Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 15.95%
2 MVRL 13.03%
3 DVDN 7.02%
4 RINC 4.43%
5 SRET 3.55%
6 MLTI 3.45%
7 KBWD 3.41%
8 HIPS 3.34%
9 HYIN 3.25%
10 CRDT 3.07%
11 RIET 1.73%
12 HDLB 1.43%
13 HSMV 1.34%
14 IYR 1.22%
15 REK 1.08%
16 SRS 1.08%
17 MDYV 0.98%
18 JKL 0.51%
19 ISCV 0.50%
20 PABU 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 81.73M (11.17%) 3.63M
Increased by +4.44%
Mar 31, 26
2 Vanguard Group Inc 63.61M (8.70%) 3.02M
Increased by +4.75%
Dec 31, 25
3 Vanguard Capital Management, LLC 32.01M (4.38%) 32.01M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 30.77M (4.21%) 30.77M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 28.15M (3.85%) 1.73M
Increased by +6.14%
Mar 31, 26
6 Geode Capital Management, LLC 19.95M (2.73%) 1.55M
Increased by +7.76%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 18.46M (2.52%) -8.92M
Decreased by -48.30%
Mar 31, 26
8 State Street Corporation 17.70M (2.42%) 412.20K
Increased by +2.33%
Mar 31, 24
9 FMR Inc 14.25M (1.95%) 103.96K
Increased by +0.73%
Mar 31, 26
10 Allspring Global Investments Holdings, LLC 13.49M (1.84%) -3.67M
Decreased by -27.17%
Mar 31, 26
11 Northern Trust Corp 7.44M (1.02%) 538.52K
Increased by +7.24%
Mar 31, 26
12 NORGES BANK 7.27M (0.99%) 325.57K
Increased by +4.48%
Dec 31, 25
13 Amvescap Plc. 6.75M (0.92%) 3.89M
Increased by +57.63%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 6.48M (0.89%) -501.52K
Decreased by -7.74%
Mar 31, 26
15 D. E. Shaw & Co LP 5.90M (0.81%) -688.35K
Decreased by -11.67%
Mar 31, 26
16 JPMorgan Chase & Co 5.43M (0.74%) 1.33M
Increased by +24.48%
Mar 31, 26
17 UBS Asset Mgmt Americas Inc 5.26M (0.72%) -168.35K
Decreased by -3.20%
Mar 31, 26
18 Charles Schwab Investment Management Inc 5.24M (0.72%) 481.05K
Increased by +9.18%
Mar 31, 26
19 Kbc Group NV 4.98M (0.68%) 1.53M
Increased by +30.65%
Mar 31, 26
20 Bank of New York Mellon Corp 4.96M (0.68%) 248.34K
Increased by +5.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 24.37M (3.33%) 4.57K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 22.81M (3.12%) 43.37K
Increased by +0.19%
Apr 30, 26
3 Vanguard Small Cap Index 16.55M (2.26%) -37.81K
Decreased by -0.23%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 15.92M (2.18%) 10.75K
Increased by +0.07%
Sep 30, 24
5 Fuh Hwa FTSE Mortgage REITs ETF 11.19M (1.53%) 2.22M
Increased by +19.86%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 10.64M (1.45%) 80.38K
Increased by +0.76%
Apr 30, 26
7 Allspring Mid Value SMA 10.56M (1.44%) -2.89M
Decreased by -27.36%
Mar 31, 26
8 Allspring Special US Mid Cap Value Eq 10.56M (1.44%) -2.89M
Decreased by -27.36%
Mar 31, 26
9 Allspring Special Mid Cap Value Inst 10.42M (1.42%) -141.00K
Decreased by -1.35%
Apr 30, 26
10 T. Rowe Price U.S. Value Equity Tr-Z 9.52M (1.30%) 54.49K
Increased by +0.57%
Mar 31, 25
11 Angel Oak Multi-Strategy Income 8.48M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 8.11M (1.11%) 89.49K
Increased by +1.10%
Apr 30, 26
13 T. Rowe Price U.S. Value Equity Tr-D 6.02M (0.82%) -3.89M
Decreased by -64.66%
Mar 31, 26
14 iShares Mortgage Real Estate Capped ETF 5.70M (0.78%) -11.33K
Decreased by -0.20%
May 29, 26
15 Vanguard Mid Cap Index Institutional 5.61M (0.77%) -4.16K
Decreased by -0.07%
Nov 30, 23
16 State Street® SPDR® S&P MIDCAP 400® ETF 5.43M (0.74%) 20.42K
Increased by +0.38%
Apr 30, 26
17 Fidelity High Dividend ETF 5.29M (0.72%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 4.64M (0.63%) -115.97K
Decreased by -2.50%
Jul 31, 25
19 T. Rowe Price US Value Equity Composite 4.43M (0.61%) -3.04M
Decreased by -68.63%
Mar 31, 26
20 T. Rowe Price Value 4.42M (0.60%) -8.07K
Decreased by -0.18%
Apr 30, 26