Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 12.68%
2 MVRL 8.86%
3 DVDN 7.31%
4 IVFVC 5.42%
5 KBWD 3.23%
6 RINC 3.03%
7 SRET 2.88%
8 MLTI 2.76%
9 HIPS 2.48%
10 DVHL 2.37%
11 SCAP 2.24%
12 CRDT 2.03%
13 ADPV 2.02%
14 VNSE 1.81%
15 RIET 1.46%
16 MDIV 1.36%
17 DIV 1.27%
18 FDVV 1.20%
19 HDLB 1.03%
20 LVHD 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.32M (8.85%) 10.32M
Increased by +12.38%
Dec 31, 24
2 BlackRock Inc 45.39M (4.82%) 4.65M
Increased by +10.24%
Dec 31, 24
3 State Street Corporation 16.82M (1.79%) 717.71K
Increased by +4.27%
Mar 31, 24
4 Geode Capital Management, LLC 14.61M (1.55%) 2.31M
Increased by +15.81%
Dec 31, 24
5 Vaughan Nelson Scarbrgh & Mccullough LP 14.41M (1.53%) -39.00K
Decreased by -0.27%
Dec 31, 24
6 State Street Corp 13.67M (1.45%) 964.61K
Increased by +7.06%
Dec 31, 24
7 Citadel Advisors Llc 12.02M (1.28%) 11.45M
Increased by +95.26%
Sep 30, 24
8 NORGES BANK 9.48M (1.01%) 1.77M
Increased by +18.69%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 8.66M (0.92%) 424.99K
Increased by +4.91%
Dec 31, 24
10 Charles Schwab Investment Management Inc 7.35M (0.78%) 581.35K
Increased by +7.91%
Dec 31, 24
11 Equity Investment Corp 6.83M (0.73%) -441.79K
Decreased by -6.47%
Dec 31, 24
12 UBS Group AG 6.71M (0.71%) 4.90M
Increased by +73.01%
Dec 31, 24
13 Ruffer LLP 6.40M (0.68%) -679.06K
Decreased by -10.61%
Dec 31, 24
14 Northern Trust Corp 6.38M (0.68%) 1.27M
Increased by +19.97%
Dec 31, 24
15 Two Sigma Investments LLC 5.62M (0.60%) 1.12M
Increased by +19.88%
Sep 30, 24
16 Bank of America Corp 5.26M (0.56%) -4.16M
Decreased by -79.09%
Dec 31, 24
17 Virginia Retirement Systems Et AL 5.18M (0.55%) -20.40K
Decreased by -0.39%
Sep 30, 23
18 Victory Capital Management Inc. 4.87M (0.52%) 575.29K
Increased by +11.81%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 4.58M (0.49%) -499.32K
Decreased by -10.91%
Dec 31, 24
20 ClearBridge Advisors, LLC 4.46M (0.47%) -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 28.05M (2.98%) 82.97K
Increased by +0.30%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 24.71M (2.62%) 1.57M
Increased by +6.36%
Sep 30, 24
3 Vanguard Small Cap Index 22.84M (2.43%) 232.89K
Increased by +1.02%
Mar 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 16.24M (1.72%) 3.01M
Increased by +18.53%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 14.81M (1.57%) -82.15K
Decreased by -0.55%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 13.32M (1.41%) -8.05K
Decreased by -0.06%
Feb 28, 25
7 iShares Mortgage Real Estate Capped ETF 9.48M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity High Dividend ETF 6.52M (0.69%) 9.12K
Increased by +0.14%
Mar 31, 25
9 Allspring Special Small Cap Value A 5.56M (0.59%) -295.50K
Decreased by -5.32%
Mar 31, 25
10 Fidelity Extended Market Index 4.90M (0.52%) -14.05K
Decreased by -0.29%
Feb 28, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 4.76M (0.50%) 66.60K
Increased by +1.40%
Mar 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 4.76M (0.50%) 66.60K
Increased by +1.40%
Mar 31, 25
13 Lear Global Vigilance 4.34M (0.46%) -25.38K
Decreased by -0.59%
Mar 31, 25
14 VanEck Mortgage REIT Income ETF 4.12M (0.44%) 0.00
Increased by 0.00%
Mar 29, 25
15 Fidelity Series Value Discovery 3.17M (0.34%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity® Extended Market Index 3.15M (0.33%) 481.76K
Increased by +15.28%
Nov 30, 23
17 First Trust Financials AlphaDEX® ETF 3.15M (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
18 Strategic Advisers Fidelity US TtlStk 2.94M (0.31%) 0.00
Increased by 0.00%
Feb 28, 25
19 iShares Russell Mid-Cap ETF 2.92M (0.31%) 972.00
Increased by +0.03%
Mar 31, 25
20 Carillon Scout Mid Cap I 2.80M (0.30%) 425.44K
Increased by +15.18%
Dec 31, 24