Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.50%
2 RINC 4.17%
3 HYIN 2.91%
4 MVRL 2.77%
5 XSHD 2.10%
6 REM 1.66%
7 MORT 1.63%
8 SMHB 1.24%
9 RIET 1.21%
10 RZG 0.87%
11 SDIV 0.82%
12 XSVM 0.80%
13 RYJ 0.64%
14 RZV 0.41%
15 ABCS 0.39%
16 EBIT 0.27%
17 PSCF 0.24%
18 ISMD 0.21%
19 PXSG 0.21%
20 VIOG 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.48M (17.32%) -504.07K
Decreased by -2.24%
Mar 31, 25
2 Vanguard Group Inc 14.29M (11.01%) -479.82K
Decreased by -3.36%
Mar 31, 25
3 Wellington Management Company LLP 10.37M (7.99%) -994.78K
Decreased by -9.59%
Mar 31, 25
4 State Street Corp 5.26M (4.06%) -179.06K
Decreased by -3.40%
Mar 31, 25
5 State Street Corporation 4.88M (3.76%) 378.17K
Increased by +7.75%
Mar 31, 24
6 Geode Capital Management, LLC 3.10M (2.39%) 70.02K
Increased by +2.26%
Mar 31, 25
7 Boston Partners Global Investors, Inc 2.70M (2.08%) -10.35K
Decreased by -0.38%
Mar 31, 25
8 Capital World Investors 2.56M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
9 Balyasny Asset Management LLC 2.05M (1.58%) 59.19K
Increased by +2.88%
Mar 31, 25
10 FMR Inc 1.97M (1.52%) -2.45M
Decreased by -124.64%
Mar 31, 24
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.84M (1.41%) 108.75K
Increased by +5.93%
Mar 31, 25
12 Amvescap Plc. 1.80M (1.39%) -191.40K
Decreased by -10.61%
Mar 31, 25
13 LSV Asset Management 1.77M (1.37%) 657.14K
Increased by +37.08%
Mar 31, 25
14 Mesirow Institutional Investment Management, Inc. 1.74M (1.34%) -52.50K
Decreased by -3.03%
Mar 31, 24
15 HST Ventures, LLC 1.62M (1.25%) 170.66K
Increased by +10.51%
Jun 30, 24
16 JPMorgan Chase & Co 1.61M (1.24%) 564.03K
Increased by +34.99%
Sep 30, 24
17 Adage Capital Partners Gp LLC 1.60M (1.23%) -1.39M
Decreased by -86.80%
Mar 31, 24
18 Northern Trust Corp 1.53M (1.18%) -37.06K
Decreased by -2.42%
Mar 31, 25
19 Goldman Sachs Group Inc 1.50M (1.15%) -246.27K
Decreased by -16.43%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.49M (1.15%) -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 7.94M (6.12%) 9.97K
Increased by +0.13%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.25M (3.27%) 83.90K
Increased by +1.98%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.18M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 3.44M (2.65%) 23.90K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 3.34M (2.57%) 12.26K
Increased by +0.37%
May 31, 25
6 FIAM Small Cap Core CIT Cl B 3.16M (2.44%) 117.10K
Increased by +3.70%
Feb 29, 24
7 Fuh Hwa FTSE Mortgage REITs ETF 2.63M (2.03%) 269.50K
Increased by +10.23%
Dec 31, 24
8 American Funds SMALLCAP World A 2.56M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.14M (1.65%) -3.19K
Decreased by -0.15%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.12M (1.63%) 21.60K
Increased by +1.02%
May 31, 25
11 iShares Mortgage Real Estate Capped ETF 1.66M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
12 Ceredex Small Cap Value Equity 1.47M (1.13%) 287.05K
Increased by +19.59%
Mar 31, 25
13 FIAM Small Cap Core Composite 1.46M (1.12%) -1.61M
Decreased by -110.40%
Mar 31, 24
14 Fidelity Small Cap Index 1.35M (1.04%) 20.04K
Increased by +1.49%
Apr 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.29M (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
16 Global X SuperDividend™ ETF 1.28M (0.99%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares S&P Small-Cap 600 Value ETF 1.25M (0.96%) -10.40K
Decreased by -0.83%
Jun 30, 25
18 iShares Russell 2000 Value ETF 1.18M (0.91%) 4.25K
Increased by +0.36%
Jun 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.16M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.12M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25