Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 7.21%
2 DVDN 7.15%
3 REM 4.67%
4 RINC 4.32%
5 SRET 3.60%
6 CRDT 2.51%
7 MDIV 1.09%
8 USVM 0.66%
9 IYR 0.50%
10 JKL 0.25%
11 ISCV 0.25%
12 LRGF 0.18%
13 ISCB 0.12%
14 JKJ 0.12%
15 IYF 0.11%
16 SMMD 0.10%
17 WSML 0.07%
18 IWS 0.07%
19 PFF 0.07%
20 IWR 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.55M (9.39%) 717.66K
Increased by +1.45%
Jun 30, 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 6.44M (1.22%) -580.27K
Decreased by -9.00%
Jun 30, 25
9 State Treasurer State Of Michigan 6.40M (1.21%) -2.00M
Decreased by -31.32%
Mar 31, 25
10 Millennium Management LLC 5.97M (1.13%) 2.99M
Increased by +49.98%
Mar 31, 25
11 Wellington Management Company LLP 5.90M (1.12%) 994.86K
Increased by +16.85%
Jun 30, 25
12 Charles Schwab Investment Management Inc 5.55M (1.05%) 203.81K
Increased by +3.67%
Jun 30, 25
13 LSV Asset Management 5.36M (1.01%) -70.59K
Decreased by -1.32%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 5.34M (1.01%) -33.02K
Decreased by -0.62%
Mar 31, 25
15 Long Pond Capital, LP 4.75M (0.90%) 4.75M
Increased by +100.00%
Mar 31, 24
16 Nan Shan Life Insurance Company, Ltd. 4.31M (0.82%) -184.38K
Decreased by -4.28%
Jun 30, 25
17 Balyasny Asset Management LLC 4.21M (0.80%) -2.33M
Decreased by -55.31%
Mar 31, 25
18 FMR Inc 4.04M (0.76%) 3.41M
Increased by +84.45%
Mar 31, 25
19 First Trust Advisors L.P. 3.58M (0.68%) 279.02K
Increased by +7.79%
Mar 31, 25
20 Azora Capital LP 3.41M (0.65%) -772.68K
Decreased by -22.66%
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 17.05M (3.23%) 362.44K
Increased by +2.13%
Jun 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 12.95M (2.45%) -181.12K
Decreased by -1.40%
Jun 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 8.27M (1.57%) -178.25K
Decreased by -2.16%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 8.15M (1.54%) 20.62K
Increased by +0.25%
Jun 30, 25
8 State St Russell Sm/Mid Cp® Indx SL Cl I 3.01M (0.57%) 0.00
Increased by 0.00%
Jul 31, 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 Fidelity High Dividend ETF 2.86M (0.54%) 1.92K
Increased by +0.07%
Jan 31, 24
11 Fidelity Extended Market Index 2.84M (0.54%) -12.59K
Decreased by -0.44%
Jun 30, 25
12 Fidelity® High Dividend ETF 2.74M (0.52%) 0.00
Increased by 0.00%
Dec 29, 23
13 Fidelity® Extended Market Index 2.58M (0.49%) 5.55K
Increased by +0.22%
Nov 30, 23
14 Schwab US Small-Cap ETF™ 2.50M (0.47%) -1.29K
Decreased by -0.05%
Jul 31, 25
15 First Trust Financials AlphaDEX® ETF 2.41M (0.46%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares Mortgage Real Estate Capped ETF 2.22M (0.42%) 12.61K
Increased by +0.57%
Jul 31, 25
17 VanEck Mortgage REIT Income ETF 2.19M (0.41%) 0.00
Increased by 0.00%
Jul 31, 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 1.90M (0.36%) 618.00
Increased by +0.03%
Jul 31, 25
20 Fidelity Mid Cap Index 1.85M (0.35%) 75.18K
Increased by +4.06%
Jun 30, 25