Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 13.03%
2 DVDN 7.02%
3 RINC 4.43%
4 MLTI 3.45%
5 HDLB 1.43%
6 SRS 1.08%
7 REK 1.08%
8 CRDT 0.84%
9 IJJ 0.77%
10 IYR 0.72%
11 ISCV 0.46%
12 JKL 0.46%
13 UDBI 0.43%
14 IJH 0.37%
15 PFF 0.26%
16 MXDU 0.23%
17 FINZ 0.23%
18 SKF 0.23%
19 SEF 0.23%
20 ISCB 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 56.81M (11.37%) -50.37K
Decreased by -0.09%
Mar 31, 24
2 Vanguard Group Inc 49.06M (9.82%) -236.63K
Decreased by -0.48%
Mar 31, 24
3 State Street Corporation 17.70M (3.54%) 412.20K
Increased by +2.33%
Mar 31, 24
4 Allspring Global Investments Holdings, LLC 17.45M (3.49%) 278.39K
Increased by +1.60%
Mar 31, 24
5 Geode Capital Management, LLC 8.19M (1.64%) -991.48K
Decreased by -12.10%
Mar 31, 24
6 Balyasny Asset Management LLC 6.12M (1.22%) 3.76M
Increased by +61.49%
Dec 31, 23
7 NORGES BANK 5.69M (1.14%) 1.74M
Increased by +30.61%
Dec 31, 23
8 Algebris Investment Management (UK) LLP 4.52M (0.91%) 3.16M
Increased by +69.85%
Mar 31, 24
9 Bank of New York Mellon Corp 4.05M (0.81%) -184.42K
Decreased by -4.55%
Mar 31, 24
10 Northern Trust Corp 3.83M (0.77%) -470.61K
Decreased by -12.30%
Mar 31, 24
11 Legal & General Group PLC 3.79M (0.76%) -70.15K
Decreased by -1.85%
Mar 31, 24
12 Amvescap Plc. 3.24M (0.65%) 1.29M
Increased by +39.71%
Mar 31, 24
13 Bank of America Corp 3.21M (0.64%) 2.02M
Increased by +62.93%
Mar 31, 24
14 Charles Schwab Investment Management Inc 3.20M (0.64%) 63.71K
Increased by +1.99%
Mar 31, 24
15 UBS Asset Mgmt Americas Inc 3.03M (0.61%) -12.60K
Decreased by -0.42%
Mar 31, 24
16 LSV Asset Management 2.89M (0.58%) -161.72K
Decreased by -5.60%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 2.71M (0.54%) -88.12K
Decreased by -3.25%
Mar 31, 24
18 JPMorgan Chase & Co 2.61M (0.52%) -94.72K
Decreased by -3.63%
Mar 31, 24
19 Goldman Sachs Group Inc 1.96M (0.39%) 909.53K
Increased by +46.30%
Dec 31, 23
20 Van Eck Associates Corporation 1.95M (0.39%) 168.07K
Increased by +8.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.88M (3.18%) 254.64K
Increased by +1.60%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 15.59M (3.12%) 25.76K
Increased by +0.17%
Jun 28, 24
3 Allspring Mid Value SMA 13.35M (2.67%) 13.35M
Increased by +99.99%
Jun 30, 24
4 Allspring Special Mid Cap Value Inst 13.35M (2.67%) 0.00
Increased by 0.00%
Jun 30, 24
5 Allspring Special US Mid Cap Value Eq 13.35M (2.67%) -869.50K
Decreased by -6.51%
Jun 30, 24
6 Vanguard Small Cap Index 12.58M (2.52%) -180.54K
Decreased by -1.44%
Jun 30, 24
7 Angel Oak Multi-Strategy Income 8.48M (1.70%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 8.47M (1.69%) -73.70K
Decreased by -0.87%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 7.51M (1.50%) -30.03K
Decreased by -0.40%
Jun 30, 24
10 Vanguard Mid Cap Index Institutional 5.61M (1.12%) -4.16K
Decreased by -0.07%
Nov 30, 23
11 iShares Mortgage Real Estate Capped ETF 4.72M (0.95%) 0.00
Increased by 0.00%
Jun 28, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 4.02M (0.80%) -99.03K
Decreased by -2.46%
Jun 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 3.11M (0.62%) 11.20K
Increased by +0.36%
Jun 30, 24
14 iShares S&P Mid-Cap 400 Value ETF 2.89M (0.58%) -6.70K
Decreased by -0.23%
Jun 28, 24
15 Fidelity Extended Market Index 2.83M (0.57%) -1.10K
Decreased by -0.04%
May 31, 24
16 Fidelity® Extended Market Index 2.71M (0.54%) -22.84K
Decreased by -0.84%
Nov 30, 23
17 State St S&P Midcap® Indx SL Cl II 2.32M (0.47%) -59.10K
Decreased by -2.54%
Jun 30, 24
18 Vanguard Value Index Inv 2.11M (0.42%) 204.00
Increased by +0.01%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 1.99M (0.40%) -9.20K
Decreased by -0.46%
Nov 30, 23
20 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.89M (0.38%) 1.93K
Increased by +0.10%
Jun 28, 24