Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.72%
2 RINC 4.60%
3 MORT 2.61%
4 HIPS 2.60%
5 RIET 1.23%
6 SDIV 0.96%
7 XSVM 0.96%
8 XSLV 0.86%
9 IWC 0.29%
10 PSCF 0.28%
11 RNSC 0.18%
12 FSGS 0.18%
13 VIOV 0.17%
14 IJS 0.17%
15 SLYV 0.14%
16 PFF 0.12%
17 ESIX 0.12%
18 EBIT 0.12%
19 FYC 0.11%
20 VTWV 0.09%

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.24M (6.43%) -1.35K
Decreased by -0.03%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.58M (3.16%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Small Cap Index 2.09M (2.56%) 1.70K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 2.08M (2.55%) -24.45K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.38M (1.69%) -2.05K
Decreased by -0.15%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.57%) 2.41K
Increased by +0.19%
Feb 28, 25
7 iShares Mortgage Real Estate Capped ETF 1.24M (1.52%) -6.64K
Decreased by -0.54%
Feb 28, 25
8 iShares S&P Small-Cap 600 Value ETF 920.98K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Small Cap Index 856.98K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity® Small Cap Index 819.50K (1.01%) 21.67K
Increased by +2.64%
Oct 31, 23
11 iShares Russell 2000 Value ETF 753.97K (0.93%) -5.72K
Decreased by -0.76%
Feb 28, 25
12 Fidelity® Extended Market Index 446.27K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Extended Market Index 435.36K (0.53%) -28.42K
Decreased by -6.53%
Jan 31, 25
14 Vanguard Tax-Managed Small Cap Adm 392.43K (0.48%) -110.50K
Decreased by -28.16%
Feb 28, 25
15 Vanguard Russell 2000 ETF 375.92K (0.46%) 11.17K
Increased by +2.97%
Feb 28, 25
16 State St Russell Sm Cap® Indx SL Cl I 300.70K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard S&P Small-Cap 600 ETF 280.11K (0.34%) -4.09K
Decreased by -1.46%
Feb 28, 25
18 NT R2000 Index Fund - NL 196.81K (0.24%) -3.56K
Decreased by -1.81%
Dec 31, 24
19 BlackRock Extended Mkt Composite 189.35K (0.23%) -8.96K
Decreased by -4.73%
Sep 30, 23
20 iShares Micro-Cap ETF 186.81K (0.23%) 654.00
Increased by +0.35%
Feb 28, 25