Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 8.25%
2 RINC 4.89%
3 RIET 1.02%
4 MORT 0.88%
5 REM 0.70%
6 SMIZ 0.42%
7 SDIV 0.30%
8 OASC 0.22%
9 FSGS 0.16%
10 RNSC 0.16%
11 FYT 0.10%
12 FYX 0.05%
13 PRFZ 0.04%
14 BBSC 0.04%
15 FNDA 0.03%
16 IWN 0.02%
17 FAB 0.02%
18 VTWV 0.02%
19 RSSL 0.02%
20 SCHA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hyundai Investments Co., Ltd. 20.80M (16.24%) -1.54M
Decreased by -7.41%
Mar 31, 25
2 Koch Industries Inc 15.13M (11.81%) 0.00
Increased by 0.00%
Jun 30, 24
3 Koch, Inc 15.13M (11.81%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 9.81M (7.65%) -2.98K
Decreased by -0.03%
Mar 31, 25
5 Neuberger Berman Group LLC 8.75M (6.83%) 0.00
Increased by 0.00%
Mar 31, 25
6 Teacher Retirement System Of Texas 7.51M (5.86%) 15.26K
Increased by +0.20%
Mar 31, 25
7 Vanguard Group Inc 6.47M (5.05%) -2.44M
Decreased by -37.66%
Jun 30, 25
8 Offit Capital Advisors LLC 5.43M (4.24%) 0.00
Increased by 0.00%
Sep 30, 23
9 Charles Schwab Investment Management Inc 2.81M (2.19%) 604.09K
Increased by +21.52%
Jun 30, 25
10 Wafra Investment Advisory Group Inc 2.50M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
11 Geode Capital Management, LLC 2.39M (1.86%) 58.77K
Increased by +2.46%
Mar 31, 25
12 State Street Corp 2.20M (1.72%) -47.27K
Decreased by -2.14%
Mar 31, 25
13 State Street Corporation 2.16M (1.68%) 81.59K
Increased by +3.78%
Mar 31, 24
14 Balyasny Asset Management LLC 1.58M (1.24%) 941.39K
Increased by +59.41%
Mar 31, 25
15 GRATIA CAPITAL, LLC 1.34M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 Citadel Advisors Llc 1.24M (0.97%) 83.47K
Increased by +6.75%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 1.17M (0.92%) 420.37K
Increased by +35.83%
Jun 30, 25
18 D. E. Shaw & Co LP 905.40K (0.71%) 406.08K
Increased by +44.85%
Jun 30, 25
19 Millennium Management LLC 881.28K (0.69%) 745.90K
Increased by +84.64%
Mar 31, 25
20 Northern Trust Corp 847.30K (0.66%) -44.41K
Decreased by -5.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (2.90%) 14.84K
Increased by +0.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.64M (2.84%) -80.67K
Decreased by -2.22%
Jul 31, 25
3 iShares Russell 2000 ETF 2.25M (1.76%) -42.84K
Decreased by -1.90%
Jul 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 1.95M (1.52%) 400.08K
Increased by +20.48%
Dec 31, 24
5 Schwab Fundamental U.S. Small CompanyETF 1.56M (1.22%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard Small Cap Index 1.48M (1.16%) 5.51K
Increased by +0.37%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (0.99%) -545.95K
Decreased by -43.14%
Jul 31, 25
8 iShares Mortgage Real Estate Capped ETF 1.19M (0.93%) 6.73K
Increased by +0.57%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 964.38K (0.75%) -1.50K
Decreased by -0.16%
May 31, 25
10 Fidelity Small Cap Index 895.62K (0.70%) -14.28K
Decreased by -1.59%
May 31, 25
11 Fidelity® Small Cap Index 887.48K (0.69%) 21.63K
Increased by +2.44%
Oct 31, 23
12 iShares Russell 2000 Value ETF 795.92K (0.62%) 590.00
Increased by +0.07%
Jul 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 627.00K (0.49%) -1.64K
Decreased by -0.26%
Jun 30, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 549.61K (0.43%) 3.14K
Increased by +0.57%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 549.61K (0.43%) 0.00
Increased by 0.00%
Jul 31, 25
18 Schwab US Small-Cap ETF™ 529.30K (0.41%) -266.00
Decreased by -0.05%
Jul 31, 25
19 Multi-Manager Small Cap Eq Strat Inst 499.30K (0.39%) 291.60K
Increased by +58.40%
Jul 31, 25
20 AXS Real Estate Income ETF 480.71K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25