Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.32%
2 MVRL 3.79%
3 SRET 2.99%
4 RINC 2.94%
5 KBWD 2.78%
6 HIPS 2.52%
7 MORT 2.33%
8 REM 2.32%
9 XSHD 2.24%
10 MDIV 1.35%
11 SMHB 1.35%
12 SIXS 1.20%
13 CRDT 1.15%
14 RIET 1.14%
15 SDIV 0.81%
16 XSLV 0.77%
17 XSVM 0.74%
18 PXSG 0.65%
19 HSMV 0.65%
20 HOMZ 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.70M (20.63%) -409.32K
Decreased by -2.78%
Mar 31, 25
2 Vanguard Group Inc 9.62M (13.51%) 30.33K
Increased by +0.32%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 5.90M (8.27%) 20.58K
Increased by +0.35%
Mar 31, 25
4 State Street Corporation 3.50M (4.91%) 41.00K
Increased by +1.17%
Mar 31, 24
5 State Street Corp 3.34M (4.69%) -106.04K
Decreased by -3.18%
Mar 31, 25
6 Amvescap Plc. 2.08M (2.92%) -89.78K
Decreased by -4.31%
Mar 31, 25
7 Geode Capital Management, LLC 2.07M (2.90%) 53.53K
Increased by +2.59%
Mar 31, 25
8 Vaughan Nelson Scarbrgh & Mccullough LP 1.57M (2.21%) 64.06K
Increased by +4.07%
Dec 31, 23
9 Charles Schwab Investment Management Inc 1.53M (2.14%) 5.29K
Increased by +0.35%
Mar 31, 25
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.34M (1.87%) 557.39K
Increased by +41.75%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.23M (1.73%) -120.19K
Decreased by -9.74%
Mar 31, 25
12 Northern Trust Corp 1.11M (1.56%) -32.54K
Decreased by -2.92%
Mar 31, 25
13 Boston Partners Global Investors, Inc 1.03M (1.45%) 1.03M
Increased by +100.00%
Mar 31, 25
14 Citadel Advisors Llc 951.70K (1.34%) 951.70K
Increased by +100.00%
Mar 31, 25
15 Goldman Sachs Group Inc 853.06K (1.20%) 203.89K
Increased by +23.90%
Dec 31, 24
16 First Trust Advisors L.P. 744.94K (1.05%) -27.27K
Decreased by -3.66%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 687.68K (0.97%) 687.68K
Increased by +100.00%
Mar 31, 25
18 Bank of New York Mellon Corp 681.16K (0.96%) -26.30K
Decreased by -3.86%
Mar 31, 25
19 Mirae Asset Global Investments (Korea) Co Ltd 643.25K (0.90%) 28.12K
Increased by +4.37%
Mar 31, 24
20 Van Eck Associates Corporation 608.69K (0.85%) -34.88K
Decreased by -5.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 8.12M (11.39%) 0.00
Increased by 0.00%
Dec 31, 23
2 iShares Core S&P Small-Cap ETF 5.19M (7.28%) 6.06K
Increased by +0.12%
Jun 30, 25
3 T. Rowe Price Small-Cap Value 3.30M (4.63%) -3.86K
Decreased by -0.12%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.78M (3.91%) 37.42K
Increased by +1.34%
May 31, 25
5 Vanguard US Total Market Shares ETF 2.75M (3.86%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 2.19M (3.07%) 8.07K
Increased by +0.37%
May 31, 25
7 iShares Russell 2000 ETF 2.17M (3.05%) 15.09K
Increased by +0.69%
Jun 30, 25
8 T. Rowe Price U.S. SC Value Eq Tr-D 1.99M (2.79%) 9.37K
Increased by +0.47%
Jun 30, 25
9 T. Rowe Price U.S. SC Value Eq Tr-Z 1.98M (2.78%) 90.22K
Increased by +4.55%
Mar 31, 25
10 Fuh Hwa FTSE Mortgage REITs ETF 1.74M (2.44%) 177.87K
Increased by +10.23%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 1.41M (1.98%) -2.09K
Decreased by -0.15%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.90%) 29.42K
Increased by +2.17%
May 31, 25
13 iShares Mortgage Real Estate Capped ETF 1.09M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
14 Invesco KBW High Dividend Yld Fincl ETF 922.83K (1.30%) 5.99K
Increased by +0.65%
Jun 30, 25
15 Fidelity Small Cap Index 886.53K (1.24%) 8.23K
Increased by +0.93%
Apr 30, 25
16 Fidelity® Small Cap Index 859.52K (1.21%) 19.88K
Increased by +2.31%
Oct 31, 23
17 iShares S&P Small-Cap 600 Value ETF 818.36K (1.15%) -6.40K
Decreased by -0.78%
Jun 30, 25
18 Goldman Sachs Small Cap Value A 780.72K (1.10%) -171.43K
Decreased by -21.96%
Sep 30, 23
19 iShares Russell 2000 Value ETF 777.42K (1.09%) 2.79K
Increased by +0.36%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 763.07K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24