Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RINC 5.12%
2 DVDN 3.98%
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 FNDA 0.03%
15 FAB 0.02%
16 RSSL 0.02%
17 SCHA 0.02%
18 UWM 0.01%
19 IWN 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hyundai Investments Co., Ltd. 20.47M (15.91%) -51.00K
Decreased by -0.25%
Mar 31, 26
2 Koch Industries Inc 15.13M (11.76%) 0.00
Increased by 0.00%
Jun 30, 24
3 Koch, Inc 15.13M (11.76%) 0.00
Increased by 0.00%
Mar 31, 26
4 Neuberger Berman Group LLC 8.76M (6.81%) -836.00
Decreased by -0.01%
Mar 31, 26
5 BlackRock Inc 8.19M (6.37%) 124.22K
Increased by +1.52%
Dec 31, 25
6 Teacher Retirement System Of Texas 7.51M (5.84%) 15.26K
Increased by +0.20%
Mar 31, 25
7 Vanguard Group Inc 6.87M (5.34%) 256.28K
Increased by +3.73%
Dec 31, 25
8 Offit Capital Advisors LLC 5.43M (4.22%) 0.00
Increased by 0.00%
Sep 30, 23
9 Charles Schwab Investment Management Inc 3.62M (2.82%) 383.86K
Increased by +10.60%
Dec 31, 25
10 Geode Capital Management, LLC 2.62M (2.04%) 29.37K
Increased by +1.12%
Dec 31, 25
11 Wafra Investment Advisory Group Inc 2.50M (1.94%) 0.00
Increased by 0.00%
Mar 31, 26
12 State Street Corporation 2.16M (1.68%) 81.59K
Increased by +3.78%
Mar 31, 24
13 State Street Corp 2.09M (1.62%) -50.13K
Decreased by -2.40%
Dec 31, 25
14 Balyasny Asset Management LLC 1.95M (1.51%) 362.13K
Increased by +18.60%
Jun 30, 25
15 Hotchkis & Wiley Capital Management LLC 1.82M (1.42%) 15.35K
Increased by +0.84%
Dec 31, 25
16 GRATIA CAPITAL, LLC 1.70M (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
17 LM Asset (IM) Inc. 1.40M (1.09%) 866.00K
Increased by +61.86%
Mar 31, 26
18 Millennium Management LLC 1.33M (1.04%) -50.17K
Decreased by -3.76%
Dec 31, 25
19 Citigroup Inc 1.08M (0.84%) 1.08M
Increased by +99.81%
Mar 31, 26
20 D. E. Shaw & Co LP 819.88K (0.64%) -93.81K
Decreased by -11.44%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.73M (2.90%) 0.00
Increased by 0.00%
Mar 31, 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 2.21M (1.72%) 18.61K
Increased by +0.84%
Apr 30, 26
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 1.69M (1.32%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.17%) 34.89K
Increased by +2.31%
Mar 31, 26
7 Vanguard Small Cap Index 1.48M (1.15%) 5.51K
Increased by +0.37%
May 31, 25
8 iShares Mortgage Real Estate Capped ETF 1.09M (0.85%) -17.54K
Decreased by -1.61%
Apr 30, 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 888.24K (0.69%) -3.60K
Decreased by -0.41%
Feb 28, 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 797.98K (0.62%) 4.30K
Increased by +0.54%
Apr 30, 26
13 Fidelity Extended Market Index 757.66K (0.59%) 72.32K
Increased by +9.55%
Mar 31, 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 (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 629.14K (0.49%) -46.00
Decreased by -0.01%
Apr 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%
Apr 30, 26
20 AXS Real Estate Income ETF 484.06K (0.38%) 0.00
Increased by 0.00%
Aug 29, 25