Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RINC 4.38%
2 HYIN 3.14%
3 RZG 1.39%
4 PFF 0.06%
5 IWN 0.05%
6 ISCV 0.03%
7 JKL 0.03%
8 IWM 0.02%
9 IWMW 0.02%
10 JKJ 0.01%
11 ISCB 0.01%
12 SMMD 0.01%
13 WSML 0.01%
14 IWV 0.00%
15 ITOT 0.00%
16 ITDI 0.00%
17 ITDH 0.00%
18 ITDJ 0.00%
19 ITDG 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.27M (15.83%) -149.63K
Decreased by -1.13%
 Mar 31, 26
2 Vanguard Group Inc 6.04M (7.20%) -64.71K
Decreased by -1.07%
 Dec 31, 25
3 Vanguard Capital Management, LLC 3.79M (4.52%) 3.79M
Increased by +100.00%
 Mar 31, 26
4 State Street Corp 3.35M (3.99%) 75.48K
Increased by +2.26%
 Mar 31, 26
5 Amvescap Plc. 3.17M (3.78%) -4.20K
Decreased by -0.13%
 Mar 31, 26
6 Allspring Global Investments Holdings, LLC 2.87M (3.42%) -498.00K
Decreased by -17.37%
 Mar 31, 26
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.56M (3.06%) 179.48K
Increased by +7.00%
 Mar 31, 26
8 Geode Capital Management, LLC 2.24M (2.67%) 89.04K
Increased by +3.98%
 Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.65M (1.97%) 1.65M
Increased by +100.00%
 Mar 31, 26
10 Charles Schwab Investment Management Inc 1.63M (1.95%) -153.22K
Decreased by -9.38%
 Mar 31, 26
11 Northern Trust Corp 992.13K (1.18%) 42.02K
Increased by +4.24%
 Mar 31, 26
12 Van Eck Associates Corporation 952.24K (1.14%) 48.55K
Increased by +5.10%
 Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 788.68K (0.94%) -100.61K
Decreased by -12.76%
 Mar 31, 26
14 Vanguard Fiduciary Trust Co 551.57K (0.66%) 551.57K
Increased by +100.00%
 Mar 31, 26
15 Bessemer Group Inc 530.78K (0.63%) 529.68K
Increased by +99.79%
 Mar 31, 26
16 The Goldman Sachs Group Inc 499.08K (0.60%) 23.34K
Increased by +4.68%
 Mar 31, 26
17 Bank of New York Mellon Corp 493.29K (0.59%) -25.46K
Decreased by -5.16%
 Mar 31, 26
18 JPMorgan Chase & Co 428.83K (0.51%) -154.44K
Decreased by -36.01%
 Mar 31, 26
19 Bank of America Corp 416.06K (0.50%) -16.34K
Decreased by -3.93%
 Mar 31, 26
20 Principal Financial Group Inc 408.27K (0.49%) 7.95K
Increased by +1.95%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.09M (6.07%) 2.21K
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.76M (3.30%) 0.00
Increased by 0.00%
 Apr 30, 26
3 iShares Russell 2000 ETF 2.05M (2.45%) 18.98K
Increased by +0.92%
 May 29, 26
4 Allspring Special Small Cap Value A 1.81M (2.16%) -190.20K
Decreased by -10.50%
 Apr 30, 26
5 Global X SuperDividend™ ETF 1.53M (1.83%) 0.00
Increased by 0.00%
 May 29, 26
6 Invesco KBW High Dividend Yld Fincl ETF 1.34M (1.60%) 0.00
Increased by 0.00%
 May 29, 26
7 Global X SuperDividend ETF USD Cap 1.13M (1.35%) 0.00
Increased by 0.00%
 May 29, 26
8 iShares Mortgage Real Estate Capped ETF 1.02M (1.22%) -2.03K
Decreased by -0.20%
 May 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 938.46K (1.12%) 7.00K
Increased by +0.75%
 Apr 30, 26
10 VanEck Mortgage REIT Income ETF 932.93K (1.11%) 0.00
Increased by 0.00%
 May 30, 26
11 Fidelity Small Cap Index 837.94K (1.00%) 969.00
Increased by +0.12%
 Mar 31, 26
12 State Street SPDR Port S&P 600 Sm CpETF 776.05K (0.93%) 0.00
Increased by 0.00%
 May 29, 26
13 iShares S&P Small-Cap 600 Growth ETF 745.12K (0.89%) 0.00
Increased by 0.00%
 May 29, 26
14 iShares Russell 2000 Value ETF 739.10K (0.88%) 0.00
Increased by 0.00%
 May 29, 26
15 Vanguard Tax-Managed Small Cap Adm 634.66K (0.76%) 0.00
Increased by 0.00%
 Apr 30, 26
16 Invesco S&P SmallCap Momentum ETF 618.31K (0.74%) 188.00
Increased by +0.03%
 May 29, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 584.34K (0.70%) 0.00
Increased by 0.00%
 May 31, 26
18 Invesco S&P SmallCap Value with Momt ETF 575.00K (0.69%) 0.00
Increased by 0.00%
 May 29, 26
19 Schwab Fundamental U.S. Small CompanyETF 569.36K (0.68%) -230.00
Decreased by -0.04%
 May 30, 26
20 Russell 2000 Equity Index Fund B 528.58K (0.63%) -270.00
Decreased by -0.05%
 Dec 31, 25