Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.33%
2 RINC 3.37%
3 RIET 1.02%
4 MORT 0.88%
5 SMIZ 0.42%
6 SDIV 0.30%
7 OASC 0.22%
8 RNSC 0.16%
9 FSGS 0.16%
10 FYT 0.10%
11 FYX 0.05%
12 PRFZ 0.04%
13 BBSC 0.04%
14 VTWV 0.03%
15 FNDA 0.03%
16 FAB 0.02%
17 RSSL 0.02%
18 IWN 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 (17.50%) -5.06M
Decreased by -22.62%
Dec 31, 24
2 Koch Industries Inc 15.13M (11.84%) 0.00
Increased by 0.00%
Jun 30, 24
3 Koch, Inc 15.13M (11.84%) 15.13M
Increased by +100.00%
Dec 31, 24
4 Vanguard Group Inc 11.30M (8.85%) -111.66K
Decreased by -0.99%
Dec 31, 24
5 Goldman Sachs Group Inc 10.95M (8.57%) -3.75M
Decreased by -34.25%
Dec 31, 24
6 BlackRock Inc 9.81M (7.68%) 19.89K
Increased by +0.20%
Dec 31, 24
7 Neuberger Berman Group LLC 8.75M (6.85%) 0.00
Increased by 0.00%
Dec 31, 24
8 Teacher Retirement System Of Texas 7.50M (5.87%) 298.00
Increased by +0.00%
Dec 31, 24
9 Offit Capital Advisors LLC 5.43M (4.25%) 0.00
Increased by 0.00%
Sep 30, 23
10 Wafra Investment Advisory Group Inc 2.61M (2.04%) -103.67K
Decreased by -3.98%
Dec 31, 24
11 Geode Capital Management, LLC 2.33M (1.83%) 10.84K
Increased by +0.46%
Dec 31, 24
12 State Street Corp 2.25M (1.76%) 85.47K
Increased by +3.80%
Dec 31, 24
13 State Street Corporation 2.16M (1.69%) 81.59K
Increased by +3.78%
Mar 31, 24
14 Charles Schwab Investment Management Inc 1.68M (1.32%) 277.05K
Increased by +16.49%
Dec 31, 24
15 Citadel Advisors Llc 1.15M (0.90%) 795.34K
Increased by +68.95%
Dec 31, 24
16 Northern Trust Corp 891.71K (0.70%) -45.00K
Decreased by -5.05%
Dec 31, 24
17 JPMorgan Chase & Co 649.67K (0.51%) -309.19K
Decreased by -47.59%
Dec 31, 24
18 Balyasny Asset Management LLC 643.08K (0.50%) -38.80K
Decreased by -6.03%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 604.90K (0.47%) 210.97K
Increased by +34.88%
Dec 31, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 577.88K (0.45%) -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 (2.91%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.72M (2.91%) 14.84K
Increased by +0.40%
Sep 30, 24
3 iShares Russell 2000 ETF 2.29M (1.79%) -19.86K
Decreased by -0.87%
Mar 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 1.95M (1.53%) 400.08K
Increased by +20.48%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.39%) 55.64K
Increased by +3.13%
Mar 31, 25
6 Vanguard Small Cap Index 1.48M (1.16%) -1.55M
Decreased by -104.89%
Mar 31, 25
7 iShares Mortgage Real Estate Capped ETF 1.30M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
8 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.94%) 965.00
Increased by +0.08%
Mar 29, 25
9 Vanguard Small Cap Value Index Inv 956.34K (0.75%) -1.04M
Decreased by -108.76%
Mar 31, 25
10 Fidelity® Small Cap Index 887.48K (0.69%) 21.63K
Increased by +2.44%
Oct 31, 23
11 Fidelity Small Cap Index 883.56K (0.69%) -16.55K
Decreased by -1.87%
Jan 31, 25
12 iShares Russell 2000 Value ETF 809.15K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
13 Global X SuperDividend™ ETF 741.28K (0.58%) 0.00
Increased by 0.00%
Jul 30, 24
14 Fidelity® Extended Market Index 649.02K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Extended Market Index 628.77K (0.49%) -4.00K
Decreased by -0.64%
Feb 28, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 546.48K (0.43%) -22.90K
Decreased by -4.19%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 546.48K (0.43%) -22.90K
Decreased by -4.19%
Mar 31, 25
18 Schwab US Small-Cap ETF™ 528.73K (0.41%) 1.90K
Increased by +0.36%
Mar 29, 25
19 AXS Real Estate Income ETF 432.84K (0.34%) 21.68K
Increased by +5.01%
Mar 31, 25
20 WisdomTree Alternative Income Fund 424.40K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25