Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 13.67%
2 MVRL 8.86%
3 DVDN 7.28%
4 IVFVC 5.42%
5 DDIV 5.24%
6 GHTA 4.40%
7 ADPV 3.60%
8 HYIN 3.30%
9 RINC 3.23%
10 SRET 2.91%
11 DVLU 2.78%
12 MLTI 2.76%
13 KBWD 2.72%
14 DVOL 2.65%
15 DVHL 2.37%
16 HIPS 2.35%
17 SCAP 2.23%
18 SGRT 2.12%
19 GHMS 2.03%
20 FXO 1.53%

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 61.10M (5.36%) 4.90M
Increased by +8.01%
Dec 31, 25
3 Geode Capital Management, LLC 29.10M (2.55%) 1.60M
Increased by +5.49%
Dec 31, 25
4 UBS Group AG 23.09M (2.03%) 13.44M
Increased by +58.19%
Mar 31, 26
5 State Street Corp 18.25M (1.60%) 1.09M
Increased by +5.98%
Dec 31, 25
6 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.49%) 2.59M
Increased by +15.23%
Mar 31, 25
7 State Street Corporation 16.82M (1.48%) 717.71K
Increased by +4.27%
Mar 31, 24
8 NORGES BANK 13.23M (1.16%) 1.28M
Increased by +9.68%
Dec 31, 25
9 Bank of America Corp 10.85M (0.95%) 3.63M
Increased by +33.49%
Dec 31, 25
10 Equity Investment Corp 9.69M (0.85%) 171.73K
Increased by +1.77%
Mar 31, 26
11 Citadel Advisors Llc 7.87M (0.69%) 1.90M
Increased by +24.20%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 7.49M (0.66%) 1.46M
Increased by +19.52%
Dec 31, 25
13 Victory Capital Management Inc. 7.11M (0.62%) 1.04K
Increased by +0.01%
Dec 31, 25
14 Charles Schwab Investment Management Inc 7.09M (0.62%) -100.40K
Decreased by -1.42%
Dec 31, 25
15 Northern Trust Corp 7.07M (0.62%) 445.92K
Increased by +6.30%
Mar 31, 26
16 Renaissance Technologies Corp 6.86M (0.60%) 592.55K
Increased by +8.64%
Dec 31, 25
17 Ruffer LLP 6.40M (0.56%) -679.06K
Decreased by -10.61%
Dec 31, 24
18 Goldman Sachs Group Inc 6.21M (0.54%) 2.57M
Increased by +41.36%
Mar 31, 25
19 Two Sigma Investments LLC 5.62M (0.49%) 1.12M
Increased by +19.88%
Sep 30, 24
20 Virginia Retirement Systems Et AL 5.18M (0.45%) -20.40K
Decreased by -0.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.09M (3.08%) 1.09M
Increased by +3.11%
Mar 31, 26
2 Vanguard Small Cap Index 25.61M (2.25%) 1.25M
Increased by +4.88%
Mar 31, 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 16.29M (1.43%) 644.50K
Increased by +3.96%
Mar 31, 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 12.36M (1.08%) 672.59K
Increased by +5.44%
Mar 31, 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 7.71M (0.68%) -124.43K
Decreased by -1.61%
Apr 30, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 6.68M (0.59%) 37.10K
Increased by +0.56%
Apr 30, 26
10 Fidelity Extended Market Index 6.06M (0.53%) 128.89K
Increased by +2.13%
Mar 31, 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 5.10M (0.45%) 0.00
Increased by 0.00%
Apr 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 4.32M (0.38%) 7.28K
Increased by +0.17%
Apr 30, 26
16 Strategic Advisers Fidelity US TtlStk 4.22M (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Mid Cap Index 4.08M (0.36%) 165.92K
Increased by +4.07%
Mar 31, 26
18 Russell 1000 Index Fund 3.60M (0.32%) 0.00
Increased by 0.00%
Apr 30, 26
19 iShares US Real Estate ETF 3.41M (0.30%) 75.35K
Increased by +2.21%
Apr 30, 26
20 Lear Global Vigilance 3.26M (0.29%) 2.59M
Increased by +79.29%
Mar 31, 26