Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.66%
2 MVRL 4.01%
3 KBWD 3.47%
4 XSHD 3.07%
5 RINC 2.91%
6 SMHB 2.87%
7 HYIN 2.68%
8 MORT 2.36%
9 REM 2.31%
10 HIPS 2.24%
11 LOPX 1.72%
12 VABS 1.26%
13 MLTI 1.10%
14 RIET 1.08%
15 HDLV 0.89%
16 CRDT 0.76%
17 XSLV 0.74%
18 SDIV 0.67%
19 SMIZ 0.65%
20 HOMZ 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.39M (16.83%) -193.26K
Decreased by -1.11%
Mar 31, 25
2 Vanguard Group Inc 11.35M (10.99%) -139.18K
Decreased by -1.23%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 5.15M (4.99%) -198.48K
Decreased by -3.85%
Mar 31, 25
4 State Street Corp 3.97M (3.84%) -347.66K
Decreased by -8.76%
Mar 31, 25
5 State Street Corporation 3.78M (3.66%) 247.73K
Increased by +6.55%
Mar 31, 24
6 Geode Capital Management, LLC 2.50M (2.42%) 89.46K
Increased by +3.58%
Mar 31, 25
7 Massachusetts Financial Services Company 2.07M (2.00%) -50.20K
Decreased by -2.42%
Mar 31, 25
8 Amvescap Plc. 1.83M (1.78%) -320.71K
Decreased by -17.49%
Mar 31, 25
9 Ameriprise Financial Inc 1.82M (1.76%) 450.62K
Increased by +24.73%
Mar 31, 25
10 Goldman Sachs Group Inc 1.59M (1.54%) 712.21K
Increased by +44.73%
Dec 31, 23
11 Charles Schwab Investment Management Inc 1.52M (1.47%) -20.91K
Decreased by -1.37%
Mar 31, 25
12 Vaughan Nelson Scarbrgh & Mccullough LP 1.32M (1.28%) 31.07K
Increased by +2.35%
Sep 30, 23
13 Mirae Asset Global Investments (Korea) Co Ltd 1.32M (1.28%) 801.84K
Increased by +60.84%
Mar 31, 24
14 UBS Group AG 1.25M (1.21%) -261.63K
Decreased by -20.90%
Mar 31, 25
15 Millennium Management LLC 1.21M (1.17%) 115.70K
Increased by +9.59%
Mar 31, 25
16 Northern Trust Corp 1.18M (1.15%) 2.38K
Increased by +0.20%
Mar 31, 25
17 NORGES BANK 1.17M (1.13%) 531.82K
Increased by +45.62%
Jun 30, 24
18 Citadel Advisors Llc 1.15M (1.11%) -103.72K
Decreased by -9.01%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 960.43K (0.93%) 106.56K
Increased by +11.09%
Mar 31, 25
20 Credit Suisse First Boston (CSFB) 947.41K (0.92%) 576.29K
Increased by +60.83%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.18M (5.98%) -16.77K
Decreased by -0.27%
Jun 30, 25
2 Allspring Special Small Cap Value A 4.00M (3.87%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.32M (3.22%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.11M (3.01%) -373.20K
Decreased by -12.00%
Sep 30, 24
5 iShares Russell 2000 ETF 2.67M (2.59%) 18.57K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 2.62M (2.54%) 9.61K
Increased by +0.37%
May 31, 25
7 Fuh Hwa FTSE Mortgage REITs ETF 2.08M (2.01%) 212.54K
Increased by +10.23%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 1.69M (1.63%) -2.51K
Decreased by -0.15%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.57%) 11.67K
Increased by +0.72%
May 31, 25
10 MFS New Discovery Value I 1.45M (1.40%) 1.94K
Increased by +0.13%
May 31, 25
11 Invesco KBW High Dividend Yld Fincl ETF 1.40M (1.35%) 9.06K
Increased by +0.65%
Jun 30, 25
12 iShares Mortgage Real Estate Capped ETF 1.30M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Small Cap Index 1.08M (1.05%) 17.46K
Increased by +1.61%
Apr 30, 25
14 iShares S&P Small-Cap 600 Growth ETF 1.02M (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
15 iShares S&P Small-Cap 600 Value ETF 978.38K (0.95%) -7.67K
Decreased by -0.78%
Jun 30, 25
16 Fidelity® Small Cap Index 959.84K (0.93%) 26.04K
Increased by +2.71%
Oct 31, 23
17 iShares Russell 2000 Value ETF 952.61K (0.92%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 912.90K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 881.57K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
20 VanEck Mortgage REIT Income ETF 733.36K (0.71%) 5.08K
Increased by +0.69%
Jun 28, 25