24
11 Cooperman Leon G 2.00M (1.08%) -421.19K
Decreased by -21.06%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.97M (1.07%) -84.90K
Decreased by -4.30%
Mar 31, 25
13 Amvescap Plc. 1.69M (0.91%) 799.97K
Increased by +47.41%
Dec 31, 24
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 (0.73%) 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 (0.56%) 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 11.53M (6.25%) 0.00
Increased by 0.00%
Apr 30, 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 5.26M (2.85%) 129.54K
Increased by +2.46%
Apr 30, 25
4 Vanguard Small Cap Index 4.02M (2.18%) 19.46K
Increased by +0.48%
Apr 30, 25
5 iShares Russell 2000 ETF 3.77M (2.04%) 0.00
Increased by 0.00%
Apr 30, 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 2.92M (1.59%) 3.00K
Increased by +0.10%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.92M (1.58%) 9.09K
Increased by +0.31%
Apr 30, 25
9 iShares Mortgage Real Estate Capped ETF 2.30M (1.25%) 0.00
Increased by 0.00%
Apr 30, 25
10 iShares S&P Small-Cap 600 Value ETF 1.88M (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Index 1.85M (1.00%) 20.38K
Increased by +1.10%
Feb 28, 25
12 Fidelity® Small Cap Index 1.76M (0.96%) 46.78K
Increased by +2.65%
Oct 31, 23
13 Wasatch Small Cap Value 1.74M (0.94%) -186.91K
Decreased by -10.75%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 1.67M (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 1.64M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.63M (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
17 Invesco KBW High Dividend Yld Fincl ETF 1.23M (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Tax-Managed Small Cap Adm 1.20M (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
19 VanEck Mortgage REIT Income ETF 1.13M (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® S&P 600 Small Cap Value ETF 1.12M (0.61%) 0.00
Increased by 0.00%
Apr 30, 25