Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 2.00%
2 SMHB 1.51%
3 WMCR 0.28%
4 IWC 0.16%
5 MLTI 0.15%
6 IWN 0.05%
7 JKL 0.03%
8 ISCV 0.03%
9 IWM 0.02%
10 RTLA 0.02%
11 ISCB 0.01%
12 JKJ 0.01%
13 IWV 0.00%
14 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.31M (7.86%) 535.01K
Increased by +7.32%
Dec 31, 24
2 Vanguard Group Inc 4.24M (4.55%) 456.21K
Increased by +10.76%
Dec 31, 24
3 Amvescap Plc. 2.35M (2.53%) 2.29M
Increased by +97.13%
Dec 31, 24
4 Geode Capital Management, LLC 1.83M (1.96%) 177.36K
Increased by +9.71%
Dec 31, 24
5 State Street Corp 1.21M (1.30%) 132.87K
Increased by +11.01%
Dec 31, 24
6 Two Sigma Advisers, LLC 1.07M (1.15%) 1.07M
Increased by +100.00%
Jun 30, 24
7 Goldman Sachs Group Inc 1.05M (1.12%) -1.93K
Decreased by -0.18%
Dec 31, 24
8 State Street Corporation 973.32K (1.05%) 43.89K
Increased by +4.51%
Mar 31, 24
9 Ameriprise Financial Inc 896.19K (0.96%) 395.65K
Increased by +44.15%
Dec 31, 24
10 Van Eck Associates Corporation 782.25K (0.84%) 87.12K
Increased by +11.14%
Dec 31, 24
11 Northern Trust Corp 682.49K (0.73%) 98.03K
Increased by +14.36%
Dec 31, 24
12 Charles Schwab Investment Management Inc 663.65K (0.71%) 77.44K
Increased by +11.67%
Dec 31, 24
13 UBS Group AG 644.84K (0.69%) 453.03K
Increased by +70.26%
Dec 31, 24
14 Almitas Capital LLC 637.43K (0.68%) 637.43K
Increased by +100.00%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 581.37K (0.62%) 117.37K
Increased by +20.19%
Dec 31, 24
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 562.45K (0.60%) 637.00
Increased by +0.11%
Dec 31, 24
17 Advisor Group Holdings, Inc. 467.43K (0.50%) 410.44K
Increased by +87.81%
Mar 31, 24
18 Two Sigma Investments LLC 462.85K (0.50%) -659.51K
Decreased by -142.49%
Sep 30, 24
19 Significant Wealth Partners LLC 459.19K (0.49%) 334.00K
Increased by +72.74%
Mar 31, 24
20 Renaissance Technologies Corp 399.00K (0.43%) 368.13K
Increased by +92.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.52M (2.71%) 0.00
Increased by 0.00%
Feb 28, 25
2 Invesco KBW High Dividend Yld Fincl ETF 2.31M (2.48%) -8.22K
Decreased by -0.36%
Feb 28, 25
3 iShares Russell 2000 ETF 1.94M (2.09%) -22.85K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.33%) 1.64K
Increased by +0.13%
Feb 28, 25
5 iShares Mortgage Real Estate Capped ETF 1.19M (1.28%) -6.38K
Decreased by -0.54%
Feb 28, 25
6 Global X SuperDividend™ US ETF 1.14M (1.22%) 498.17K
Increased by +43.83%
Feb 28, 25
7 VanEck Mortgage REIT Income ETF 832.69K (0.89%) 10.54K
Increased by +1.27%
Feb 28, 25
8 Fidelity Small Cap Index 802.37K (0.86%) 39.77K
Increased by +4.96%
Dec 31, 24
9 Global X SuperDividend® REIT ETF 746.83K (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
10 Columbia Small Cap Value I 731.24K (0.79%) 52.40K
Increased by +7.17%
Jan 31, 25
11 Columbia Small Cap Value I A 727.34K (0.78%) -3.90K
Decreased by -0.54%
Feb 28, 25
12 iShares Russell 2000 Value ETF 719.33K (0.77%) -5.46K
Decreased by -0.76%
Feb 28, 25
13 Fidelity Extended Market Index 463.41K (0.50%) 21.36K
Increased by +4.61%
Jan 31, 25
14 Fidelity® Small Cap Index 421.26K (0.45%) 6.17K
Increased by +1.47%
Oct 31, 23
15 Schwab US Small-Cap ETF™ 375.45K (0.40%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Russell 2000 ETF 358.22K (0.38%) 8.38K
Increased by +2.34%
Feb 28, 25
17 Goldman Sachs Small Cp Val Insghts Instl 318.29K (0.34%) -35.39K
Decreased by -11.12%
Jan 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 275.40K (0.30%) 0.00
Increased by 0.00%
Feb 28, 25
19 TrueShares Active Yield ETF 272.96K (0.29%) 0.00
Increased by 0.00%
Jan 29, 25
20 State St Russell Sm Cap® Indx SL Cl I 262.94K (0.28%) 0.00
Increased by 0.00%
Feb 28, 25

This website uses cookies. To learn more about cookies, please see our privacy policy .