Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 12.68%
2 MVRL 8.86%
3 DVDN 7.42%
4 IVFVC 5.42%
5 KBWD 3.25%
6 RINC 3.06%
7 SRET 2.96%
8 MLTI 2.76%
9 HIPS 2.56%
10 DVHL 2.37%
11 SCAP 2.17%
12 CRDT 2.03%
13 ADPV 2.02%
14 RIET 1.55%
15 MDIV 1.44%
16 DIV 1.27%
17 FDVV 1.21%
18 LVHD 1.04%
19 HDLB 1.03%
20 VNSE 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.32M (8.22%) 10.32M
Increased by +12.38%
Dec 31, 24
2 BlackRock Inc 45.39M (4.48%) 4.65M
Increased by +10.24%
Dec 31, 24
3 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.68%) 2.59M
Increased by +15.23%
Mar 31, 25
4 State Street Corporation 16.82M (1.66%) 717.71K
Increased by +4.27%
Mar 31, 24
5 Geode Capital Management, LLC 14.61M (1.44%) 2.31M
Increased by +15.81%
Dec 31, 24
6 State Street Corp 13.67M (1.35%) 964.61K
Increased by +7.06%
Dec 31, 24
7 Citadel Advisors Llc 12.02M (1.19%) 11.45M
Increased by +95.26%
Sep 30, 24
8 NORGES BANK 9.48M (0.94%) 1.77M
Increased by +18.69%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 8.66M (0.85%) 424.99K
Increased by +4.91%
Dec 31, 24
10 Equity Investment Corp 7.40M (0.73%) 562.70K
Increased by +7.61%
Mar 31, 25
11 Charles Schwab Investment Management Inc 7.35M (0.73%) 581.35K
Increased by +7.91%
Dec 31, 24
12 UBS Group AG 6.71M (0.66%) 4.90M
Increased by +73.01%
Dec 31, 24
13 Ruffer LLP 6.40M (0.63%) -679.06K
Decreased by -10.61%
Dec 31, 24
14 Northern Trust Corp 6.38M (0.63%) 1.27M
Increased by +19.97%
Dec 31, 24
15 Two Sigma Investments LLC 5.62M (0.55%) 1.12M
Increased by +19.88%
Sep 30, 24
16 Bank of America Corp 5.26M (0.52%) -4.16M
Decreased by -79.09%
Dec 31, 24
17 Virginia Retirement Systems Et AL 5.18M (0.51%) -20.40K
Decreased by -0.39%
Sep 30, 23
18 Victory Capital Management Inc. 4.87M (0.48%) 575.29K
Increased by +11.81%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 4.58M (0.45%) -499.32K
Decreased by -10.91%
Dec 31, 24
20 ClearBridge Advisors, LLC 4.46M (0.44%) -2.92M
Decreased by -65.46%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.12M (2.87%) 1.07M
Increased by +3.68%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 24.71M (2.44%) 1.57M
Increased by +6.36%
Sep 30, 24
3 Vanguard Small Cap Index 22.84M (2.25%) 232.89K
Increased by +1.02%
Mar 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 16.24M (1.60%) 3.01M
Increased by +18.53%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 14.81M (1.46%) -82.15K
Decreased by -0.55%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 13.82M (1.36%) 502.81K
Increased by +3.64%
Mar 31, 25
7 iShares Mortgage Real Estate Capped ETF 8.87M (0.88%) 9.80K
Increased by +0.11%
Apr 30, 25
8 Fidelity High Dividend ETF 6.64M (0.66%) 50.22K
Increased by +0.76%
Apr 30, 25
9 Allspring Special Small Cap Value A 5.56M (0.55%) -295.50K
Decreased by -5.32%
Mar 31, 25
10 Fidelity Extended Market Index 5.03M (0.50%) 133.76K
Increased by +2.66%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 4.76M (0.47%) 66.60K
Increased by +1.40%
Mar 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 4.76M (0.47%) 66.60K
Increased by +1.40%
Mar 31, 25
13 Lear Global Vigilance 4.34M (0.43%) -25.38K
Decreased by -0.59%
Mar 31, 25
14 VanEck Mortgage REIT Income ETF 4.04M (0.40%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Series Value Discovery 3.82M (0.38%) 649.70K
Increased by +17.02%
Mar 31, 25
16 Strategic Advisers Fidelity US TtlStk 3.55M (0.35%) 615.40K
Increased by +17.33%
Mar 31, 25
17 Fidelity® Extended Market Index 3.15M (0.31%) 481.76K
Increased by +15.28%
Nov 30, 23
18 First Trust Financials AlphaDEX® ETF 3.15M (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
19 iShares Russell Mid-Cap ETF 2.99M (0.30%) 0.00
Increased by 0.00%
Apr 30, 25
20 Blackrock Russ 1000 Eq Idx Composite 2.92M (0.29%) 408.78K
Increased by +14.02%
Mar 31, 25