Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.19%
2 RINC 4.24%
3 MVRL 2.77%
4 MORT 1.59%
5 SMHB 1.24%
6 RZG 0.87%
7 XSVM 0.86%
8 SDIV 0.83%
9 RYJ 0.64%
10 RZV 0.44%
11 ABCS 0.39%
12 EBIT 0.27%
13 PSCF 0.24%
14 ISMD 0.21%
15 PXSG 0.21%
16 VIOG 0.15%
17 VIOV 0.14%
18 SLYG 0.13%
19 IJS 0.12%
20 FTHI 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.48M (17.13%) -504.07K
Decreased by -2.24%
Mar 31, 25
2 Vanguard Group Inc 14.29M (10.89%) -479.82K
Decreased by -3.36%
Mar 31, 25
3 Wellington Management Company LLP 10.37M (7.90%) -994.78K
Decreased by -9.59%
Mar 31, 25
4 State Street Corp 5.26M (4.01%) -179.06K
Decreased by -3.40%
Mar 31, 25
5 State Street Corporation 4.88M (3.72%) 378.17K
Increased by +7.75%
Mar 31, 24
6 Geode Capital Management, LLC 3.10M (2.36%) 70.02K
Increased by +2.26%
Mar 31, 25
7 Boston Partners Global Investors, Inc 2.70M (2.05%) -10.35K
Decreased by -0.38%
Mar 31, 25
8 Capital World Investors 2.56M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
9 Balyasny Asset Management LLC 2.05M (1.56%) 59.19K
Increased by +2.88%
Mar 31, 25
10 Amvescap Plc. 2.00M (1.52%) 1.20M
Increased by +60.14%
Dec 31, 24
11 FMR Inc 1.97M (1.50%) -2.45M
Decreased by -124.64%
Mar 31, 24
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.84M (1.40%) 108.75K
Increased by +5.93%
Mar 31, 25
13 LSV Asset Management 1.77M (1.35%) 657.14K
Increased by +37.08%
Mar 31, 25
14 Mesirow Institutional Investment Management, Inc. 1.74M (1.32%) -52.50K
Decreased by -3.03%
Mar 31, 24
15 HST Ventures, LLC 1.62M (1.24%) 170.66K
Increased by +10.51%
Jun 30, 24
16 JPMorgan Chase & Co 1.61M (1.23%) 564.03K
Increased by +34.99%
Sep 30, 24
17 Adage Capital Partners Gp LLC 1.60M (1.22%) -1.39M
Decreased by -86.80%
Mar 31, 24
18 Northern Trust Corp 1.57M (1.20%) 197.72K
Increased by +12.60%
Dec 31, 24
19 Goldman Sachs Group Inc 1.50M (1.14%) -246.27K
Decreased by -16.43%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.49M (1.14%) -312.48K
Decreased by -20.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.01M (6.11%) -8.48K
Decreased by -0.11%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.18M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.17%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 3.41M (2.59%) 575.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.33M (2.53%) 28.46K
Increased by +0.86%
Apr 30, 25
6 FIAM Small Cap Core CIT Cl B 3.16M (2.41%) 117.10K
Increased by +3.70%
Feb 29, 24
7 Fuh Hwa FTSE Mortgage REITs ETF 2.63M (2.01%) 269.50K
Increased by +10.23%
Dec 31, 24
8 American Funds SMALLCAP World A 2.56M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.15M (1.64%) 7.21K
Increased by +0.34%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.60%) 5.89K
Increased by +0.28%
Apr 30, 25
11 iShares Mortgage Real Estate Capped ETF 1.77M (1.35%) 1.98K
Increased by +0.11%
Apr 30, 25
12 Ceredex Small Cap Value Equity 1.47M (1.12%) 287.05K
Increased by +19.59%
Mar 31, 25
13 FIAM Small Cap Core Composite 1.46M (1.11%) -1.61M
Decreased by -110.40%
Mar 31, 24
14 Fidelity Small Cap Index 1.32M (1.01%) 23.26K
Increased by +1.76%
Feb 28, 25
15 iShares S&P Small-Cap 600 Value ETF 1.31M (1.00%) 1.29K
Increased by +0.10%
Apr 30, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.29M (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
17 iShares Russell 2000 Value ETF 1.25M (0.95%) -4.25K
Decreased by -0.34%
Apr 30, 25
18 Global X SuperDividend™ ETF 1.24M (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.16M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.14M (0.87%) 0.00
Increased by 0.00%
Apr 30, 25