Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.40%
2 KBWD 4.74%
3 RINC 2.96%
4 SRET 2.80%
5 MORT 2.41%
6 MVRL 2.00%
7 REM 1.72%
8 DIV 1.72%
9 SMHB 1.51%
10 RIET 1.16%
11 SDIV 0.76%
12 WMCR 0.28%
13 MLTI 0.15%
14 SMMV 0.15%
15 IWC 0.14%
16 VTWV 0.05%
17 IWN 0.04%
18 JKL 0.03%
19 ISCV 0.03%
20 IWM 0.02%

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. 2.29M (2.15%) -61.85K
Decreased by -2.70%
Mar 31, 25
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 Millennium Management LLC 1.04M (0.97%) 726.91K
Increased by +70.14%
Mar 31, 25
9 State Street Corporation 973.32K (0.91%) 43.89K
Increased by +4.51%
Mar 31, 24
10 Two Sigma Investments LLC 958.66K (0.90%) 829.66K
Increased by +86.54%
Mar 31, 25
11 Ameriprise Financial Inc 939.91K (0.88%) 43.72K
Increased by +4.65%
Mar 31, 25
12 Van Eck Associates Corporation 858.99K (0.81%) 76.73K
Increased by +8.93%
Mar 31, 25
13 Qube Research & Technologies 834.12K (0.78%) 834.12K
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 832.27K (0.78%) 250.91K
Increased by +30.15%
Mar 31, 25
15 Charles Schwab Investment Management Inc 716.58K (0.67%) 52.93K
Increased by +7.39%
Mar 31, 25
16 Goldman Sachs Group Inc 714.08K (0.67%) -331.99K
Decreased by -46.49%
Mar 31, 25
17 Northern Trust Corp 692.49K (0.65%) 10.00K
Increased by +1.44%
Mar 31, 25
18 UBS Group AG 644.84K (0.61%) 453.03K
Increased by +70.26%
Dec 31, 24
19 Almitas Capital LLC 637.43K (0.60%) 637.43K
Increased by +100.00%
Dec 31, 23
20 Renaissance Technologies Corp 560.64K (0.53%) 560.64K
Increased by +100.00%
Mar 31, 25

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 2.13M (2.00%) 0.00
Increased by 0.00%
May 30, 25
4 iShares Russell 2000 ETF 1.96M (1.84%) 0.00
Increased by 0.00%
May 31, 25
5 Global X SuperDividend™ US ETF 1.58M (1.48%) 3.02K
Increased by +0.19%
May 30, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (1.48%) 288.60K
Increased by +18.33%
Dec 31, 24
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 1.05M (0.98%) 0.00
Increased by 0.00%
May 31, 25
9 Columbia Small Cap Value I A 994.60K (0.93%) 273.46K
Increased by +27.49%
Apr 30, 25
10 VanEck Mortgage REIT Income ETF 916.07K (0.86%) 0.00
Increased by 0.00%
May 31, 25
11 Global X SuperDividend™ ETF 908.71K (0.85%) 0.00
Increased by 0.00%
May 30, 25
12 Fidelity Small Cap Index 805.56K (0.76%) 114.13K
Increased by +14.17%
Mar 31, 25
13 Global X SuperDividend® REIT ETF 739.02K (0.69%) 0.00
Increased by 0.00%
May 30, 25
14 Columbia Small Cap Value I 721.14K (0.68%) 42.30K
Increased by +5.87%
Mar 31, 25
15 iShares Russell 2000 Value ETF 704.94K (0.66%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Extended Market Index 520.01K (0.49%) -4.97K
Decreased by -0.96%
Apr 30, 25
17 Global X SuperDividend ETF USD Cap 463.24K (0.44%) 0.00
Increased by 0.00%
May 30, 25
18 Schwab US Small-Cap ETF™ 447.47K (0.42%) -1.18K
Decreased by -0.26%
May 31, 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