Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.97%
2 RINC 4.48%
3 MORT 3.42%
4 SRET 3.31%
5 HIPS 2.79%
6 KBWD 2.74%
7 MVRL 2.49%
8 VABS 1.89%
9 HSMV 1.87%
10 RIET 1.34%
11 XSVM 1.20%
12 XSLV 1.06%
13 DIV 1.04%
14 SMHB 1.00%
15 SDIV 0.99%
16 HOMZ 0.79%
17 RZG 0.60%
18 ABCS 0.51%
19 FYC 0.50%
20 RZV 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.24M (17.25%) 580.10K
Increased by +3.81%
Dec 31, 24
2 Vanguard Group Inc 5.73M (6.49%) -13.49K
Decreased by -0.24%
Dec 31, 24
3 State Street Corp 3.37M (3.82%) 232.97K
Increased by +6.91%
Dec 31, 24
4 State Street Corporation 2.87M (3.25%) 97.14K
Increased by +3.38%
Mar 31, 24
5 Amvescap Plc. 2.36M (2.68%) 347.59K
Increased by +14.70%
Dec 31, 24
6 Geode Capital Management, LLC 2.01M (2.27%) 43.53K
Increased by +2.17%
Dec 31, 24
7 Punch & Associates Inv Mgmt Inc 1.86M (2.10%) -301.43K
Decreased by -16.25%
Dec 31, 24
8 Ranger Global Real Estate Advisors, LLC 1.67M (1.89%) -1.24M
Decreased by -74.42%
Sep 30, 24
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.47M (1.66%) 67.81K
Increased by +4.61%
Dec 31, 24
10 Northern Trust Corp 1.09M (1.24%) 311.41K
Increased by +28.49%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 898.64K (1.02%) 9.95K
Increased by +1.11%
Dec 31, 24
12 Easterly Investment Partners. 889.42K (1.01%) 889.42K
Increased by +100.00%
Dec 31, 24
13 Van Eck Associates Corporation 872.59K (0.99%) 194.15K
Increased by +22.25%
Dec 31, 24
14 Charles Schwab Investment Management Inc 821.02K (0.93%) 42.09K
Increased by +5.13%
Dec 31, 24
15 Harbor Capital Advisors Inc 749.31K (0.85%) 22.53K
Increased by +3.01%
Dec 31, 24
16 Mirae Asset Global Investments (Korea) Co Ltd 665.32K (0.75%) -878.04K
Decreased by -131.97%
Mar 31, 24
17 Bank of New York Mellon Corp 642.08K (0.73%) 55.78K
Increased by +8.69%
Dec 31, 24
18 Goldman Sachs Group Inc 576.70K (0.65%) 260.43K
Increased by +45.16%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 566.98K (0.64%) -562.75K
Decreased by -99.25%
Dec 31, 24
20 JPMorgan Chase & Co USD 463.09K (0.52%) 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 (11.72%) 10.25M
Increased by +99.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 5.61M (6.35%) 3.88K
Increased by +0.07%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.76M (3.12%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.68M (3.03%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 2.30M (2.61%) -19.96K
Decreased by -0.87%
Mar 31, 25
6 Jupiter Merian Glb Eq AbsRet I USD Acc 1.82M (2.07%) 86.94K
Increased by +4.76%
Dec 31, 24
7 Fuh Hwa FTSE Mortgage REITs ETF 1.69M (1.91%) 205.43K
Increased by +12.16%
Dec 31, 24
8 Ranger Global - Global Real Estate Comp 1.62M (1.83%) -635.23K
Decreased by -39.26%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.59%) 1.89K
Increased by +0.13%
Feb 28, 25
10 iShares Mortgage Real Estate Capped ETF 1.29M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
11 iShares S&P Small-Cap 600 Value ETF 920.74K (1.04%) -6.97K
Decreased by -0.76%
Mar 31, 25
12 iShares S&P Small-Cap 600 Growth ETF 852.71K (0.97%) 0.00
Increased by 0.00%
Nov 27, 24
13 Global X SuperDividend™ US ETF 841.80K (0.95%) 960.00
Increased by +0.11%
Jan 31, 24
14 Fidelity Small Cap Index 836.45K (0.95%) -15.66K
Decreased by -1.87%
Jan 31, 25
15 Invesco KBW High Dividend Yld Fincl ETF 826.92K (0.94%) 1.35K
Increased by +0.16%
Mar 31, 25
16 iShares Russell 2000 Value ETF 806.43K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
17 Ranger Global - U.S. Real Estate 794.11K (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 781.55K (0.88%) 1.17K
Increased by +0.15%
Mar 31, 25
19 VanEck Mortgage REIT Income ETF 751.41K (0.85%) 0.00
Increased by 0.00%
Mar 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 699.93K (0.79%) 0.00
Increased by 0.00%
Apr 30, 24