Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWD 4.79%
2 DVDN 4.69%
3 RINC 3.07%
4 SRET 2.80%
5 MORT 2.71%
6 MVRL 2.00%
7 DIV 1.77%
8 REM 1.69%
9 SMHB 1.51%
10 RIET 1.19%
11 SDIV 0.76%
12 WMCR 0.28%
13 IWC 0.21%
14 MLTI 0.15%
15 SMMV 0.15%
16 IWN 0.06%
17 VTWV 0.06%
18 ISCV 0.03%
19 JKL 0.03%
20 VTWO 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 5.34M (4.22%) 1.10M
Increased by +20.64%
Mar 31, 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 Van Eck Associates Corporation 858.99K (0.68%) 76.73K
Increased by +8.93%
Mar 31, 25
13 Qube Research & Technologies 834.12K (0.66%) 834.12K
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 832.27K (0.66%) 250.91K
Increased by +30.15%
Mar 31, 25
15 Wolverine Asset Management LLC 798.36K (0.63%) 643.72K
Increased by +80.63%
Mar 31, 25
16 Charles Schwab Investment Management Inc 716.58K (0.57%) 52.93K
Increased by +7.39%
Mar 31, 25
17 Goldman Sachs Group Inc 714.08K (0.56%) -331.99K
Decreased by -46.49%
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 3.12M (2.47%) 0.00
Increased by 0.00%
May 31, 25
2 Invesco KBW High Dividend Yld Fincl ETF 2.69M (2.13%) 17.44K
Increased by +0.65%
Jun 30, 25
3 iShares Russell 2000 ETF 2.68M (2.12%) 18.61K
Increased by +0.70%
Jun 30, 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 1.60M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (1.24%) 288.60K
Increased by +18.33%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.17%) 8.74K
Increased by +0.59%
May 31, 25
8 iShares Mortgage Real Estate Capped ETF 1.34M (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
9 VanEck Mortgage REIT Income ETF 1.03M (0.82%) 7.15K
Increased by +0.69%
Jun 28, 25
10 iShares Russell 2000 Value ETF 958.84K (0.76%) 3.45K
Increased by +0.36%
Jun 30, 25
11 Global X SuperDividend™ ETF 931.83K (0.74%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Small Cap Index 831.18K (0.66%) 25.62K
Increased by +3.08%
Apr 30, 25
13 Columbia Small Cap Value I 749.09K (0.59%) 27.95K
Increased by +3.73%
Jun 30, 25
14 Columbia Small Cap Value I A 749.09K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
15 Global X SuperDividend® REIT ETF 740.32K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Extended Market Index 517.69K (0.41%) -2.31K
Decreased by -0.45%
May 31, 25
17 Schwab US Small-Cap ETF™ 501.12K (0.40%) -216.00
Decreased by -0.04%
Jun 28, 25
18 Global X SuperDividend ETF USD Cap 475.49K (0.38%) 3.96K
Increased by +0.83%
Jun 30, 25
19 Fidelity® Small Cap Index 421.26K (0.33%) 6.17K
Increased by +1.47%
Oct 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 416.36K (0.33%) 2.56K
Increased by +0.61%
Apr 30, 25