Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.93%
2 RINC 4.33%
3 MVRL 1.92%
4 REM 1.53%
5 SMHB 0.49%
6 IWN 0.06%
7 SMLF 0.03%
8 IWM 0.03%
9 JKL 0.03%
10 ISCV 0.03%
11 JKJ 0.01%
12 ISCB 0.01%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.68M (10.94%) -270.64K
Decreased by -2.14%
Mar 31, 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%
Mar 31, 25
4 Private Management Group Inc 4.76M (4.11%) 125.50K
Increased by +2.64%
Mar 31, 25
5 Nomura Holdings Inc 3.25M (2.81%) 3.25M
Increased by +100.00%
Mar 31, 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 Goldman Sachs Group Inc 2.01M (1.74%) 46.75K
Increased by +2.32%
Mar 31, 25
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.95M (1.68%) 368.41K
Increased by +18.89%
Mar 31, 25
12 JPMorgan Chase & Co 1.90M (1.64%) 792.98K
Increased by +41.80%
Mar 31, 25
13 Punch & Associates Inv Mgmt Inc 1.84M (1.59%) -391.18K
Decreased by -21.31%
Mar 31, 25
14 CF Capital LLC 1.46M (1.26%) 691.03K
Increased by +47.30%
Mar 31, 25
15 Federated Hermes Inc 1.37M (1.18%) -152.93K
Decreased by -11.15%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.35M (1.16%) 107.27K
Increased by +7.95%
Mar 31, 25
17 Greenland Capital Management LP 1.28M (1.11%) 215.00K
Increased by +16.73%
Mar 31, 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 Total Stock Mkt Idx Inv 4.16M (3.59%) 51.00K
Increased by +1.23%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.13M (3.57%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 3.33M (2.87%) 23.12K
Increased by +0.70%
Jun 30, 25
4 Vanguard Small Cap Index 3.28M (2.83%) 12.04K
Increased by +0.37%
May 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 2.10M (1.81%) -3.13K
Decreased by -0.15%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.75%) 66.23K
Increased by +3.26%
May 31, 25
8 iShares Mortgage Real Estate Capped ETF 1.61M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 Global X SuperDividend™ ETF 1.37M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity Small Cap Index 1.34M (1.16%) 25.27K
Increased by +1.88%
Apr 30, 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%) -152.84K
Decreased by -12.92%
Mar 31, 25
13 Federated Hermes MDT Small Cap Core IS 1.18M (1.02%) -152.84K
Decreased by -12.92%
Mar 31, 25
14 iShares Russell 2000 Value ETF 1.15M (0.99%) 4.14K
Increased by +0.36%
Jun 30, 25
15 Global X SuperDividend® REIT ETF 1.15M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
16 VanEck Mortgage REIT Income ETF 1.00M (0.87%) 6.94K
Increased by +0.69%
Jun 28, 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%
Jun 30, 25
19 Fidelity Extended Market Index 720.16K (0.62%) -3.22K
Decreased by -0.45%
May 31, 25
20 Fidelity® Extended Market Index 715.66K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23