Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 9.89%
2 RINC 4.25%
3 RIET 1.02%
4 MORT 0.88%
5 SMIZ 0.42%
6 SDIV 0.30%
7 OASC 0.22%
8 FSGS 0.16%
9 RNSC 0.16%
10 FYT 0.10%
11 FYX 0.05%
12 PRFZ 0.04%
13 BBSC 0.04%
14 FNDA 0.03%
15 IWN 0.03%
16 FAB 0.02%
17 VTWV 0.02%
18 RSSL 0.02%
19 SCHA 0.02%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hyundai Investments Co., Ltd. 22.35M (17.74%) -5.06M
Decreased by -22.62%
Dec 31, 24
2 Koch Industries Inc 15.13M (12.01%) 0.00
Increased by 0.00%
Jun 30, 24
3 Koch, Inc 15.13M (12.01%) 15.13M
Increased by +100.00%
Dec 31, 24
4 Vanguard Group Inc 11.30M (8.97%) -111.66K
Decreased by -0.99%
Dec 31, 24
5 Goldman Sachs Group Inc 10.95M (8.69%) -3.75M
Decreased by -34.25%
Dec 31, 24
6 BlackRock Inc 9.81M (7.79%) 19.89K
Increased by +0.20%
Dec 31, 24
7 Neuberger Berman Group LLC 8.75M (6.94%) 0.00
Increased by 0.00%
Dec 31, 24
8 Teacher Retirement System Of Texas 7.50M (5.95%) 298.00
Increased by +0.00%
Dec 31, 24
9 Offit Capital Advisors LLC 5.43M (4.31%) 0.00
Increased by 0.00%
Sep 30, 23
10 Wafra Investment Advisory Group Inc 2.61M (2.07%) -103.67K
Decreased by -3.98%
Dec 31, 24
11 Geode Capital Management, LLC 2.33M (1.85%) 10.84K
Increased by +0.46%
Dec 31, 24
12 State Street Corp 2.25M (1.79%) 85.47K
Increased by +3.80%
Dec 31, 24
13 State Street Corporation 2.16M (1.71%) 81.59K
Increased by +3.78%
Mar 31, 24
14 Charles Schwab Investment Management Inc 1.68M (1.33%) 277.05K
Increased by +16.49%
Dec 31, 24
15 Citadel Advisors Llc 1.15M (0.92%) 795.34K
Increased by +68.95%
Dec 31, 24
16 Northern Trust Corp 891.71K (0.71%) -45.00K
Decreased by -5.05%
Dec 31, 24
17 JPMorgan Chase & Co 649.67K (0.52%) -309.19K
Decreased by -47.59%
Dec 31, 24
18 Balyasny Asset Management LLC 643.08K (0.51%) -38.80K
Decreased by -6.03%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 604.90K (0.48%) 210.97K
Increased by +34.88%
Dec 31, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 577.88K (0.46%) -89.27K
Decreased by -15.45%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.72M (2.95%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Small Cap Index 3.02M (2.40%) 2.46K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 2.30M (1.83%) -27.08K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Value Index Inv 2.00M (1.58%) -2.56K
Decreased by -0.13%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.37%) 4.38K
Increased by +0.25%
Feb 28, 25
6 iShares Mortgage Real Estate Capped ETF 1.32M (1.05%) -7.08K
Decreased by -0.54%
Feb 28, 25
7 Fidelity Small Cap Index 900.11K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Small Cap Index 887.48K (0.70%) 21.63K
Increased by +2.44%
Oct 31, 23
9 iShares Russell 2000 Value ETF 809.71K (0.64%) -6.14K
Decreased by -0.76%
Feb 28, 25
10 Global X SuperDividend™ ETF 741.28K (0.59%) 0.00
Increased by 0.00%
Jul 30, 24
11 Schwab Fundamental U.S. Small CompanyETF 665.90K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® Extended Market Index 649.02K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Extended Market Index 632.78K (0.50%) -9.61K
Decreased by -1.52%
Jan 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 569.38K (0.45%) 0.00
Increased by 0.00%
Feb 28, 25
15 Schwab US Small-Cap ETF™ 545.56K (0.43%) 0.00
Increased by 0.00%
Feb 28, 25
16 AXS Real Estate Income ETF 411.06K (0.33%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Russell 2000 ETF 393.40K (0.31%) 9.16K
Increased by +2.33%
Feb 28, 25
18 WisdomTree Alternative Income Fund 386.70K (0.31%) 2.45K
Increased by +0.63%
Feb 28, 25
19 VanEck Mortgage REIT Income ETF 337.01K (0.27%) 0.00
Increased by 0.00%
Apr 30, 24
20 State St Russell Sm Cap® Indx SL Cl I 315.96K (0.25%) 0.00
Increased by 0.00%
Feb 28, 25