Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVRL 8.19%
2 MORT 7.13%
3 DDIV 5.28%
4 RINC 4.30%
5 HYIN 3.17%
6 SRET 3.14%
7 HIPS 2.31%
8 DVLU 2.14%
9 HSMV 1.52%
10 RIET 1.44%
11 XMLV 1.42%
12 HDLV 1.22%
13 PXMV 1.05%
14 XMVM 1.05%
15 SDIV 0.96%
16 SMIZ 0.84%
17 HOMZ 0.65%
18 PAMC 0.64%
19 RYJ 0.61%
20 USVM 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.25M (9.99%) 407.01K
Increased by +1.15%
Mar 31, 26
2 Vanguard Group Inc 32.80M (9.30%) -178.08K
Decreased by -0.54%
Dec 31, 25
3 Vanguard Capital Management, LLC 15.59M (4.42%) 15.59M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 15.10M (4.28%) 15.10M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 11.80M (3.35%) 280.13K
Increased by +2.37%
Mar 31, 26
6 State Street Corporation 9.02M (2.56%) 171.49K
Increased by +1.90%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 7.43M (2.11%) -189.49K
Decreased by -2.55%
Mar 31, 26
8 Geode Capital Management, LLC 6.59M (1.87%) 185.11K
Increased by +2.81%
Mar 31, 26
9 Ameriprise Financial Inc 5.71M (1.62%) -151.36K
Decreased by -2.65%
Mar 31, 26
10 Northern Trust Corp 5.43M (1.54%) 96.57K
Increased by +1.78%
Mar 31, 26
11 NORGES BANK 4.17M (1.18%) 612.07K
Increased by +14.66%
Dec 31, 25
12 Advisors Capital Management, LLC 4.00M (1.14%) 301.22K
Increased by +7.52%
Mar 31, 26
13 Two Sigma Investments LLC 3.60M (1.02%) 360.04K
Increased by +10.01%
Mar 31, 26
14 Cardinal Capital Management Llc 3.26M (0.92%) -478.91K
Decreased by -14.70%
Mar 31, 24
15 First Republic Inv Mgmt Inc 2.94M (0.83%) 1.35M
Increased by +45.87%
Sep 30, 23
16 HighTower Advisors, LLC 2.80M (0.79%) 1.14M
Increased by +40.89%
Mar 31, 26
17 Wells Fargo & Co 2.72M (0.77%) 51.10K
Increased by +1.88%
Mar 31, 26
18 Charles Schwab Investment Management Inc 2.57M (0.73%) 113.84K
Increased by +4.43%
Mar 31, 26
19 Long Pond Capital, LP 2.56M (0.72%) 2.56M
Increased by +100.00%
Sep 30, 24
20 Bank of New York Mellon Corp 2.45M (0.69%) -27.57K
Decreased by -1.13%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.81M (3.35%) 2.21K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 11.13M (3.15%) 23.43K
Increased by +0.21%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 10.07M (2.85%) 476.76K
Increased by +4.74%
Sep 30, 24
4 Vanguard Small Cap Index 8.11M (2.30%) -17.98K
Decreased by -0.22%
Apr 30, 26
5 Fuh Hwa FTSE Mortgage REITs ETF 6.24M (1.77%) 638.82K
Increased by +10.23%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 5.21M (1.48%) 35.96K
Increased by +0.69%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 3.93M (1.11%) 41.76K
Increased by +1.06%
Apr 30, 26
8 SPDR® S&P MIDCAP 400 ETF Trust 2.66M (0.75%) 124.70K
Increased by +4.69%
Jul 31, 25
9 State Street® SPDR® S&P MIDCAP 400® ETF 2.63M (0.75%) 9.88K
Increased by +0.38%
Apr 30, 26
10 Loomis Sayles Sr Floating Rate and FI 2.54M (0.72%) 2.54M
Increased by +100.00%
Mar 31, 25
11 iShares Mortgage Real Estate Capped ETF 2.46M (0.70%) -4.88K
Decreased by -0.20%
May 29, 26
12 Cardinal Capital SMID Cap Value Equity 2.35M (0.67%) -319.70K
Decreased by -13.60%
Mar 31, 24
13 State St Russell Sm/Mid Cp® Indx SL Cl I 2.12M (0.60%) 8.50K
Increased by +0.40%
May 31, 26
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.84M (0.52%) 8.79K
Increased by +0.48%
Apr 30, 25
15 Fidelity Extended Market Index 1.83M (0.52%) 15.05K
Increased by +0.82%
Apr 30, 26
16 iShares S&P Mid-Cap 400 Value ETF 1.75M (0.50%) 0.00
Increased by 0.00%
May 29, 26
17 State Street SPDR Port S&P 400 Md CpETF 1.74M (0.49%) 0.00
Increased by 0.00%
May 31, 26
18 VanEck Mortgage REIT Income ETF 1.64M (0.47%) 0.00
Increased by 0.00%
May 30, 26
19 Fidelity® Extended Market Index 1.63M (0.46%) -10.26K
Decreased by -0.63%
Nov 30, 23
20 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.60M (0.45%) 0.00
Increased by 0.00%
Aug 31, 25