Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REM 11.07%
2 MORT 8.63%
3 MVRL 8.19%
4 DDIV 5.28%
5 RINC 4.33%
6 SRET 3.22%
7 HYIN 2.78%
8 DVLU 2.14%
9 RIET 1.44%
10 XMLV 1.31%
11 HDLV 1.22%
12 HSMV 0.99%
13 SDIV 0.90%
14 PXMV 0.89%
15 XMVM 0.88%
16 PAMC 0.63%
17 RYJ 0.61%
18 HOMZ 0.61%
19 RFV 0.58%
20 SRS 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.21M (9.50%) 1.11M
Increased by +3.35%
Mar 31, 25
2 Vanguard Group Inc 30.78M (8.81%) -27.32K
Decreased by -0.09%
Jun 30, 25
3 State Street Corp 9.91M (2.84%) 29.27K
Increased by +0.30%
Mar 31, 25
4 State Street Corporation 9.02M (2.58%) 171.49K
Increased by +1.90%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 7.18M (2.06%) 667.51K
Increased by +9.29%
Mar 31, 25
6 Geode Capital Management, LLC 5.55M (1.59%) 256.38K
Increased by +4.62%
Mar 31, 25
7 Northern Trust Corp 5.48M (1.57%) 192.28K
Increased by +3.51%
Mar 31, 25
8 Ameriprise Financial Inc 4.94M (1.41%) 386.11K
Increased by +7.82%
Mar 31, 25
9 JPMorgan Chase & Co 4.00M (1.15%) -39.96K
Decreased by -1.00%
Mar 31, 25
10 NORGES BANK 3.56M (1.02%) 235.25K
Increased by +6.60%
Jun 30, 25
11 Cardinal Capital Management Llc 3.26M (0.93%) -478.91K
Decreased by -14.70%
Mar 31, 24
12 First Republic Inv Mgmt Inc 2.94M (0.84%) 1.35M
Increased by +45.87%
Sep 30, 23
13 Bank of New York Mellon Corp 2.64M (0.76%) -25.29K
Decreased by -0.96%
Mar 31, 25
14 Long Pond Capital, LP 2.56M (0.73%) 2.56M
Increased by +100.00%
Sep 30, 24
15 Wells Fargo & Co 2.41M (0.69%) -17.30K
Decreased by -0.72%
Mar 31, 25
16 Charles Schwab Investment Management Inc 2.25M (0.64%) 52.65K
Increased by +2.34%
Jun 30, 25
17 UBS Group AG 2.22M (0.63%) 236.59K
Increased by +10.68%
Mar 31, 25
18 Nuveen, LLC 2.08M (0.60%) 2.08M
Increased by +100.00%
Mar 31, 25
19 HighTower Advisors, LLC 1.99M (0.57%) 193.42K
Increased by +9.70%
Mar 31, 25
20 Millennium Management LLC 1.75M (0.50%) -397.08K
Decreased by -22.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.30M (3.23%) -20.30K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 10.91M (3.12%) 613.10K
Increased by +5.62%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 10.07M (2.88%) 476.76K
Increased by +4.74%
Sep 30, 24
4 Vanguard Small Cap Index 8.42M (2.41%) 539.06K
Increased by +6.40%
Jul 31, 25
5 Fuh Hwa FTSE Mortgage REITs ETF 6.24M (1.79%) 638.82K
Increased by +10.23%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 5.42M (1.55%) 390.69K
Increased by +7.21%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.72M (1.07%) -1.23M
Decreased by -33.09%
Jul 31, 25
8 iShares Mortgage Real Estate Capped ETF 3.26M (0.93%) 18.48K
Increased by +0.57%
Jul 31, 25
9 SPDR® S&P MIDCAP 400 ETF Trust 2.66M (0.76%) 124.70K
Increased by +4.69%
Jul 31, 25
10 Loomis Sayles Sr Floating Rate and FI 2.54M (0.73%) 2.54M
Increased by +100.00%
Mar 31, 25
11 Cardinal Capital SMID Cap Value Equity 2.35M (0.67%) -319.70K
Decreased by -13.60%
Mar 31, 24
12 iShares S&P Mid-Cap 400 Value ETF 1.93M (0.55%) -3.11K
Decreased by -0.16%
Jul 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.91M (0.55%) 45.30K
Increased by +2.38%
Jul 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.84M (0.53%) 8.79K
Increased by +0.48%
Apr 30, 25
15 Fidelity Extended Market Index 1.72M (0.49%) -27.68K
Decreased by -1.61%
Jun 30, 25
16 Fidelity® Extended Market Index 1.63M (0.47%) -10.26K
Decreased by -0.63%
Nov 30, 23
17 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.59M (0.45%) 0.00
Increased by 0.00%
Jul 31, 25
18 State St S&P Midcap® Indx SL Cl II 1.56M (0.45%) 108.70K
Increased by +6.98%
Jul 31, 25
19 VanEck Mortgage REIT Income ETF 1.33M (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
20 iShares Russell Mid-Cap ETF 1.22M (0.35%) 396.00
Increased by +0.03%
Jul 31, 25