Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.74%
2 RINC 4.51%
3 HYIN 3.05%
4 HIPS 2.27%
5 XSHD 2.27%
6 KBWD 1.90%
7 MORT 1.63%
8 RIET 1.20%
9 SIXS 1.10%
10 SDIV 0.97%
11 XSLV 0.90%
12 PXSV 0.66%
13 XSVM 0.66%
14 SRET 0.60%
15 SIXL 0.42%
16 PSCF 0.28%
17 FSGS 0.18%
18 RNSC 0.18%
19 SLYV 0.14%
20 IWC 0.14%

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.95M (6.54%) 2.15K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.59M (3.43%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.56M (3.39%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 1.97M (2.60%) 18.20K
Increased by +0.92%
May 29, 26
5 Fuh Hwa FTSE Mortgage REITs ETF 1.64M (2.17%) 168.05K
Increased by +10.23%
Dec 31, 24
6 iShares Mortgage Real Estate Capped ETF 982.22K (1.30%) -1.95K
Decreased by -0.20%
May 29, 26
7 Vanguard Small Cap Index 925.60K (1.22%) -3.96K
Decreased by -0.43%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 913.63K (1.21%) 6.03K
Increased by +0.66%
Apr 30, 26
9 Fidelity Small Cap Index 820.81K (1.09%) 1.02K
Increased by +0.12%
Mar 31, 26
10 Fidelity® Small Cap Index 819.50K (1.08%) 21.67K
Increased by +2.64%
Oct 31, 23
11 iShares S&P Small-Cap 600 Value ETF 790.47K (1.05%) 0.00
Increased by 0.00%
May 29, 26
12 State Street SPDR Port S&P 600 Sm CpETF 741.45K (0.98%) 0.00
Increased by 0.00%
May 29, 26
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 719.74K (0.95%) 8.71K
Increased by +1.21%
Aug 29, 25
14 iShares Russell 2000 Value ETF 706.09K (0.93%) 0.00
Increased by 0.00%
May 29, 26
15 Vanguard Small Cap Value Index Inv 595.48K (0.79%) 920.00
Increased by +0.15%
Apr 30, 26
16 Russell 2000 Equity Index Fund B 505.11K (0.67%) -34.84K
Decreased by -6.90%
Dec 31, 25
17 SPDR® S&P 600 Small Cap Value ETF 468.19K (0.62%) 0.00
Increased by 0.00%
Aug 29, 25
18 Fidelity® Extended Market Index 446.27K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
19 State Street® SPDR® S&P 600™ Sm CpValETF 444.18K (0.59%) 0.00
Increased by 0.00%
May 29, 26
20 Fidelity Extended Market Index 442.94K (0.59%) -1.62K
Decreased by -0.37%
Apr 30, 26