Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 14.57%
2 BNKU 10.00%
3 BNKD 10.00%
4 KBWB 8.55%
5 DJIA 7.84%
6 DIA 7.61%
7 DYLG 7.45%
8 NDJI 6.66%
9 ICAP 6.32%
10 DDM 5.28%
11 DIVO 4.97%
12 DJD 4.72%
13 UDOW 4.20%
14 UDI 4.14%
15 UTRN 3.96%
16 EDOW 3.86%
17 GSIB 3.68%
18 JHAC 3.55%
19 DIVZ 3.07%
20 IYF 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.55M (8.45%) -291.42K
Decreased by -1.02%
Dec 31, 23
2 BlackRock Inc 23.01M (6.81%) 424.91K
Increased by +1.85%
Dec 31, 23
3 State Street Corporation 19.60M (5.81%) 488.90K
Increased by +2.49%
Dec 31, 23
4 Geode Capital Management, LLC 6.22M (1.84%) 49.85K
Increased by +0.80%
Dec 31, 23
5 Capital World Investors 6.01M (1.78%) 338.18K
Increased by +5.62%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 5.92M (1.75%) 224.88K
Increased by +3.80%
Dec 31, 23
7 Fisher Asset Management, LLC 5.52M (1.63%) 150.53K
Increased by +2.73%
Dec 31, 23
8 Dodge & Cox 5.48M (1.62%) -58.99K
Decreased by -1.08%
Dec 31, 23
9 Massachusetts Financial Services Company 5.20M (1.54%) 27.52K
Increased by +0.53%
Dec 31, 23
10 T. Rowe Price Associates, Inc. 4.95M (1.47%) 274.99K
Increased by +5.55%
Dec 31, 23
11 Bank of New York Mellon Corp 4.75M (1.41%) 614.62K
Increased by +12.93%
Dec 31, 23
12 AllianceBernstein L.P. 3.21M (0.95%) -50.98K
Decreased by -1.59%
Dec 31, 23
13 Northern Trust Corp 3.19M (0.95%) -145.44K
Decreased by -4.55%
Dec 31, 23
14 NORGES BANK 2.90M (0.86%) 691.67K
Increased by +23.82%
Dec 31, 23
15 Bank of America Corp 2.86M (0.85%) -588.28K
Decreased by -20.60%
Dec 31, 23
16 Legal & General Group PLC 2.72M (0.81%) 503.58K
Increased by +18.49%
Dec 31, 23
17 Amvescap Plc. 2.71M (0.80%) -79.90K
Decreased by -2.95%
Dec 31, 23
18 Eagle Capital Management LLC 2.58M (0.76%) -96.44K
Decreased by -3.74%
Dec 31, 23
19 Royal Bank of Canada 2.35M (0.70%) 931.16K
Increased by +39.56%
Dec 31, 23
20 Greenhaven Associates Inc 2.33M (0.69%) -3.46K
Decreased by -0.15%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.03M (5.34%) 18.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.37M (2.78%) -22.07K
Decreased by -0.24%
Feb 29, 24
3 Global Balanced (AFRIS) 8.27M (2.45%) 8.27M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 7.49M (2.22%) 82.18K
Increased by +1.10%
Feb 29, 24
5 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (1.68%) 24.65K
Increased by +0.43%
Mar 31, 24
6 Dodge & Cox Stock I 3.99M (1.18%) 0.00
Increased by 0.00%
Dec 31, 23
7 SPDR® S&P 500 ETF Trust 3.93M (1.16%) -30.65K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 3.91M (1.16%) 39.36K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 3.84M (1.14%) 24.45K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.38M (1.00%) 24.83K
Increased by +0.73%
Mar 28, 24
11 Vanguard Value Index Inv 2.47M (0.73%) 9.29K
Increased by +0.38%
Feb 29, 24
12 AF Global Equity (AFRIS) 2.37M (0.70%) 2.37M
Increased by +100.00%
Feb 29, 24
13 American Funds Income Fund of Amer A 2.17M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
14 Financial Select Sector SPDR® ETF 2.16M (0.64%) -2.71K
Decreased by -0.13%
Mar 31, 24
15 Vanguard Institutional Index I 1.94M (0.58%) -8.72K
Decreased by -0.45%
Feb 29, 24
16 Vanguard Dividend Appreciation ETF 1.88M (0.56%) 11.81K
Increased by +0.63%
Feb 29, 24
17 Loomis Sayles Core 1.64M (0.48%) 1.64M
Increased by +100.00%
Sep 30, 23
18 State St S&P 500® Indx SL Cl III 1.58M (0.47%) 5.60K
Increased by +0.35%
Mar 31, 24
19 American Funds Growth Fund of Amer A 1.47M (0.44%) 326.75K
Increased by +22.17%
Dec 31, 23
20 Capital Group Growth Fnd of Amer Comp 1.47M (0.44%) 326.75K
Increased by +22.17%
Dec 31, 23