Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 4.84%
2 MORT 4.75%
3 DVDN 4.50%
4 REM 4.29%
5 RINC 4.27%
6 SMHB 3.43%
7 HYIN 2.71%
8 XSHD 2.65%
9 FTHI 1.59%
10 RIET 1.45%
11 PSCF 0.87%
12 SDIV 0.85%
13 CVY 0.85%
14 XSLV 0.76%
15 DIV 0.65%
16 SRET 0.60%
17 FLQS 0.56%
18 EBIT 0.55%
19 VIOV 0.50%
20 IJS 0.49%

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 18.05M (11.36%) -345.60K
Decreased by -1.91%
Mar 31, 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 2.60M (1.64%) 63.95K
Increased by +2.46%
Mar 31, 25
10 NORGES BANK 2.05M (1.29%) 165.74K
Increased by +8.09%
Dec 31, 24
11 Northern Trust Corp 2.04M (1.28%) -12.05K
Decreased by -0.59%
Mar 31, 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 1.44M (0.91%) -228.88K
Decreased by -15.91%
Mar 31, 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 10.05M (6.32%) -28.10K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.28M (3.32%) 5.69K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.27M (3.32%) 6.76K
Increased by +0.13%
Sep 30, 24
4 MM Access II High Yield USD F-acc 4.75M (2.99%) 4.75M
Increased by +100.00%
Nov 30, 24
5 iShares Russell 2000 ETF 4.15M (2.61%) 28.86K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 4.12M (2.59%) 22.94K
Increased by +0.56%
May 31, 25
7 Fuh Hwa FTSE Mortgage REITs ETF 3.47M (2.19%) 355.39K
Increased by +10.23%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.67%) 17.61K
Increased by +0.66%
May 31, 25
9 Vanguard Small Cap Value Index Inv 2.16M (1.36%) -2.29K
Decreased by -0.11%
May 31, 25
10 Fidelity Small Cap Index 1.76M (1.11%) 20.94K
Increased by +1.19%
Apr 30, 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%) -13.30K
Decreased by -0.84%
Jun 30, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.53M (0.96%) 1.56K
Increased by +0.10%
Mar 28, 24
14 iShares Russell 2000 Value ETF 1.45M (0.91%) 10.86K
Increased by +0.75%
Jun 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.44M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Mortgage Real Estate Capped ETF 1.29M (0.81%) 0.00
Increased by 0.00%
Jun 30, 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 1.19M (0.75%) 0.00
Increased by 0.00%
May 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