Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.93%
2 RINC 4.33%
3 MVRL 1.92%
4 REM 1.59%
5 SMHB 0.49%
6 IWN 0.05%
7 SMLF 0.03%
8 JKL 0.03%
9 ISCV 0.03%
10 IWM 0.03%
11 JKJ 0.01%
12 ISCB 0.01%
13 WSML 0.01%
14 ITOT 0.00%
15 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.73M (10.99%) 52.66K
Increased by +0.41%
Jun 30, 25
2 BlackRock Inc 11.70M (10.10%) -54.94K
Decreased by -0.47%
Mar 31, 25
3 Nut Tree Capital Management, LP 10.99M (9.49%) 0.00
Increased by 0.00%
Jun 30, 25
4 Private Management Group Inc 4.76M (4.11%) 125.50K
Increased by +2.64%
Mar 31, 25
5 Nomura Holdings Inc 3.42M (2.95%) 166.27K
Increased by +4.86%
Jun 30, 25
6 Geode Capital Management, LLC 3.11M (2.68%) 59.31K
Increased by +1.91%
Mar 31, 25
7 State Street Corp 3.09M (2.67%) -215.93K
Decreased by -6.99%
Mar 31, 25
8 State Street Corporation 2.97M (2.56%) 122.42K
Increased by +4.13%
Mar 31, 24
9 Conversant Capital LLC 2.80M (2.42%) 100.00K
Increased by +3.57%
Dec 31, 24
10 Punch & Associates Inv Mgmt Inc 2.05M (1.77%) 215.89K
Increased by +10.52%
Jun 30, 25
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.95M (1.68%) 368.41K
Increased by +18.89%
Mar 31, 25
12 Goldman Sachs Group Inc 1.93M (1.67%) -79.57K
Decreased by -4.12%
Jun 30, 25
13 JPMorgan Chase & Co 1.90M (1.64%) 792.98K
Increased by +41.80%
Mar 31, 25
14 Charles Schwab Investment Management Inc 1.55M (1.34%) 204.01K
Increased by +13.14%
Jun 30, 25
15 Federated Hermes Inc 1.37M (1.18%) -152.93K
Decreased by -11.15%
Mar 31, 25
16 Greenland Capital Management LP 1.35M (1.17%) 64.43K
Increased by +4.77%
Jun 30, 25
17 CF Capital LLC 1.32M (1.14%) -138.03K
Decreased by -10.43%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.27M (1.10%) 5.17K
Increased by +0.41%
Mar 31, 25
19 Northern Trust Corp 1.23M (1.06%) -57.98K
Decreased by -4.72%
Mar 31, 25
20 Hotchkis & Wiley Capital Management LLC 1.22M (1.05%) 32.73K
Increased by +2.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.13M (3.57%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.07M (3.52%) -90.32K
Decreased by -2.22%
Jul 31, 25
3 Vanguard Small Cap Index 3.17M (2.73%) -21.20K
Decreased by -0.67%
Jul 31, 25
4 iShares Russell 2000 ETF 3.11M (2.69%) -59.12K
Decreased by -1.90%
Jul 31, 25
5 Fuh Hwa FTSE Mortgage REITs ETF 2.58M (2.23%) 264.40K
Increased by +10.23%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.03M (1.75%) -1.79K
Decreased by -0.09%
Jul 31, 25
7 iShares Mortgage Real Estate Capped ETF 1.66M (1.43%) 9.42K
Increased by +0.57%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.23%) -612.00K
Decreased by -42.84%
Jul 31, 25
9 Global X SuperDividend™ ETF 1.38M (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Small Cap Index 1.35M (1.17%) 6.07K
Increased by +0.45%
May 31, 25
11 Fidelity® Small Cap Index 1.28M (1.11%) 31.63K
Increased by +2.46%
Oct 31, 23
12 Federated Hermes MDT SCC Institutional 1.18M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
13 Federated Hermes MDT Small Cap Core IS 1.18M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Global X SuperDividend® REIT ETF 1.15M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
15 iShares Russell 2000 Value ETF 1.12M (0.96%) 828.00
Increased by +0.07%
Jul 31, 25
16 VanEck Mortgage REIT Income ETF 995.11K (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 786.29K (0.68%) 3.56K
Increased by +0.45%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 786.29K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Extended Market Index 718.28K (0.62%) -1.88K
Decreased by -0.26%
Jun 30, 25
20 Fidelity® Extended Market Index 715.66K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23