Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RYZZ 279.49%
2 IAI 15.19%
3 BNKD 10.00%
4 KNAB 10.00%
5 BNKZ 10.00%
6 BNKU 10.00%
7 BNKO 10.00%
8 DJIA 8.77%
9 DYLG 8.75%
10 DIA 8.73%
11 KBWB 8.27%
12 DDM 6.81%
13 NDJI 6.66%
14 UDOW 6.43%
15 DJD 5.36%
16 DIVO 5.19%
17 NITE 5.00%
18 ICAP 4.78%
19 UDI 4.68%
20 SAMM 4.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.39M (8.98%) 1.08M
Increased by +3.68%
Sep 30, 24
2 BlackRock Inc 23.72M (7.25%) 564.14K
Increased by +2.38%
Sep 30, 24
3 State Street Corporation 19.81M (6.05%) 202.63K
Increased by +1.02%
Mar 31, 24
4 State Street Corp 19.40M (5.93%) -34.94K
Decreased by -0.18%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 7.52M (2.30%) -6.78M
Decreased by -90.16%
Sep 30, 24
6 Mizuho Securities USA Inc 7.52M (2.30%) 7.50M
Increased by +99.67%
Sep 30, 24
7 Capital World Investors 6.50M (1.99%) -56.11K
Decreased by -0.86%
Sep 30, 24
8 Geode Capital Management, LLC 6.42M (1.96%) -25.12K
Decreased by -0.39%
Sep 30, 24
9 JPMorgan Chase & Co 6.06M (1.85%) 3.26M
Increased by +53.82%
Sep 30, 24
10 Fisher Asset Management, LLC 6.04M (1.85%) 161.13K
Increased by +2.67%
Sep 30, 24
11 Dodge & Cox 5.38M (1.64%) -43.44K
Decreased by -0.81%
Sep 30, 24
12 Bank of New York Mellon Corp 4.61M (1.41%) 70.76K
Increased by +1.54%
Sep 30, 24
13 International Assets Investment Management, LLC 4.56M (1.39%) 4.56M
Increased by +100.00%
Mar 31, 24
14 Bank of America Corp 4.07M (1.24%) -2.04M
Decreased by -50.09%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 3.93M (1.20%) -1.12M
Decreased by -28.46%
Sep 30, 24
16 Massachusetts Financial Services Company 3.43M (1.05%) -981.59K
Decreased by -28.61%
Sep 30, 24
17 NORGES BANK 2.96M (0.90%) 56.25K
Increased by +1.90%
Jun 30, 24
18 FMR Inc 2.90M (0.89%) 521.05K
Increased by +17.98%
Sep 30, 24
19 Northern Trust Corp 2.86M (0.88%) -125.40K
Decreased by -4.38%
Sep 30, 24
20 Amvescap Plc. 2.78M (0.85%) 372.85K
Increased by +13.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.03M (5.51%) 18.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.63M (2.94%) -44.53K
Decreased by -0.46%
Nov 30, 24
3 Global Balanced (AFRIS) 8.27M (2.53%) 8.27M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 8.25M (2.52%) 120.79K
Increased by +1.46%
Nov 30, 24
5 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (1.69%) 190.46K
Increased by +3.43%
Dec 31, 24
6 Dodge & Cox Stock I 3.99M (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 3.95M (1.21%) 45.70K
Increased by +1.16%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 3.93M (1.20%) -30.65K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 3.90M (1.19%) 26.52K
Increased by +0.68%
Nov 30, 24
10 Fidelity® 500 Index 3.84M (1.17%) 24.45K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.69M (1.13%) 2.59K
Increased by +0.07%
Dec 31, 24
12 Vanguard Value Index Inv 2.63M (0.80%) 22.70K
Increased by +0.86%
Nov 30, 24
13 American Funds Income Fund of Amer A 2.48M (0.76%) -63.74K
Decreased by -2.57%
Sep 30, 24
14 AF Global Equity (AFRIS) 2.37M (0.72%) 2.37M
Increased by +100.00%
Feb 29, 24
15 The Financial Select Sector SPDR® ETF 2.22M (0.68%) -8.06K
Decreased by -0.36%
Dec 31, 24
16 Financial Select Sector SPDR® ETF 2.16M (0.66%) -2.71K
Decreased by -0.13%
Mar 31, 24
17 Vanguard Institutional Index I 2.00M (0.61%) -8.01K
Decreased by -0.40%
Nov 30, 24
18 JPMorgan Large Cap Growth I 1.81M (0.55%) 0.00
Increased by 0.00%
Nov 30, 24
19 Vanguard Dividend Appreciation ETF 1.72M (0.53%) 9.94K
Increased by +0.58%
Nov 30, 24
20 Loomis Sayles Core 1.64M (0.50%) 1.64M
Increased by +100.00%
Sep 30, 23