Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.41%
2 KBWD 4.10%
3 MORT 4.10%
4 RINC 2.93%
5 SRET 2.81%
6 HIPS 2.32%
7 MVRL 2.00%
8 DIV 1.82%
9 SMHB 1.51%
10 RIET 1.16%
11 VUS 1.10%
12 FSCS 1.02%
13 SDIV 0.94%
14 WMCR 0.28%
15 IWC 0.24%
16 MLTI 0.15%
17 IWN 0.08%
18 VTWV 0.08%
19 JKL 0.04%
20 ISCV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.80M (7.39%) 3.42M
Increased by +23.10%
Dec 31, 25
2 Vanguard Group Inc 9.77M (4.88%) 1.85M
Increased by +18.94%
Dec 31, 25
3 Two Sigma Investments LLC 4.17M (2.08%) 2.89M
Increased by +69.26%
Dec 31, 25
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.14M (2.06%) 182.47K
Increased by +4.41%
Dec 31, 25
5 Geode Capital Management, LLC 3.90M (1.95%) 795.21K
Increased by +20.37%
Dec 31, 25
6 State Street Corp 3.06M (1.53%) 484.21K
Increased by +15.83%
Dec 31, 25
7 Millennium Management LLC 3.05M (1.52%) 1.85M
Increased by +60.57%
Dec 31, 25
8 Amvescap Plc. 2.90M (1.45%) -4.69K
Decreased by -0.16%
Mar 31, 26
9 Two Sigma Advisers, LLC 2.80M (1.40%) 2.78M
Increased by +99.28%
Dec 31, 25
10 D. E. Shaw & Co LP 2.41M (1.20%) 1.78M
Increased by +74.03%
Dec 31, 25
11 Van Eck Associates Corporation 2.07M (1.03%) 626.93K
Increased by +30.32%
Dec 31, 25
12 The Goldman Sachs Group Inc 1.58M (0.79%) 930.87K
Increased by +59.04%
Dec 31, 25
13 Northern Trust Corp 1.55M (0.77%) 273.00K
Increased by +17.65%
Mar 31, 26
14 Charles Schwab Investment Management Inc 1.39M (0.69%) 278.94K
Increased by +20.11%
Dec 31, 25
15 UBS Group AG 1.38M (0.69%) 220.31K
Increased by +16.01%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.14M (0.57%) 256.68K
Increased by +22.56%
Dec 31, 25
17 Tudor Investment Corp Et AL 1.09M (0.54%) 1.09M
Increased by +100.00%
Dec 31, 25
18 Wolverine Asset Management LLC 1.01M (0.51%) 758.22K
Increased by +74.93%
Dec 31, 25
19 Ameriprise Financial Inc 986.61K (0.49%) 13.53K
Increased by +1.37%
Dec 31, 25
20 State Street Corporation 973.32K (0.49%) 43.89K
Increased by +4.51%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.08M (3.03%) 674.79K
Increased by +11.10%
Mar 31, 26
2 iShares Russell 2000 ETF 4.38M (2.19%) 36.90K
Increased by +0.84%
Apr 30, 26
3 Invesco KBW High Dividend Yld Fincl ETF 2.55M (1.27%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.37M (1.18%) 600.20K
Increased by +25.32%
Sep 30, 24
5 VanEck Mortgage REIT Income ETF 2.32M (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Mortgage Real Estate Capped ETF 2.18M (1.09%) -35.22K
Decreased by -1.61%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.02%) 215.22K
Increased by +10.54%
Mar 31, 26
8 Global X SuperDividend™ US ETF 2.00M (1.00%) 0.00
Increased by 0.00%
Apr 30, 26
9 Global X SuperDividend™ ETF 1.64M (0.82%) 0.00
Increased by 0.00%
Apr 30, 26
10 iShares Russell 2000 Value ETF 1.59M (0.80%) 8.59K
Increased by +0.54%
Apr 30, 26
11 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (0.79%) 288.60K
Increased by +18.33%
Dec 31, 24
12 Fidelity Small Cap Index 1.52M (0.76%) 16.23K
Increased by +1.07%
Feb 28, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.18M (0.59%) 0.00
Increased by 0.00%
Apr 30, 26
14 Global X SuperDividend ETF USD Cap 1.13M (0.56%) 4.22K
Increased by +0.37%
Apr 30, 26
15 Global X SuperDividend® REIT ETF 964.06K (0.48%) 0.00
Increased by 0.00%
Apr 30, 26
16 Russell 2000 Equity Index Fund B 943.08K (0.47%) 190.89K
Increased by +20.24%
Dec 31, 25
17 Fidelity Extended Market Index 939.74K (0.47%) -4.10K
Decreased by -0.44%
Mar 31, 26
18 Vanguard Russell 2000 ETF 913.09K (0.46%) 153.72K
Increased by +16.84%
Mar 31, 26
19 Schwab US Small-Cap ETF™ 885.05K (0.44%) -64.00
Decreased by -0.01%
Apr 30, 26
20 Columbia Small Cap Value Discovery Fund 826.19K (0.41%) 37.30K
Increased by +4.51%
Mar 31, 26