Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.36%
2 RINC 4.32%
3 HYIN 2.85%
4 MVRL 2.77%
5 XSHD 2.48%
6 KBWD 2.41%
7 MORT 1.32%
8 SMHB 1.24%
9 RIET 1.18%
10 RZG 0.87%
11 VUS 0.82%
12 XSVM 0.75%
13 PXSV 0.75%
14 SDIV 0.72%
15 XSLV 0.71%
16 RYJ 0.64%
17 PFFA 0.59%
18 ABCS 0.39%
19 RZV 0.37%
20 EBIT 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.67M (16.81%) -196.90K
Decreased by -0.95%
Dec 31, 25
2 Wellington Management Company LLP 15.10M (12.28%) 80.53K
Increased by +0.53%
Dec 31, 25
3 Vanguard Group Inc 11.67M (9.49%) -2.61M
Decreased by -22.41%
Dec 31, 25
4 State Street Corp 5.06M (4.12%) -51.49K
Decreased by -1.02%
Dec 31, 25
5 State Street Corporation 4.88M (3.97%) 378.17K
Increased by +7.75%
Mar 31, 24
6 Geode Capital Management, LLC 3.07M (2.50%) -98.19K
Decreased by -3.20%
Dec 31, 25
7 Amvescap Plc. 2.75M (2.23%) 195.36K
Increased by +7.11%
Mar 31, 26
8 Capital World Investors 2.56M (2.08%) 0.00
Increased by 0.00%
Mar 31, 26
9 Boston Partners Global Investors, Inc 2.45M (2.00%) -95.98K
Decreased by -3.91%
Mar 31, 26
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.31M (1.88%) 161.76K
Increased by +7.00%
Dec 31, 25
11 Charles Schwab Investment Management Inc 2.17M (1.76%) 282.80K
Increased by +13.03%
Dec 31, 25
12 FMR Inc 1.97M (1.60%) -2.45M
Decreased by -124.64%
Mar 31, 24
13 Balyasny Asset Management LLC 1.88M (1.53%) -174.83K
Decreased by -9.31%
Jun 30, 25
14 LSV Asset Management 1.86M (1.51%) -6.00K
Decreased by -0.32%
Mar 31, 26
15 Goldman Sachs Group Inc 1.79M (1.46%) 293.37K
Increased by +16.37%
Jun 30, 25
16 Mesirow Institutional Investment Management, Inc. 1.74M (1.41%) -52.50K
Decreased by -3.03%
Mar 31, 24
17 Evergreen Capital Management LLC 1.67M (1.36%) 526.76K
Increased by +31.47%
Dec 31, 25
18 HST Ventures, LLC 1.62M (1.32%) 170.66K
Increased by +10.51%
Jun 30, 24
19 Adage Capital Partners Gp LLC 1.60M (1.30%) -1.39M
Decreased by -86.80%
Mar 31, 24
20 Ceredex Value Advisors LLC 1.48M (1.20%) 289.90K
Increased by +19.59%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.61M (6.18%) 1.98K
Increased by +0.03%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.18M (3.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.14M (3.37%) 0.00
Increased by 0.00%
Mar 31, 26
4 FIAM Small Cap Core CIT Cl B 3.16M (2.57%) 117.10K
Increased by +3.70%
Feb 29, 24
5 iShares Russell 2000 ETF 3.01M (2.45%) 25.38K
Increased by +0.84%
Apr 30, 26
6 Fuh Hwa FTSE Mortgage REITs ETF 2.63M (2.14%) 269.50K
Increased by +10.23%
Dec 31, 24
7 American Funds SMALLCAP World A 2.56M (2.08%) 0.00
Increased by 0.00%
Mar 31, 26
8 Invesco KBW High Dividend Yld Fincl ETF 1.93M (1.57%) 0.00
Increased by 0.00%
Apr 30, 26
9 Global X SuperDividend™ ETF 1.87M (1.52%) 0.00
Increased by 0.00%
Apr 30, 26
10 iShares Mortgage Real Estate Capped ETF 1.49M (1.21%) -24.08K
Decreased by -1.61%
Apr 30, 26
11 Ceredex Small Cap Value Equity 1.47M (1.19%) 287.05K
Increased by +19.59%
Mar 31, 25
12 FIAM Small Cap Core Composite 1.46M (1.19%) -1.61M
Decreased by -110.40%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.18%) 41.18K
Increased by +2.84%
Mar 31, 26
14 Vanguard Small Cap Index 1.44M (1.17%) 3.02K
Increased by +0.21%
Feb 28, 26
15 iShares S&P Small-Cap 600 Growth ETF 1.29M (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
16 Global X SuperDividend ETF USD Cap 1.29M (1.05%) 4.84K
Increased by +0.37%
Apr 30, 26
17 Vanguard Tax-Managed Small Cap Adm 1.27M (1.04%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity Small Cap Index 1.26M (1.02%) 8.64K
Increased by +0.69%
Feb 28, 26
19 iShares S&P Small-Cap 600 Value ETF 1.17M (0.95%) -2.48K
Decreased by -0.21%
Apr 30, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.17M (0.95%) 14.12K
Increased by +1.21%
Aug 29, 25