Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.76%
2 MORT 4.61%
3 RINC 4.05%
4 HYIN 3.80%
5 SRET 3.29%
6 KBWD 2.74%
7 HIPS 2.52%
8 MVRL 2.49%
9 XSHD 2.25%
10 VABS 1.89%
11 HSMV 1.64%
12 ERNZ 1.22%
13 RIET 1.19%
14 XSLV 1.10%
15 SDIV 1.08%
16 DIV 1.04%
17 SMHB 1.00%
18 RZG 0.86%
19 PXSV 0.73%
20 USVM 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.70M (16.08%) 3.08M
Increased by +15.61%
Mar 31, 26
2 Vanguard Group Inc 7.00M (5.72%) 349.45K
Increased by +4.99%
Dec 31, 25
3 Vanguard Capital Management, LLC 5.05M (4.12%) 5.05M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 4.61M (3.76%) 825.96K
Increased by +17.93%
Mar 31, 26
5 Geode Capital Management, LLC 2.93M (2.39%) 512.79K
Increased by +17.53%
Mar 31, 26
6 State Street Corporation 2.87M (2.34%) 97.14K
Increased by +3.38%
Mar 31, 24
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.18M (1.78%) 512.00K
Increased by +23.53%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 1.99M (1.63%) 1.99M
Increased by +100.00%
Mar 31, 26
9 Ranger Global Real Estate Advisors, LLC 1.67M (1.36%) -1.24M
Decreased by -74.42%
Sep 30, 24
10 Amvescap Plc. 1.58M (1.29%) 96.20K
Increased by +6.08%
Mar 31, 26
11 Amundi 1.50M (1.22%) 773.29K
Increased by +51.64%
Dec 31, 25
12 Delphi Financial Group Inc 1.41M (1.15%) 686.64K
Increased by +48.75%
Mar 31, 26
13 Van Eck Associates Corporation 1.36M (1.11%) 242.63K
Increased by +17.78%
Mar 31, 26
14 Northern Trust Corp 1.36M (1.11%) 248.55K
Increased by +18.24%
Mar 31, 26
15 Charles Schwab Investment Management Inc 1.11M (0.91%) 124.39K
Increased by +11.22%
Mar 31, 26
16 EMG Holdings, L.P. 961.02K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
17 JPMorgan Chase & Co 930.68K (0.76%) 274.05K
Increased by +29.45%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 919.81K (0.75%) -61.63K
Decreased by -6.70%
Mar 31, 26
19 Easterly Investment Partners. 889.42K (0.73%) 889.42K
Increased by +100.00%
Dec 31, 24
20 Qube Research & Technologies 881.42K (0.72%) 767.24K
Increased by +87.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 10.35M (8.45%) 10.25M
Increased by +99.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 7.55M (6.17%) 2.93K
Increased by +0.04%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.53M (2.88%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 2.89M (2.36%) 26.73K
Increased by +0.92%
May 29, 26
5 Vanguard US Total Market Shares ETF 2.76M (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fuh Hwa FTSE Mortgage REITs ETF 1.69M (1.38%) 205.43K
Increased by +12.16%
Dec 31, 24
7 Ranger Global - Global Real Estate Comp 1.62M (1.32%) -635.23K
Decreased by -39.26%
Sep 30, 24
8 iShares Mortgage Real Estate Capped ETF 1.46M (1.19%) -2.91K
Decreased by -0.20%
May 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.15%) 14.95K
Increased by +1.06%
Apr 30, 26
10 VanEck Mortgage REIT Income ETF 1.32M (1.08%) 0.00
Increased by 0.00%
May 30, 26
11 Fidelity Small Cap Index 1.19M (0.97%) 237.93K
Increased by +19.97%
Mar 31, 26
12 State Street SPDR Port S&P 600 Sm CpETF 1.14M (0.93%) 0.00
Increased by 0.00%
May 29, 26
13 iShares S&P Small-Cap 600 Growth ETF 1.11M (0.90%) 0.00
Increased by 0.00%
May 29, 26
14 iShares Russell 2000 Value ETF 1.04M (0.85%) 0.00
Increased by 0.00%
May 29, 26
15 Global X SuperDividend™ ETF 970.17K (0.79%) 0.00
Increased by 0.00%
May 29, 26
16 Jupiter Merian Glb Eq AbsRet I USD Acc 912.35K (0.74%) 912.35K
Increased by +100.00%
Jun 30, 25
17 Invesco KBW High Dividend Yld Fincl ETF 884.10K (0.72%) 0.00
Increased by 0.00%
Aug 29, 25
18 iShares S&P Small-Cap 600 Value ETF 879.72K (0.72%) 0.00
Increased by 0.00%
Aug 31, 25
19 VictoryShares US Sm Md Cp Val Momt ETF 847.01K (0.69%) 0.00
Increased by 0.00%
May 29, 26
20 Global X SuperDividend™ US ETF 841.80K (0.69%) 960.00
Increased by +0.11%
Jan 31, 24