Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REM 19.40%
2 MVRL 13.03%
3 MORT 12.51%
4 DVDN 7.02%
5 RINC 4.43%
6 MLTI 3.45%
7 HDLB 1.43%
8 REK 1.08%
9 SRS 1.08%
10 IYR 0.89%
11 IJJ 0.84%
12 CRDT 0.84%
13 ISCV 0.47%
14 JKL 0.47%
15 XJH 0.45%
16 PABU 0.43%
17 UDBI 0.43%
18 IJH 0.40%
19 PFF 0.25%
20 JKJ 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 65.73M (10.88%) 2.96M
Increased by +4.50%
Mar 31, 25
2 Vanguard Group Inc 56.36M (9.33%) 1.63M
Increased by +2.90%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 31.95M (5.29%) -2.48M
Decreased by -7.76%
Mar 31, 25
4 State Street Corp 22.07M (3.65%) 2.65M
Increased by +12.00%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 18.02M (2.98%) -82.80K
Decreased by -0.46%
Mar 31, 25
6 State Street Corporation 17.70M (2.93%) 412.20K
Increased by +2.33%
Mar 31, 24
7 Geode Capital Management, LLC 13.98M (2.31%) 4.52M
Increased by +32.37%
Mar 31, 25
8 Northern Trust Corp 7.35M (1.22%) -241.24K
Decreased by -3.28%
Mar 31, 25
9 NORGES BANK 6.96M (1.15%) 674.57K
Increased by +9.69%
Dec 31, 24
10 D. E. Shaw & Co LP 5.24M (0.87%) 3.39M
Increased by +64.75%
Dec 31, 24
11 FMR Inc 4.81M (0.80%) 4.68M
Increased by +97.41%
Mar 31, 25
12 UBS Asset Mgmt Americas Inc 4.71M (0.78%) 730.21K
Increased by +15.50%
Dec 31, 24
13 Algebris Investment Management (UK) LLP 4.52M (0.75%) 3.16M
Increased by +69.85%
Mar 31, 24
14 Kbc Group NV 4.35M (0.72%) -848.52K
Decreased by -19.51%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 4.25M (0.70%) 249.92K
Increased by +5.87%
Mar 31, 25
16 Bank of New York Mellon Corp 4.11M (0.68%) 64.51K
Increased by +1.57%
Mar 31, 25
17 Charles Schwab Investment Management Inc 3.81M (0.63%) 196.49K
Increased by +5.16%
Mar 31, 25
18 Brandywine Global Investment Mgmt LLC 3.25M (0.54%) -199.91K
Decreased by -6.16%
Mar 31, 25
19 Balyasny Asset Management LLC 3.06M (0.51%) -1.07M
Decreased by -35.14%
Mar 31, 25
20 UBS Group AG 3.03M (0.50%) 1.40M
Increased by +46.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 18.78M (3.11%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 18.60M (3.08%) 296.98K
Increased by +1.60%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 15.92M (2.64%) 10.75K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 14.52M (2.40%) 87.71K
Increased by +0.60%
Apr 30, 25
5 Allspring Mid Value SMA 14.43M (2.39%) 14.43M
Increased by +99.99%
Dec 31, 24
6 Allspring Special Mid Cap Value Inst 14.43M (2.39%) 0.00
Increased by 0.00%
Apr 30, 25
7 Allspring Special US Mid Cap Value Eq 14.43M (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fuh Hwa FTSE Mortgage REITs ETF 11.19M (1.85%) 2.22M
Increased by +19.86%
Dec 31, 24
9 T. Rowe Price U.S. Value Equity Tr-D 9.52M (1.58%) 54.49K
Increased by +0.57%
Mar 31, 25
10 T. Rowe Price U.S. Value Equity Tr-Z 9.52M (1.58%) 54.49K
Increased by +0.57%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 9.39M (1.55%) 29.53K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 8.96M (1.48%) 59.65K
Increased by +0.67%
Apr 30, 25
13 Angel Oak Multi-Strategy Income 8.48M (1.40%) 0.00
Increased by 0.00%
Dec 31, 23
14 T. Rowe Price US Value Equity Composite 8.27M (1.37%) -308.86K
Decreased by -3.73%
Mar 31, 25
15 T. Rowe Price Value 8.27M (1.37%) -4.89K
Decreased by -0.06%
Mar 31, 25
16 T. Rowe Price Mid-Cap Value 6.38M (1.06%) -1.57K
Decreased by -0.02%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Value Equity 6.38M (1.06%) 395.01K
Increased by +6.19%
Mar 31, 25
18 iShares Mortgage Real Estate Capped ETF 5.68M (0.94%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Mid Cap Index Institutional 5.61M (0.93%) -4.16K
Decreased by -0.07%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 4.57M (0.76%) -50.73K
Decreased by -1.11%
Apr 30, 25