Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.17%
2 RINC 4.32%
3 HYIN 2.89%
4 MVRL 2.77%
5 XSHD 2.13%
6 REM 1.65%
7 MORT 1.64%
8 SMHB 1.24%
9 RIET 1.20%
10 RZG 0.87%
11 SDIV 0.79%
12 XSVM 0.77%
13 PXSV 0.77%
14 XSLV 0.71%
15 RYJ 0.64%
16 ABCS 0.39%
17 RZV 0.37%
18 EBIT 0.27%
19 PSCF 0.24%
20 ISMD 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.51M (16.88%) -972.16K
Decreased by -4.52%
Jun 30, 25
2 Vanguard Group Inc 14.61M (11.46%) 313.87K
Increased by +2.15%
Jun 30, 25
3 Wellington Management Company LLP 13.62M (10.69%) 3.25M
Increased by +23.86%
Jun 30, 25
4 State Street Corp 5.22M (4.09%) -48.76K
Decreased by -0.94%
Jun 30, 25
5 State Street Corporation 4.88M (3.83%) 378.17K
Increased by +7.75%
Mar 31, 24
6 Geode Capital Management, LLC 3.18M (2.49%) 80.21K
Increased by +2.53%
Jun 30, 25
7 Boston Partners Global Investors, Inc 2.75M (2.16%) 54.21K
Increased by +1.97%
Jun 30, 25
8 Capital World Investors 2.56M (2.01%) 0.00
Increased by 0.00%
Jun 30, 25
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.00M (1.57%) 164.39K
Increased by +8.22%
Jun 30, 25
10 FMR Inc 1.97M (1.55%) -2.45M
Decreased by -124.64%
Mar 31, 24
11 Balyasny Asset Management LLC 1.88M (1.47%) -174.83K
Decreased by -9.31%
Jun 30, 25
12 Goldman Sachs Group Inc 1.79M (1.41%) 293.37K
Increased by +16.37%
Jun 30, 25
13 LSV Asset Management 1.77M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
14 Mesirow Institutional Investment Management, Inc. 1.74M (1.36%) -52.50K
Decreased by -3.03%
Mar 31, 24
15 Charles Schwab Investment Management Inc 1.70M (1.33%) 251.04K
Increased by +14.78%
Jun 30, 25
16 HST Ventures, LLC 1.62M (1.27%) 170.66K
Increased by +10.51%
Jun 30, 24
17 JPMorgan Chase & Co 1.61M (1.27%) 564.03K
Increased by +34.99%
Sep 30, 24
18 Adage Capital Partners Gp LLC 1.60M (1.25%) -1.39M
Decreased by -86.80%
Mar 31, 24
19 Amvescap Plc. 1.57M (1.23%) -238.40K
Decreased by -15.23%
Jun 30, 25
20 Northern Trust Corp 1.53M (1.20%) -5.84K
Decreased by -0.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.92M (6.22%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.18M (3.28%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.15M (3.26%) -92.12K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 3.29M (2.58%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 3.23M (2.53%) -21.66K
Decreased by -0.67%
Jul 31, 25
6 FIAM Small Cap Core CIT Cl B 3.16M (2.48%) 117.10K
Increased by +3.70%
Feb 29, 24
7 Fuh Hwa FTSE Mortgage REITs ETF 2.63M (2.07%) 269.50K
Increased by +10.23%
Dec 31, 24
8 American Funds SMALLCAP World A 2.56M (2.01%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.08M (1.63%) 6.28K
Increased by +0.30%
Jul 31, 25
10 iShares Mortgage Real Estate Capped ETF 1.69M (1.33%) 0.00
Increased by 0.00%
Aug 31, 25
11 Ceredex Small Cap Value Equity 1.47M (1.15%) 287.05K
Increased by +19.59%
Mar 31, 25
12 FIAM Small Cap Core Composite 1.46M (1.14%) -1.61M
Decreased by -110.40%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.12%) -616.26K
Decreased by -43.15%
Jul 31, 25
14 Global X SuperDividend™ ETF 1.35M (1.06%) 25.00K
Increased by +1.86%
Aug 29, 25
15 Fidelity Small Cap Index 1.34M (1.05%) -5.29K
Decreased by -0.39%
Jun 30, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.29M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
17 iShares S&P Small-Cap 600 Value ETF 1.24M (0.97%) 0.00
Increased by 0.00%
Aug 31, 25
18 iShares Russell 2000 Value ETF 1.17M (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.17M (0.91%) 14.12K
Increased by +1.21%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.16M (0.91%) 0.00
Increased by 0.00%
Apr 30, 24