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 KBWD 2.45%
6 XSHD 2.37%
7 MORT 1.30%
8 SMHB 1.24%
9 RIET 1.19%
10 VUS 0.99%
11 RZG 0.87%
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 20.16M (16.41%) -511.50K
Decreased by -2.54%
Mar 31, 26
2 Vanguard Group Inc 11.67M (9.50%) -2.61M
Decreased by -22.41%
Dec 31, 25
3 Wellington Management Company LLP 11.05M (8.99%) -4.05M
Decreased by -36.70%
Mar 31, 26
4 Vanguard Capital Management, LLC 5.71M (4.65%) 5.71M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 4.96M (4.04%) -102.08K
Decreased by -2.06%
Mar 31, 26
6 State Street Corporation 4.88M (3.97%) 378.17K
Increased by +7.75%
Mar 31, 24
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.15M (2.57%) 844.19K
Increased by +26.76%
Mar 31, 26
8 Geode Capital Management, LLC 3.14M (2.55%) 66.76K
Increased by +2.13%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 2.91M (2.37%) 2.91M
Increased by +100.00%
Mar 31, 26
10 Amvescap Plc. 2.75M (2.24%) 195.36K
Increased by +7.11%
Mar 31, 26
11 Capital World Investors 2.56M (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
12 Boston Partners Global Investors, Inc 2.45M (2.00%) -95.98K
Decreased by -3.91%
Mar 31, 26
13 Charles Schwab Investment Management Inc 2.18M (1.77%) 6.68K
Increased by +0.31%
Mar 31, 26
14 FMR Inc 1.97M (1.60%) -2.45M
Decreased by -124.64%
Mar 31, 24
15 Balyasny Asset Management LLC 1.88M (1.53%) -174.83K
Decreased by -9.31%
Jun 30, 25
16 LSV Asset Management 1.86M (1.51%) -6.00K
Decreased by -0.32%
Mar 31, 26
17 Goldman Sachs Group Inc 1.79M (1.46%) 293.37K
Increased by +16.37%
Jun 30, 25
18 Mesirow Institutional Investment Management, Inc. 1.74M (1.41%) -52.50K
Decreased by -3.03%
Mar 31, 24
19 Evergreen Capital Management LLC 1.68M (1.37%) 4.73K
Increased by +0.28%
Mar 31, 26
20 HST Ventures, LLC 1.62M (1.32%) 170.66K
Increased by +10.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.59M (6.18%) 3.30K
Increased by +0.04%
May 29, 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%
Apr 30, 26
4 FIAM Small Cap Core CIT Cl B 3.16M (2.58%) 117.10K
Increased by +3.70%
Feb 29, 24
5 iShares Russell 2000 ETF 3.04M (2.48%) 28.08K
Increased by +0.92%
May 29, 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 (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
8 Invesco KBW High Dividend Yld Fincl ETF 1.94M (1.58%) 0.00
Increased by 0.00%
May 29, 26
9 Global X SuperDividend™ ETF 1.88M (1.53%) 0.00
Increased by 0.00%
May 29, 26
10 iShares Mortgage Real Estate Capped ETF 1.52M (1.24%) -3.02K
Decreased by -0.20%
May 29, 26
11 Ceredex Small Cap Value Equity 1.47M (1.19%) 287.05K
Increased by +19.59%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.19%) 11.27K
Increased by +0.77%
Apr 30, 26
13 FIAM Small Cap Core Composite 1.46M (1.19%) -1.61M
Decreased by -110.40%
Mar 31, 24
14 Vanguard Small Cap Index 1.44M (1.17%) 3.02K
Increased by +0.21%
Feb 28, 26
15 Global X SuperDividend ETF USD Cap 1.38M (1.12%) 0.00
Increased by 0.00%
May 29, 26
16 iShares S&P Small-Cap 600 Growth ETF 1.29M (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Tax-Managed Small Cap Adm 1.27M (1.04%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Small Cap Index 1.26M (1.02%) 681.00
Increased by +0.05%
Mar 31, 26
19 iShares S&P Small-Cap 600 Value ETF 1.20M (0.98%) 0.00
Increased by 0.00%
May 29, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.17M (0.95%) 14.12K
Increased by +1.21%
Aug 29, 25