Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSHD 2.39%
2 AREA 1.99%
3 DIV 1.86%
4 RDOG 1.82%
5 REAI 1.58%
6 XVOL 1.46%
7 TMDV 1.43%
8 BLDG 1.20%
9 RIET 1.17%
10 SIXS 1.16%
11 PXSG 1.04%
12 SMDV 0.99%
13 RFDA 0.99%
14 XSLV 0.92%
15 GYLD 0.68%
16 SIXL 0.43%
17 SMHB 0.36%
18 SMLV 0.32%
19 DVHL 0.14%
20 PLTL 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.26M (17.74%) 32.42K
Increased by +1.43%
Mar 31, 26
2 Vanguard Group Inc 1.61M (12.63%) -10.45K
Decreased by -0.65%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 957.79K (7.52%) 957.79K
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 597.11K (4.69%) -241.52K
Decreased by -40.45%
Mar 31, 24
5 Vanguard Capital Management, LLC 595.25K (4.67%) 595.25K
Increased by +100.00%
Mar 31, 26
6 State Street Corp 559.26K (4.39%) 15.25K
Increased by +2.73%
Mar 31, 26
7 Geode Capital Management, LLC 353.10K (2.77%) 9.89K
Increased by +2.80%
Mar 31, 26
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 340.13K (2.67%) -25.77K
Decreased by -7.58%
Mar 31, 26
9 Renaissance Technologies Corp 220.11K (1.73%) -7.00K
Decreased by -3.18%
Mar 31, 26
10 Bank of New York Mellon Corp 206.92K (1.62%) -87.90K
Decreased by -42.48%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 190.59K (1.50%) 2.69K
Increased by +1.41%
Mar 31, 26
12 JPMorgan Chase & Co 175.72K (1.38%) 89.14K
Increased by +50.73%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 163.33K (1.28%) -17.38K
Decreased by -10.64%
Mar 31, 26
14 Ameriprise Financial Inc 158.76K (1.25%) 10.65K
Increased by +6.71%
Sep 30, 25
15 Charles Schwab Investment Management Inc 150.21K (1.18%) 19.27K
Increased by +12.83%
Mar 31, 26
16 ProShare Advisors LLC 147.09K (1.15%) -5.68K
Decreased by -3.86%
Mar 31, 26
17 AQR Capital Management LLC 146.61K (1.15%) 12.74K
Increased by +8.69%
Mar 31, 26
18 Qube Research & Technologies 130.77K (1.03%) 18.98K
Increased by +14.51%
Mar 31, 26
19 Amvescap Plc. 129.04K (1.01%) 532.00
Increased by +0.41%
Mar 31, 26
20 Two Sigma Investments LLC 128.63K (1.01%) 89.34K
Increased by +69.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 775.12K (6.08%) 335.00
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 489.20K (3.84%) -1.19K
Decreased by -0.24%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 428.82K (3.37%) -9.32K
Decreased by -2.17%
Apr 30, 26
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 344.22K (2.70%) 0.00
Increased by 0.00%
May 29, 26
6 iShares Russell 2000 ETF 311.81K (2.45%) 2.86K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Growth Index Inv 179.78K (1.41%) -186.00
Decreased by -0.10%
Mar 31, 24
8 Vanguard Small Cap Index 157.49K (1.24%) 366.00
Increased by +0.23%
Aug 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 145.11K (1.14%) 1.28K
Increased by +0.88%
Apr 30, 26
10 ProShares Russell 2000 Dividend Growers 144.54K (1.13%) 318.00
Increased by +0.22%
May 29, 26
11 Fidelity Small Cap Index 133.21K (1.05%) 446.00
Increased by +0.33%
Mar 31, 26
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 State Street SPDR Port S&P 600 Sm CpETF 117.53K (0.92%) 0.00
Increased by 0.00%
May 29, 26
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 111.53K (0.88%) 1.32K
Increased by +1.18%
Aug 29, 25
17 Vanguard Strategic Equity Inv 94.85K (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
18 Dean Small Cap Value 92.41K (0.73%) 306.00
Increased by +0.33%
Sep 30, 24
19 Dean Small Cap Value SA 92.41K (0.73%) 306.00
Increased by +0.33%
Sep 30, 24
20 Columbia Small Cap Value I A 91.92K (0.72%) 2.50K
Increased by +2.72%
Jul 31, 25