Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MORT 7.61%
2 DVDN 7.15%
3 RINC 4.32%
4 SRET 3.60%
5 HYIN 3.03%
6 CRDT 2.51%
7 FXO 1.68%
8 RIET 1.52%
9 PSCF 1.42%
10 MDIV 1.21%
11 USVM 0.66%
12 IYR 0.37%
13 ISCV 0.17%
14 JKL 0.17%
15 LRGF 0.12%
16 PFF 0.09%
17 ISCB 0.08%
18 JKJ 0.08%
19 IYF 0.08%
20 SMMD 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 71.74M (12.91%) 41.27M
Increased by +57.53%
Mar 31, 26
2 Vanguard Group Inc 50.28M (9.05%) 1.19M
Increased by +2.37%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 28.83M (5.19%) 28.83M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 24.97M (4.49%) 24.97M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 18.96M (3.41%) 8.40M
Increased by +44.31%
Mar 31, 26
6 Wellington Management Company LLP 10.15M (1.83%) 3.89M
Increased by +38.35%
Mar 31, 26
7 Geode Capital Management, LLC 10.08M (1.81%) 457.43K
Increased by +4.54%
Mar 31, 26
8 State Street Corporation 8.73M (1.57%) 118.79K
Increased by +1.36%
Mar 31, 24
9 NORGES BANK 7.07M (1.27%) 625.55K
Increased by +8.85%
Dec 31, 25
10 Charles Schwab Investment Management Inc 7.01M (1.26%) 1.04M
Increased by +14.89%
Mar 31, 26
11 Bank of America Corp 6.94M (1.25%) -524.85K
Decreased by -7.56%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 6.51M (1.17%) 426.11K
Increased by +6.55%
Mar 31, 26
13 State Treasurer State Of Michigan 6.40M (1.15%) -2.00M
Decreased by -31.32%
Mar 31, 25
14 Millennium Management LLC 5.97M (1.07%) 2.99M
Increased by +49.98%
Mar 31, 25
15 Qube Research & Technologies 5.72M (1.03%) -2.17M
Decreased by -37.98%
Dec 31, 25
16 LSV Asset Management 5.38M (0.97%) 60.50K
Increased by +1.12%
Mar 31, 26
17 UBS Group AG 5.00M (0.90%) 1.13M
Increased by +22.64%
Mar 31, 26
18 The Goldman Sachs Group Inc 4.79M (0.86%) 3.67M
Increased by +76.60%
Mar 31, 26
19 Long Pond Capital, LP 4.75M (0.85%) 4.75M
Increased by +100.00%
Mar 31, 24
20 Northern Trust Corp 4.72M (0.85%) 423.82K
Increased by +8.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 33.72M (6.07%) 11.88K
Increased by +0.04%
May 29, 26
2 Angel Oak Multi-Strategy Income 25.89M (4.66%) 25.63M
Increased by +99.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.85M (3.21%) 37.87K
Increased by +0.21%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 16.47M (2.96%) 1.13M
Increased by +6.89%
Sep 30, 24
5 Vanguard Small Cap Index 12.82M (2.31%) -21.66K
Decreased by -0.17%
Apr 30, 26
6 Fuh Hwa FTSE Mortgage REITs ETF 10.35M (1.86%) 1.65M
Increased by +15.93%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 8.23M (1.48%) 65.57K
Increased by +0.80%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 6.28M (1.13%) 58.72K
Increased by +0.94%
Apr 30, 26
9 iShares S&P Small-Cap 600 Value ETF 5.32M (0.96%) 0.00
Increased by 0.00%
May 29, 26
10 State Street SPDR Port S&P 600 Sm CpETF 5.13M (0.92%) 0.00
Increased by 0.00%
May 29, 26
11 State St Russell Sm/Mid Cp® Indx SL Cl I 3.35M (0.60%) 29.50K
Increased by +0.88%
May 31, 26
12 Vanguard Tax-Managed Small Cap Adm 3.21M (0.58%) 0.00
Increased by 0.00%
Apr 30, 26
13 State Street® SPDR® S&P 600™ Sm CpValETF 3.04M (0.55%) 0.00
Increased by 0.00%
May 31, 26
14 Fidelity Extended Market Index 3.00M (0.54%) -44.27K
Decreased by -1.48%
Apr 30, 26
15 State St Russell Sm/Mid Cp® Indx NL Cl C 2.96M (0.53%) 14.29K
Increased by +0.48%
Apr 30, 25
16 Fidelity High Dividend ETF 2.86M (0.51%) 1.92K
Increased by +0.07%
Jan 31, 24
17 Fidelity® High Dividend ETF 2.74M (0.49%) 0.00
Increased by 0.00%
Dec 29, 23
18 VanEck Mortgage REIT Income ETF 2.73M (0.49%) 0.00
Increased by 0.00%
May 30, 26
19 Schwab US Small-Cap ETF™ 2.67M (0.48%) 1.79K
Increased by +0.07%
May 30, 26
20 iShares Mortgage Real Estate Capped ETF 2.65M (0.48%) -5.26K
Decreased by -0.20%
May 29, 26