Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 13.61%
2 MVRL 8.86%
3 DVDN 6.10%
4 GHTA 5.87%
5 IVFVC 5.42%
6 DDIV 5.35%
7 ADPV 3.60%
8 HYIN 3.28%
9 RINC 3.23%
10 SRET 2.89%
11 KBWD 2.83%
12 MLTI 2.76%
13 DVOL 2.72%
14 DVLU 2.67%
15 HIPS 2.42%
16 DVHL 2.37%
17 SCAP 2.15%
18 SGRT 2.12%
19 GHMS 2.03%
20 FXO 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.75M (8.57%) 1.30M
Increased by +1.33%
Dec 31, 25
2 BlackRock Inc 60.42M (5.30%) -684.84K
Decreased by -1.13%
Mar 31, 26
3 Vanguard Capital Management, LLC 49.40M (4.33%) 49.40M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 44.90M (3.94%) 44.90M
Increased by +100.00%
Mar 31, 26
5 UBS Group AG 23.09M (2.03%) 13.44M
Increased by +58.19%
Mar 31, 26
6 Geode Capital Management, LLC 20.89M (1.83%) -8.20M
Decreased by -39.27%
Mar 31, 26
7 State Street Corp 19.07M (1.67%) 823.23K
Increased by +4.32%
Mar 31, 26
8 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.49%) 2.59M
Increased by +15.23%
Mar 31, 25
9 State Street Corporation 16.82M (1.48%) 717.71K
Increased by +4.27%
Mar 31, 24
10 NORGES BANK 13.23M (1.16%) 1.28M
Increased by +9.68%
Dec 31, 25
11 Equity Investment Corp 9.69M (0.85%) 171.73K
Increased by +1.77%
Mar 31, 26
12 Bank of America Corp 8.66M (0.76%) -2.19M
Decreased by -25.32%
Mar 31, 26
13 Citadel Advisors Llc 7.87M (0.69%) 1.90M
Increased by +24.20%
Jun 30, 25
14 Qube Research & Technologies 7.79M (0.68%) 7.75M
Increased by +99.60%
Mar 31, 26
15 Charles Schwab Investment Management Inc 7.72M (0.68%) 625.80K
Increased by +8.11%
Mar 31, 26
16 Victory Capital Management Inc. 7.47M (0.66%) 357.69K
Increased by +4.79%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 7.27M (0.64%) -219.79K
Decreased by -3.02%
Mar 31, 26
18 Northern Trust Corp 7.07M (0.62%) 445.92K
Increased by +6.30%
Mar 31, 26
19 Vanguard Fiduciary Trust Co 6.87M (0.60%) 6.87M
Increased by +100.00%
Mar 31, 26
20 Renaissance Technologies Corp 6.86M (0.60%) 592.55K
Increased by +8.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.25M (3.09%) 160.45K
Increased by +0.46%
Apr 30, 26
2 Vanguard Small Cap Index 25.55M (2.24%) -59.05K
Decreased by -0.23%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 24.71M (2.17%) 1.57M
Increased by +6.36%
Sep 30, 24
4 Vanguard Small Cap Value Index Inv 16.42M (1.44%) 132.15K
Increased by +0.80%
Apr 30, 26
5 Fuh Hwa FTSE Mortgage REITs ETF 16.24M (1.42%) 3.01M
Increased by +18.53%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 12.50M (1.10%) 136.36K
Increased by +1.09%
Apr 30, 26
7 Fidelity High Dividend ETF 8.27M (0.73%) 23.84K
Increased by +0.29%
Aug 29, 25
8 iShares Mortgage Real Estate Capped ETF 7.86M (0.69%) -15.62K
Decreased by -0.20%
May 29, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 6.71M (0.59%) 22.30K
Increased by +0.33%
May 31, 26
10 Fidelity Extended Market Index 5.91M (0.52%) -151.45K
Decreased by -2.56%
Apr 30, 26
11 Allspring Special Small Cap Value A 5.36M (0.47%) -193.00K
Decreased by -3.60%
Jul 31, 25
12 VanEck Mortgage REIT Income ETF 5.15M (0.45%) 0.00
Increased by 0.00%
May 30, 26
13 State St Russell Sm/Mid Cp® Indx NL Cl C 4.78M (0.42%) 24.63K
Increased by +0.52%
Apr 30, 25
14 Fidelity Series Value Discovery 4.67M (0.41%) 159.50K
Increased by +3.42%
Jun 30, 25
15 iShares Russell Mid-Cap ETF 4.37M (0.38%) 856.00
Increased by +0.02%
May 29, 26
16 Strategic Advisers Fidelity US TtlStk 4.22M (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares US Real Estate ETF 4.13M (0.36%) 104.65K
Increased by +2.54%
May 29, 26
18 Fidelity Mid Cap Index 4.10M (0.36%) 20.82K
Increased by +0.51%
Apr 30, 26
19 Russell 1000 Index Fund 3.57M (0.31%) 0.00
Increased by 0.00%
May 31, 26
20 Lear Global Vigilance 3.26M (0.29%) 2.59M
Increased by +79.29%
Mar 31, 26