Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.47%
2 RINC 4.48%
3 KBWD 2.02%
4 XSHD 1.91%
5 MVRL 1.86%
6 REAI 1.73%
7 SRET 1.30%
8 RIET 1.15%
9 MORT 0.99%
10 DIV 0.94%
11 SMHB 0.80%
12 XSLV 0.75%
13 PXSV 0.65%
14 XSVM 0.65%
15 SDIV 0.59%
16 SMIZ 0.53%
17 ERNZ 0.22%
18 PSCF 0.18%
19 EBIT 0.17%
20 PFF 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 10.00M (21.20%) 0.00
Increased by 0.00%
Mar 31, 26
2 Long Pond Capital, LP 5.73M (12.16%) 4.17M
Increased by +72.74%
Mar 31, 26
3 BlackRock Inc 5.53M (11.73%) -3.68M
Decreased by -66.53%
Mar 31, 26
4 Vanguard Group Inc 3.70M (7.85%) 31.67K
Increased by +0.86%
Dec 31, 25
5 Nan Shan Life Insurance Company, Ltd. 3.06M (6.49%) 0.00
Increased by 0.00%
Dec 31, 25
6 Nomura Holdings Inc 2.88M (6.10%) 148.51K
Increased by +5.17%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.33M (4.93%) 2.33M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 2.31M (4.90%) -2.09K
Decreased by -0.09%
Mar 31, 24
9 Mirae Asset Global Investments (Korea) Co Ltd 2.15M (4.56%) 178.60K
Increased by +8.31%
Mar 31, 24
10 Azora Capital LP 1.63M (3.46%) 1.63M
Increased by +100.00%
Sep 30, 24
11 Millennium Management LLC 1.48M (3.13%) 1.46M
Increased by +98.58%
Mar 31, 26
12 Conversant Capital LLC 1.47M (3.12%) 1.47M
Increased by +100.00%
Mar 31, 26
13 Geode Capital Management, LLC 1.33M (2.81%) -8.04K
Decreased by -0.61%
Mar 31, 26
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.31M (2.77%) 107.34K
Increased by +8.20%
Dec 31, 25
15 State Street Corp 1.28M (2.71%) -893.54K
Decreased by -69.90%
Mar 31, 26
16 Nokomis Capital LLC 1.12M (2.37%) 28.00K
Increased by +2.50%
Mar 31, 26
17 Charles Schwab Investment Management Inc 1.03M (2.19%) 30.35K
Increased by +2.94%
Mar 31, 26
18 Two Sigma Investments LLC 942.20K (2.00%) -63.02K
Decreased by -6.69%
Mar 31, 26
19 Citadel Advisors Llc 915.24K (1.94%) 443.87K
Increased by +48.50%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 752.05K (1.59%) 117.26K
Increased by +15.59%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.31M (7.01%) -601.61K
Decreased by -18.20%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 1.90M (4.02%) 400.00K
Increased by +21.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.68M (3.57%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 1.32M (2.80%) 12.22K
Increased by +0.93%
May 29, 26
5 Fuh Hwa FTSE Mortgage REITs ETF 1.18M (2.49%) 120.32K
Increased by +10.23%
Dec 31, 24
6 Global X SuperDividend™ US ETF 891.57K (1.89%) 1.02K
Increased by +0.11%
Jan 31, 24
7 Global X SuperDividend™ ETF 865.18K (1.83%) 0.00
Increased by 0.00%
Feb 27, 26
8 Invesco KBW High Dividend Yld Fincl ETF 740.12K (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
9 Global X SuperDividend® REIT ETF 716.28K (1.52%) 0.00
Increased by 0.00%
Mar 28, 24
10 Dynamic Alternative Yield Series IP 700.00K (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
11 Vanguard Small Cap Index 699.35K (1.48%) -4.62K
Decreased by -0.66%
Jul 31, 25
12 iShares Mortgage Real Estate Capped ETF 661.80K (1.40%) -1.32K
Decreased by -0.20%
May 29, 26
13 Fidelity® Small Cap Index 615.62K (1.31%) 45.59K
Increased by +7.41%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 600.95K (1.27%) 5.34K
Increased by +0.89%
Apr 30, 26
15 Fidelity Small Cap Index 557.25K (1.18%) 423.00
Increased by +0.08%
Mar 31, 26
16 VanEck Mortgage REIT Income ETF 545.33K (1.16%) 0.00
Increased by 0.00%
May 30, 26
17 SPDR® Portfolio S&P 600 Sm Cap ETF 531.08K (1.13%) 530.00
Increased by +0.10%
Mar 28, 24
18 iShares S&P Small-Cap 600 Value ETF 528.85K (1.12%) -143.80K
Decreased by -27.19%
Feb 28, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 508.56K (1.08%) 6.07K
Increased by +1.19%
Aug 29, 25
20 State Street SPDR Port S&P 600 Sm CpETF 503.93K (1.07%) 1.39K
Increased by +0.28%
Feb 27, 26