Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.95M (11.19%) -79.72K
Decreased by -0.62%
Dec 31, 24
2 BlackRock Inc 11.76M (10.16%) -297.35K
Decreased by -2.53%
Dec 31, 24
3 Nut Tree Capital Management, LP 10.99M (9.50%) 0.00
Increased by 0.00%
Dec 31, 24
4 Private Management Group Inc 4.63M (4.00%) 57.76K
Increased by +1.25%
Dec 31, 24
5 State Street Corp 3.30M (2.86%) 290.90K
Increased by +8.80%
Dec 31, 24
6 Geode Capital Management, LLC 3.05M (2.63%) -33.93K
Decreased by -1.11%
Dec 31, 24
7 State Street Corporation 2.97M (2.56%) 122.42K
Increased by +4.13%
Mar 31, 24
8 Conversant Capital LLC 2.80M (2.42%) 100.00K
Increased by +3.57%
Dec 31, 24
9 Punch & Associates Inv Mgmt Inc 2.23M (1.92%) 329.84K
Increased by +14.81%
Dec 31, 24
10 Goldman Sachs Group Inc 1.96M (1.70%) -459.18K
Decreased by -23.37%
Dec 31, 24
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.58M (1.37%) -993.57K
Decreased by -62.81%
Dec 31, 24
12 Federated Hermes Inc 1.52M (1.32%) -57.33K
Decreased by -3.76%
Dec 31, 24
13 Northern Trust Corp 1.29M (1.11%) 91.26K
Increased by +7.09%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.27M (1.10%) -318.09K
Decreased by -25.05%
Dec 31, 24
15 Charles Schwab Investment Management Inc 1.24M (1.07%) -143.15K
Decreased by -11.53%
Dec 31, 24
16 Hotchkis & Wiley Capital Management LLC 1.19M (1.03%) 158.71K
Increased by +13.37%
Dec 31, 24
17 Van Eck Associates Corporation 1.13M (0.98%) 129.12K
Increased by +11.38%
Dec 31, 24
18 Balyasny Asset Management LLC 1.13M (0.98%) 163.79K
Increased by +14.47%
Dec 31, 24
19 JPMorgan Chase & Co 1.10M (0.95%) -1.77M
Decreased by -160.19%
Dec 31, 24
20 Greenland Capital Management LP 1.07M (0.92%) 110.00K
Increased by +10.28%
Dec 31, 24

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 4.11M (3.55%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 3.52M (3.04%) -30.52K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 3.31M (2.86%) 2.72K
Increased by +0.08%
Feb 28, 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 2.19M (1.89%) -2.81K
Decreased by -0.13%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.79%) 4.29K
Increased by +0.21%
Feb 28, 25
8 iShares Mortgage Real Estate Capped ETF 1.89M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
9 Federated Hermes MDT SCC Institutional 1.34M (1.15%) -72.36K
Decreased by -5.42%
Dec 31, 24
10 Federated Hermes MDT Small Cap Core IS 1.34M (1.15%) -72.36K
Decreased by -5.42%
Dec 31, 24
11 Fidelity Small Cap Index 1.32M (1.14%) -24.71K
Decreased by -1.87%
Jan 31, 25
12 Global X SuperDividend™ ETF 1.32M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Small Cap Index 1.28M (1.11%) 31.63K
Increased by +2.46%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.20M (1.04%) 0.00
Increased by 0.00%
Mar 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 1.01M (0.87%) 0.00
Increased by 0.00%
Mar 29, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 932.45K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 782.73K (0.68%) -149.72K
Decreased by -19.13%
Mar 31, 25
19 Fidelity Extended Market Index 715.93K (0.62%) -4.56K
Decreased by -0.64%
Feb 28, 25
20 Fidelity® Extended Market Index 715.66K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23