Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.66%
2 RINC 4.48%
3 MVRL 4.01%
4 KBWD 3.61%
5 SMHB 2.87%
6 LOPX 1.72%
7 VABS 1.26%
8 MLTI 1.10%
9 HDLV 0.89%
10 TACE 0.35%
11 SRS 0.32%
12 REK 0.32%
13 IJS 0.18%
14 DMRS 0.10%
15 IWN 0.09%
16 IJR 0.08%
17 PFF 0.07%
18 ISCV 0.05%
19 JKL 0.05%
20 IWM 0.04%

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 Balyasny Asset Management LLC 2.31M (2.24%) 371.44K
Increased by +16.05%
Dec 31, 24
8 Amvescap Plc. 2.15M (2.09%) 478.96K
Increased by +22.23%
Dec 31, 24
9 Massachusetts Financial Services Company 2.07M (2.01%) -50.20K
Decreased by -2.42%
Mar 31, 25
10 Ameriprise Financial Inc 1.82M (1.77%) 450.62K
Increased by +24.73%
Mar 31, 25
11 Goldman Sachs Group Inc 1.59M (1.54%) 712.21K
Increased by +44.73%
Dec 31, 23
12 Charles Schwab Investment Management Inc 1.52M (1.47%) -20.91K
Decreased by -1.37%
Mar 31, 25
13 UBS Group AG 1.51M (1.47%) 1.02M
Increased by +67.46%
Dec 31, 24
14 Vaughan Nelson Scarbrgh & Mccullough LP 1.32M (1.28%) 31.07K
Increased by +2.35%
Sep 30, 23
15 Mirae Asset Global Investments (Korea) Co Ltd 1.32M (1.28%) 801.84K
Increased by +60.84%
Mar 31, 24
16 Northern Trust Corp 1.18M (1.14%) 65.19K
Increased by +5.52%
Dec 31, 24
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 Millennium Management LLC 1.09M (1.06%) 996.19K
Increased by +91.32%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 960.43K (0.93%) 106.56K
Increased by +11.09%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.28M (6.08%) -6.23K
Decreased by -0.10%
Apr 30, 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 2.66M (2.57%) 449.00
Increased by +0.02%
Apr 30, 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 1.55M (1.50%) -14.47K
Decreased by -0.93%
Mar 31, 25
11 iShares Mortgage Real Estate Capped ETF 1.40M (1.36%) 1.48K
Increased by +0.11%
Apr 30, 25
12 Fidelity Small Cap Index 1.07M (1.03%) 29.50K
Increased by +2.76%
Feb 28, 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 Value ETF 1.02M (0.99%) 933.00
Increased by +0.09%
Apr 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.02M (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
16 iShares Russell 2000 Value ETF 987.45K (0.96%) -3.35K
Decreased by -0.34%
Apr 30, 25
17 Invesco KBW High Dividend Yld Fincl ETF 971.27K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Small Cap Index 959.84K (0.93%) 26.04K
Increased by +2.71%
Oct 31, 23
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 894.10K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25