Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.70%
2 RINC 4.62%
3 MVRL 3.51%
4 HYIN 3.35%
5 SRET 3.12%
6 MORT 3.05%
7 RIET 1.20%
8 MDIV 1.08%
9 OSCV 1.04%
10 SDIV 1.01%
11 NSCS 0.96%
12 FTHI 0.86%
13 SMHB 0.62%
14 FYT 0.49%
15 SMLV 0.38%
16 SCDS 0.31%
17 FYX 0.30%
18 FYC 0.23%
19 EBIT 0.19%
20 RNSC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.07M (9.92%) -167.74K
Decreased by -1.52%
Dec 31, 25
2 BlackRock Inc 9.97M (8.94%) -339.38K
Decreased by -3.40%
Mar 31, 26
3 Jennison Associates LLC 7.71M (6.91%) -30.27K
Decreased by -0.39%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.96M (4.45%) 4.96M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.94M (4.43%) 4.94M
Increased by +100.00%
Mar 31, 26
6 Koch Industries Inc 4.00M (3.59%) 0.00
Increased by 0.00%
Jun 30, 24
7 Victory Capital Management Inc. 3.16M (2.83%) -114.11K
Decreased by -3.61%
Mar 31, 26
8 Brown Advisory Holdings Inc 3.12M (2.80%) -67.95K
Decreased by -2.18%
Mar 31, 25
9 State Street Corporation 2.91M (2.61%) 29.65K
Increased by +1.02%
Mar 31, 24
10 State Street Corp 2.85M (2.56%) -202.21K
Decreased by -7.09%
Mar 31, 26
11 Two Sigma Investments LLC 2.81M (2.52%) 1.63M
Increased by +58.14%
Mar 31, 26
12 Geode Capital Management, LLC 2.80M (2.51%) 118.50K
Increased by +4.23%
Mar 31, 26
13 The Goldman Sachs Group Inc 2.75M (2.46%) -185.02K
Decreased by -6.74%
Mar 31, 26
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.71M (2.43%) 339.66K
Increased by +12.55%
Mar 31, 26
15 Nuveen, LLC 2.11M (1.89%) -100.77K
Decreased by -4.78%
Mar 31, 26
16 Goldman Sachs Group Inc 2.04M (1.83%) -7.09K
Decreased by -0.35%
Jun 30, 25
17 Wellington Management Company LLP 1.98M (1.78%) -621.82K
Decreased by -31.35%
Mar 31, 26
18 Nuveen Asset Management, LLC 1.98M (1.78%) -219.85K
Decreased by -11.10%
Dec 31, 24
19 JPMorgan Chase & Co 1.73M (1.55%) -540.10K
Decreased by -31.21%
Mar 31, 26
20 Jane Street Group LLC 1.53M (1.37%) 1.40M
Increased by +91.59%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.62M (3.24%) 8.75K
Increased by +0.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.54M (3.17%) 36.09K
Increased by +1.02%
Apr 30, 26
3 Jennison SMid Cap Core Equity 3.21M (2.88%) -46.70K
Decreased by -1.46%
Mar 31, 26
4 iShares Russell 2000 ETF 2.79M (2.50%) 25.79K
Increased by +0.92%
May 29, 26
5 PGIM Jennison Small Company A 2.69M (2.41%) -515.82K
Decreased by -19.16%
Apr 30, 26
6 Vanguard Small Cap Index 2.49M (2.23%) -10.65K
Decreased by -0.43%
Apr 30, 26
7 Fuh Hwa FTSE Mortgage REITs ETF 2.27M (2.04%) 232.35K
Increased by +10.23%
Dec 31, 24
8 Brown Advisory Small-Cap Fdmtl Val Inv 1.71M (1.53%) -2.15K
Decreased by -0.13%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 1.59M (1.43%) 2.43K
Increased by +0.15%
Apr 30, 26
10 iShares Mortgage Real Estate Capped ETF 1.37M (1.23%) -2.73K
Decreased by -0.20%
May 29, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.12%) 8.21K
Increased by +0.66%
Apr 30, 26
12 Global X SuperDividend™ ETF 1.20M (1.07%) 0.00
Increased by 0.00%
May 29, 26
13 VanEck Mortgage REIT Income ETF 1.18M (1.06%) 0.00
Increased by 0.00%
May 30, 26
14 JENNISON SMALL/MID CAP EQUITY 3 1.15M (1.03%) 65.71K
Increased by +5.71%
Mar 31, 26
15 Fidelity Small Cap Index 1.12M (1.00%) 4.29K
Increased by +0.38%
Mar 31, 26
16 Fidelity® Small Cap Index 1.12M (1.00%) 28.20K
Increased by +2.53%
Oct 31, 23
17 CREF Stock R1 1.08M (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
18 CREF Stock R3 1.08M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
19 CREF Total Global Stock Account R3 1.08M (0.97%) 0.00
Increased by 0.00%
Apr 30, 26
20 iShares Russell 2000 Value ETF 975.67K (0.87%) 0.00
Increased by 0.00%
May 29, 26