Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.83%
2 KBWD 4.07%
3 MORT 3.95%
4 RINC 2.93%
5 SRET 2.70%
6 HIPS 2.30%
7 MVRL 2.00%
8 DIV 1.86%
9 SMHB 1.51%
10 RIET 1.16%
11 VUS 1.05%
12 FSCS 1.00%
13 SDIV 0.94%
14 IWC 0.31%
15 WMCR 0.28%
16 MLTI 0.15%
17 IWN 0.09%
18 VTWV 0.08%
19 ISCV 0.04%
20 IWMW 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.18M (8.57%) 2.38M
Increased by +13.84%
Mar 31, 26
2 Vanguard Group Inc 9.77M (4.88%) 1.85M
Increased by +18.94%
Dec 31, 25
3 Vanguard Capital Management, LLC 8.31M (4.15%) 8.31M
Increased by +100.00%
Mar 31, 26
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5.67M (2.83%) 1.54M
Increased by +27.09%
Mar 31, 26
5 Geode Capital Management, LLC 4.45M (2.22%) 547.00K
Increased by +12.29%
Mar 31, 26
6 State Street Corp 4.01M (2.00%) 948.99K
Increased by +23.67%
Mar 31, 26
7 Amvescap Plc. 2.90M (1.45%) -4.69K
Decreased by -0.16%
Mar 31, 26
8 Two Sigma Advisers, LLC 2.80M (1.40%) 2.78M
Increased by +99.28%
Dec 31, 25
9 The Goldman Sachs Group Inc 2.72M (1.36%) 1.14M
Increased by +41.97%
Mar 31, 26
10 Millennium Management LLC 2.48M (1.24%) -572.43K
Decreased by -23.09%
Mar 31, 26
11 Van Eck Associates Corporation 2.28M (1.14%) 208.74K
Increased by +9.17%
Mar 31, 26
12 Northern Trust Corp 1.55M (0.77%) 273.00K
Increased by +17.65%
Mar 31, 26
13 Charles Schwab Investment Management Inc 1.49M (0.75%) 105.10K
Increased by +7.04%
Mar 31, 26
14 D. E. Shaw & Co LP 1.44M (0.72%) -971.50K
Decreased by -67.54%
Mar 31, 26
15 Vanguard Portfolio Management, LLC 1.38M (0.69%) 1.38M
Increased by +100.00%
Mar 31, 26
16 UBS Group AG 1.38M (0.69%) 220.31K
Increased by +16.01%
Mar 31, 26
17 Vanguard Fiduciary Trust Co 1.20M (0.60%) 1.20M
Increased by +100.00%
Mar 31, 26
18 Tudor Investment Corp Et AL 1.09M (0.54%) 1.09M
Increased by +100.00%
Dec 31, 25
19 Qube Research & Technologies 1.05M (0.52%) 538.92K
Increased by +51.30%
Mar 31, 26
20 Ameriprise Financial Inc 1.03M (0.51%) 41.77K
Increased by +4.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.10M (3.05%) 24.01K
Increased by +0.39%
Apr 30, 26
2 iShares Russell 2000 ETF 4.42M (2.21%) 40.82K
Increased by +0.92%
May 29, 26
3 Invesco KBW High Dividend Yld Fincl ETF 2.57M (1.28%) 0.00
Increased by 0.00%
May 29, 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 2.34M (1.17%) 0.00
Increased by 0.00%
May 30, 26
6 iShares Mortgage Real Estate Capped ETF 2.22M (1.11%) -4.42K
Decreased by -0.20%
May 29, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.03%) 20.76K
Increased by +1.01%
Apr 30, 26
8 Global X SuperDividend™ US ETF 2.03M (1.01%) 0.00
Increased by 0.00%
May 29, 26
9 Fidelity Small Cap Index 1.83M (0.91%) 310.83K
Increased by +17.00%
Mar 31, 26
10 Global X SuperDividend™ ETF 1.67M (0.83%) 0.00
Increased by 0.00%
May 29, 26
11 iShares Russell 2000 Value ETF 1.61M (0.80%) 0.00
Increased by 0.00%
May 29, 26
12 Fuh Hwa FTSE Mortgage REITs ETF 1.57M (0.79%) 288.60K
Increased by +18.33%
Dec 31, 24
13 Global X SuperDividend ETF USD Cap 1.21M (0.60%) 0.00
Increased by 0.00%
May 29, 26
14 State St Russell Sm/Mid Cp® Indx SL Cl I 1.18M (0.59%) 0.00
Increased by 0.00%
May 31, 26
15 Fidelity Extended Market Index 1.06M (0.53%) 115.96K
Increased by +10.98%
Apr 30, 26
16 Global X SuperDividend® REIT ETF 947.37K (0.47%) 0.00
Increased by 0.00%
May 29, 26
17 Russell 2000 Equity Index Fund B 943.08K (0.47%) 190.89K
Increased by +20.24%
Dec 31, 25
18 Vanguard Russell 2000 ETF 936.80K (0.47%) 23.71K
Increased by +2.53%
Apr 30, 26
19 Schwab US Small-Cap ETF™ 884.16K (0.44%) 594.00
Increased by +0.07%
May 30, 26
20 Columbia Small Cap Value Discovery Fund 826.19K (0.41%) 37.30K
Increased by +4.51%
Mar 31, 26