Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 2.00%
2 SMHB 1.51%
3 WMCR 0.28%
4 MLTI 0.15%
5 IWC 0.14%
6 IWN 0.04%
7 ISCV 0.02%
8 JKL 0.02%
9 IWM 0.02%
10 RTLA 0.02%
11 JKJ 0.01%
12 ISCB 0.01%
13 IWV 0.00%
14 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.11M (6.68%) -205.90K
Decreased by -2.90%
Mar 31, 25
2 Vanguard Group Inc 5.34M (5.02%) 1.10M
Increased by +20.64%
Mar 31, 25
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.59M (3.37%) 3.02M
Increased by +84.31%
Mar 31, 25
4 Amvescap Plc. 2.35M (2.21%) 2.29M
Increased by +97.13%
Dec 31, 24
5 Geode Capital Management, LLC 2.07M (1.94%) 240.79K
Increased by +11.64%
Mar 31, 25
6 State Street Corp 1.54M (1.45%) 334.84K
Increased by +21.73%
Mar 31, 25
7 Two Sigma Advisers, LLC 1.07M (1.00%) 1.07M
Increased by +100.00%
Jun 30, 24
8 State Street Corporation 973.32K (0.91%) 43.89K
Increased by +4.51%
Mar 31, 24
9 Two Sigma Investments LLC 958.66K (0.90%) 829.66K
Increased by +86.54%
Mar 31, 25
10 Ameriprise Financial Inc 939.91K (0.88%) 43.72K
Increased by +4.65%
Mar 31, 25
11 Van Eck Associates Corporation 858.99K (0.81%) 76.73K
Increased by +8.93%
Mar 31, 25
12 Qube Research & Technologies 834.12K (0.78%) 834.12K
Increased by +100.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 832.27K (0.78%) 250.91K
Increased by +30.15%
Mar 31, 25
14 Charles Schwab Investment Management Inc 716.58K (0.67%) 52.93K
Increased by +7.39%
Mar 31, 25
15 Goldman Sachs Group Inc 714.08K (0.67%) -331.99K
Decreased by -46.49%
Mar 31, 25
16 Northern Trust Corp 682.49K (0.64%) 98.03K
Increased by +14.36%
Dec 31, 24
17 UBS Group AG 644.84K (0.61%) 453.03K
Increased by +70.26%
Dec 31, 24
18 Almitas Capital LLC 637.43K (0.60%) 637.43K
Increased by +100.00%
Dec 31, 23
19 Renaissance Technologies Corp 560.64K (0.53%) 560.64K
Increased by +100.00%
Mar 31, 25
20 Advisor Group Holdings, Inc. 467.43K (0.44%) 410.44K
Increased by +87.81%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.12M (2.93%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.37M (2.23%) 600.20K
Increased by +25.32%
Sep 30, 24
3 Invesco KBW High Dividend Yld Fincl ETF 2.14M (2.01%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 1.94M (1.82%) 327.00
Increased by +0.02%
Apr 30, 25
5 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (1.48%) 288.60K
Increased by +18.33%
Dec 31, 24
6 Global X SuperDividend™ US ETF 1.54M (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.38%) 1.34K
Increased by +0.09%
Apr 30, 25
8 iShares Mortgage Real Estate Capped ETF 1.06M (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
9 Columbia Small Cap Value I A 994.60K (0.93%) 273.46K
Increased by +27.49%
Apr 30, 25
10 Global X SuperDividend™ ETF 900.82K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
11 VanEck Mortgage REIT Income ETF 882.65K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
12 Global X SuperDividend® REIT ETF 741.39K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
13 iShares Russell 2000 Value ETF 730.74K (0.69%) -2.48K
Decreased by -0.34%
Apr 30, 25
14 Columbia Small Cap Value I 721.14K (0.68%) 42.30K
Increased by +5.87%
Mar 31, 25
15 Fidelity Small Cap Index 691.42K (0.65%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Extended Market Index 524.98K (0.49%) 64.50K
Increased by +12.29%
Mar 31, 25
17 Schwab US Small-Cap ETF™ 438.30K (0.41%) -217.00
Decreased by -0.05%
Apr 30, 25
18 Global X SuperDividend ETF USD Cap 422.32K (0.40%) 1.68K
Increased by +0.40%
Apr 30, 25
19 Fidelity® Small Cap Index 421.26K (0.40%) 6.17K
Increased by +1.47%
Oct 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 416.36K (0.39%) 2.56K
Increased by +0.61%
Apr 30, 25