Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.53%
2 HYIN 2.73%
3 RIET 1.22%
4 IWC 0.03%
5 IWN 0.01%
6 IWMW 0.01%
7 IWM 0.01%
8 IWO 0.00%
9 RSSL 0.00%
10 UWM 0.00%
11 SMMD 0.00%
12 URTY 0.00%
13 HDG 0.00%
14 RYLD 0.00%
15 ITDG 0.00%
16 ITDJ 0.00%
17 ITDH 0.00%
18 ITDI 0.00%
19 ITDF 0.00%
20 ITDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 5.17M (22.94%) 0.00
Increased by 0.00%
Mar 31, 26
2 Davidson Kempner Capital Management LP 3.65M (16.20%) -481.54K
Decreased by -13.18%
Mar 31, 26
3 Canada Pension Plan Investment Board 2.11M (9.34%) 0.00
Increased by 0.00%
Mar 31, 24
4 Victory Capital Management Inc. 1.64M (7.29%) -575.80K
Decreased by -35.04%
Mar 31, 26
5 Masters Capital Management LLC 1.00M (4.43%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Group Inc 948.61K (4.21%) 74.57K
Increased by +7.86%
Dec 31, 25
7 BlackRock Inc 906.64K (4.02%) -17.02K
Decreased by -1.88%
Mar 31, 26
8 Vanguard Capital Management, LLC 779.69K (3.46%) 779.69K
Increased by +100.00%
Mar 31, 26
9 JPMorgan Chase & Co 575.03K (2.55%) 378.80K
Increased by +65.87%
Mar 31, 26
10 Amundi 423.18K (1.88%) 12.85K
Increased by +3.04%
Mar 31, 25
11 State Street Corp 416.74K (1.85%) -2.66K
Decreased by -0.64%
Mar 31, 26
12 Geode Capital Management, LLC 379.58K (1.68%) 53.53K
Increased by +14.10%
Mar 31, 26
13 Jacobs Asset Management, LLC 375.00K (1.66%) 87.50K
Increased by +23.33%
Mar 31, 26
14 State Street Corporation 326.84K (1.45%) 19.44K
Increased by +5.95%
Mar 31, 24
15 Bank of New York Mellon Corp 231.29K (1.03%) -5.64K
Decreased by -2.44%
Sep 30, 25
16 Wolverine Asset Management LLC 229.88K (1.02%) -59.21K
Decreased by -25.76%
Mar 31, 26
17 Wells Fargo & Co 211.30K (0.94%) -1.88K
Decreased by -0.89%
Mar 31, 26
18 Alpine Partners VI, LLC 207.05K (0.92%) 207.05K
Increased by +100.00%
Sep 30, 25
19 Riverbridge Partners LLC 197.39K (0.88%) 14.62K
Increased by +7.41%
Mar 31, 26
20 Marshall Wace Asset Management Ltd 196.08K (0.87%) 17.58K
Increased by +8.97%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Pioneer Multi-Asset Income Y 944.06K (4.19%) 0.00
Increased by 0.00%
Mar 31, 26
2 Amundi Fds Inc Opps I2 USD C 626.62K (2.78%) 60.92K
Increased by +9.72%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 605.08K (2.68%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 472.82K (2.10%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 302.88K (1.34%) 2.81K
Increased by +0.93%
May 29, 26
6 Pioneer Multi-Asset Income Y 297.12K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fuh Hwa FTSE Mortgage REITs ETF 237.72K (1.05%) 24.32K
Increased by +10.23%
Dec 31, 24
8 WisdomTree Private Credit & Alt Inc 186.58K (0.83%) 0.00
Increased by 0.00%
Aug 29, 25
9 WisdomTree Alternative Income Fund 181.91K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
10 iShares Mortgage Real Estate Capped ETF 170.70K (0.76%) -339.00
Decreased by -0.20%
May 29, 26
11 State St Russell Sm/Mid Cp® Indx SL Cl I 163.34K (0.72%) 0.00
Increased by 0.00%
May 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 150.76K (0.67%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Small Cap Index 150.62K (0.67%) 12.49K
Increased by +8.29%
Mar 31, 26
14 Hoya Capital High Dividend Yield ETF 142.29K (0.63%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity® Extended Market Index 118.56K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Index 113.67K (0.50%) 2.55K
Increased by +2.24%
Oct 31, 23
17 Amundi Fds Pio Inc Opps I2 USD C 113.21K (0.50%) 10.28K
Increased by +9.08%
Jan 31, 24
18 Fidelity Extended Market Index 110.98K (0.49%) -405.00
Decreased by -0.36%
Apr 30, 26
19 Russell 2000 Equity Index Fund B 79.62K (0.35%) 38.00
Increased by +0.05%
Dec 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 73.34K (0.33%) 0.00
Increased by 0.00%
Apr 30, 25