Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.28%
2 KBWD 4.38%
3 MVRL 1.84%
4 SMHB 1.43%
5 MLTI 0.82%
6 VABS 0.78%
7 DVHL 0.57%
8 PXSG 0.32%
9 SDD 0.31%
10 SBB 0.31%
11 SLVR 0.23%
12 SRS 0.19%
13 REK 0.19%
14 IWC 0.16%
15 PFF 0.09%
16 RTLA 0.09%
17 ESML 0.05%
18 IWN 0.05%
19 SLY 0.04%
20 ROGS 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (7.78%) 548.53K
Increased by +7.61%
Mar 31, 26
2 Vanguard Group Inc 3.90M (4.21%) 168.80K
Increased by +4.33%
Dec 31, 25
3 Vanguard Capital Management, LLC 3.38M (3.65%) 3.38M
Increased by +100.00%
Mar 31, 26
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.38M (2.57%) 723.64K
Increased by +30.38%
Mar 31, 26
5 Two Sigma Investments LLC 2.21M (2.39%) 605.38K
Increased by +27.34%
Mar 31, 26
6 Amvescap Plc. 2.16M (2.33%) -397.76K
Decreased by -18.43%
Mar 31, 26
7 Balyasny Asset Management LLC 1.95M (2.11%) 492.13K
Increased by +25.25%
Mar 31, 25
8 Geode Capital Management, LLC 1.79M (1.93%) 82.12K
Increased by +4.59%
Mar 31, 26
9 State Street Corp 1.41M (1.52%) 75.58K
Increased by +5.38%
Mar 31, 26
10 D. E. Shaw & Co LP 1.07M (1.15%) 1.07M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 976.93K (1.06%) -12.16K
Decreased by -1.25%
Mar 31, 24
12 Van Eck Associates Corporation 970.43K (1.05%) 168.10K
Increased by +17.32%
Mar 31, 26
13 Two Sigma Advisers, LLC 943.10K (1.02%) 31.90K
Increased by +3.38%
Dec 31, 25
14 Jupiter Asset Management Limited 886.74K (0.96%) 886.74K
Increased by +100.00%
Mar 31, 25
15 Hudson Bay Capital Management LP 868.99K (0.94%) 868.99K
Increased by +100.00%
Sep 30, 23
16 Wolverine Asset Management LLC 781.55K (0.84%) -409.52K
Decreased by -52.40%
Dec 31, 25
17 Renaissance Technologies Corp 677.10K (0.73%) 201.50K
Increased by +29.76%
Mar 31, 26
18 Charles Schwab Investment Management Inc 601.96K (0.65%) 5.94K
Increased by +0.99%
Mar 31, 26
19 Northern Trust Corp 593.30K (0.64%) 69.44K
Increased by +11.70%
Mar 31, 26
20 UBS Group AG 581.21K (0.63%) -513.26K
Decreased by -88.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.50M (2.70%) 0.00
Increased by 0.00%
Apr 30, 26
2 Invesco KBW High Dividend Yld Fincl ETF 2.00M (2.16%) 0.00
Increased by 0.00%
May 29, 26
3 iShares Russell 2000 ETF 1.93M (2.08%) 17.78K
Increased by +0.92%
May 29, 26
4 Vanguard US Total Market Shares ETF 1.75M (1.89%) -84.00
Decreased by -0.00%
Sep 30, 24
5 Global X SuperDividend™ ETF 1.44M (1.56%) 0.00
Increased by 0.00%
May 29, 26
6 Fuh Hwa FTSE Mortgage REITs ETF 1.10M (1.19%) 224.39K
Increased by +20.31%
Dec 31, 24
7 Global X SuperDividend ETF USD Cap 1.04M (1.13%) 0.00
Increased by 0.00%
May 29, 26
8 iShares Mortgage Real Estate Capped ETF 924.71K (1.00%) -1.84K
Decreased by -0.20%
May 29, 26
9 VanEck Mortgage REIT Income ETF 923.86K (1.00%) 0.00
Increased by 0.00%
May 30, 26
10 Global X SuperDividend® REIT ETF 842.29K (0.91%) 0.00
Increased by 0.00%
May 29, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 805.36K (0.87%) 12.60K
Increased by +1.56%
Apr 30, 26
12 Fidelity Small Cap Index 768.14K (0.83%) 52.80K
Increased by +6.87%
Mar 31, 26
13 iShares Russell 2000 Value ETF 690.11K (0.75%) 0.00
Increased by 0.00%
May 29, 26
14 Vanguard Small Cap Index 574.54K (0.62%) 1.75K
Increased by +0.30%
Nov 30, 23
15 Russell 2000 Equity Index Fund B 478.71K (0.52%) 68.00
Increased by +0.01%
Dec 31, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 469.17K (0.51%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity Extended Market Index 432.94K (0.47%) 94.24K
Increased by +21.77%
Apr 30, 26
18 Fidelity® Small Cap Index 415.30K (0.45%) 9.67K
Increased by +2.33%
Oct 31, 23
19 Vanguard Small Cap Value Index Inv 397.45K (0.43%) -630.00
Decreased by -0.16%
Nov 30, 23
20 Vanguard Russell 2000 ETF 389.97K (0.42%) 10.56K
Increased by +2.71%
Apr 30, 26