Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.93%
2 RINC 4.73%
3 MVRL 1.92%
4 SMHB 0.49%
5 IWN 0.04%
6 ISCV 0.03%
7 JKL 0.03%
8 IWMW 0.02%
9 IWM 0.02%
10 JKJ 0.01%
11 ISCB 0.01%
12 SMMD 0.01%
13 WSML 0.01%
14 ITOT 0.00%
15 IWV 0.00%
16 ITDI 0.00%
17 ITDH 0.00%
18 ITDJ 0.00%
19 ITDG 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.03M (11.03%) -234.69K
Decreased by -1.95%
Dec 31, 25
2 Nut Tree Capital Management, LP 10.99M (10.08%) 0.00
Increased by 0.00%
Mar 31, 26
3 BlackRock Inc 10.94M (10.04%) -161.96K
Decreased by -1.48%
Mar 31, 26
4 Vanguard Capital Management, LLC 5.56M (5.10%) 5.56M
Increased by +100.00%
Mar 31, 26
5 Private Management Group Inc 4.84M (4.44%) -16.68K
Decreased by -0.34%
Mar 31, 26
6 Nomura Holdings Inc 3.99M (3.66%) 25.23K
Increased by +0.63%
Mar 31, 26
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.63M (3.33%) 1.16M
Increased by +31.85%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 3.38M (3.10%) 3.38M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 3.30M (3.03%) 105.17K
Increased by +3.18%
Mar 31, 26
10 Geode Capital Management, LLC 3.18M (2.92%) 67.86K
Increased by +2.13%
Mar 31, 26
11 State Street Corporation 2.97M (2.72%) 122.42K
Increased by +4.13%
Mar 31, 24
12 Conversant Capital LLC 2.80M (2.57%) 100.00K
Increased by +3.57%
Dec 31, 24
13 The Goldman Sachs Group Inc 2.64M (2.42%) -220.77K
Decreased by -8.38%
Mar 31, 26
14 Punch & Associates Inv Mgmt Inc 2.31M (2.12%) -23.84K
Decreased by -1.03%
Mar 31, 26
15 Charles Schwab Investment Management Inc 2.08M (1.91%) -163.79K
Decreased by -7.88%
Mar 31, 26
16 Goldman Sachs Group Inc 1.93M (1.77%) -79.57K
Decreased by -4.12%
Jun 30, 25
17 CF Capital LLC 1.60M (1.47%) -1.45M
Decreased by -90.91%
Mar 31, 26
18 Federated Hermes Inc 1.54M (1.41%) 103.35K
Increased by +6.72%
Mar 31, 26
19 Greenland Capital Management LP 1.51M (1.39%) 30.00K
Increased by +1.98%
Mar 31, 26
20 Waterfall Asset Management, LLC 1.47M (1.35%) 649.98K
Increased by +44.13%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.13M (3.79%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.96M (3.64%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 3.13M (2.87%) 28.91K
Increased by +0.92%
May 29, 26
4 Fuh Hwa FTSE Mortgage REITs ETF 2.58M (2.37%) 264.40K
Increased by +10.23%
Dec 31, 24
5 Global X SuperDividend™ ETF 2.15M (1.98%) 0.00
Increased by 0.00%
May 29, 26
6 Global X SuperDividend ETF USD Cap 1.59M (1.46%) 0.00
Increased by 0.00%
May 29, 26
7 iShares Mortgage Real Estate Capped ETF 1.55M (1.42%) -3.08K
Decreased by -0.20%
May 29, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.36%) 11.67K
Increased by +0.79%
Apr 30, 26
9 Vanguard Small Cap Index 1.47M (1.35%) -6.31K
Decreased by -0.43%
Apr 30, 26
10 Fidelity Small Cap Index 1.29M (1.18%) 7.93K
Increased by +0.62%
Mar 31, 26
11 Fidelity® Small Cap Index 1.28M (1.18%) 31.63K
Increased by +2.46%
Oct 31, 23
12 VanEck Mortgage REIT Income ETF 1.23M (1.12%) 0.00
Increased by 0.00%
May 30, 26
13 Global X SuperDividend® REIT ETF 1.15M (1.05%) 0.00
Increased by 0.00%
Oct 31, 24
14 iShares Russell 2000 Value ETF 1.11M (1.01%) 0.00
Increased by 0.00%
May 29, 26
15 Federated Hermes MDT SCC Institutional 1.01M (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
16 Federated Hermes MDT Small Cap Core IS 1.01M (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
17 Vanguard Small Cap Value Index Inv 941.88K (0.86%) -2.73K
Decreased by -0.29%
Apr 30, 26
18 Russell 2000 Equity Index Fund B 798.28K (0.73%) -62.48K
Decreased by -7.83%
Dec 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 786.29K (0.72%) 3.56K
Increased by +0.45%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 786.29K (0.72%) 0.00
Increased by 0.00%
May 31, 26