Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 13.85%
2 MVRL 8.86%
3 DVDN 7.56%
4 IVFVC 5.42%
5 KBWD 3.28%
6 RINC 3.15%
7 SRET 3.04%
8 CRDT 2.97%
9 MLTI 2.76%
10 HIPS 2.55%
11 DVHL 2.37%
12 SCAP 2.17%
13 ADPV 2.02%
14 RIET 1.54%
15 MDIV 1.42%
16 DIV 1.27%
17 FDVV 1.18%
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 85.78M (8.47%) 2.46M
Increased by +2.87%
Mar 31, 25
2 BlackRock Inc 49.08M (4.84%) 3.69M
Increased by +7.53%
Mar 31, 25
3 Geode Capital Management, LLC 22.53M (2.22%) 7.92M
Increased by +35.15%
Mar 31, 25
4 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.68%) 2.59M
Increased by +15.23%
Mar 31, 25
5 State Street Corporation 16.82M (1.66%) 717.71K
Increased by +4.27%
Mar 31, 24
6 State Street Corp 14.79M (1.46%) 1.12M
Increased by +7.56%
Mar 31, 25
7 Citadel Advisors Llc 12.02M (1.19%) 11.45M
Increased by +95.26%
Sep 30, 24
8 FMR Inc 10.59M (1.05%) 10.52M
Increased by +99.27%
Mar 31, 25
9 Bank of America Corp 10.20M (1.01%) 4.95M
Increased by +48.50%
Mar 31, 25
10 NORGES BANK 9.48M (0.94%) 1.77M
Increased by +18.69%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 8.55M (0.84%) -111.08K
Decreased by -1.30%
Mar 31, 25
12 Equity Investment Corp 7.40M (0.73%) 562.70K
Increased by +7.61%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 7.18M (0.71%) 2.60M
Increased by +36.25%
Mar 31, 25
14 Charles Schwab Investment Management Inc 7.00M (0.69%) -353.13K
Decreased by -5.05%
Mar 31, 25
15 UBS Group AG 6.71M (0.66%) 4.90M
Increased by +73.01%
Dec 31, 24
16 Ruffer LLP 6.40M (0.63%) -679.06K
Decreased by -10.61%
Dec 31, 24
17 Northern Trust Corp 6.38M (0.63%) 1.27M
Increased by +19.97%
Dec 31, 24
18 Goldman Sachs Group Inc 6.21M (0.61%) 2.57M
Increased by +41.36%
Mar 31, 25
19 Two Sigma Investments LLC 5.62M (0.55%) 1.12M
Increased by +19.88%
Sep 30, 24
20 Virginia Retirement Systems Et AL 5.18M (0.51%) -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 29.44M (2.90%) 311.81K
Increased by +1.06%
Apr 30, 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 22.98M (2.27%) 138.97K
Increased by +0.60%
Apr 30, 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 14.86M (1.47%) 46.63K
Increased by +0.31%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 13.91M (1.37%) 89.52K
Increased by +0.64%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 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 4.78M (0.47%) 24.63K
Increased by +0.52%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 4.78M (0.47%) 24.63K
Increased by +0.52%
Apr 30, 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