Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.57%
2 MORT 4.92%
3 HYIN 3.32%
4 KBWD 3.20%
5 RINC 3.04%
6 SRET 2.93%
7 HIPS 2.35%
8 SJCP 1.73%
9 ERNZ 1.61%
10 MVRL 1.48%
11 CRDT 1.22%
12 SMIZ 1.20%
13 RIET 1.19%
14 VUS 1.06%
15 FSCS 1.00%
16 SURE 0.97%
17 SMHB 0.89%
18 SDIV 0.83%
19 DIV 0.77%
20 USVM 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.08M (7.51%) 3.52M
Increased by +21.89%
Mar 31, 26
2 Vanguard Capital Management, LLC 8.51M (3.98%) 8.51M
Increased by +100.00%
Mar 31, 26
3 Vanguard Group Inc 8.39M (3.92%) 876.93K
Increased by +10.45%
Dec 31, 25
4 Geode Capital Management, LLC 4.74M (2.21%) 1.25M
Increased by +26.41%
Mar 31, 26
5 State Street Corp 4.53M (2.12%) 1.50M
Increased by +33.13%
Mar 31, 26
6 Qube Research & Technologies 3.71M (1.73%) 2.48M
Increased by +66.79%
Mar 31, 26
7 Two Sigma Advisers, LLC 2.88M (1.35%) 2.81M
Increased by +97.36%
Dec 31, 25
8 Millennium Management LLC 2.75M (1.29%) 703.98K
Increased by +25.56%
Mar 31, 26
9 Victory Capital Management Inc. 2.60M (1.21%) 941.89K
Increased by +36.23%
Mar 31, 26
10 Balyasny Asset Management LLC 2.44M (1.14%) 303.01K
Increased by +12.42%
Mar 31, 26
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.06M (0.96%) 444.51K
Increased by +21.57%
Mar 31, 26
12 Two Sigma Investments LLC 1.95M (0.91%) -1.47M
Decreased by -75.44%
Mar 31, 26
13 Ameriprise Financial Inc 1.95M (0.91%) 176.81K
Increased by +9.09%
Mar 31, 26
14 Northern Trust Corp 1.78M (0.83%) 453.35K
Increased by +25.41%
Mar 31, 26
15 Callodine Capital Management, LP 1.67M (0.78%) 1.67M
Increased by +100.00%
Mar 31, 26
16 Algebris Investment Management (UK) LLP 1.67M (0.78%) 682.65K
Increased by +40.89%
Sep 30, 25
17 Charles Schwab Investment Management Inc 1.65M (0.77%) 419.00K
Increased by +25.43%
Mar 31, 26
18 Segall Bryant & Hamill 1.53M (0.72%) 1.53M
Increased by +100.00%
Mar 31, 26
19 Royal Bank of Canada 1.53M (0.72%) 1.47M
Increased by +95.93%
Mar 31, 26
20 Van Eck Associates Corporation 1.52M (0.71%) 213.16K
Increased by +14.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.09M (2.85%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 4.78M (2.23%) 44.15K
Increased by +0.92%
May 29, 26
3 Vanguard US Total Market Shares ETF 2.37M (1.10%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.05%) 23.52K
Increased by +1.05%
Apr 30, 26
5 Fidelity Small Cap Index 1.96M (0.92%) 519.97K
Increased by +26.54%
Mar 31, 26
6 iShares Mortgage Real Estate Capped ETF 1.90M (0.89%) -3.78K
Decreased by -0.20%
May 29, 26
7 iShares Russell 2000 Value ETF 1.75M (0.82%) 24.27K
Increased by +1.39%
May 29, 26
8 Fuh Hwa FTSE Mortgage REITs ETF 1.58M (0.74%) 243.83K
Increased by +15.43%
Dec 31, 24
9 VanEck Mortgage REIT Income ETF 1.49M (0.69%) 0.00
Increased by 0.00%
May 30, 26
10 State St Russell Sm/Mid Cp® Indx SL Cl I 1.25M (0.59%) 0.00
Increased by 0.00%
May 31, 26
11 Fidelity Real Estate Income 1.15M (0.54%) 0.00
Increased by 0.00%
Mar 31, 26
12 Fidelity Extended Market Index 1.04M (0.48%) 51.02K
Increased by +4.92%
Apr 30, 26
13 Invesco KBW High Dividend Yld Fincl ETF 1.02M (0.48%) 0.00
Increased by 0.00%
May 29, 26
14 Vanguard Russell 2000 ETF 1.01M (0.47%) 25.24K
Increased by +2.50%
Apr 30, 26
15 Schwab US Small-Cap ETF™ 962.43K (0.45%) 639.00
Increased by +0.07%
May 30, 26
16 Russell 2000 Equity Index Fund B 935.00K (0.44%) 108.10K
Increased by +11.56%
Dec 31, 25
17 Global X SuperDividend™ ETF 893.52K (0.42%) 0.00
Increased by 0.00%
May 29, 26
18 Columbia Small Cap Value Discovery Fund 832.89K (0.39%) 37.40K
Increased by +4.49%
Mar 31, 26
19 Columbia Small Cap Value Discv A 832.89K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
20 Wellington Opportunistic Fixed Income 825.14K (0.39%) 200.96K
Increased by +24.35%
Mar 31, 26