Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.97%
2 RINC 4.45%
3 SRET 3.37%
4 MORT 3.33%
5 HIPS 2.80%
6 KBWD 2.68%
7 MVRL 2.49%
8 HSMV 1.89%
9 VABS 1.89%
10 RIET 1.39%
11 XSVM 1.15%
12 XSLV 1.07%
13 DIV 1.04%
14 SMHB 1.00%
15 SDIV 0.99%
16 HOMZ 0.80%
17 RZG 0.60%
18 ABCS 0.51%
19 FYC 0.47%
20 RZV 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.24M (16.52%) 580.10K
Increased by +3.81%
Dec 31, 24
2 Vanguard Group Inc 5.73M (6.21%) -13.49K
Decreased by -0.24%
Dec 31, 24
3 State Street Corp 3.37M (3.66%) 232.97K
Increased by +6.91%
Dec 31, 24
4 State Street Corporation 2.87M (3.11%) 97.14K
Increased by +3.38%
Mar 31, 24
5 Amvescap Plc. 2.36M (2.56%) 347.59K
Increased by +14.70%
Dec 31, 24
6 Geode Capital Management, LLC 2.01M (2.18%) 43.53K
Increased by +2.17%
Dec 31, 24
7 Punch & Associates Inv Mgmt Inc 1.86M (2.01%) -301.43K
Decreased by -16.25%
Dec 31, 24
8 Ranger Global Real Estate Advisors, LLC 1.67M (1.81%) -1.24M
Decreased by -74.42%
Sep 30, 24
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.47M (1.59%) 67.81K
Increased by +4.61%
Dec 31, 24
10 Northern Trust Corp 1.09M (1.18%) 311.41K
Increased by +28.49%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 898.64K (0.97%) 9.95K
Increased by +1.11%
Dec 31, 24
12 Easterly Investment Partners. 889.42K (0.96%) 889.42K
Increased by +100.00%
Dec 31, 24
13 Van Eck Associates Corporation 872.59K (0.95%) 194.15K
Increased by +22.25%
Dec 31, 24
14 Charles Schwab Investment Management Inc 821.02K (0.89%) 42.09K
Increased by +5.13%
Dec 31, 24
15 Harbor Capital Advisors Inc 749.31K (0.81%) 22.53K
Increased by +3.01%
Dec 31, 24
16 Mirae Asset Global Investments (Korea) Co Ltd 665.32K (0.72%) -878.04K
Decreased by -131.97%
Mar 31, 24
17 Bank of New York Mellon Corp 642.08K (0.70%) 55.78K
Increased by +8.69%
Dec 31, 24
18 Goldman Sachs Group Inc 576.70K (0.63%) 260.43K
Increased by +45.16%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 566.98K (0.61%) -562.75K
Decreased by -99.25%
Dec 31, 24
20 JPMorgan Chase & Co USD 463.09K (0.50%) 150.29K
Increased by +32.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 10.35M (11.22%) 10.25M
Increased by +99.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 5.51M (5.97%) -5.53K
Decreased by -0.10%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.76M (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.68M (2.90%) -201.00
Decreased by -0.01%
Mar 31, 25
5 iShares Russell 2000 ETF 2.17M (2.35%) 366.00
Increased by +0.02%
Apr 30, 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 (1.75%) -635.23K
Decreased by -39.26%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.51%) -6.01K
Decreased by -0.43%
Mar 31, 25
10 iShares Mortgage Real Estate Capped ETF 1.19M (1.29%) 1.32K
Increased by +0.11%
Apr 30, 25
11 iShares S&P Small-Cap 600 Value ETF 896.14K (0.97%) 827.00
Increased by +0.09%
Apr 30, 25
12 Fidelity Small Cap Index 859.25K (0.93%) 22.80K
Increased by +2.65%
Feb 28, 25
13 iShares S&P Small-Cap 600 Growth ETF 852.71K (0.92%) 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 821.95K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 iShares Russell 2000 Value ETF 819.78K (0.89%) -2.78K
Decreased by -0.34%
Apr 30, 25
17 Ranger Global - U.S. Real Estate 794.11K (0.86%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 781.55K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
19 VanEck Mortgage REIT Income ETF 735.35K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 699.93K (0.76%) 0.00
Increased by 0.00%
Apr 30, 24