Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 7.21%
2 DVDN 7.15%
3 RINC 4.32%
4 SRET 3.60%
5 MDIV 1.09%
6 USVM 0.66%
7 IYR 0.45%
8 ISCV 0.25%
9 JKL 0.25%
10 ISCB 0.13%
11 JKJ 0.13%
12 IYF 0.10%
13 IWS 0.07%
14 PFF 0.07%
15 IWR 0.05%
16 IWD 0.02%
17 IWB 0.01%
18 IYY 0.01%
19 IWV 0.01%
20 ITOT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.83M (9.26%) -176.81K
Decreased by -0.36%
Mar 31, 25
2 BlackRock Inc 27.39M (5.19%) -2.33M
Decreased by -8.50%
Mar 31, 25
3 Bank of America Corp 11.94M (2.26%) 4.51M
Increased by +37.75%
Mar 31, 25
4 JPMorgan Chase & Co 9.22M (1.75%) 5.01M
Increased by +54.35%
Sep 30, 24
5 State Street Corp 9.13M (1.73%) -121.93K
Decreased by -1.34%
Mar 31, 25
6 Geode Capital Management, LLC 8.89M (1.69%) 398.64K
Increased by +4.48%
Mar 31, 25
7 State Street Corporation 8.73M (1.66%) 118.79K
Increased by +1.36%
Mar 31, 24
8 NORGES BANK 7.03M (1.33%) 880.37K
Increased by +12.53%
Dec 31, 24
9 State Treasurer State Of Michigan 6.40M (1.21%) -2.00M
Decreased by -31.32%
Mar 31, 25
10 LSV Asset Management 5.43M (1.03%) -205.80K
Decreased by -3.79%
Mar 31, 25
11 Charles Schwab Investment Management Inc 5.34M (1.01%) -15.54K
Decreased by -0.29%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 5.34M (1.01%) -33.02K
Decreased by -0.62%
Mar 31, 25
13 Wellington Management Company LLP 4.91M (0.93%) 1.31M
Increased by +26.64%
Mar 31, 25
14 Long Pond Capital, LP 4.75M (0.90%) 4.75M
Increased by +100.00%
Mar 31, 24
15 Nan Shan Life Insurance Company, Ltd. 4.49M (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
16 Balyasny Asset Management LLC 4.21M (0.80%) -2.33M
Decreased by -55.31%
Mar 31, 25
17 FMR Inc 4.04M (0.77%) 3.41M
Increased by +84.45%
Mar 31, 25
18 Azora Capital LP 3.41M (0.65%) -772.68K
Decreased by -22.66%
Mar 31, 25
19 Conversant Capital LLC 3.40M (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
20 Qube Research & Technologies 3.32M (0.63%) 1.93M
Increased by +58.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Angel Oak Multi-Strategy Income 25.89M (4.91%) 25.63M
Increased by +99.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.67M (3.16%) 316.03K
Increased by +1.90%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 16.47M (3.12%) 1.13M
Increased by +6.89%
Sep 30, 24
4 Vanguard Small Cap Index 13.07M (2.48%) 79.78K
Increased by +0.61%
Apr 30, 25
5 Fuh Hwa FTSE Mortgage REITs ETF 10.35M (1.96%) 1.65M
Increased by +15.93%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 8.45M (1.60%) 26.79K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 8.07M (1.53%) 55.13K
Increased by +0.68%
Apr 30, 25
8 First Trust Financials AlphaDEX® ETF 2.98M (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 2.96M (0.56%) 14.29K
Increased by +0.48%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 2.96M (0.56%) 14.29K
Increased by +0.48%
Apr 30, 25
11 Fidelity Extended Market Index 2.89M (0.55%) 61.28K
Increased by +2.12%
Mar 31, 25
12 Fidelity High Dividend ETF 2.86M (0.54%) 1.92K
Increased by +0.07%
Jan 31, 24
13 Fidelity® High Dividend ETF 2.74M (0.52%) 0.00
Increased by 0.00%
Dec 29, 23
14 Fidelity® Extended Market Index 2.58M (0.49%) 5.55K
Increased by +0.22%
Nov 30, 23
15 Schwab US Small-Cap ETF™ 2.47M (0.47%) -1.25K
Decreased by -0.05%
Apr 30, 25
16 iShares Mortgage Real Estate Capped ETF 2.41M (0.46%) 2.63K
Increased by +0.11%
Apr 30, 25
17 VanEck Mortgage REIT Income ETF 2.12M (0.40%) 0.00
Increased by 0.00%
Apr 30, 25
18 Bridge Builder Small/Mid Cap Value 2.07M (0.39%) 577.00
Increased by +0.03%
Dec 31, 23
19 iShares Russell Mid-Cap ETF 1.80M (0.34%) 0.00
Increased by 0.00%
Apr 30, 25
20 Blackrock Russ 1000 Eq Idx Composite 1.76M (0.33%) 150.11K
Increased by +8.51%
Mar 31, 25