Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 4.84%
2 DVDN 4.50%
3 MORT 4.46%
4 RINC 4.26%
5 SMHB 3.43%
6 SRET 3.21%
7 HYIN 3.14%
8 XSHD 2.65%
9 REAI 1.81%
10 FTHI 1.59%
11 RIET 1.49%
12 SDIV 0.95%
13 XSLV 0.86%
14 CVY 0.85%
15 HSMV 0.82%
16 PSCF 0.78%
17 DIV 0.65%
18 XSMO 0.62%
19 PXSG 0.62%
20 FLQS 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.45M (15.33%) 137.98K
Increased by +0.56%
Mar 31, 26
2 Vanguard Group Inc 16.95M (10.63%) -331.59K
Decreased by -1.96%
Dec 31, 25
3 Blackstone Inc 9.28M (5.82%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.79M (5.51%) 8.79M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 7.21M (4.52%) 7.21M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 6.66M (4.17%) 4.68K
Increased by +0.07%
Mar 31, 24
7 State Street Corp 6.15M (3.85%) 95.76K
Increased by +1.56%
Mar 31, 26
8 Geode Capital Management, LLC 3.88M (2.43%) -42.70K
Decreased by -1.10%
Mar 31, 26
9 Balyasny Asset Management LLC 2.83M (1.78%) 801.08K
Increased by +28.28%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.47M (1.55%) 40.37K
Increased by +1.63%
Mar 31, 26
11 UBS Group AG 2.29M (1.43%) 733.14K
Increased by +32.04%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 2.24M (1.40%) -169.33K
Decreased by -7.57%
Mar 31, 26
13 NORGES BANK 2.00M (1.25%) 201.08K
Increased by +10.06%
Dec 31, 25
14 GRS Advisors, LLC 1.99M (1.25%) 1.99M
Increased by +100.00%
Mar 31, 26
15 Northern Trust Corp 1.83M (1.15%) 75.36K
Increased by +4.12%
Mar 31, 26
16 HighTower Advisors, LLC 1.74M (1.09%) 296.03K
Increased by +16.98%
Mar 31, 24
17 CCLA Investment Management Ltd 1.70M (1.06%) 387.98K
Increased by +22.84%
Sep 30, 23
18 LDR Capital Management, LLC 1.60M (1.00%) -198.11K
Decreased by -12.40%
Mar 31, 24
19 Qube Research & Technologies 1.57M (0.98%) 858.79K
Increased by +54.71%
Mar 31, 26
20 BAMCO Inc 1.57M (0.98%) -432.19K
Decreased by -27.56%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.63M (6.04%) 3.52K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 5.27M (3.30%) 6.76K
Increased by +0.13%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.20M (3.26%) 24.06K
Increased by +0.46%
Apr 30, 26
4 MM Access II High Yield USD F-acc 4.75M (2.98%) 4.75M
Increased by +100.00%
Nov 30, 24
5 iShares Russell 2000 ETF 3.82M (2.39%) 35.26K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 3.69M (2.32%) -3.83K
Decreased by -0.10%
Apr 30, 26
7 Fuh Hwa FTSE Mortgage REITs ETF 3.47M (2.18%) 355.39K
Increased by +10.23%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 1.89M (1.19%) 15.22K
Increased by +0.80%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.12%) 17.01K
Increased by +0.95%
Apr 30, 26
10 Fidelity® Small Cap Index 1.68M (1.05%) 51.37K
Increased by +3.06%
Oct 31, 23
11 Fidelity Small Cap Index 1.56M (0.98%) 3.09K
Increased by +0.20%
Mar 31, 26
12 SPDR® Portfolio S&P 600 Sm Cap ETF 1.53M (0.96%) 1.56K
Increased by +0.10%
Mar 28, 24
13 iShares S&P Small-Cap 600 Value ETF 1.52M (0.95%) 0.00
Increased by 0.00%
May 29, 26
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.50M (0.94%) 17.95K
Increased by +1.20%
Aug 29, 25
15 State Street SPDR Port S&P 600 Sm CpETF 1.46M (0.92%) 0.00
Increased by 0.00%
May 29, 26
16 iShares Russell 2000 Value ETF 1.39M (0.87%) 16.56K
Increased by +1.19%
May 29, 26
17 iShares Mortgage Real Estate Capped ETF 1.33M (0.83%) -2.64K
Decreased by -0.20%
May 29, 26
18 Baron Real Estate Institutional 1.22M (0.77%) -277.02K
Decreased by -22.69%
Mar 31, 26
19 Baron Real Estate Strategy 1.22M (0.77%) -277.02K
Decreased by -22.69%
Mar 31, 26
20 Vanguard Tax-Managed Small Cap Adm 1.11M (0.70%) 0.00
Increased by 0.00%
Apr 30, 26