Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.97%
2 RINC 4.20%
3 MORT 3.31%
4 SRET 3.31%
5 HYIN 2.84%
6 HIPS 2.81%
7 KBWD 2.78%
8 XSHD 2.73%
9 REM 2.72%
10 MVRL 2.49%
11 VABS 1.89%
12 RIET 1.17%
13 HSMV 1.06%
14 DIV 1.04%
15 XSLV 1.03%
16 SMHB 1.00%
17 SDIV 0.90%
18 XSVM 0.71%
19 HOMZ 0.66%
20 USVM 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.27M (16.57%) 29.37K
Increased by +0.19%
 Mar 31, 25
2 Vanguard Group Inc 5.90M (6.40%) 171.44K
Increased by +2.91%
 Mar 31, 25
3 State Street Corp 3.33M (3.62%) -40.74K
Decreased by -1.22%
 Mar 31, 25
4 State Street Corporation 2.87M (3.11%) 97.14K
Increased by +3.38%
 Mar 31, 24
5 Geode Capital Management, LLC 2.11M (2.29%) 101.82K
Increased by +4.82%
 Mar 31, 25
6 Amvescap Plc. 2.06M (2.23%) -309.19K
Decreased by -15.04%
 Mar 31, 25
7 Ranger Global Real Estate Advisors, LLC 1.67M (1.81%) -1.24M
Decreased by -74.42%
 Sep 30, 24
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.39M (1.51%) -82.17K
Decreased by -5.92%
 Mar 31, 25
9 Marshall Wace Asset Management Ltd 1.20M (1.31%) 635.99K
Increased by +52.87%
 Mar 31, 25
10 Northern Trust Corp 1.12M (1.21%) 22.98K
Increased by +2.06%
 Mar 31, 25
11 Punch & Associates Inv Mgmt Inc 1.03M (1.12%) -823.20K
Decreased by -79.77%
 Mar 31, 25
12 Easterly Investment Partners. 889.42K (0.97%) 889.42K
Increased by +100.00%
 Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 884.42K (0.96%) -14.22K
Decreased by -1.61%
 Mar 31, 25
14 Charles Schwab Investment Management Inc 831.88K (0.90%) 10.86K
Increased by +1.31%
 Mar 31, 25
15 Van Eck Associates Corporation 806.54K (0.88%) -66.05K
Decreased by -8.19%
 Mar 31, 25
16 Bank of New York Mellon Corp 671.27K (0.73%) 29.19K
Increased by +4.35%
 Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 665.32K (0.72%) -878.04K
Decreased by -131.97%
 Mar 31, 24
18 Delphi Financial Group Inc 560.06K (0.61%) 171.93K
Increased by +30.70%
 Mar 31, 25
19 JPMorgan Chase & Co 509.03K (0.55%) 83.50K
Increased by +16.40%
 Mar 31, 25
20 Harbor Capital Advisors Inc 493.89K (0.54%) -255.42K
Decreased by -51.72%
 Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 10.35M (11.23%) 10.25M
Increased by +99.00%
 Sep 30, 24
2 iShares Core S&P Small-Cap ETF 5.44M (5.90%) 0.00
Increased by 0.00%
 May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.76M (3.00%) 0.00
Increased by 0.00%
 May 31, 25
4 Vanguard US Total Market Shares ETF 2.76M (2.99%) 0.00
Increased by 0.00%
 Sep 30, 24
5 iShares Russell 2000 ETF 2.22M (2.40%) 0.00
Increased by 0.00%
 May 31, 25
6 Jupiter Merian Glb Eq AbsRet I USD Acc 1.82M (1.98%) 86.94K
Increased by +4.76%
 Dec 31, 24
7 Fuh Hwa FTSE Mortgage REITs ETF 1.69M (1.83%) 205.43K
Increased by +12.16%
 Dec 31, 24
8 Ranger Global - Global Real Estate Comp 1.62M (1.76%) -635.23K
Decreased by -39.26%
 Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.53%) 9.34K
Increased by +0.66%
 May 31, 25
10 iShares Mortgage Real Estate Capped ETF 1.17M (1.27%) 0.00
Increased by 0.00%
 May 31, 25
11 iShares S&P Small-Cap 600 Value ETF 886.08K (0.96%) 0.00
Increased by 0.00%
 May 31, 25
12 Fidelity Small Cap Index 879.87K (0.95%) 20.62K
Increased by +2.34%
 Mar 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 852.71K (0.93%) 0.00
Increased by 0.00%
 Nov 27, 24
14 Global X SuperDividend™ US ETF 841.80K (0.91%) 960.00
Increased by +0.11%
 Jan 31, 24
15 Invesco KBW High Dividend Yld Fincl ETF 818.12K (0.89%) 0.00
Increased by 0.00%
 May 31, 25
16 Ranger Global - U.S. Real Estate 794.11K (0.86%) 0.00
Increased by 0.00%
 Mar 31, 24
17 iShares Russell 2000 Value ETF 790.87K (0.86%) 0.00
Increased by 0.00%
 May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 767.09K (0.83%) 0.00
Increased by 0.00%
 May 30, 25
19 VanEck Mortgage REIT Income ETF 763.19K (0.83%) 0.00
Increased by 0.00%
 May 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 699.93K (0.76%) 0.00
Increased by 0.00%
 Apr 30, 24