Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSHD 3.24%
2 DIV 2.26%
3 RDOG 2.16%
4 XVOL 1.69%
5 TMDV 1.62%
6 REAI 1.59%
7 RIET 1.23%
8 RFDA 1.15%
9 SMDV 1.04%
10 PXSG 1.04%
11 XSLV 0.95%
12 GYLD 0.75%
13 SIXL 0.43%
14 SMHB 0.36%
15 SMLV 0.35%
16 DVHL 0.14%
17 PSCF 0.14%
18 WREI 0.13%
19 IWC 0.13%
20 REZ 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.20M (17.26%) -38.49K
Decreased by -1.75%
Mar 31, 25
2 Vanguard Group Inc 1.61M (12.66%) -24.31K
Decreased by -1.51%
Mar 31, 25
3 State Street Corp 604.49K (4.74%) -2.26K
Decreased by -0.37%
Mar 31, 25
4 State Street Corporation 597.11K (4.68%) -241.52K
Decreased by -40.45%
Mar 31, 24
5 Bank of New York Mellon Corp 427.80K (3.36%) 91.62K
Increased by +21.42%
Mar 31, 25
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 345.52K (2.71%) 24.19K
Increased by +7.00%
Mar 31, 25
7 Geode Capital Management, LLC 342.76K (2.69%) 6.34K
Increased by +1.85%
Mar 31, 25
8 Renaissance Technologies Corp 254.61K (2.00%) -17.70K
Decreased by -6.95%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 212.29K (1.67%) 18.37K
Increased by +8.65%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 190.10K (1.49%) -1.00K
Decreased by -0.53%
Mar 31, 25
11 Ameriprise Financial Inc 183.92K (1.44%) 29.09K
Increased by +15.81%
Mar 31, 25
12 ProShare Advisors LLC 173.34K (1.36%) -23.93K
Decreased by -13.81%
Mar 31, 25
13 Amvescap Plc. 141.70K (1.11%) 49.64K
Increased by +35.04%
Mar 31, 25
14 Northern Trust Corp 138.50K (1.09%) -1.85K
Decreased by -1.34%
Mar 31, 25
15 Charles Schwab Investment Management Inc 119.70K (0.94%) -1.07K
Decreased by -0.89%
Mar 31, 25
16 Legal & General Group PLC 114.55K (0.90%) 7.36K
Increased by +6.43%
Dec 31, 23
17 Goldman Sachs Group Inc 95.86K (0.75%) 21.71K
Increased by +22.64%
Mar 31, 25
18 Dean C H & Associates Inc 92.88K (0.73%) 27.87K
Increased by +30.01%
Sep 30, 24
19 JPMorgan Chase & Co 92.32K (0.72%) -21.64K
Decreased by -23.44%
Mar 31, 25
20 Stifel Financial Corp 78.10K (0.61%) 5.45K
Increased by +6.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 758.19K (5.95%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 494.22K (3.88%) -7.61K
Decreased by -1.54%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 407.87K (3.20%) 5.06K
Increased by +1.24%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 406.60K (3.19%) 662.00
Increased by +0.16%
Sep 30, 24
5 Global X SuperDividend™ US ETF 354.32K (2.78%) 679.00
Increased by +0.19%
May 30, 25
6 iShares Russell 2000 ETF 325.53K (2.55%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 201.14K (1.58%) 655.00
Increased by +0.33%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 179.78K (1.41%) -186.00
Decreased by -0.10%
Mar 31, 24
9 ProShares Russell 2000 Dividend Growers 165.71K (1.30%) -326.00
Decreased by -0.20%
May 30, 25
10 Vanguard Small Cap Index 157.49K (1.24%) 366.00
Increased by +0.23%
Aug 31, 24
11 Fidelity Small Cap Index 137.28K (1.08%) 90.00
Increased by +0.07%
Mar 31, 25
12 Fidelity® Small Cap Index 132.01K (1.04%) 2.97K
Increased by +2.25%
Oct 31, 23
13 TMA Global Health Care REIT Mother Fund 121.26K (0.95%) 2.68K
Increased by +2.21%
Oct 18, 24
14 Columbia Small Cap Value I 116.08K (0.91%) 26.35K
Increased by +22.70%
Mar 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 114.27K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 106.81K (0.84%) 0.00
Increased by 0.00%
May 30, 25
17 Vanguard Strategic Equity Inv 94.85K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dean Small Cap Value 92.41K (0.72%) 306.00
Increased by +0.33%
Sep 30, 24
19 Dean Small Cap Value SA 92.41K (0.72%) 306.00
Increased by +0.33%
Sep 30, 24
20 iShares Russell 2000 Growth ETF 92.41K (0.72%) 0.00
Increased by 0.00%
May 31, 25