Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.93%
2 RINC 4.33%
3 MVRL 1.92%
4 REM 1.54%
5 SMHB 0.49%
6 IWN 0.06%
7 SMLF 0.03%
8 ISCV 0.03%
9 JKL 0.03%
10 IWM 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 (10.90%) -270.64K
Decreased by -2.14%
Mar 31, 25
2 BlackRock Inc 11.70M (10.06%) -54.94K
Decreased by -0.47%
Mar 31, 25
3 Nut Tree Capital Management, LP 10.99M (9.45%) 0.00
Increased by 0.00%
Mar 31, 25
4 Private Management Group Inc 4.76M (4.09%) 125.50K
Increased by +2.64%
Mar 31, 25
5 Geode Capital Management, LLC 3.11M (2.67%) 59.31K
Increased by +1.91%
Mar 31, 25
6 State Street Corp 3.09M (2.66%) -215.93K
Decreased by -6.99%
Mar 31, 25
7 State Street Corporation 2.97M (2.55%) 122.42K
Increased by +4.13%
Mar 31, 24
8 Conversant Capital LLC 2.80M (2.41%) 100.00K
Increased by +3.57%
Dec 31, 24
9 Goldman Sachs Group Inc 2.01M (1.73%) 46.75K
Increased by +2.32%
Mar 31, 25
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.95M (1.68%) 368.41K
Increased by +18.89%
Mar 31, 25
11 JPMorgan Chase & Co 1.90M (1.63%) 792.98K
Increased by +41.80%
Mar 31, 25
12 Punch & Associates Inv Mgmt Inc 1.84M (1.58%) -391.18K
Decreased by -21.31%
Mar 31, 25
13 CF Capital LLC 1.46M (1.26%) 691.03K
Increased by +47.30%
Mar 31, 25
14 Federated Hermes Inc 1.37M (1.18%) -152.93K
Decreased by -11.15%
Mar 31, 25
15 Charles Schwab Investment Management Inc 1.35M (1.16%) 107.27K
Increased by +7.95%
Mar 31, 25
16 Greenland Capital Management LP 1.28M (1.10%) 215.00K
Increased by +16.73%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.27M (1.10%) 5.17K
Increased by +0.41%
Mar 31, 25
18 Northern Trust Corp 1.23M (1.06%) -57.98K
Decreased by -4.72%
Mar 31, 25
19 Hotchkis & Wiley Capital Management LLC 1.22M (1.05%) 32.73K
Increased by +2.68%
Mar 31, 25
20 Van Eck Associates Corporation 1.05M (0.91%) -81.59K
Decreased by -7.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.13M (3.55%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.11M (3.54%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 3.33M (2.86%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 3.27M (2.81%) 34.02K
Increased by +1.04%
Apr 30, 25
5 Fuh Hwa FTSE Mortgage REITs ETF 2.58M (2.22%) 264.40K
Increased by +10.23%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.10M (1.81%) 6.59K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.69%) 5.73K
Increased by +0.29%
Apr 30, 25
8 iShares Mortgage Real Estate Capped ETF 1.72M (1.48%) 0.00
Increased by 0.00%
May 31, 25
9 Global X SuperDividend™ ETF 1.33M (1.15%) 0.00
Increased by 0.00%
May 30, 25
10 Fidelity Small Cap Index 1.32M (1.13%) -1.20K
Decreased by -0.09%
Mar 31, 25
11 Fidelity® Small Cap Index 1.28M (1.10%) 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 1.18M (1.01%) 0.00
Increased by 0.00%
May 31, 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 1.02M (0.88%) 0.00
Increased by 0.00%
May 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%
May 31, 25
19 Fidelity Extended Market Index 723.38K (0.62%) -6.91K
Decreased by -0.96%
Apr 30, 25
20 Fidelity® Extended Market Index 715.66K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23