Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWD 4.65%
2 DVDN 4.44%
3 RINC 3.00%
4 SRET 2.78%
5 MORT 2.63%
6 MVRL 2.00%
7 DIV 1.72%
8 REM 1.66%
9 SMHB 1.51%
10 RIET 1.16%
11 SDIV 0.72%
12 WMCR 0.28%
13 IWC 0.20%
14 MLTI 0.15%
15 SMMV 0.15%
16 VTWV 0.06%
17 IWN 0.06%
18 VTWO 0.03%
19 JKL 0.03%
20 ISCV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.11M (5.62%) -205.90K
Decreased by -2.90%
Mar 31, 25
2 Vanguard Group Inc 6.38M (5.04%) 1.04M
Increased by +16.29%
Jun 30, 25
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.59M (2.83%) 3.02M
Increased by +84.31%
Mar 31, 25
4 Amvescap Plc. 2.29M (1.81%) -61.85K
Decreased by -2.70%
Mar 31, 25
5 Geode Capital Management, LLC 2.07M (1.63%) 240.79K
Increased by +11.64%
Mar 31, 25
6 State Street Corp 1.54M (1.22%) 334.84K
Increased by +21.73%
Mar 31, 25
7 Two Sigma Advisers, LLC 1.07M (0.84%) 1.07M
Increased by +100.00%
Jun 30, 24
8 Millennium Management LLC 1.04M (0.82%) 726.91K
Increased by +70.14%
Mar 31, 25
9 State Street Corporation 973.32K (0.77%) 43.89K
Increased by +4.51%
Mar 31, 24
10 Two Sigma Investments LLC 958.66K (0.76%) 829.66K
Increased by +86.54%
Mar 31, 25
11 Ameriprise Financial Inc 939.91K (0.74%) 43.72K
Increased by +4.65%
Mar 31, 25
12 Goldman Sachs Group Inc 917.98K (0.73%) 203.89K
Increased by +22.21%
Jun 30, 25
13 Charles Schwab Investment Management Inc 863.03K (0.68%) 146.44K
Increased by +16.97%
Jun 30, 25
14 Van Eck Associates Corporation 858.99K (0.68%) 76.73K
Increased by +8.93%
Mar 31, 25
15 Qube Research & Technologies 834.12K (0.66%) 834.12K
Increased by +100.00%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 832.27K (0.66%) 250.91K
Increased by +30.15%
Mar 31, 25
17 Wolverine Asset Management LLC 798.36K (0.63%) 643.72K
Increased by +80.63%
Mar 31, 25
18 Northern Trust Corp 692.49K (0.55%) 10.00K
Increased by +1.44%
Mar 31, 25
19 Almitas Capital LLC 637.43K (0.50%) 637.43K
Increased by +100.00%
Dec 31, 23
20 Renaissance Technologies Corp 560.64K (0.44%) 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 3.55M (2.81%) -72.14K
Decreased by -2.03%
Jul 31, 25
2 Invesco KBW High Dividend Yld Fincl ETF 2.76M (2.18%) 15.67K
Increased by +0.57%
Jul 31, 25
3 iShares Russell 2000 ETF 2.54M (2.01%) -48.30K
Decreased by -1.90%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.37M (1.87%) 600.20K
Increased by +25.32%
Sep 30, 24
5 Global X SuperDividend™ US ETF 1.59M (1.25%) 1.73K
Increased by +0.11%
Jul 31, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (1.24%) 288.60K
Increased by +18.33%
Dec 31, 24
7 iShares Mortgage Real Estate Capped ETF 1.39M (1.10%) 7.87K
Increased by +0.57%
Jul 31, 25
8 VanEck Mortgage REIT Income ETF 1.16M (0.92%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (0.91%) -529.41K
Decreased by -45.88%
Jul 31, 25
10 Global X SuperDividend™ ETF 956.62K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
11 iShares Russell 2000 Value ETF 945.38K (0.75%) 701.00
Increased by +0.07%
Jul 31, 25
12 Fidelity Small Cap Index 822.46K (0.65%) -8.72K
Decreased by -1.06%
May 31, 25
13 Columbia Small Cap Value I A 770.29K (0.61%) 21.20K
Increased by +2.75%
Jul 31, 25
14 Global X SuperDividend® REIT ETF 750.53K (0.59%) 0.00
Increased by 0.00%
Jul 31, 25
15 Columbia Small Cap Value I 749.09K (0.59%) 27.95K
Increased by +3.73%
Jun 30, 25
16 Fidelity Extended Market Index 576.24K (0.46%) 58.55K
Increased by +10.16%
Jun 30, 25
17 Vanguard Russell 2000 ETF 515.49K (0.41%) -33.67K
Decreased by -6.53%
Jul 31, 25
18 Schwab US Small-Cap ETF™ 498.57K (0.39%) -252.00
Decreased by -0.05%
Jul 31, 25
19 Global X SuperDividend ETF USD Cap 481.33K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity® Small Cap Index 421.26K (0.33%) 6.17K
Increased by +1.47%
Oct 31, 23