Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REM 9.24%
2 MVRL 8.19%
3 MORT 7.50%
4 DDIV 5.28%
5 RINC 4.30%
6 SRET 2.84%
7 HYIN 2.76%
8 DVLU 2.14%
9 HSMV 1.53%
10 RIET 1.34%
11 HDLV 1.22%
12 XMLV 1.18%
13 SMIZ 0.84%
14 SDIV 0.77%
15 XMVM 0.77%
16 PXMV 0.76%
17 PAMC 0.64%
18 RYJ 0.61%
19 HOMZ 0.57%
20 SRS 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.80M (9.30%) -409.00K
Decreased by -1.25%
Jun 30, 25
2 Vanguard Group Inc 30.78M (8.73%) -27.32K
Decreased by -0.09%
Jun 30, 25
3 State Street Corp 10.47M (2.97%) 561.26K
Increased by +5.36%
Jun 30, 25
4 State Street Corporation 9.02M (2.56%) 171.49K
Increased by +1.90%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 6.52M (1.85%) -665.22K
Decreased by -10.20%
Jun 30, 25
6 Geode Capital Management, LLC 5.55M (1.57%) -859.00
Decreased by -0.02%
Jun 30, 25
7 Northern Trust Corp 5.32M (1.51%) -156.13K
Decreased by -2.93%
Jun 30, 25
8 Ameriprise Financial Inc 5.23M (1.48%) 290.27K
Increased by +5.55%
Jun 30, 25
9 JPMorgan Chase & Co 3.73M (1.06%) -276.88K
Decreased by -7.43%
Jun 30, 25
10 NORGES BANK 3.56M (1.01%) 235.25K
Increased by +6.60%
Jun 30, 25
11 Cardinal Capital Management Llc 3.26M (0.92%) -478.91K
Decreased by -14.70%
Mar 31, 24
12 First Republic Inv Mgmt Inc 2.94M (0.83%) 1.35M
Increased by +45.87%
Sep 30, 23
13 Wells Fargo & Co 2.62M (0.74%) 205.71K
Increased by +7.86%
Jun 30, 25
14 Long Pond Capital, LP 2.56M (0.72%) 2.56M
Increased by +100.00%
Sep 30, 24
15 Bank of New York Mellon Corp 2.51M (0.71%) -130.91K
Decreased by -5.21%
Jun 30, 25
16 Charles Schwab Investment Management Inc 2.25M (0.64%) 52.65K
Increased by +2.34%
Jun 30, 25
17 HighTower Advisors, LLC 2.17M (0.61%) 171.39K
Increased by +7.92%
Jun 30, 25
18 Nuveen, LLC 1.93M (0.55%) -156.19K
Decreased by -8.11%
Jun 30, 25
19 UBS Group AG 1.79M (0.51%) -421.97K
Decreased by -23.52%
Jun 30, 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 11.29M (3.20%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 10.91M (3.09%) 613.10K
Increased by +5.62%
Jul 31, 25
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 8.42M (2.39%) 539.06K
Increased by +6.40%
Jul 31, 25
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 5.42M (1.54%) 390.69K
Increased by +7.21%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.72M (1.06%) -1.23M
Decreased by -33.09%
Jul 31, 25
8 iShares Mortgage Real Estate Capped ETF 3.22M (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
9 SPDR® S&P MIDCAP 400 ETF Trust 2.66M (0.75%) 124.70K
Increased by +4.69%
Jul 31, 25
10 Loomis Sayles Sr Floating Rate and FI 2.54M (0.72%) 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 State St Russell Sm/Mid Cp® Indx SL Cl I 1.91M (0.54%) 45.30K
Increased by +2.38%
Jul 31, 25
13 iShares S&P Mid-Cap 400 Value ETF 1.89M (0.54%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity Extended Market Index 1.88M (0.53%) 152.09K
Increased by +8.10%
Jul 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.84M (0.52%) 8.79K
Increased by +0.48%
Apr 30, 25
16 Fidelity® Extended Market Index 1.63M (0.46%) -10.26K
Decreased by -0.63%
Nov 30, 23
17 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.60M (0.45%) 0.00
Increased by 0.00%
Aug 31, 25
18 State St S&P Midcap® Indx SL Cl II 1.54M (0.44%) -18.00K
Decreased by -1.17%
Aug 31, 25
19 VanEck Mortgage REIT Income ETF 1.39M (0.39%) 23.06K
Increased by +1.66%
Aug 30, 25
20 iShares Russell Mid-Cap ETF 1.22M (0.35%) 0.00
Increased by 0.00%
Aug 31, 25