Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 4.84%
2 MORT 4.74%
3 DVDN 4.50%
4 RINC 4.30%
5 REM 4.28%
6 SMHB 3.43%
7 HYIN 2.72%
8 XSHD 2.65%
9 FTHI 1.59%
10 RIET 1.45%
11 XSLV 0.88%
12 PSCF 0.85%
13 CVY 0.85%
14 SDIV 0.82%
15 DIV 0.65%
16 SRET 0.60%
17 EBIT 0.55%
18 FLQS 0.54%
19 USVM 0.48%
20 QDF 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.47M (17.92%) -1.15M
Decreased by -4.04%
Mar 31, 25
2 Vanguard Group Inc 17.82M (11.21%) -232.45K
Decreased by -1.30%
Jun 30, 25
3 Blackstone Inc 8.60M (5.41%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corporation 6.66M (4.19%) 4.68K
Increased by +0.07%
Mar 31, 24
5 State Street Corp 6.60M (4.15%) -287.88K
Decreased by -4.36%
Mar 31, 25
6 Geode Capital Management, LLC 4.09M (2.57%) 88.33K
Increased by +2.16%
Mar 31, 25
7 Balyasny Asset Management LLC 2.83M (1.78%) 801.08K
Increased by +28.28%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.60M (1.64%) 5.75K
Increased by +0.22%
Mar 31, 25
9 Charles Schwab Investment Management Inc 2.53M (1.59%) -66.07K
Decreased by -2.61%
Jun 30, 25
10 Northern Trust Corp 2.04M (1.28%) -12.05K
Decreased by -0.59%
Mar 31, 25
11 NORGES BANK 1.80M (1.13%) -250.54K
Decreased by -13.94%
Jun 30, 25
12 UBS Group AG 1.77M (1.12%) -296.26K
Decreased by -16.70%
Mar 31, 25
13 HighTower Advisors, LLC 1.74M (1.10%) 296.03K
Increased by +16.98%
Mar 31, 24
14 CCLA Investment Management Ltd 1.70M (1.07%) 387.98K
Increased by +22.84%
Sep 30, 23
15 LDR Capital Management, LLC 1.60M (1.01%) -198.11K
Decreased by -12.40%
Mar 31, 24
16 Ameriprise Financial Inc 1.45M (0.91%) 60.70K
Increased by +4.20%
Mar 31, 24
17 Goldman Sachs Group Inc 1.32M (0.83%) -122.98K
Decreased by -9.35%
Jun 30, 25
18 Artemis Investment Management LLP 1.27M (0.80%) 1.27M
Increased by +100.00%
Sep 30, 24
19 Bank of New York Mellon Corp 1.27M (0.80%) -11.80K
Decreased by -0.93%
Mar 31, 25
20 Bank of America Corp 1.22M (0.77%) 367.33K
Increased by +30.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.10M (6.36%) 1.48K
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.27M (3.32%) 6.76K
Increased by +0.13%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.13M (3.22%) -186.86K
Decreased by -3.65%
Jul 31, 25
4 MM Access II High Yield USD F-acc 4.75M (2.99%) 4.75M
Increased by +100.00%
Nov 30, 24
5 Vanguard Small Cap Index 3.96M (2.49%) -26.66K
Decreased by -0.67%
Jul 31, 25
6 iShares Russell 2000 ETF 3.89M (2.45%) -73.92K
Decreased by -1.90%
Jul 31, 25
7 Fuh Hwa FTSE Mortgage REITs ETF 3.47M (2.19%) 355.39K
Increased by +10.23%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 2.07M (1.30%) 5.72K
Increased by +0.28%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.14%) -780.66K
Decreased by -43.03%
Jul 31, 25
10 Fidelity Small Cap Index 1.77M (1.11%) 2.60K
Increased by +0.15%
May 31, 25
11 Fidelity® Small Cap Index 1.68M (1.06%) 51.37K
Increased by +3.06%
Oct 31, 23
12 iShares S&P Small-Cap 600 Value ETF 1.59M (1.00%) -1.37K
Decreased by -0.09%
Jul 31, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.53M (0.96%) 1.56K
Increased by +0.10%
Mar 28, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.46M (0.92%) 816.00
Increased by +0.06%
Jul 31, 25
15 iShares Russell 2000 Value ETF 1.43M (0.90%) 6.90K
Increased by +0.48%
Jul 31, 25
16 iShares Mortgage Real Estate Capped ETF 1.33M (0.83%) 7.52K
Increased by +0.57%
Jul 31, 25
17 Baron Real Estate Institutional 1.21M (0.76%) 1.21M
Increased by +100.00%
Jun 30, 25
18 Baron Real Estate Strategy 1.21M (0.76%) 1.21M
Increased by +100.00%
Jun 30, 25
19 Vanguard Tax-Managed Small Cap Adm 1.11M (0.70%) 0.00
Increased by 0.00%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 996.37K (0.63%) 4.71K
Increased by +0.47%
Apr 30, 25