Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.70%
2 MVRL 3.79%
3 RINC 2.87%
4 KBWD 2.53%
5 HIPS 2.00%
6 XSHD 1.90%
7 MORT 1.90%
8 MDIV 1.35%
9 SMHB 1.35%
10 RIET 1.21%
11 SIXS 1.20%
12 CRDT 1.15%
13 XSLV 0.89%
14 PXSV 0.87%
15 RZG 0.81%
16 SDIV 0.77%
17 XSVM 0.76%
18 PXSG 0.65%
19 HSMV 0.63%
20 HOMZ 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.86M (19.15%) -288.10K
Decreased by -2.08%
Mar 31, 26
2 Vanguard Group Inc 9.27M (12.82%) -152.89K
Decreased by -1.65%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 5.42M (7.49%) -2.24M
Decreased by -41.31%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.95M (6.84%) 4.95M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.81M (5.27%) 3.81M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 3.50M (4.83%) 41.00K
Increased by +1.17%
Mar 31, 24
7 State Street Corp 3.38M (4.67%) 66.64K
Increased by +1.97%
Mar 31, 26
8 Geode Capital Management, LLC 2.21M (3.06%) 100.16K
Increased by +4.53%
Mar 31, 26
9 Amvescap Plc. 2.19M (3.03%) 82.11K
Increased by +3.74%
Mar 31, 26
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.66M (2.29%) 66.80K
Increased by +4.03%
Mar 31, 26
11 Vaughan Nelson Scarbrgh & Mccullough LP 1.57M (2.17%) 64.06K
Increased by +4.07%
Dec 31, 23
12 Charles Schwab Investment Management Inc 1.45M (2.01%) 22.46K
Increased by +1.54%
Mar 31, 26
13 Boston Partners Global Investors, Inc 1.44M (1.98%) 260.25K
Increased by +18.13%
Mar 31, 26
14 Millennium Management LLC 1.34M (1.85%) 394.50K
Increased by +29.46%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 1.10M (1.52%) 42.97K
Increased by +3.90%
Mar 31, 26
16 Northern Trust Corp 924.20K (1.28%) 34.85K
Increased by +3.77%
Mar 31, 26
17 Citadel Advisors Llc 877.24K (1.21%) 384.88K
Increased by +43.87%
Mar 31, 26
18 JPMorgan Chase & Co 864.82K (1.20%) -8.65K
Decreased by -1.00%
Mar 31, 26
19 Goldman Sachs Group Inc 853.06K (1.18%) 203.89K
Increased by +23.90%
Dec 31, 24
20 Van Eck Associates Corporation 755.91K (1.04%) 23.17K
Increased by +3.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 8.12M (11.22%) 0.00
Increased by 0.00%
Dec 31, 23
2 iShares Core S&P Small-Cap ETF 5.30M (7.33%) 2.30K
Increased by +0.04%
May 29, 26
3 T. Rowe Price Small-Cap Value 2.92M (4.04%) -1.82K
Decreased by -0.06%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 2.75M (3.80%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 2.75M (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 2.22M (3.06%) 20.49K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.00M (2.77%) -8.66K
Decreased by -0.43%
Apr 30, 26
8 T. Rowe Price U.S. SC Value Eq Tr-Z 1.98M (2.74%) 90.22K
Increased by +4.55%
Mar 31, 25
9 T. Rowe Price U.S. SC Value Eq Tr-D 1.92M (2.65%) -9.63K
Decreased by -0.50%
Mar 31, 26
10 Fuh Hwa FTSE Mortgage REITs ETF 1.74M (2.40%) 177.87K
Increased by +10.23%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 1.29M (1.78%) 11.95K
Increased by +0.93%
Apr 30, 26
12 Invesco KBW High Dividend Yld Fincl ETF 1.05M (1.45%) 0.00
Increased by 0.00%
May 29, 26
13 iShares Mortgage Real Estate Capped ETF 1.05M (1.45%) -2.08K
Decreased by -0.20%
May 29, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 982.51K (1.36%) 6.25K
Increased by +0.64%
Apr 30, 26
15 Global X SuperDividend™ ETF 976.08K (1.35%) 0.00
Increased by 0.00%
May 29, 26
16 CREF Total Global Stock Account R3 870.49K (1.20%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity Small Cap Index 866.16K (1.20%) 1.15K
Increased by +0.13%
Mar 31, 26
18 Fidelity® Small Cap Index 859.52K (1.19%) 19.88K
Increased by +2.31%
Oct 31, 23
19 iShares S&P Small-Cap 600 Value ETF 810.79K (1.12%) 0.00
Increased by 0.00%
Aug 31, 25
20 State Street SPDR Port S&P 600 Sm CpETF 803.90K (1.11%) 0.00
Increased by 0.00%
May 29, 26