Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 8.31%
2 MORT 4.44%
3 KBWD 3.68%
4 ERNZ 3.30%
5 SRET 3.02%
6 RINC 3.00%
7 REM 2.88%
8 SJCP 1.95%
9 MVRL 1.48%
10 SMIZ 1.20%
11 RIET 1.16%
12 SURE 0.97%
13 SMHB 0.89%
14 SDIV 0.82%
15 DIV 0.77%
16 CVY 0.65%
17 USVM 0.64%
18 EHLS 0.49%
19 IWC 0.25%
20 SMMV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.44M (8.08%) 91.80K
Increased by +1.09%
Mar 31, 25
2 Vanguard Group Inc 4.64M (4.44%) 325.89K
Increased by +7.02%
Mar 31, 25
3 Millennium Management LLC 3.28M (3.14%) 2.48M
Increased by +75.69%
Mar 31, 25
4 Victory Capital Management Inc. 2.04M (1.95%) 8.26K
Increased by +0.41%
Mar 31, 25
5 Geode Capital Management, LLC 2.00M (1.92%) 166.25K
Increased by +8.30%
Mar 31, 25
6 State Street Corp 1.80M (1.72%) 130.59K
Increased by +7.26%
Mar 31, 25
7 Ameriprise Financial Inc 1.55M (1.48%) 634.34K
Increased by +40.97%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.52M (1.45%) 967.71K
Increased by +63.69%
Mar 31, 25
9 Citadel Advisors Llc 1.44M (1.38%) 557.91K
Increased by +38.62%
Mar 31, 25
10 Renaissance Technologies Corp 1.43M (1.37%) 1.03M
Increased by +71.60%
Mar 31, 25
11 Balyasny Asset Management LLC 1.39M (1.33%) -1.38M
Decreased by -98.99%
Sep 30, 24
12 Amvescap Plc. 1.34M (1.29%) 74.31K
Increased by +5.53%
Mar 31, 25
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.33M (1.27%) -99.21K
Decreased by -7.47%
Mar 31, 25
14 State Street Corporation 1.33M (1.27%) 45.88K
Increased by +3.46%
Mar 31, 24
15 FMR Inc 1.17M (1.12%) -187.82K
Decreased by -16.11%
Mar 31, 25
16 Mesirow Institutional Investment Management, Inc. 1.06M (1.01%) 239.05K
Increased by +22.55%
Dec 31, 24
17 Two Sigma Investments LLC 1.05M (1.00%) 1.05M
Increased by +100.00%
Mar 31, 25
18 UBS Group AG 1.04M (0.99%) 841.44K
Increased by +81.15%
Dec 31, 24
19 Qube Research & Technologies 1.04M (0.99%) 568.42K
Increased by +54.89%
Mar 31, 25
20 Van Eck Associates Corporation 866.19K (0.83%) -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 (2.59%) 168.80K
Increased by +6.23%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.37M (2.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.17M (2.08%) 0.00
Increased by 0.00%
May 31, 25
4 Fuh Hwa FTSE Mortgage REITs ETF 1.58M (1.51%) 243.83K
Increased by +15.43%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.25%) 25.61K
Increased by +1.96%
Apr 30, 25
6 iShares Mortgage Real Estate Capped ETF 1.12M (1.07%) 0.00
Increased by 0.00%
May 31, 25
7 Invesco KBW High Dividend Yld Fincl ETF 1.11M (1.07%) 0.00
Increased by 0.00%
May 30, 25
8 Fidelity Real Estate Income 1.06M (1.01%) -281.20K
Decreased by -26.55%
Mar 31, 25
9 Columbia Small Cap Value I A 1.02M (0.98%) 240.94K
Increased by +23.59%
Apr 30, 25
10 Fidelity Small Cap Index 846.20K (0.81%) 34.53K
Increased by +4.08%
Mar 31, 25
11 VanEck Mortgage REIT Income ETF 839.52K (0.80%) 0.00
Increased by 0.00%
May 31, 25
12 Columbia Small Cap Value I 780.27K (0.75%) 96.76K
Increased by +12.40%
Mar 31, 25
13 iShares Russell 2000 Value ETF 764.39K (0.73%) 0.00
Increased by 0.00%
May 31, 25
14 Integrity Small-Cap Value Comp 600.00K (0.57%) -226.00K
Decreased by -37.67%
Mar 31, 25
15 Victory Integrity Small-Cap Value A 600.00K (0.57%) -226.00K
Decreased by -37.67%
Mar 31, 25
16 Global X SuperDividend™ ETF 577.68K (0.55%) 0.00
Increased by 0.00%
May 30, 25
17 Global X SuperDividend™ US ETF 559.71K (0.54%) 640.00
Increased by +0.11%
Jan 31, 24
18 Jupiter Merian Glb Eq AbsRet I USD Acc 534.30K (0.51%) 517.42K
Increased by +96.84%
Dec 31, 24
19 Fidelity® Small Cap Index 526.62K (0.50%) 14.94K
Increased by +2.84%
Oct 31, 23
20 VictoryShares US Sm Md Cp Val Momt ETF 512.27K (0.49%) 0.00
Increased by 0.00%
May 30, 25