Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.33%
2 MORT 4.50%
3 KBWD 3.82%
4 ERNZ 3.30%
5 RINC 3.16%
6 SRET 3.09%
7 REM 2.91%
8 MVRL 1.48%
9 SJCP 1.43%
10 RIET 1.22%
11 SMIZ 1.20%
12 SURE 0.97%
13 SMHB 0.89%
14 SDIV 0.84%
15 DIV 0.77%
16 USVM 0.67%
17 CVY 0.66%
18 EHLS 0.49%
19 IWC 0.25%
20 SMMV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.44M (6.54%) 91.80K
Increased by +1.09%
Mar 31, 25
2 Vanguard Group Inc 4.64M (3.60%) 325.89K
Increased by +7.02%
Mar 31, 25
3 Millennium Management LLC 3.28M (2.54%) 2.48M
Increased by +75.69%
Mar 31, 25
4 Victory Capital Management Inc. 2.04M (1.58%) 8.26K
Increased by +0.41%
Mar 31, 25
5 Geode Capital Management, LLC 2.00M (1.55%) 166.25K
Increased by +8.30%
Mar 31, 25
6 State Street Corp 1.80M (1.39%) 130.59K
Increased by +7.26%
Mar 31, 25
7 Ameriprise Financial Inc 1.55M (1.20%) 634.34K
Increased by +40.97%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.52M (1.18%) 967.71K
Increased by +63.69%
Mar 31, 25
9 Citadel Advisors Llc 1.44M (1.12%) 557.91K
Increased by +38.62%
Mar 31, 25
10 Renaissance Technologies Corp 1.43M (1.11%) 1.03M
Increased by +71.60%
Mar 31, 25
11 Balyasny Asset Management LLC 1.39M (1.08%) -1.38M
Decreased by -98.99%
Sep 30, 24
12 Amvescap Plc. 1.34M (1.04%) 74.31K
Increased by +5.53%
Mar 31, 25
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.33M (1.03%) -99.21K
Decreased by -7.47%
Mar 31, 25
14 State Street Corporation 1.33M (1.03%) 45.88K
Increased by +3.46%
Mar 31, 24
15 FMR Inc 1.17M (0.90%) -187.82K
Decreased by -16.11%
Mar 31, 25
16 Mesirow Institutional Investment Management, Inc. 1.06M (0.82%) 239.05K
Increased by +22.55%
Dec 31, 24
17 Two Sigma Investments LLC 1.05M (0.81%) 1.05M
Increased by +100.00%
Mar 31, 25
18 UBS Group AG 1.04M (0.80%) 841.44K
Increased by +81.15%
Dec 31, 24
19 Qube Research & Technologies 1.04M (0.80%) 568.42K
Increased by +54.89%
Mar 31, 25
20 Van Eck Associates Corporation 866.19K (0.67%) -6.92K
Decreased by -0.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.71M (2.10%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Russell 2000 ETF 2.69M (2.08%) 18.70K
Increased by +0.70%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.37M (1.83%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fuh Hwa FTSE Mortgage REITs ETF 1.58M (1.22%) 243.83K
Increased by +15.43%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.02%) 6.40K
Increased by +0.49%
May 31, 25
6 iShares Mortgage Real Estate Capped ETF 1.31M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
7 Invesco KBW High Dividend Yld Fincl ETF 1.22M (0.95%) 7.92K
Increased by +0.65%
Jun 30, 25
8 VanEck Mortgage REIT Income ETF 1.11M (0.86%) 7.68K
Increased by +0.69%
Jun 28, 25
9 Fidelity Real Estate Income 1.06M (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
10 iShares Russell 2000 Value ETF 946.68K (0.73%) 12.36K
Increased by +1.31%
Jun 30, 25
11 Fidelity Small Cap Index 863.82K (0.67%) 17.62K
Increased by +2.04%
Apr 30, 25
12 Columbia Small Cap Value I 755.39K (0.59%) -24.88K
Decreased by -3.29%
Jun 30, 25
13 Columbia Small Cap Value I A 755.39K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
14 Integrity Small-Cap Value Comp 600.00K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
15 Victory Integrity Small-Cap Value A 600.00K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
16 Global X SuperDividend™ ETF 592.37K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
17 Global X SuperDividend™ US ETF 559.71K (0.43%) 640.00
Increased by +0.11%
Jan 31, 24
18 Jupiter Merian Glb Eq AbsRet I USD Acc 534.30K (0.41%) 517.42K
Increased by +96.84%
Dec 31, 24
19 Fidelity® Small Cap Index 526.62K (0.41%) 14.94K
Increased by +2.84%
Oct 31, 23
20 Schwab US Small-Cap ETF™ 502.37K (0.39%) -216.00
Decreased by -0.04%
Jun 28, 25