Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.66%
2 MVRL 4.01%
3 KBWD 3.66%
4 SMHB 2.87%
5 RINC 2.63%
6 XSHD 2.62%
7 MORT 2.53%
8 REM 2.49%
9 HIPS 2.32%
10 HYIN 2.28%
11 LOPX 1.72%
12 VABS 1.26%
13 MLTI 1.10%
14 RIET 1.09%
15 HDLV 0.89%
16 XSLV 0.74%
17 SDIV 0.73%
18 SMIZ 0.68%
19 HOMZ 0.63%
20 CRDT 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.39M (16.84%) -193.26K
Decreased by -1.11%
Mar 31, 25
2 Vanguard Group Inc 11.35M (11.00%) -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 (3.85%) -347.66K
Decreased by -8.76%
Mar 31, 25
5 State Street Corporation 3.78M (3.67%) 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 (2.01%) -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 (1.77%) 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 UBS Group AG 1.51M (1.47%) 1.02M
Increased by +67.46%
Dec 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.32M (1.28%) 31.07K
Increased by +2.35%
Sep 30, 23
14 Mirae Asset Global Investments (Korea) Co Ltd 1.32M (1.28%) 801.84K
Increased by +60.84%
Mar 31, 24
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 (1.12%) -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 6.21M (6.01%) 0.00
Increased by 0.00%
May 31, 25
2 Allspring Special Small Cap Value A 4.00M (3.88%) 17.10K
Increased by +0.43%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.32M (3.22%) 70.60K
Increased by +2.13%
Apr 30, 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 2.72M (2.64%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.61M (2.53%) 18.26K
Increased by +0.70%
Apr 30, 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 (1.64%) 5.15K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.56%) 1.49K
Increased by +0.09%
Apr 30, 25
10 MFS New Discovery Value I 1.44M (1.40%) -106.94K
Decreased by -7.41%
Apr 30, 25
11 iShares Mortgage Real Estate Capped ETF 1.38M (1.34%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Small Cap Index 1.06M (1.03%) -2.61K
Decreased by -0.25%
Mar 31, 25
13 Columbia Small Cap Value I A 1.06M (1.03%) 252.10K
Increased by +23.78%
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 1.01M (0.98%) 0.00
Increased by 0.00%
May 31, 25
16 Invesco KBW High Dividend Yld Fincl ETF 966.75K (0.94%) 0.00
Increased by 0.00%
May 30, 25
17 Fidelity® Small Cap Index 959.84K (0.93%) 26.04K
Increased by +2.71%
Oct 31, 23
18 iShares Russell 2000 Value ETF 952.61K (0.92%) 0.00
Increased by 0.00%
May 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 912.90K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 877.56K (0.85%) 0.00
Increased by 0.00%
May 30, 25