Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.46%
2 RINC 5.12%
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 IWC 0.05%
13 PRFZ 0.04%
14 BBSC 0.04%
15 FNDA 0.03%
16 FAB 0.02%
17 RSSL 0.02%
18 SCHA 0.02%
19 UWM 0.01%
20 IWN 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hyundai Investments Co., Ltd. 20.47M (15.94%) -51.00K
Decreased by -0.25%
Mar 31, 26
2 Koch Industries Inc 15.13M (11.78%) 0.00
Increased by 0.00%
Jun 30, 24
3 Koch, Inc 15.13M (11.78%) 0.00
Increased by 0.00%
Mar 31, 26
4 Neuberger Berman Group LLC 8.76M (6.82%) -836.00
Decreased by -0.01%
Mar 31, 26
5 BlackRock Inc 7.93M (6.18%) -259.13K
Decreased by -3.27%
Mar 31, 26
6 Teacher Retirement System Of Texas 7.51M (5.85%) 15.26K
Increased by +0.20%
Mar 31, 25
7 Vanguard Group Inc 6.87M (5.35%) 256.28K
Increased by +3.73%
Dec 31, 25
8 Offit Capital Advisors LLC 5.43M (4.23%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Capital Management, LLC 5.37M (4.18%) 5.37M
Increased by +100.00%
Mar 31, 26
10 Charles Schwab Investment Management Inc 3.08M (2.40%) -539.91K
Decreased by -17.52%
Mar 31, 26
11 Geode Capital Management, LLC 2.74M (2.13%) 116.56K
Increased by +4.26%
Mar 31, 26
12 Wafra Investment Advisory Group Inc 2.50M (1.95%) 0.00
Increased by 0.00%
Mar 31, 26
13 State Street Corporation 2.16M (1.68%) 81.59K
Increased by +3.78%
Mar 31, 24
14 State Street Corp 2.14M (1.67%) 56.38K
Increased by +2.63%
Mar 31, 26
15 Balyasny Asset Management LLC 1.95M (1.52%) 362.13K
Increased by +18.60%
Jun 30, 25
16 Hotchkis & Wiley Capital Management LLC 1.83M (1.43%) 13.67K
Increased by +0.75%
Mar 31, 26
17 GRATIA CAPITAL, LLC 1.70M (1.32%) 0.00
Increased by 0.00%
Mar 31, 26
18 LM Asset (IM) Inc. 1.40M (1.09%) 866.00K
Increased by +61.86%
Mar 31, 26
19 Millennium Management LLC 1.33M (1.04%) -50.17K
Decreased by -3.76%
Dec 31, 25
20 Citigroup Inc 1.08M (0.84%) 1.08M
Increased by +99.81%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.73M (2.91%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.72M (2.89%) 14.84K
Increased by +0.40%
Sep 30, 24
3 iShares Russell 2000 ETF 2.23M (1.74%) 20.59K
Increased by +0.92%
May 29, 26
4 Fuh Hwa FTSE Mortgage REITs ETF 1.95M (1.52%) 400.08K
Increased by +20.48%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.19%) 13.41K
Increased by +0.88%
Apr 30, 26
6 Vanguard Small Cap Index 1.48M (1.16%) 5.51K
Increased by +0.37%
May 31, 25
7 Schwab Fundamental U.S. Small CompanyETF 1.46M (1.14%) -590.00
Decreased by -0.04%
May 30, 26
8 iShares Mortgage Real Estate Capped ETF 1.11M (0.86%) -2.20K
Decreased by -0.20%
May 29, 26
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 888.86K (0.69%) 619.00
Increased by +0.07%
Mar 31, 26
11 Fidelity® Small Cap Index 887.48K (0.69%) 21.63K
Increased by +2.44%
Oct 31, 23
12 iShares Russell 2000 Value ETF 804.73K (0.63%) 0.00
Increased by 0.00%
May 29, 26
13 Fidelity Extended Market Index 754.90K (0.59%) -2.76K
Decreased by -0.37%
Apr 30, 26
14 Global X SuperDividend™ ETF 741.28K (0.58%) 0.00
Increased by 0.00%
Jul 30, 24
15 Fidelity® Extended Market Index 649.02K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 617.64K (0.48%) 414.00
Increased by +0.07%
May 30, 26
17 Russell 2000 Equity Index Fund B 582.02K (0.45%) -293.00
Decreased by -0.05%
Dec 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 549.61K (0.43%) 3.14K
Increased by +0.57%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 549.61K (0.43%) 0.00
Increased by 0.00%
May 31, 26
20 AXS Real Estate Income ETF 484.06K (0.38%) 0.00
Increased by 0.00%
Aug 29, 25