Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.87%
2 KBWD 3.31%
3 MVRL 3.26%
4 LOPX 1.68%
5 SMHB 0.93%
6 PXSG 0.28%
7 MLTI 0.26%
8 DVHL 0.11%
9 IJS 0.10%
10 DMRS 0.08%
11 ROGS 0.07%
12 IJR 0.05%
13 IWN 0.05%
14 RTLA 0.03%
15 IWM 0.02%
16 ISCV 0.02%
17 JKL 0.02%
18 ISCB 0.01%
19 JKJ 0.01%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.98M (17.74%) -450.95K
Decreased by -3.01%
Mar 31, 25
2 Vanguard Group Inc 6.22M (7.37%) -204.07K
Decreased by -3.28%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 3.77M (4.47%) 138.84K
Increased by +3.68%
Mar 31, 25
4 State Street Corp 3.51M (4.16%) -124.46K
Decreased by -3.55%
Mar 31, 25
5 State Street Corporation 3.44M (4.08%) 77.11K
Increased by +2.24%
Mar 31, 24
6 Amvescap Plc. 3.21M (3.80%) 542.00K
Increased by +16.90%
Dec 31, 24
7 Geode Capital Management, LLC 2.25M (2.67%) 1.07K
Increased by +0.05%
Mar 31, 25
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.86M (2.20%) 450.50K
Increased by +24.22%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.18M (1.40%) 105.29K
Increased by +8.93%
Mar 31, 25
10 Northern Trust Corp 1.15M (1.36%) 154.18K
Increased by +13.43%
Dec 31, 24
11 Balyasny Asset Management LLC 978.84K (1.16%) 133.74K
Increased by +13.66%
Dec 31, 24
12 Brandywine Global Investment Mgmt LLC 915.55K (1.08%) -98.51K
Decreased by -10.76%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 865.91K (1.03%) -105.89K
Decreased by -12.23%
Mar 31, 25
14 Mirae Asset Global Investments (Korea) Co Ltd 833.70K (0.99%) 6.15K
Increased by +0.74%
Mar 31, 24
15 Bank of New York Mellon Corp 829.19K (0.98%) 36.74K
Increased by +4.43%
Mar 31, 25
16 Van Eck Associates Corporation 753.95K (0.89%) -54.57K
Decreased by -7.24%
Mar 31, 25
17 GRATIA CAPITAL, LLC 699.29K (0.83%) 292.43K
Increased by +41.82%
Sep 30, 23
18 Wolverine Asset Management LLC 631.30K (0.75%) -59.90K
Decreased by -9.49%
Dec 31, 24
19 Bank of America Corp 494.03K (0.59%) 94.49K
Increased by +19.13%
Mar 31, 25
20 Jane Street Group LLC 479.43K (0.57%) 315.04K
Increased by +65.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.58M (6.61%) -5.89K
Decreased by -0.11%
Apr 30, 25
2 Allspring Special Small Cap Value A 2.91M (3.45%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.83M (3.36%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.83M (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 2.21M (2.62%) 373.00
Increased by +0.02%
Apr 30, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 1.82M (2.15%) 185.74K
Increased by +10.23%
Dec 31, 24
7 Invesco KBW High Dividend Yld Fincl ETF 1.77M (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.64%) 5.16K
Increased by +0.37%
Apr 30, 25
9 Global X SuperDividend™ ETF 1.29M (1.53%) 0.00
Increased by 0.00%
Apr 30, 25
10 iShares Mortgage Real Estate Capped ETF 1.22M (1.44%) 1.38K
Increased by +0.11%
Apr 30, 25
11 Fidelity Small Cap Index 931.06K (1.10%) 21.84K
Increased by +2.35%
Feb 28, 25
12 Fidelity® Small Cap Index 891.72K (1.06%) 22.15K
Increased by +2.48%
Oct 31, 23
13 iShares S&P Small-Cap 600 Value ETF 890.16K (1.05%) 912.00
Increased by +0.10%
Apr 30, 25
14 iShares S&P Small-Cap 600 Growth ETF 888.50K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
15 iShares Russell 2000 Value ETF 842.25K (1.00%) -2.85K
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 810.58K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 778.44K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
18 VanEck Mortgage REIT Income ETF 715.62K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
19 Schwab Fundamental US Small Company ETF 709.91K (0.84%) 0.00
Increased by 0.00%
May 31, 24
20 Vanguard Tax-Managed Small Cap Adm 634.66K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25