Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.61%
2 RINC 4.60%
3 MVRL 3.76%
4 SRET 3.68%
5 HYIN 3.37%
6 MORT 3.33%
7 KBWD 3.06%
8 XSHD 2.21%
9 ION 2.16%
10 REAI 1.85%
11 GOAU 1.77%
12 EEMD 1.50%
13 RIET 1.20%
14 MDIV 1.07%
15 SDIV 1.04%
16 SMHB 1.02%
17 XSLV 1.01%
18 GYLD 0.88%
19 PXSV 0.82%
20 XSVM 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.18M (17.12%) -42.77K
Decreased by -0.20%
Mar 31, 26
2 Vanguard Group Inc 15.09M (12.20%) -116.18K
Decreased by -0.77%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 7.94M (6.41%) 7.94M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 6.40M (5.18%) 6.40M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.27M (4.26%) -32.14K
Decreased by -0.61%
Mar 31, 26
6 State Street Corporation 5.24M (4.23%) 125.01K
Increased by +2.39%
Mar 31, 24
7 No Street GP LP 3.35M (2.71%) 118.91K
Increased by +3.55%
Mar 31, 26
8 Geode Capital Management, LLC 3.32M (2.69%) 157.64K
Increased by +4.74%
Mar 31, 26
9 Nomura Holdings Inc 2.79M (2.26%) -863.70K
Decreased by -30.90%
Mar 31, 25
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.74M (2.22%) 535.48K
Increased by +19.51%
Mar 31, 26
11 Amvescap Plc. 2.17M (1.75%) 926.19K
Increased by +42.67%
Mar 31, 26
12 Charles Schwab Investment Management Inc 2.16M (1.74%) -45.43K
Decreased by -2.11%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 1.78M (1.44%) -169.77K
Decreased by -9.53%
Mar 31, 26
14 Northern Trust Corp 1.70M (1.37%) 49.77K
Increased by +2.93%
Mar 31, 26
15 Allspring Global Investments Holdings, LLC 1.39M (1.13%) -372.46K
Decreased by -26.76%
Sep 30, 24
16 Balyasny Asset Management LLC 1.31M (1.06%) 1.31M
Increased by +100.00%
Mar 31, 25
17 Millennium Management LLC 1.29M (1.04%) 782.45K
Increased by +60.82%
Mar 31, 26
18 Van Eck Associates Corporation 1.24M (1.00%) 51.43K
Increased by +4.16%
Mar 31, 26
19 Bank of New York Mellon Corp 930.40K (0.75%) -7.83K
Decreased by -0.84%
Mar 31, 26
20 Vanguard Fiduciary Trust Co 889.86K (0.72%) 889.86K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.95M (6.43%) 3.16K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.53M (3.66%) 23.18K
Increased by +0.51%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 4.51M (3.65%) 8.79K
Increased by +0.19%
Sep 30, 24
4 iShares Russell 2000 ETF 3.35M (2.71%) 30.99K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 3.22M (2.60%) -262.00
Decreased by -0.01%
Apr 30, 26
6 Fuh Hwa FTSE Mortgage REITs ETF 2.77M (2.24%) 211.78K
Increased by +7.64%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 2.06M (1.66%) 8.03K
Increased by +0.39%
Apr 30, 26
8 iShares Mortgage Real Estate Capped ETF 1.68M (1.35%) -3.33K
Decreased by -0.20%
May 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.19%) 6.61K
Increased by +0.45%
Apr 30, 26
10 Fidelity® Small Cap Index 1.39M (1.13%) 36.91K
Increased by +2.65%
Oct 31, 23
11 Fidelity Small Cap Index 1.37M (1.11%) 1.75K
Increased by +0.13%
Mar 31, 26
12 Invesco KBW High Dividend Yld Fincl ETF 1.31M (1.06%) 0.00
Increased by 0.00%
Nov 27, 24
13 iShares S&P Small-Cap 600 Value ETF 1.26M (1.02%) 0.00
Increased by 0.00%
May 29, 26
14 State Street SPDR Port S&P 600 Sm CpETF 1.21M (0.97%) 0.00
Increased by 0.00%
May 29, 26
15 VanEck Mortgage REIT Income ETF 1.20M (0.97%) 0.00
Increased by 0.00%
May 30, 26
16 Global X SuperDividend™ ETF 1.17M (0.95%) 0.00
Increased by 0.00%
May 29, 26
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.16M (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.13M (0.91%) 13.53K
Increased by +1.20%
Aug 29, 25
19 Allspring Special Small Cap Value A 1.09M (0.88%) -55.00K
Decreased by -5.06%
Oct 31, 24
20 Invesco S&P SmallCap Momentum ETF 904.57K (0.73%) 275.00
Increased by +0.03%
May 29, 26