Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REM 15.33%
2 MORT 13.19%
3 MVRL 8.86%
4 IVFVC 5.42%
5 DVDN 4.99%
6 GHTA 4.73%
7 ADPV 3.71%
8 HYIN 3.47%
9 RINC 3.23%
10 SRET 2.96%
11 MLTI 2.76%
12 KBWD 2.66%
13 DVHL 2.37%
14 HIPS 2.30%
15 SCAP 2.30%
16 SGRT 2.05%
17 GHMS 2.03%
18 CRDT 1.53%
19 RIET 1.46%
20 FDVV 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.75M (8.88%) 1.30M
Increased by +1.33%
Dec 31, 25
2 BlackRock Inc 56.21M (5.11%) 3.48M
Increased by +6.19%
Sep 30, 25
3 Geode Capital Management, LLC 29.10M (2.64%) 1.60M
Increased by +5.49%
Dec 31, 25
4 FMR Inc 19.36M (1.76%) 8.76M
Increased by +45.27%
Jun 30, 25
5 State Street Corp 17.16M (1.56%) 462.12K
Increased by +2.69%
Sep 30, 25
6 Vaughan Nelson Scarbrgh & Mccullough LP 17.00M (1.54%) 2.59M
Increased by +15.23%
Mar 31, 25
7 State Street Corporation 16.82M (1.53%) 717.71K
Increased by +4.27%
Mar 31, 24
8 NORGES BANK 13.23M (1.20%) 1.28M
Increased by +9.68%
Dec 31, 25
9 UBS Group AG 11.86M (1.08%) -11.23M
Decreased by -94.69%
Sep 30, 25
10 Equity Investment Corp 9.52M (0.86%) -32.30K
Decreased by -0.34%
Dec 31, 25
11 Citadel Advisors Llc 7.87M (0.71%) 1.90M
Increased by +24.20%
Jun 30, 25
12 Bank of America Corp 7.22M (0.66%) -4.82M
Decreased by -66.78%
Sep 30, 25
13 Victory Capital Management Inc. 7.11M (0.65%) 1.04K
Increased by +0.01%
Dec 31, 25
14 Charles Schwab Investment Management Inc 7.09M (0.64%) -100.40K
Decreased by -1.42%
Dec 31, 25
15 Renaissance Technologies Corp 6.86M (0.62%) 592.55K
Increased by +8.64%
Dec 31, 25
16 Northern Trust Corp 6.76M (0.61%) 128.71K
Increased by +1.91%
Sep 30, 25
17 Ruffer LLP 6.40M (0.58%) -679.06K
Decreased by -10.61%
Dec 31, 24
18 Goldman Sachs Group Inc 6.21M (0.56%) 2.57M
Increased by +41.36%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 6.03M (0.55%) -1.37M
Decreased by -22.79%
Sep 30, 25
20 Two Sigma Investments LLC 5.62M (0.51%) 1.12M
Increased by +19.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.00M (3.09%) 438.04K
Increased by +1.29%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 24.71M (2.24%) 1.57M
Increased by +6.36%
Sep 30, 24
3 Vanguard Small Cap Index 24.36M (2.21%) 61.13K
Increased by +0.25%
Feb 28, 26
4 Fuh Hwa FTSE Mortgage REITs ETF 16.24M (1.47%) 3.01M
Increased by +18.53%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 15.65M (1.42%) 44.66K
Increased by +0.29%
Feb 28, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 11.69M (1.06%) 106.59K
Increased by +0.91%
Feb 28, 26
7 Fidelity High Dividend ETF 8.27M (0.75%) 23.84K
Increased by +0.29%
Aug 29, 25
8 iShares Mortgage Real Estate Capped ETF 8.05M (0.73%) 0.00
Increased by 0.00%
Feb 28, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 6.16M (0.56%) 55.20K
Increased by +0.90%
Feb 28, 26
10 Fidelity Extended Market Index 5.62M (0.51%) -33.59K
Decreased by -0.60%
Jan 31, 26
11 Allspring Special Small Cap Value A 5.36M (0.49%) -193.00K
Decreased by -3.60%
Jul 31, 25
12 Lear Global Vigilance 5.32M (0.48%) 983.84K
Increased by +18.49%
Jun 30, 25
13 VanEck Mortgage REIT Income ETF 5.02M (0.46%) 20.37K
Increased by +0.41%
Feb 28, 26
14 State St Russell Sm/Mid Cp® Indx NL Cl C 4.78M (0.43%) 24.63K
Increased by +0.52%
Apr 30, 25
15 Fidelity Series Value Discovery 4.67M (0.42%) 159.50K
Increased by +3.42%
Jun 30, 25
16 Strategic Advisers Fidelity US TtlStk 4.22M (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares Russell Mid-Cap ETF 3.99M (0.36%) 1.89M
Increased by +47.28%
Feb 28, 26
18 Fidelity Mid Cap Index 3.90M (0.35%) -27.57K
Decreased by -0.71%
Jan 31, 26
19 Russell 1000 Index Fund 3.46M (0.31%) 101.46K
Increased by +2.93%
Feb 28, 26
20 iShares US Real Estate ETF 3.38M (0.31%) 1.68M
Increased by +49.55%
Feb 28, 26