Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.74%
2 RINC 4.51%
3 HYIN 3.34%
4 XSHD 2.59%
5 HIPS 2.27%
6 KBWD 2.02%
7 MORT 1.82%
8 RIET 1.18%
9 SIXS 1.10%
10 SDIV 1.01%
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 RNSC 0.18%
18 FSGS 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 4.98M (6.59%) 1.30K
Increased by +0.03%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.59M (3.42%) 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%
Mar 31, 26
4 iShares Russell 2000 ETF 1.95M (2.58%) 16.45K
Increased by +0.84%
Apr 30, 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 964.52K (1.27%) -15.56K
Decreased by -1.61%
Apr 30, 26
7 Vanguard Small Cap Index 929.56K (1.23%) -926.83K
Decreased by -99.71%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 907.61K (1.20%) 12.79K
Increased by +1.41%
Mar 31, 26
9 Fidelity Small Cap Index 819.79K (1.08%) 5.16K
Increased by +0.63%
Feb 28, 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 760.03K (1.00%) -1.60K
Decreased by -0.21%
Apr 30, 26
12 State Street SPDR Port S&P 600 Sm CpETF 734.45K (0.97%) 260.00
Increased by +0.04%
Apr 30, 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 700.16K (0.93%) 3.77K
Increased by +0.54%
Apr 30, 26
15 Vanguard Small Cap Value Index Inv 594.56K (0.79%) -595.44K
Decreased by -100.15%
Mar 31, 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 Fidelity Extended Market Index 444.56K (0.59%) 3.62K
Increased by +0.81%
Mar 31, 26
20 State Street® SPDR® S&P 600™ Sm CpValETF 440.20K (0.58%) 0.00
Increased by 0.00%
Apr 30, 26