Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REM 14.64%
2 MORT 14.02%
3 MVRL 8.86%
4 GHTA 5.51%
5 IVFVC 5.42%
6 DVDN 4.68%
7 KBWD 3.72%
8 RINC 3.19%
9 SRET 3.09%
10 HYIN 2.91%
11 MLTI 2.76%
12 HIPS 2.68%
13 SCAP 2.61%
14 DVHL 2.37%
15 ADPV 2.02%
16 GHMS 1.94%
17 RIET 1.54%
18 MDIV 1.49%
19 DIV 1.27%
20 FDVV 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 85.78M (8.29%) 2.46M
Increased by +2.87%
Mar 31, 25
2 BlackRock Inc 49.08M (4.74%) 3.69M
Increased by +7.53%
Mar 31, 25
3 Geode Capital Management, LLC 22.53M (2.18%) 7.92M
Increased by +35.15%
Mar 31, 25
4 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.64%) 2.59M
Increased by +15.23%
Mar 31, 25
5 State Street Corporation 16.82M (1.63%) 717.71K
Increased by +4.27%
Mar 31, 24
6 State Street Corp 14.79M (1.43%) 1.12M
Increased by +7.56%
Mar 31, 25
7 UBS Group AG 11.51M (1.11%) 4.79M
Increased by +41.65%
Mar 31, 25
8 FMR Inc 10.59M (1.02%) 10.52M
Increased by +99.27%
Mar 31, 25
9 Bank of America Corp 10.20M (0.99%) 4.95M
Increased by +48.50%
Mar 31, 25
10 NORGES BANK 9.48M (0.92%) 1.77M
Increased by +18.69%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 8.55M (0.83%) -111.08K
Decreased by -1.30%
Mar 31, 25
12 Equity Investment Corp 7.40M (0.71%) 562.70K
Increased by +7.61%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 7.18M (0.69%) 2.60M
Increased by +36.25%
Mar 31, 25
14 Charles Schwab Investment Management Inc 7.00M (0.68%) -353.13K
Decreased by -5.05%
Mar 31, 25
15 Ruffer LLP 6.40M (0.62%) -679.06K
Decreased by -10.61%
Dec 31, 24
16 Northern Trust Corp 6.39M (0.62%) 15.49K
Increased by +0.24%
Mar 31, 25
17 Goldman Sachs Group Inc 6.21M (0.60%) 2.57M
Increased by +41.36%
Mar 31, 25
18 Citadel Advisors Llc 5.96M (0.58%) 5.19M
Increased by +86.99%
Mar 31, 25
19 Two Sigma Investments LLC 5.62M (0.54%) 1.12M
Increased by +19.88%
Sep 30, 24
20 Virginia Retirement Systems Et AL 5.18M (0.50%) -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 29.55M (2.86%) 109.93K
Increased by +0.37%
May 31, 25
2 Vanguard US Total Market Shares ETF 24.71M (2.39%) 1.57M
Increased by +6.36%
Sep 30, 24
3 Vanguard Small Cap Index 23.09M (2.23%) 103.31K
Increased by +0.45%
May 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 16.24M (1.57%) 3.01M
Increased by +18.53%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 14.84M (1.43%) -13.13K
Decreased by -0.09%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 14.00M (1.35%) 85.98K
Increased by +0.61%
May 31, 25
7 iShares Mortgage Real Estate Capped ETF 8.74M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity High Dividend ETF 7.30M (0.71%) 22.74K
Increased by +0.31%
Jun 30, 25
9 Allspring Special Small Cap Value A 5.56M (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
10 Lear Global Vigilance 5.32M (0.51%) 983.84K
Increased by +18.49%
Jun 30, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 5.07M (0.49%) -27.70K
Decreased by -0.55%
Jun 30, 25
12 Fidelity Extended Market Index 4.92M (0.48%) -59.50K
Decreased by -1.21%
May 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 4.78M (0.46%) 24.63K
Increased by +0.52%
Apr 30, 25
14 VanEck Mortgage REIT Income ETF 4.52M (0.44%) 31.34K
Increased by +0.69%
Jun 28, 25
15 Fidelity Series Value Discovery 4.51M (0.44%) 0.00
Increased by 0.00%
May 31, 25
16 Strategic Advisers Fidelity US TtlStk 4.22M (0.41%) 0.00
Increased by 0.00%
May 31, 25
17 iShares Russell Mid-Cap ETF 3.29M (0.32%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Extended Market Index 3.15M (0.30%) 481.76K
Increased by +15.28%
Nov 30, 23
19 First Trust Financials AlphaDEX® ETF 3.15M (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
20 iShares US Real Estate ETF 3.05M (0.29%) 11.15K
Increased by +0.37%
Jun 30, 25